Bri Conn | Source | Investment Advisor Representative at Childfree Wealth

I’m 66 and working. I have managed my investments myself — aggressively — through mutual funds with great returns. I have gone from $0 to over $700,000 in 11 years. I am investing over $4,700 per month. Now I am thinking of moving roughly $650,000 to a private banking company. I just don’t know if a firm and adviser is the way to go. Is the move worth it?

The Childfree Guide to Life & Money by Dr. Jay Zigmont, CFP® Pre-Order Link. Anyone who preorders can email their receipt to media@childfreewealth.com & they'll be entered into a drawing for a free Childfree Wealth Checkup ($500). Dr...

Episode · RTWP: Road To Wealth Podcast. · In this enlightening episode, Randy Mbouge is joined by Bri Conn to discuss a unique and often under-explored topic: building and managing wealth as a child-free professional, particularly from the perspective of a Chief Experience Officer (CXO). Bri Conn, who has navigated this lifestyle, shares her personal experiences and insights into how being child-free can impact wealth-building strategies, long-term financial goals, and overall life satisfaction. Together, Randy and Bri challenge societal norms and discuss how individuals without children can harness financial freedom in distinct ways.Throughout the conversation, Bri talks about the intentionality behind her financial choices, focusing on the flexibility that comes with not having the responsibilities of parenthood. From allocating more funds toward investments, travel, and personal growth, to strategically focusing on career growth as a CXO, Bri highlights the power of being proactive and thoughtful with money. Both Randy and...