The Navigating Solo™ Podcast
 

The Navigating Solo™ Podcast

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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: - Highlight innovative strategies and best practices for creating a fulfilling and secure future as a solo ager. - Equip solo agers with the knowledge and tools to thrive in their later years. - Foster a supportive community where listeners can share experiences and learn from and with one another. - ​​​Offer ​allied professionals interested in learning more about the unique needs and concerns of solo agers in-depth ​understanding​, ​expert ​perspectives​, ​and practical ​advice​ to help meet the needs of their clients and community members. 30 - 45 minute episodes will be released one the first and third Wednesdays of each month! Join Our Mailing List and more: https://navigatingsolo.com/navsolopodcast

Episodes

The Soloist’s Guide to Life and Money with Dr. Jay Zigmont

Wednesday Dec 04, 2024

Wednesday Dec 04, 2024

In this episode of The Navigating Solo™ Podcast, Ailene Gerhardt is joined by Dr. Jay Zigmont, PhD, CFP®, and founder of Childfree Wealth, the first life and financial planning firm dedicated to serving child-free and permanently childless individuals. Dr. Jay shares his groundbreaking approach to financial planning that centers on the unique needs and priorities of the child-free community, challenging traditional planning assumptions that prioritize marriage, children, and intergenerational wealth transfer.

Dr. Jay discusses how systemic biases in financial planning often fail solo agers and child-free individuals, leading to advice that doesn’t align with their values or goals. He highlights the importance of starting with a life plan—what you want your legacy and impact to be—and aligning finances to support those aspirations.

Listeners will gain insights into:

  • How financial planning for the child-free community differs from traditional models.
  • The societal stigmas and systemic biases child-free individuals face and how they affect financial planning.
  • The importance of redefining legacy, shifting away from genetic inheritance, and prioritizing personal and community impact.
  • Key questions to ask when choosing a financial planner, including how their approach adapts to child-free lifestyles.
  • How simplifying finances can lead to more joyful and meaningful lives.

Dr. Jay also introduces his forthcoming book, The Childfree Guide to Life and Money, which offers practical strategies and insights for child-free individuals to build fulfilling lives on their terms.

Key Takeaways:

  • Traditional financial advice often assumes marriage, children, and wealth transfer, making it ill-suited for child-free and solo individuals.
  • Starting with a life plan allows individuals to define their purpose, values, and impact, shaping financial decisions accordingly.
  • Child-free individuals have unique opportunities to reallocate wealth and resources during their lifetime to causes and experiences that matter most to them.
  • Simplifying finances can free individuals to pursue fulfilling careers and lifestyles, emphasizing joy and meaningful contributions.

About Dr. Jay Zigmont:
Dr. Jay Zigmont holds a PhD in Adult Learning from the University of Connecticut and an MBA. He is a Certified Financial Planner™ and founder of Childfree Wealth, a life and financial planning firm serving child-free individuals. Dr. Jay is also the author of the forthcoming book, The Childfree Guide to Life and Money, available December 2024. His expertise has been featured in Fortune, Forbes, MarketWatch, The Wall Street Journal, The New York Times, and more.

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Connect with Dr. Jay:

Connect with Host Ailene Gerhardt, BCPA, CSA:

View this discussion on our YouTube Channel: https://www.youtube.com/@navigatingsolonetwork/videos

Subscribe and follow us for more insightful episodes, and don’t forget to visit navigatingsolo.com for resources, updates, and more!

© 2024, Beacon Patient Solutions LLC. All Rights Reserved.

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