The Overlooked Financial Planning Opportunity: Clients Without Kids | Maddy Roche
What changes about financial planning when your client doesn't have children?
More than many advisors realize.Somebody went first. That's usually how it starts.
In this episode of RIA Collective, Charlie Van Derven sits down with Maddy Roche, Chief Growth Officer at Childfree Trust, to explore the unique financial, estate, and long-term care planning needs of people without children.
After spending roughly 11 years helping build XY Planning Network, Maddy has worked closely with thousands of independent financial advisors. Today, she's focused on helping the industry better understand a…
The skinny
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