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.

Insights Straight to Your Inbox

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About

Podcast

Podcast

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.

Episode 208: Long-Term Care Planning for Childfree Adults

Most people file long-term care under “deal with it later,” which is exactly the wrong time to start. Jesse Vickey of Long Term What? joins Bri Conn, CFP® to make one of the most avoided money conversations feel clear and even hopeful, from the four ways people pay for care to why your healthy window is the moment to decide your options.

Episode 207: Scary Stories: Tax Mistakes Childfree People Make

The worst tax stories aren’t about criminals, they’re about ordinary people doing what they thought was fine and walking into a trap. Bri Conn, CFP®, Dr. Jay Zigmont, CFP®, and Maddy Roche walk through real cautionary tales, from the passport the IRS can revoke to the partner’s rent that counts as income, so you can make intentional Childfree money decisions with your eyes open.

Episode 206: Tax Planning for Childfree People

Most tax advice assumes you’re married with kids, funding a 529, and leaving an inheritance, so following it when you’re Childfree can cost you. Dr. Jay Zigmont, CFP® and Scott Barnes, CFP®, TPCP®, CLTC break down why the tax code rewards having children and how Childfree people can design their own tax breaks instead, from the landlord advice that falls apart without an heir to the Roth question that changes with your state and your plans to retire abroad.

Episode 205: Guardianship vs. Power of Attorney: Protecting Your Choices as a Solo Ager

The words guardianship and conservatorship usually surface only after a crisis, once the choices have already left your hands. Melissa Holcombe, DSW, LCSW joins Bri Conn, CFP® to explain what these terms really mean, why they are so hard to undo, and how a power of attorney set up ahead of time keeps your medical and financial decisions yours.

Episode 204: The Myth of the Maternal Instinct

Plenty of Childfree people carry a quiet suspicion that they’re missing some piece of wiring everyone else got. Dr. Amy Blackstone went looking for the research to explain what was wrong with her and found there’s no such thing as a maternal instinct. She joins Dr. Jay Zigmont, CFP® to talk about what the science really says, and why feeling wrong usually means you’re measuring yourself against the wrong population.

Episode 203: Disability Insurance and Protecting Your Paycheck

When you’re Childfree, life insurance may barely make your list, which is exactly why disability insurance is so easy to overlook and so important to get right. Bri Conn, CFP® and Scott Barnes, CFP®, TPCP®, CLTC break down how to protect the paycheck that funds the life you’ve built, and the fine print that decides whether your benefit shows up whole when you need it.