In this episode of the Childfree Wealth® Podcast, Dr. Jay welcomes a remarkable guest, Jess, who, along with her husband Corey, is a driving force behind The Fioneers. Jess brings an eclectic mix of expertise in lifestyle design, van life, and financial independence. She shares her journey toward financial independence and how she and her partner have designed a life that is as remarkable as the physical destinations they visit. They delve into the balance between money, life, and the unique challenges and opportunities of the childfree lifestyle.

Broadcasting from her van in Lake Tahoe, Jess provides insights into the origin of her mantra, making the journey as remarkable as the destination, and the importance of taking significant time off work to recover and form a new mindset. The discussion covers the nuances of workplace dynamics, the need for flexible jobs, and strategies to achieve a win-win scenario in personal and professional life.

Jess also discusses her work as a lifestyle design coach, explaining how she helps people identify the elements of their ideal life through a three-stage process. This includes defining the “what”, “why”, and “how” of their goals and conducting beta tests to build confidence and gather information. The episode also touches on the challenges of avoiding burnout, the importance of sharing stories to inspire others, and the ever-changing nature of life and work.

Listeners are invited to explore more about Jess and her work through The Fioneers' website, YouTube channel, and her free six-day email course on limiting beliefs. Join us for an inspiring conversation that might just help you design the life you’ve been dreaming of.

Tune in and get inspired to start designing the life you want!

Connect with The Fioneers here:

+ Website

+ YouTube

+ Facebook

+ Instagram

The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.

Like the show? Leave us a rating & review!

If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!

Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.

Instagram: @childfreewealth

Facebook: @childfreewealth

LinkedIn: @childfree-wealth

YouTube: @ChildfreeWealthPodcast

Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

🎙️ Hey, Childfree Wealth listeners! In this episode, we're diving into the intriguing world of tax planning 📊. Dr. Jay and Bri talk us through some of the essentials of income tax law fundamentals, income tax calculations, tax characteristics of entities, and more. From understanding gross income to the nuances of capital gains, we've got you covered! 💼

We also explore some unique aspects of tax planning, and discuss strategies that can save you thousands, if not millions, over time 💰. With the Tax Cut and Jobs Act sunsetting in 2025, now is the time to plan smartly! Our experts share valuable insights on passive income, charitable contributions, tax implications of changing circumstances, and much more 🤓.

Whether you're managing a small business or planning for long-term financial health, this episode is packed with actionable advice and professional tips. Remember, tax planning isn't just about saving money now but ensuring you're set for the future 🏦.

🔍 Key Takeaways:

• Income vs. capital gains and their tax implications
• Above the line deductions and adjusted gross income
• Specific scenarios like day trading and passive activity income
• Importance of timely and efficient tax planning

Tune in to get the full scoop and make sure you're making the best decisions for your financial well-being! 📈

#TaxPlanning #CFP #CPA #Accounting #IncomeTax #CapitalGains #TaxDeductions #FinancialPlanning #TaxStrategies #SmallBusiness #PassiveIncome #CharitableGiving #Childfree #Childless #PermanentlyChildless #DINK #DINKs #SINK #SINKs #ChildfreeWealth

The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.

Like the show? Leave us a rating & review!

If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!

Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.

Instagram: @childfreewealth

Facebook: @childfreewealth

LinkedIn: @childfree-wealth

YouTube: @ChildfreeWealthPodcast

Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

Hey, Childfree Wealth® listeners! We're back with this month's book club, diving into "Happy Money: The Science of Happier Spending" by Elizabeth Dunn and Michael Norton. If you enjoyed "Die with Zero," you're in for a treat with this one too.

Join us as Bri and I discuss our thoughts on the book. Bri found it enjoyable but wished for more scientific depth. Despite its brevity—it's less than a 4-hour audiobook—it serves as a great high-level overview of happier spending.

We explore the five main principles from the book, sharing personal stories about vacations and the joy of planning versus the actual experience. Whether you're someone who meticulously plans trips or prefers to wing it, there's something for everyone.

We also delve into the balance between spending on material goods versus experiences and how that impacts happiness. Bri and I share our takes on this, discussing everything from buying cars to planning large gatherings.

As a bonus, we offer some summer reading recommendations. Bri suggests murder mysteries, while I'm currently into post-apocalyptic zombie tales.

Finally, a quick update on our podcast schedule and a shameless plug for my upcoming book tour. If you're interested in childfree life and money, stay tuned for more exciting content in the fall!

Don't miss this episode packed with practical tips.

#HappyMoney #ChildfreeWealth #FinancialFreedom #SummerReading 📚

Resources:
+ Happy Money: The Science of Happier Spending

The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.

Like the show? Leave us a rating & review!

If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!

Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.

Instagram: @childfreewealth

Facebook: @childfreewealth

LinkedIn: @childfree-wealth

YouTube: @ChildfreeWealthPodcast

Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.