You hit the number. You did everything right. And now you have no idea what comes next. Dr. Jay Zigmont CFP® and Dr. Bill Yount, founder of the Catching Up to FI podcast, talk honestly about what legacy, purpose, and the second half of life looks like when you are Childfree.

Nobody thinks about the financial checklist until they are already in the middle of the move, the job switch, or the divorce. Dr. Jay Zigmont CFP® and Bri Conn CFP® walk through everything that should happen before the big life change, from timing a resignation to updating beneficiaries after a split.

Life has a way of arriving before the plan does. A parent’s medical crisis. An inheritance nobody knew existed. A tree through a bedroom roof. Stock options that turned out to be worth millions.

Dr. Jay, Bri, and Maddy share four real client stories about what happens when life tests the plan, and what made the difference each time.

In this episode, Bri Conn CFP® sits down with Hillary, a client who is Childfree not by choice, for a real-life Childfree Wealth® checkup. Hillary has already done much of the emotional heavy lifting, moving through grief, redefining what her future looks like, and arriving at a place of clarity and intention. Now she is ready to match that clarity with a financial plan that actually fits her life.

In this episode, Bri Conn CFP® sits down with Sister Monica Clare, Episcopal nun and author of A Change of Habit, for a conversation about what it actually takes to stop living for other people’s expectations and start designing a life around who you actually are.