The Child-Free Money Playbook: Estate Planning, Legacy, and Financial Freedom
About this episode
This episode discusses financial planning for child-free individuals, focusing on wealth building, estate planning, and legacy without traditional family structures.
What does your financial plan look like when the traditional script doesn't apply to you? In this episode, I'm sitting down with Bri Conn, CERTIFIED FINANCIAL PLANNER® and co-host of the Child-Free Life by Design podcast, to break down everything child-free people need to know about building wealth, planning for the future, and defining legacy on their own terms. If you've ever been asked "but who's going to take care of you when you're old?" — this episode is for you. WE GET INTO: 0:00 – Welcome + Jannese's personal journey with child-free financial planning 0:57 – Introducing Bri Conn: CFP® serving the child-free community 1:11 – How Bri accidentally fell into child-free financial planning 4:04 – Who is actually seeking child-free financial planning (hint: it's not who you think) 5:14 – What traditional financial advice gets wrong for child-free people 7:09 – Redefining legacy when children aren't part of the equation 9:06 – Navigating cultural expectations around family obligation and caregiving 11:30 – Estate planning without default heirs — and why Child-Free Trust exists 13:56 – Busting the myth: do child-free people automatically have more money? 17:02 – Long-term care…
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