Childfree Wealth®

Finding your people as a childfree adult isn’t always easy—and the bigger the city, the harder it can be. In this episode, Jay sits down with Florence Wlodarski, founder of Parallel, a social club designed specifically for people living without children. They dive into what it really means to create meaningful community when your lifestyle doesn’t revolve around parenting.

You’ll hear:
- Why childfree friendships take ...

Are you stuck in the loop of consuming financial content without actually making meaningful changes? You're not alone! In this episode, we dive deep into why turning knowledge into action is critical for your financial and personal growth—especially when you're Childfree.

You'll learn why monthly financial check-ins focused on one or two concrete actions can transform your progress, how tools like the Childf...

Episode 3 of the Financial Planning Series:  In this episode, we continue our deep dive into Andy and Libbi’s financial planning journey as they face a life-changing decision: a potential job opportunity in Germany. 

Dr. Jay guides them through the financial and lifestyle implications of an international move, exploring key topics like tax considerations, navigating remote work challenges, and adjusting their retirement p...

Aging solo doesn’t have to mean going it alone! In this insightful episode, Dr. Jay sits down with Dr. Sara Zeff Geber, author of Essential Retirement Planning for Solo Agers, to discuss the unique challenges and opportunities for individuals without adult children.

From the financial realities of solo aging (think $400,000 to $1 million over a lifetime), to the importance of choosing a trusted person for medical decisions...

When it comes to financial planning, are you guilty of putting the cart before the horse? In this episode, we dive into why building an emergency fund of 3-6 months of expenses is your crucial first step—especially if you're a high-income earner tempted to skip the basics for bigger, flashier investments.

We'll break down practical strategies, including why paying off debt first reduces the size of your emergency fund, the...

Retirement isn’t just a finish line—it’s a whole new chapter to design! Join Bri and Dr. Jay as they dive into the essentials of retirement planning, mixing practical advice with a fresh, fun approach. From the 4% withdrawal rule to navigating healthcare and long-term care, they cover everything you need to feel confident about your future.

But it’s not all about the numbers—this episode explores what you’re retiring TO, n...

In this second episode of our Financial Planning Series, Dr. Jay takes you behind the scenes of his work, guiding Andy and Libby on their journey to early retirement. Together, they explore life in the Dominican Republic, refine their investment strategy, and tackle real-world challenges like maximizing 401(k) contributions, boosting international portfolio exposure, and managing healthcare costs abroad.

Dr. Jay shares pra...

How much of your financial behavior is shaped by your past? 🤔 In this episode, financial planner and trauma money specialist Shannah Game joins us to explore the deep connection between emotions, psychology, and financial decision-making.

We discuss how childhood experiences, societal norms, and personal beliefs shape our money habits—often without us realizing it. Shannah shares powerful exercises, like the financial for...

Have you ever wondered why you think about money the way you do? In this episode, Bri and Dr. Jay dive into the powerful (and often hidden) ways our upbringing shapes our financial mindsets.

Bri opens up about growing up with a religious lens on money, while Dr. Jay reflects on a family focus on personal excellence. Together, they explore privilege, financial guilt, and the responsibility that comes with financial advantag...

Ever wonder what a live Childfree Wealth Checkup is like? Join Dr. Jay as he collaborates with Ann, a trailblazing client with a $1.1M net worth, who dreams of retiring early to embrace van life, steward trails, and explore national parks. Together, they uncover the path to retiring at 45 while balancing caregiving responsibilities and planning a career shift.

This session dives deep into actionable steps, from researching...

Work with Bri and Dr. Jay! Schedule your Childfree Wealth Checkup here! https://childfreewealth.com/schedule-a-checkup/

Being childfree comes with unique financial opportunities and challenges—and planning for the future requires a different approach. In this episode, we explore key strategies for childfree individuals to secure their financial independence and live a fulfilling life.

We dive into the “die with z...

Jill Sirianni, co-host of the Frugal Friends Podcast, joins us to talk about her new book, co-authored with Jen Smith, "Buy What You Love Without Going Broke." Jill dives into the power of mindful spending, embracing the "radical middle" in financial decision-making, and applying Maslow's hierarchy of needs to your money.

In this episode, Jill also shares how she paid off $60,000 in debt, the lesso...

Book Your Childfree Wealth Checkup Today!

​​Welcome to Episode 1 of our Financial Planning Series with Andy and Libbi!
Get an insider view as Dr. Jay guides Andy and Libbi through their monthly client calls to optimize their financial planning for this childfree couple. 

💸In this 1st session, Dr. Jay explores their story—from tying the knot in 2010, battling debt, and now aiming for an early retirement! 💪🏖...

In this episode, Dr. Jay sits down with Dr. Jordan Grumet (Doc G) to explore his shift from full-time medicine to part-time hospice care—and the profound lessons he’s learned about life’s purpose along the way.

Drawing from his upcoming book The Purpose Code (releasing January 7, 2025), Doc G breaks down the difference between “big P” purpose—goal-driven and ambitious—and “little P” purpose, which is about enjoying life’s...

In this thought-provoking episode we dive deep into why life planning should take precedence over financial planning—especially for those who are childfree.

Bri and Dr. Jay explore different life planning strategies based on relationship status, stress the importance of open communication between couples, and critique the traditional work-for-retirement mindset. They also introduce the FIRE movement and discuss aligning ca...

2025 is here—are you ready to make it your best year yet? 

In this episode, Dr. Jay explores how to reflect on the wins and challenges of last year, set goals that fit your unique life, and build habits that actually stick. Whether you’re focused on improving your health, managing your finances, or growing personally, this episode is all about progress over perfection. Learn how to turn your big dreams into realistic, doab...

Are you stuck in the 'boring middle' of your financial journey? 🤔

In this last episode of our special series, Dr. Jay unpacks Chapters 21 and 24 of The Childfree Guide to Life and Money.

From mastering your money mindset to navigating different financial perspectives in relationships, we explore what really drives success. Plus, discover how to avoid impulsive decisions during the plateau phase and wh...

Are you ready for retirement? 🕰️ In this special episode, we dive into Chapters 22 and 23 of The Childfree Guide to Life and Money to tackle Social Security, healthcare, Medicare, and long-term care.

From planning for reduced Social Security benefits to understanding Medicare coverage and skyrocketing healthcare costs, this discussion helps childfree individuals navigate the complexities of retirement planning.

🎧 Tune in to learn h...

How does the 4% Rule stack up for the childfree community? 🤔

In this special episode, Dr. Jay dives into Chapter 20 of The Childfree Guide to Life and Money, rethinking traditional financial planning for those without dependents. From adapting the 4% Rule to embracing a new purpose after financial independence (FI), this discussion reshapes the way we think about money post-FI.

🎧 Tune in now for actionable insights, list...