Childfree, Retired (Almost), and Figuring It Out: Travel, Money, and Boundaries with Robert and Pamela, Ep. 143

Childfree Wealth®

How do you plan your finances when there’s no one but the two of you to consider? For Childfree couples, that question changes everything. It shapes how much is enough, and what role family plays in your future.
In this episode, Bri sits down with Pamela and Robert, a Childfree couple who’ve spent nearly three decades as Team Us. Robert is already retired. Pamela is still working, not out of necessity but to fund the freedom and travel they both value. They also face a common Childfree tension: how to live fully now while navigating guilt, caregiving expectations, and financial boundaries.
If you’ve ever wondered how to spend your money without legacy pressure or how to set limits with aging parents, this one’s for you.
We’ll cover:
[1:15] Discovering Childfree Wealth and rethinking what retirement means
[2:40] Why their joint approach to money just works
[7:35] Retiring "early enough" and choosing purpose over a bigger pension
[13:00] Supporting parents without sacrificing your own goals
[21:11] How travel became their biggest shared value
[31:36] Navigating solo vs. shared travel, and planning for quality over quantity
[41:00] Drawing the line: compassion fatigue, boundaries, and family expectations

Mentioned in this episode:

• Morningstar podcast episode featuring Dr. Jay
• Die with Zero by Bill Perkins
• The Childfree Wealth Checkup: https://childfreewealth.com/schedule-a-checkup/

The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.