Childfree Wealth® means having the time, money, and freedom to achieve your goals and dreams. Being Childfree or permanently childless does not automatically make you 'rich' but it does give you more flexibility in where you invest your time and resources. Join Bri Conn, CFP®, & Dr. Jay Zigmont, CFP®, for discussions on life and personal finance that reflect the unique needs of those who are Childfree or permanently childless. DISCLOSURE: This podcast is for educational and entertainment pur ...
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Expand your investing horizons and look to the long term. Join hosts Christine Benz, Dan Lefkovitz, and Amy C. Arnott as they talk to influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return.
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Love and money impact every part of a woman’s life, and you deserve to feel confident about both. On the Love and Money Podcast, forensic accountant and financial expert Tracy Coenen brings you real, relatable conversations about relationships, divorce, and all things money. From protecting your finances in love to building wealth on your own, you'll get the tools and advice you need to create lasting financial security at every stage of life.
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Welcome to The Navigating Solo™ Podcast, a dedicated platform where we explore the unique needs and concerns of solo aging with a focus on empowerment, connection, and proactive planning. As a trusted healthcare advocate and national expert in solo aging, I am thrilled to launch this podcast to provide valuable insights, practical advice, and supportive resources for solo agers navigating the complexities and opportunities of aging independently. The Navigating Solo™ Podcast aims to: - Highl ...
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Described as "an unfiltered thera-brunch with your best friends" where we can have "light conversations about heavy sh*t," Self-Helpless candidly explores the highs, lows, and in-betweens of personal growth—with a strong emphasis on everyday activism. Featuring a variety of specialists, public figures, and subscribers, the show garners millions of downloads, frequents the top Apple & Spotify charts, and has been featured on Conan and The Tonight Show. If you're interested in conscious consum ...
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Self-Helpless Snack: "How Do You Give Yourself Breaks?" (12 Easy Tips For Creators & Entrepreneurs)
21:51
21:51
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21:51Delanie Fischer answers the question from a patron, "How do you prevent burnout, relieve pressure, and give yourself breaks as a content creator?" She's sharing the mindset that helps her stay consistent and inspired, as well as 10+ practical tips for creating in fun, simple ways when you need more breathing room, or clean breaks. Want your questio…
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Caregiving Basics: Talking Boundaries and Family with Drs. Julia Mayer and Barry Jacobs, Ep. 140
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29:09
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29:09In this episode, Dr. Jay talks with Drs. Barry Jacobs and Julia Mayer — co-authors of The AARP Caregiver Answer Book — about what it really takes to be a caregiver, why setting boundaries matters, and how to make caregiving more manageable for everyone involved. Together, they share real-life stories, cultural tensions, and practical strategies for…
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Jason Zweig: Revisiting ‘The Intelligent Investor’
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55:29On this week’s episode, we’re pleased to welcome back returning guest, Jason Zweig. Jason writes the “Intelligent Investor” column in The Wall Street Journal and has published a number of popular and critically acclaimed books on investing and finance, including Your Money and Your Brain and The Devil’s Financial Dictionary. In his most recent proj…
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Navigating Family Court: The Pro Se Approach with Tracey Bee
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28:34
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28:34You don’t need a law degree to take control of your divorce. Tracey Bee, former family law attorney turned pro se strategist, is on a mission to help people represent themselves in family court with confidence and clarity. Her work empowers self-represented litigants to take charge of their legal process without spending tens of thousands of dollar…
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Who's Looking Out for You? Elder Abuse, End-of-Life Planning, and Protecting Your Future, Ep. 139
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32:05Elder abuse is more common than you think. And if you’re Childfree or aging solo, you might be more vulnerable to it unless you have a plan in place. In this episode, Dr. Jay and Bri talk through the financial and emotional realities of elder abuse, how it shows up in real life, and what it means to protect yourself or your loved ones as you age. F…
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When the Advocate Becomes the Patient: A Personal Reflection with Ailene Gerhardt
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13:37In this deeply personal solo episode of The Navigating Solo™ Podcast, host Ailene Gerhardt, board-certified patient advocate and founder of the Navigating Solo™ Network, shares what it’s been like to shift from supporting others through health challenges to facing a health challenges of her own. Ailene reflects on the emotional and physical toll of…
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JL Collins: The (Still) Simple Path to Wealth
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56:47Hi, and welcome to The Long View. I’m Christine Benz, director of personal finance and retirement planning for Morningstar. Today on the podcast, we welcome back author and blogger JL Collins. JL’s first book, The Simple Path to Wealth: Your road map to financial independence and a rich, free life, was published in 2016 and has since sold more than…
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Financial Analysis is the Narcissist's Kryptonite with Victoria Kirilloff
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20:06When you’re divorcing a narcissist, facts are your best weapon, and Victoria Kirilloff is here to show you how to use them. A Certified Divorce Financial Analyst and founder of Divorce Analytics, Victoria helps women transform chaos into clarity with data-driven financial strategies that neutralize emotional manipulation. In this episode, Victoria …
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10 Fascinating Tricks For More Wins And Improved Well-Being with Janice Kaplan
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48:57
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48:57Delanie Fischer is joined by New York Times Bestselling Author, Janice Kaplan, to discuss the fascinating findings mentioned in her new book, What Your Body Knows About Happiness: How To Use Your Body To Change Your Mind. Did you know that whether you're holding a hot or cold drink impacts your perception of the people around you? Or how the weathe…
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Who Handles It All When You're Gone? Death, Legacy, and Planning for a Solo Life with Marni Blank, Ep. 138
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31:06Let’s be real. Death isn’t optional. But having a plan? That part is up to you. In this episode, Dr. Jay sits down with Marni Blank, end-of-life doula and founder of Begin with the End, to unpack what it really means to prepare for death and aging when you’re Childfree or solo. From digital logins and legal paperwork to caregiving and community, th…
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Arunma Oteh: ‘A Lot of Innovations That Are Very Important to Society Have Come Out of Development Banks’
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44:55Hi, and welcome to The Long View. I’m Dan Lefkovitz, strategist for Morningstar Indexes. Our guest this week is Arunma Oteh, currently of the University of Oxford Saïd Business School. Arunma is a former treasurer of the World Bank and also served in various leadership roles in the African Development Bank. In 2010, she became Director General of N…
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Avoiding Financial Pitfalls in Divorce with Brooke Summerhill
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26:54
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26:54When it comes to divorce, not knowing what you don’t know can cost you a lot. Brooke Summerhill is a financial consultant who works with ultra-high-net-worth families during divorce, bringing together financial strategy and emotional insight. Her consultative approach focuses on helping women avoid costly mistakes, gain clarity, and feel empowered …
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Making World History with Cattle Rancher Turned Sanctuary Founder, Renee King-Sonnen
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55:58Delanie Fischer is joined by Founder of Rowdy Girl Sanctuary and The Rancher Advocacy Program, subject of the documentary, Rowdy Girl, and hilarious force of nature, Renee King-Sonnen. 10 years ago, former cattle ranchers, Renee and her husband, Tommy, made history as the first-ever cattle ranch in the world to transition into an animal sanctuary. …
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Planning for Parents: What Happens When You Inherit the Responsibility, Ep 137
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34:13Having parents with money doesn’t mean planning is easier—just different. In this episode, Dr. Jay and Bri explore what it really means to be the childfree adult expected to step in when your wealthy parents age, pass, or hand over the keys to the family empire. From complex trust structures to inherited businesses, sibling conflict, and the emotio…
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Planning for Parents: What If Your Parents Run Out of Money? Ep 136
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33:41
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33:41Planning for aging parents is hard. It’s even harder when there’s no financial safety net. In this episode, Dr. Jay and Bri walk through the real-life challenges of supporting parents who may not have the means—or the plan—for their long-term care. From boundaries and Medicaid to power of attorney, family dynamics, and even “granny pods,” they shar…
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Daniel Rasmussen: ‘Be Very Wary of Illiquid Asset Classes’
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53:15
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53:15Hi, and welcome to The Long View. I’m Dan Lefkovitz, strategist for Morningstar Indexes. Our guest this week is Daniel Rasmussen. He’s the founder and portfolio manager of Verdad Advisers, a hedge fund. Before starting Verdad, Dan worked at Bain Capital Private Equity and Bridgewater Associates. He’s a member of the investment committee of the trus…
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Rewrite Your Divorce Story with Courage and Confidence with Andrea Owen
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27:23
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27:23Divorce can shake your confidence, but what if you could rewrite your story—and come out stronger than ever? This week, Tracy Coenen sits down with Andrea Owen, an author, keynote speaker, and life coach who helps high-achieving women take control of their lives. Having been through two divorces herself, Andrea knows firsthand what it’s like to que…
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Exposing False Choices, Narratives, and Pulling Wisdom From Wounds with Dr. Thema Bryant
55:00
55:00
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55:00Delanie Fischer is joined by renowned psychologist, author, professor, and minister, Dr. Thema Bryant, to discuss the concepts in her book, Matters of the Heart—including healing traumas and building healthy relationships, reclaiming an old version of yourself vs. creating a new one, why we hold onto toxicity, busyness isn't just what we're paid fo…
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Andy and Libbi Planning Session 4: France, FIRE, and the Big What If, Ep 135
58:45
58:45
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58:45Andy and Libbi are back with big updates, bigger decisions, and a whole new plan. After six months of financial planning, a few international job offers that didn’t pan out, and many late nights researching visa rules, they’ve chosen to lean fully into early retirement and build a new life in France. In this episode, Dr. Jay reconnects with them to…
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David Booth: ‘Usually the Great Ideas Start Out as Small Ideas and Then You Build on Them’
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49:08
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49:08Our guest on the podcast today is David Booth. He’s the Chairman of Dimensional Fund Advisors, a firm he founded in 1981. David led Dimensional as CEO and later Co-CEO until 2017, when he stepped back from the daily management of the firm. David helped create one of the world’s first index funds in the 1970s and launched the first passively managed…
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No Kids, No Problem? The Truth About Childfree Divorce with Dr. Jay Zigmont
27:55
27:55
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27:55You don’t need kids to experience a complex, emotional, and expensive divorce—just ask anyone who’s been through one. In this eye-opening episode, Tracy talks with Dr. Jay Zigmont, Certified Financial Planner and founder of Childfree Wealth, about what it really means to navigate marriage, money, and divorce without children in the picture. Jay and…
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Rethinking Intuition, Belief, and The Nature of Reality with Vincent Genna
47:42
47:42
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47:42Delanie Fischer is joined by Psychic Therapist and author of The Secret That's Holding You Back, Vincent Genna, to discuss a fresh approach to intuition, unlearning unconscious beliefs, and what truly shapes our collective (and individual) reality. Plus: + Debunking The Myths of "Positive Thinking" & "Tapping Into" Intuition + Why Your Ego Is Not Y…
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Life Insurance Without Kids: Protection or Overkill? Ep 134
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22:26Being Childfree comes with its own set of financial rules—so does that mean life insurance is off the table? In this episode, we dive into whether Childfree individuals actually need life insurance, uncovering scenarios where it might make sense (hint: it usually doesn’t!). We explore why term life insurance could be valuable if others truly rely o…
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Cullen Roche: What Tariffs Mean for Your Portfolio
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58:17
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58:17Today on the podcast we welcome back Cullen Roche. Cullen is the founder and chief investment officer of the Discipline Funds, which manages the Discipline Fund ETF. In addition, he heads up Orcam Group, a registered investment advisory firm he established in 2012. He’s authored several books, including Pragmatic Capitalism: What Every Investor Nee…
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Coercive Control: The Underpinning of Abuse with Dr. Christine Cocchiola
27:19
27:19
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27:19Abuse isn’t always physical. In fact, some of the most damaging abuse leaves no bruises—but it can destroy your confidence, your finances, and even your relationship with your kids. This week, Tracy Coenen sits down with Dr. Christine Cocchiola, trauma-trained therapist, researcher, and creator of the Protective Parenting Program. With over 20 year…
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Self-Helpless Snack: Rewriting Your "Food (& Drink) Story" with Elise Museles
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13:36Today's "Snack" (mini episode) is a snippet from Delanie Fischer's appearance on Elise Museles' podcast, Once Upon A Food Story, where the two discuss fun, simple, and imperfect steps towards health, mindfulness, and sustainability around what we consume, habit-building, and more. Full episode with Delanie and Elise on Once Upon A Food Story here: …
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Creating Real Connections: Building a Childfree Community with Florence Wlodarski, Ep 133
31:03
31:03
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31:03Finding your people as a childfree adult isn’t always easy—and the bigger the city, the harder it can be. In this episode, Jay sits down with Florence Wlodarski, founder of Parallel, a social club designed specifically for people living without children. They dive into what it really means to create meaningful community when your lifestyle doesn’t …
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Vincent Montemaggiore: ‘The Two Best Defenses Against Tariffs Are a High-Gross Profit Margin and Pricing Power’
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55:17
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55:17Our guest this week is Vincent Montemaggiore. Vince is a portfolio manager at Fidelity where he manages the Overseas Fund. The strategy is highly regarded by Morningstar’s manager research team. Prior to taking over Fidelity Overseas in 2012, Vince ran Fidelity Select Banking from June 2008. He joined Fidelity as an equity analyst in 2004. Vince ha…
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Becoming the CEO of Your Divorce with Meagan Norris
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26:05When your marriage ends, it can feel like everything is spinning out of control. But what if you could step into the driver’s seat and take charge of your divorce like a CEO? Meagan Norris is a certified life coach and attorney who helps women stop reacting and start leading. In this episode, she joins Tracy to talk about what it really means to be…
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Does "The American Dream" Feel Like a Nightmare? Rethinking Lifestyle, Financial Planning, and Retirement with Dr. Jay Zigmont
57:39
57:39
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57:39Delanie Fischer is joined by Certified Financial Planner and Childfree Wealth Specialist, Dr. Jay Zigmont, to discuss how vital it is to rethink traditional systems around wealth, financial planning, and retirement—because they don't work for many of us. Through the lens of a child-free lifestyle, Dr. Jay shares how to ensure that our current life,…
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