Best Dr Jay Zigmont Podcasts (2024)

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Episode 236: Financial Planning for People without Kids with Dr. Jay Zigmont CFP® 30:21

27d ago30:21

30:21

Discover the unique financial landscape of child-free living with Dr. Jay Zigmont, a CERTIFIED FINANCIAL PLANNER® and founder of Child Free Wealth. Together with Melissa Joy, CFP®, CDFA®, they unpack the nuanced financial strategies tailored for those who choose not to have children. From rethinking the legacy you leave behind to understanding long…

1
Special Episode 1: Are Childfree People Weird? 8:27

23h ago8:27

8:27

🎙️ Welcome to the first episode of our exclusive series leading up to the highly anticipated launch of The Childfree Guide to Life and Money on December 31st! Each week, Dr. Jay will dive deep into a new chapter, kicking off today with Chapter 1, "Are We Weird?"—a thought-provoking look at breaking free from societal expectations 📚. Discover why ch…

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Year-End Financial Fixes: Essential Moves Before the New Year Ep. 105 27:47

3d ago27:47

27:47

🎙️ In this episode, Bri and Dr. Jay cover everything you need to know to wrap up the year on a strong financial note! 💡 Get expert insights on essential year-end tasks, from tax planning and harvesting unrealized losses 📉 to understanding capital gains taxes and Required Minimum Distributions (RMDs), especially for inherited IRAs. 🔍 Bri and Dr. Jay…

1
Episode 239: Reducing Overwhelm by Doing Less With Michelle Gauthier 27:01

4d ago27:01

27:01

Ever felt like you're drowning in the quest to have it all? Join Melissa Joy, CFP®, on this episode of the Women's Money Wisdom Podcast, where she sits down with Michelle Gauthier, a professional life coach and host of Overwhelmed Working Woman. Michelle shares her transformative journey from a high-pressure finance career to a more intentional and…

1
Shannon and Mike Planning Session 2: Big Goals and Big Moves, Episode 104 51:23

10d ago51:23

51:23

Ever wonder what financial planning really looks like for the childfree? Get a front-row seat as Dr. Jay helps Shannon and Mike tackle some huge money moves! 🏡💼 In this second installment of our 6-part series, Dr. Jay dives deep with Shannon and Mike as they talk goals - paying off their mortgage by May🏡 and boosting their travel budget ✈️. Dr. Jay…

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Episode 238: Investing with Human Rights in Mind with William F. Schulz 25:27

13d ago25:27

25:27

Curious about how corporate responsibility and ethical investing can help shape a better future? Join Melissa Joy, CFP®, as she sits down with William F. Schulz, former Executive Director of Amnesty International USA, to uncover how ESG (Environmental, Social, and Governance) investing has the potential to impact both business and society. In this …

1
Unlock Your Best Benefits: Open Enrollment Essentials 26:32

19d ago26:32

26:32

🎙️ In this eye-opening episode, Bri and Dr. Jay dive deep into everything you need to know for the upcoming open enrollment period! 🌟 From reviewing your insurance options to making sure you're maximizing your benefits, they’ve got you covered. Don’t miss key discussions and what you need to know about: ✅ Long-term disability & care insurance 📋 ✅ L…

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Episode 237: Getting Ready to Pay for College with Lucy Valandra, CFP® & Alexa Kane, CFP®, CDFA®, AIF® 38:48

18d ago38:48

38:48

Ever wondered how to secure a bright educational future for your children without compromising your own financial well-being? Join Melissa Joy, CFP®, CDFA®, and her insightful colleagues Lucy Valandra, CFP®, and Alexa Kane, CFP®, CDFA®, AIF®, as they share personal stories and helpful tips to make the college savings process smoother. Lucy starts o…

1
Shannon and Mike Planning Session 1: Life Plans and Financial Freedom 57:32

26d ago57:32

57:32

Get an exclusive look at financial planning with Childfree Wealth®! In this 6-part series, Dr. Jay sits down with Shannon & Mike to align their life plans with their financial goals - this is a conversation you won't want to miss! 🌍✈️ They explore how early retirement could be for this couple, tackle the “childfree midlife crisis,” and discuss a po…

1
What does a CFP® Professional learn? Pt. 6 Estate Planning 25:08

1M ago25:08

25:08

🎙️ Dive into the essential world of estate planning with our latest episode, "What does a CFP® Professional learn? Pt. 6 Estate Planning”. 🎧 Bri and Dr. Jay finish their conversation around the CFP® process and learnings with the fundamentals on Estate Planning—asset disposition, ownership types, gifting rules, and the gross estate. 🏠 They help unr…

1
Episode 235: Healthy Communication about Money with Relationship Coach Joni Woods 25:20

1M ago25:20

25:20

Description: Have you ever felt the frustration of miscommunication straining your personal or professional relationships? In this compelling episode of the Women's Money Wisdom Podcast, relationship and communication coach Joni Woods of Journey Coaching shares how she transformed her own communication struggles into powerful personal growth. Toget…

1
Episode 100! Where Are We Now 36:31

1M ago36:31

36:31

🎙️ Join us for a momentous 100th episode of the Childfree Wealth Podcast! We're marking this milestone with an in-depth exploration of life planning, financial strategies, and the distinctive paths of childfree individuals. 🌍 In this special episode, Bri and Dr. Jay break down the eight ‘No Baby Steps' —a set of innovative financial strategies tail…

1
Episode 234: All About HSAs with Bill Stuart 36:45

1M ago36:45

36:45

Unlock the secrets to maximizing your Health Savings Account (HSA). Discover strategies that can turn your HSA into a powerful financial tool for both immediate and long-term goals. Melissa Joy, CFP®, is joined by Bill Stuart, a leading expert who has been pioneering HSA knowledge since their inception in 2004. In this episode, they guide you throu…

1
Exploring Freedom & Fulfillment of a Childfree Lifestyle with Doc G 47:23

2M ago47:23

47:23

🎙️In honor of nearing our 100th episode, we're revisiting one of the unforgettable moments of the Childfree Wealth Podcast: Dr. Jay Zigmont, CFP® ‘s conversation with Doc G which originally aired on the Earn and Invest Podcast. Join the conversation as Dr. Jay and Doc G delve into the complexities of embracing a childfree lifestyle. 🌟 The episode e…

1
Episode 233: Olympic Lessons for Investors 23:31

2M ago23:31

23:31

Summer is winding down, and there is a lot to unpack from the past few months. All the medals have been awarded and as we step off the podium and look towards fall we can’t forget some key takeaways. In the episode, Melissa Joy, CFP®, CDFA® reflects on the summer of 2024, discussing the stock market volatility and the lessons she learned from the O…

1
Rebekah & Matt Planning Session 6: Next Steps and Considerations for their Aging Parents’ Needs 51:12

2M ago51:12

51:12

🎙️In this engaging episode of our podcast, Rebekah and Matt dive into their final session with Dr. Jay Zigmont, CFP®, focusing on their next steps and the crucial elements of financial planning and estate management for adult children with aging parents. Dr. Jay guides Rebekah and Matt through important future considerations, including planning for…

1
Episode 232: Bookkeeping and Tax Planning for Business Owners with Ronisa Clark 32:59

2M ago32:59

32:59

If you’re a business owner, you know that the numbers matter. Accurate tracking of cash flow, expenses, and income help you keep tabs on the financial health of your company. In this conversation, Melissa Joy speaks with Ronisa Clark, an expert in bookkeeping for business owners and founder of her own company, Dream Joy Consulting. You’ll hear abou…

1
DINK Math with Erika & Kristen from DINKY 39:45

2M ago39:45

39:45

🎙️In this episode, we revisit Dr. Jay Zigmont, CFP®’s guest appearance on The DINKY Podcast. Join Dr. Jay and the dynamic duo from the Dinky pod, Erika and Kristen, in a hilariously unhinged episode that discusses financial strategies for child-free couples. If you're childfree and craving laughter mixed with financial wisdom, this conversation is …

1
Episode 231: All About Medicare with Joanne Giardini-Russell 45:27

2M ago45:27

45:27

Medicare can seem like a mystery. Whether you are nearing the age to sign up or your parents have questions you’re trying to help them answer, this episode is dedicated to demystifying all the options. Melissa Joy and Joanne Giardini-Russell, Owner of Giardini Medicare, talk about what your healthcare can look like in retirement. Understanding Medi…

1
Celebrating International Childfree Day 38:51

2M ago38:51

38:51

🎙️ In this special episode of the podcast, host Bri celebrates International Childfree Day with an insightful conversation featuring distinguished guests Dr. Jay, Nandita Bajaj, Christine Erickson, and Angela Harris. Together, they explore the multifaceted experience of living childfree, examining its implications on legacy, minimalism, policy chan…

1
Episode 230: How to Communicate About Money with Counselor Sara Silvennoinen 24:15

2M ago24:15

24:15

In this conversation, Melissa Joy and Sarah Silvennoinen of My Motivation Counseling, discuss the importance of effective communication, especially when it comes to talking about money. They highlight the need to understand different perspectives and backgrounds in order to avoid miscommunication. They emphasize the importance of identifying and co…

1
Childfree People by the Numbers 33:39

2M ago33:39

33:39

🎙️ In this episode, we delve into the Pew Research Study on Adults Without Children. Rachel Minkin from Pew Research Center shares insights on why a significant percentage of adults under 50 are unlikely to have children, and why many adults over 50 never had children. We explore the top reasons for not having children, and highlight the financial …

1
Episode 229: Tightwads and Spendthrifts with Author Scott Rick 32:43

3M ago32:43

32:43

The way you or your partner spends money can have real impact on your relationship. In this episode, Melissa Joy interviews Scott Rick, author of the book 'Tightwads and Spendthrifts: Navigating the Money Minefield in Real Relationships.' They discuss the different approaches people have towards spending money and how it can impact relationships. S…

1
Retirement Planning: What does a CFP® Professional Learn? Pt. 5 30:27

3M ago30:27

30:27

🎙️ Welcome to our latest episode covering what a CFP® Professional learns, this time we're focusing on retirement strategies! 🏦 We cover the essentials of 401(k)s, IRAs, and saving for retirement. 📊 We also discuss investment considerations such as time horizon, risk tolerance, and how to match them with your retirement plan. 📈 Learn about distribu…

1
Episode 228: Money Talks: Navigating Financial and Mental Health Wellness with Lindsay Bryan-Podvin 29:41

3M ago29:41

29:41

Have you ever wondered how financial stress impacts mental health and what can be done to address it? In this episode, Melissa Joy and Lindsay Bryan-Podvin discuss the Financial Empowerment Initiative at the University of Michigan, focusing on the intersection of money and mental health. Lindsay shares insights from her work and the impact of the w…

1
Rebekah & Matt Planning Session 5: Turning Sweet Ideas into Epic Adventures 1:01:22

3M ago1:01:22

1:01:22

🎙️ Welcome to our latest episode! 🎲 Today, we dive into the exciting world of "Donuts and Dragons," an innovative concept combining delicious treats with thrilling D&D sessions. 🍩🐉 Rebecca and Matt discuss their journey from idea to execution, sharing insights on life planning, balancing creativity and practicality, and the importance of just start…

1
Episode 227: Mortgages in a High-Rate Environment with Erica Powers 38:53

3M ago38:53

38:53

The rates are high in the mortgage world. There’s no denying it! In this chat, Melissa Joy dives into the ever-changing landscape of mortgages with guest Erica Powers, CMPS®, CDLP®, NMLS#739673. First Merchants Bank is an Equal Housing Lender and a Member FDIC. We’ll spill the beans on today’s mortgage scene, chat about savvy refinancing moves, and…

1
Charlie Dice - Life Beyond Infertility 30:48

3M ago30:48

30:48

🎙️ In today's episode, we dive deep into life as childfree-not-by-choice with Charlie Dice, creator of the Life Beyond Infertility Mentorship Program - a private and group coaching membership and community. She's also the founder and host of the Life Beyond Infertility Podcast. Her mission is to help those struggling to see a way forward rediscover…

1
Episode 226: Finding Financial Pearls & Jimmy C. Shoes 39:45

3M ago39:45

39:45

This episode, originally aired on "is that cashmere?" hosted by Becca Hoeft and Anna Kincannon, explores the connection between fashion choices and financial decisions, especially during the pandemic. Melissa Joy, CFP® joined Becca and Anna to discuss saving money, planning for the future, and teaching children about finance. This lively conversati…

1
Caregiving Expert Advice with Danielle Miura 34:29

3M ago34:29

34:29

🎙️ Hey, Childhood Wealth listeners! Today’s episode features Danielle Miura, a long-time friend and expert in caregiving. We dive into the challenges and strategies for planning and managing caregiving, especially for those navigating "No-Baby Step 7: Plan for Mom & Dad”. Danielle’s top tip? Go with the flow and prioritize self-care! 🫶We discuss se…

1
Episode 225: Create Your Dream Home with Melissa Kennedy and Jen Hinesman 33:12

3M ago33:12

33:12

Looking to build your dream home? In this episode, Melissa Kennedy, President of Meadowlark Design+Build, and Design Director, Jen Hinesman discuss the process of building a custom home designed specifically for you. Using their 20 years of experience, Melissa and Jen explain all the important steps like planning, budgeting, choosing a location, an…

1
Rebekah & Matt Planning Session 4: Financial & Health Preparedness 53:10

4M ago53:10

53:10

In this episode, we tackle balancing financial goals and preparing for health emergencies. We discuss setting realistic goals, like saving for travel and paying off debt, without being too hard on ourselves. 💸✈️ We also cover making contingency plans for unexpected health costs and the importance of having a will or trust. 🏥📜 Tips include designati…

1
Episode 224: Do You Need a Travel Advisor? Custom Trips and Money-Saving Tips with Vinal Desai Burbeck 32:29

4M ago32:29

32:29

Planning a vacation can be overwhelming. But working with a travel expert can make it much easier to create amazing trips tailored for you. Vinal Desai Burbeck, Travel Consultant and Founder of Wanderlark, dives into the changing world of travel planning and how travel advisors create personalized experiences to fit your interests and budget. This …

1
Exploring Financial Independence and Lifestyle Design with Jess from The Fioneers 36:38

4M ago36:38

36:38

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 h…

1
Episode 223: The Invisible Costs of Child Care with Heather Boneparth 35:27

4M ago35:27

35:27

Struggling to balance work and childcare responsibilities? Heather Boneparth, Director of Business and Legal Affairs at Bone Fide Wealth, sheds light on the challenges parents face in today’s world. Learn helpful tips on dealing with changes in taking care of children, finding new ways to contribute besides earning money, and juggling family duties…

1
What does a CFP® professional learn? Pt. 4 Taxes 31:21

4M ago31:21

31:21

🎙️ 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 cover…

1
Episode 222: Student Loans: Understanding Loan Forgiveness and Income-Based Repayment Plans with David Gourley, CSLP® 33:21

4M ago33:21

33:21

Stressed about student loans? We’ve got you covered. In this episode, David Gourley, CSLP® explains loan forgiveness programs and special payment plans based on your income in simple terms. Whether the loans are yours or your child's, you'll learn who qualifies, important deadlines, and easy tips to manage the debt better. Don’t miss out on key ins…

1
Happy Money: The Science of Happier Spending (Book Club) 26:18

4M ago26:18

26:18

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 scientif…

1
Episode 221: Scholarships and Financial Planning for College with Ann Garcia, CFP® 36:51

4M ago36:51

36:51

Want to make college more affordable? Listen to this episode with Ann Garcia, CFP® as she explores scholarship funding for college. Discover different scholarship types, application strategies, and the importance of early planning to minimize debt. Make sure you catch these tips to help set up your child's financial future. Listen and Learn: Explor…

1
Finding the Magic of Joy with Maria Hill 36:45

5M ago36:45

36:45

In this candid conversation, Dr. Jay talks with Maria Hill about the often misunderstood world of childlessness not by choice. They take a deep dive into the complexities of this and the unique financial considerations it presents. Maria shares her journey from a traditional conservative background to a life of self-discovery, empowerment, and joy …

1
Episode 220: Should You Count On Social Security In Retirement? 20:56

5M ago20:56

20:56

Social Security has been a staple of retirement planning for past generations. But will it be there for you when you decide to stop working? The cost of a comfortable retirement is rising so understanding how Social Security works is more important now than ever. Join Melissa Joy, CFP®, to learn how Social Security works and how it could impact you…

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Dr. Jay's Talk at the Childless Collective Summit 29:48

5M ago29:48

29:48

This episode is a recording from Dr. Jay’s latest talk at the Childless Collective Summit in April. In his talk, he discusses his experiences at financial conferences and his work with both childfree individuals and financial professionals, while sharing an engaging narrative on how being childfree impacts one's life and finances. You’ll hear him c…

1
Episode 219: Simple Steps To Protect Seniors From Financial Fraud with Cathy Curtis, CFP® 22:41

5M ago22:41

22:41

Melissa Joy, CFP® and Cathy Curtis, CFP®, dive into a serious topic: financial fraud against elders. Cathy explains that while scammers try to trick seniors into giving them money illegally, there are many ways to spot these scams and keep your elderly loved ones safe. Listen to gain the know-how and tools to avoid fraud smoothly as you or your lov…

1
Healthy Love & Money with Ed Coambs 42:16

5M ago42:16

42:16

Ed Coambs is a former firefighter, now CFP® Professional & family financial therapist. In this episode, Jay and Ed delve into the intricate intersection of love, money, and psychology. You’ll hear them explore the dynamics of couples' finances, the importance of understanding past experiences and attachment styles, and the key role these play in sh…

1
Episode 218: Preparing for an Early Retirement 24:11

5M ago24:11

24:11

Do you dream of retiring early? Planning carefully is an important part of ending full-time work ahead of schedule. The path to early retirement is different for everyone - you have to look at your unique situation and decide your own goals. Alternatively, some people need to retire earlier than they intended to, so it's smart to have a strong reti…

1
What does a CFP® professional learn? Pt. 3 Investments 31:15

5M ago31:15

31:15

In this conversation, Bri & Dr. Jay review her third CERTIFIED FINANCIAL PLANNER™ course focused on investments. As part of her professional journey, Bri undertakes these courses to enhance her understanding and skills in various areas of financial planning. The investment planning course is a crucial component of the CFP® Professional curriculum, …

1
Legacy Beyond Offspring with CaTyra Polland 26:09

5M ago26:09

26:09

In this intriguing episode, Bri dives deep into the topic of legacy with guest, CaTyra Polland! As a poet, keynote speaker, and author of her new book, Legacy Beyond Offspring, she’s focused on shattering conventional norms by exploring the concept of legacy beyond parenthood. From her own experience to insights from a focus group of childfree indi…

1
Episode 217: Teaching Kids Money Basics with Melissa Gordon 32:36

5M ago32:36

32:36

Melissa Joy is joined by teacher Melissa Gordon to explore why it's crucial for kids to learn about money management early on. Melissa Gordon shares why it’s never too early to start developing budgeting, investing, and retirement planning skills. This episode discusses how having open money conversations at home and school can prevent future finan…

1
Rebekah & Matt Planning Session 3 58:56

5M ago58:56

58:56

In this episode, you’ll get a behind the scenes look at a real financial planning session with Dr. Jay Zigmont, CFP®. Rebekah & Matt, were originally in the Portraits of Childfree Wealth book & agreed to have their financial planning process recorded and shared. They openly address the mental load of money, the fear of debt, and the often overlooke…

1
Your Money or Your Life (Book Club) 28:41

6M ago28:41

28:41

Get ready for a deep dive into personal finance and life purpose as Bri and Dr. Jay take on the timeless book, "Your Money or Your Life!" This lively discussion isn't just about numbers, it's about aligning your time, money, and passion to create an amazing life. Expect thought-provoking insights on consumerism, work-life balance, and the importanc…

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Dr Jay Zigmont Podcasts

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