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 planning: who's actually going to take care of you?
20:42 – Life insurance: do child-free folks even need it?
22:29 – Building your \"bench\" of decision-makers (healthcare proxy + POA)
24:34 – How to find a financial planner who actually gets it
26:18 – What happens if you die or become incapacitated without an estate plan
29:05 – FIRE vs. FILE: Financial Independence Live Early
34:41 – Myth-busting: the worst financial advice child-free people always get
36:44 – The one traditional money milestone you have permission to skip
40:41 – What wealth actually means when you're child-free
43:01 – Permission to want freedom and happiness — fully and unapologetically
KEY TAKEAWAYS:
CONNECT WITH BRI:
TAKE THE NEXT STEP:
This episode of Yo Quiero Dinero was produced by Heart Centered Podcasting.
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