Insights Straight to Your Inbox

Tips, freebies, event invites, and more to make your Childfree life even more amazing

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AboutPodcast

Insights Straight to Your Inbox

Tips, freebies, event invites, and more to make your Childfree life even more amazing

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

Bri Conn

CFP®

Childfree Wealth Specialist®

Bri Conn brings a wealth of knowledge to Childfree Insights in financial management, life design, and estate planning — especially for LGBTQ+ individuals and couples.

After facing many personal financial challenges early in life, she dove into the world of personal finance through social media and books, recovering from her mistakes slowly but surely and eventually taking control of her financial destiny.

Now, with a Bachelor of Arts in Communication from the University of North Dakota and a background in marketing, she channels her skills into personal finance education. As an Investment Advisor Representative, CERTIFIED FINANCIAL PLANNER®, and cohost of the Childfree Life by Design podcast, she is passionate about helping others navigate their financial journeys.

When she's not working, you'll find her outdoors: hiking, running, or enjoying the beauty of nature with her wife and dog. Her core values are community, education, social participation, and sustainability, and she is committed to integrating these into everything she does.

Episode 182: Designing Your End of Life

Maddy and Zeena Regis of Compassion and Choices, have a frank discussion about medical aid in dying, end-of-life options, and what intentional death planning really looks like for people living a Childfree life.

Episode 181: Planning Without Next of Kin

Chris Dale, CFP®, CeFT® shares a real story of a Childfree client who finalized his estate documents just weeks before a major accident.

Episode 180: The Importance of Care Plans

Wills, powers of attorney, and trusts only name the people who can make decisions for you. They don’t explain how you would want those decisions made.

Episode 179: Building Childfree Trust® With Welon Trust

Dr. Jay and Welon Trust’s John Steiner and Robert Allan reveal the two-year journey of launching Childfree Trust® together. They discuss the industry’s refusal to provide medical power of attorney, the rigorous banking regulations protecting clients, and the social biases they overcame to create a nationwide legacy solution built to outlive its founders.

Episode 178: Protecting Your Pets

What happens to your pets if you’re suddenly unable to care for them? You need a solid plan for emergencies, temporary disability, and ensuring your pets get the care they need when you can’t provide it.

Episode 177: Introducing Childfree Trust®

Who will make decisions for you when you can’t? For Childfree people, that question has never had a good answer until now.