Bri is a Childfree Wealth Specialist episode artwork

EPISODE · Dec 27, 2023 · 28 MIN

Bri is a Childfree Wealth Specialist

from Childfree Life by Design · host Dr. Jay Zigmont, CFP® & Bri Conn

​​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. After nearly a year of training, Bri is now a Childfree Wealth Specialist & is set to start taking on her own clients.You’ll hear more about her experience & insights as the conversation dives into the emotional aspects of financial planning, highlighting the importance of addressing clients’ worries and anxieties. Bri discusses her journey, the challenges of discussing feelings, and the unexpected emotional depth of financial planning. Dr. Jay emphasizes the significance of behaviors and emotions in financial success and the role of Childfree Wealth Specialists as supportive guides.If you’re interested in talking more with Bri & in need of 1-on-1 financial planning, be sure to connect with Bri at the link below.Resources:Podcast: Ep. 46 Unpacking Money GuiltConnect with Us:Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:Instagram: https://www.instagram.com/childfreeinsightsFacebook: https://www.facebook.com/ChildfreeInsights/LinkedIn: https://www.linkedin.com/company/childfreeinsightsYouTube: https://www.youtube.com/@ChildfreeInsightsDisclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

Episode metadata supplied by the publisher feed · Published Dec 27, 2023

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​​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. After nearly a year of training, Bri is now a Childfree Wealth Specialist & is set to start taking on her own clients. You’ll hear more about her experience & insights as the conversation dives into the emotional aspects of financial planning, highlighting the importance of addressi...

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This episode was published on December 27, 2023.

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