Solo Aging and Estate Planning With Jay Zigmont and Sara Zeff Geber

What happens to your care, your finances, and even your pet if you don't have kids to make decisions for you? In this interview, Dori sits down with Sara Zeff Geber, PhD, who coined the term "solo ager," and Jay Zigmont, PhD, MBA, CFP®, founder of Childfree Trust, to dig into one of the most overlooked pieces of retirement planning: who makes decisions for you when you can't, and who's there to help you build the life you want as you age.Sara and Jay bring two complementary perspectives — Sara's decades of work helping people think through housing, relationships, and support systems as solo agers, and Jay's work building an actual fiduciary structure (Childfree Trust) for people who don't have someone to name as power of attorney or executor. Together they cover why people put off estate planning, what documents you actually need, how to build a "team" even if you don't have family nearby, and the surprisingly common reason people finally get their paperwork done (hint: it involves a pet).Sara Zeff Geber, PhD coined the term "solo ager" and is the author of Essential Retirement Planning for Solo Agers: A Retirement and Aging Roadmap for Single and Childless Adults. Her upcoming book, Solo Aging for Dummies (AARP/Wiley), is out next spring. -Learn more at sarazeffgeber.com.Jay Zigmont, PhD, MBA, CFP® is the founder and CEO of Childfree Wealth® and Childfree Trust®, and author of The Childfree Guide to Life and Money. -Learn more at childfreewealth.com and childfreetrust.com.What to do next:Click to grab our free guide, 10 Key Issues to Consider as You Explore Your Retirement TransitionPlease leave a review at Apple Podcasts.Join our Revolutionize Your Retirement group on Facebook.