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Episode 189: You Hit Your Financial Goals. Now What?

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...

Episode 188: Preparing for Major Life Events

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...

Episode 187: Life Can Change on a Dime

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

Episode 186: Planning the Life You Actually Have

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...

Episode 185: Finding Your True Calling When Society Has Other Plans

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 peoples...

Episode 184: Women and Credit: The History That Still Shapes Your Finances

In this episode, Bri Conn, CFP® sits down with Grace L. Williams, financial journalist and author of Give Her Credit, to trace the womens banking movement from a living room in Denver to the laws...

Episode 183: Money, Independence, and the Childfree Woman

Do I Need Disability Insurance?

2025 Tax Year Organizer