Long-Term Planning
Podcast Episodes
Featured Episode
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 about what legacy, purpose, and the second half of life looks like when you are Childfree.
Episode 187: Life Can Change on a Dime
Episode 182: Designing Your End of Life
Episode 181: Planning Without Next of Kin
Articles
The Comprehensive Guide to Estate Planning for Childfree Adults
Childfree people need custom estate-planning strategies to align with their specific needs, values, and vision for the future.
Protect Your Personal Wishes and Digital Legacy: Childfree Trust in Detail
Creating a comprehensive life and legacy plan as a Childfree individual is more important than you might think, and it all starts with the right tools.
Childfree Estate Planning: Legal Challenges and Opportunities
Secure your estate plan with a professional fiduciary to make medical and financial decisions on your behalf without traditional next of kin.
How Do I Handle Healthcare in Retirement?
Healthcare in retirement explained: Medicare enrollment, supplemental insurance options, and managing costs before you turn 65.
I'm Disabled (Or May Be Soon): What Do I Do?
Recently disabled or worried you might be? Navigate disability benefits, insurance options, and essential long-term financial planning.
What Is a Donor Advised Fund (DAF)?
Donor advised funds (DAFs) combine tax benefits with charitable giving flexibility. Learn how they work and whether one fits your philanthropy.
Insights Straight to Your Inbox
Tips, freebies, event invites, and more to make your Childfree life even more amazing
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