Listen Score
LS 36
Global Rank
TOP 3%

ABOUT THIS PODCAST 🔗

Update frequency:
weekly
Average audio length:
33 minutes
English
United States
230 episodes
since Aug. 1, 2022
episodic

LATEST EPISODE 🔗

You have around 500 passwords, thousands of photos in the cloud, and a phone that opens with your face. Niki Weiss joins Bri Conn, CFP® with the part most people have never considered: your will does not override the privacy agreements you signed with the platforms. Meta owns your data. Spotify own…

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PREVIOUS EPISODES

For a lot of Childfree people, the question isn't whether they have time and energy to give, it's where to point it so it actually means something. Lemon Price has an answer. A civic leader who's been in these rooms since she was ten, she joins Maddy Roche to demystify the path from …
Giving gets complicated fast when you start asking where your time and money can make the most impact. Bri Conn, CFP® and Dr. Jay Zigmont, CFP® explore how Childfree people can give with more intention, whether that means volunteering, donating to causes, supporting friends and family, or creating …
You pay more for healthcare than almost anyone on earth, and it keeps getting harder to actually get the care you're paying for. Jordan Grumet, MD, the hospice doctor known as Doc G, returns to explain why, and his answer is blunt: the system isn't broken by accident, it's built to p…
The entire estate and long-term care system runs on one assumption: that you have kids who will make your decisions, provide your care, and inherit what's left. For Childfree people, that quietly turns standard legal documents into a liability. In this deliberately nerdy solo episode, Dr. Jay …
Money is one of the top reasons couples split, and almost half of us dodge the conversation entirely to keep the peace. Bri Conn, CFP® and Dr. Jay Zigmont, CFP® make the case that avoiding it is the actual risk, and they get refreshingly personal about how to do it well, chicken nugget meltdowns an…
Nobody wants to picture the version of later life where their mind or body stops cooperating, so most people file long-term care under "deal with it later." Jesse Vickey built a whole company on the belief that later is exactly the wrong time to start. The founder of Long Term What? joins…
The worst tax stories aren't about criminals, they're about ordinary people doing what they thought was allowed and stepping into a trap. Bri Conn, CFP® reads a string of real-world cautionary tales while Maddy Roche reacts and Dr. Jay Zigmont, CFP® explains what actually went wrong, from…
Most mainstream tax advice runs on autopilot, and the autopilot assumes you're married with kids, funding a 529, and leaving an inheritance behind. When none of that describes your life, following it can cost you a fortune. Dr. Jay Zigmont, CFP® and Scott Barnes, CFP®, TPCP®, CLTC start from a…
Most people first hear the words guardianship and conservatorship in a moment of crisis, when an accident, illness, or cognitive decline has already taken the decision out of their hands. Melissa Holcombe, DSW, LCSW has spent years inside that court system, conducting the capacity assessments that …
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