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On this episode of CFO at Home, Vince’s guest is Bri Conn, the Chief Experience Officer of Childfree Wealth®, a life and financial planning firm dedicated to helping Childfree and Permanently Childless people. Bri and Vince dive into key financial...
On this episode of CFO at Home, Vince’s guest is Bri Conn, the Chief Experience Officer of Childfree Wealth®, a life and financial planning firm dedicated to helping Childfree and Permanently Childless people. Bri and Vince dive into key financial considerations for the childfree, including how childfree individuals can optimize their time, money, and freedom, the importance of having a plan for long-term care, the concept of legacy beyond traditional generational wealth and the importance of estate planning. Bri also shares tips on how to engage in sensitive conversations with childfree individuals, and the value of understanding their unique financial challenges. For more insights, check out the Childfree Wealth Podcast co-hosted by Bri and Dr. Jay Zigmont, and Dr. Jay’s new book, "The Childfree Guide to Life and Money”.
Key Topics:
- Introduction to Childfree Wealth
- Defining Childfree vs. Childless
- Financial Planning Considerations
- Die with Zero Approach
- Flexibility and Home Ownership
- Investment Goals for the Childfree
- Long-term Care Planning
- Legacy and Estate Planning
- Sensitive Conversations with Childfree Individuals
- Book - The Childfree Guide to Life and Money
Key Links
Contact the Host - vince@thecfoathome.com
