Supporting Childfree Clients with Financial Planning and Beyond

In this episode of XYPN Radio, we sit down with Jay Zigmont, founder of Childfree Wealth®, and Bri Conn, the firm's Chief Experience Officer, to dive into the unique financial planning needs of childfree individuals. With over 25% of the population identifying as childfree, Jay and Bri share how traditional financial systems often overlook this growing demographic. They discuss their innovative service model designed to support their clients' flexibility and long-term planning needs, including the complex topic of end-of-life planning.
Jay and Bri also reveal their vision for the firm's future, including expanding into medical and financial power of attorney services and how their media presence and unique client-facing products have contributed to their success. Tune in for an insightful conversation on serving this underserved niche and the thoughtful approach required to help child-free individuals build the best life for themselves.
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