Scott Barnes

CFP®, TPCP, CLTC

Childfree Wealth Specialist®

Scott Barnes is Childfree Insights’s resident expert in insurance and long-term care.

He’s a CERTIFIED FINANCIAL PLANNER® and Childfree Wealth Specialist® with more than 20 years’ experience guiding clients through complex financial markets, from the height of the dot-com bubble and 9/11 to the Great Recession, COVID-19, and other ongoing global economic uncertainties.

His passion for financial planning is deeply personal: He grew up middle class in Virginia, and after losing his mother to breast cancer at an early age, he witnessed firsthand the financial strain a family can endure. Later, like many young adults, he faced his own challenges with credit card and student loan debt. His journey to financial independence ignited a desire to help others take control of their financial futures.

Today he focuses on helping Childfree individuals and families align their life goals with smart financial planning strategies for retirement, sabbaticals, international relocation, or long-term care.

He lives near Raleigh, North Carolina, with his wife, Etta, and their spirited cat, Louise (Weezie!). When he’s not working with clients, you’ll likely find him under the hood of a car or enjoying a drive with fellow enthusiasts.

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.

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 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 women’s banking movement from a living room in Denver to the laws that changed everything. Grace spent nearly a decade researching the founders of Women’s Bank, the legislation that finally gave women access to credit, and the remarkable, often overlooked stories of the women who made it happen.

Episode 183: Money, Independence, and the Childfree Woman

Maddy and Bri talk honestly about what the data actually shows for Childfree women and financial independence.

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.