Fifth Meeting with a CFP® - Insurance and Budget Check In

Jun 2 / Jay Zigmont, PHD, MBA, CFP®



Anna (from We're Not Kidding) and her husband, Grant agreed to have their financial planning process recorded and shared. Get a rare look behind the scenes of what it is like to work with a CFP® professional.  This is the fifth session we held.  Here is the first one, the second one, the third one, & the fourth one.

In this session, we discuss insurance including their experience trying to purchase disability insurance and check in on their budget.

When Anna & Grant went to purchase disability insurance, they were given multiple quotes for life insurance instead. For many childfree individuals, life insurance is not a necessity.
A disclaimer to the above video: Anna and Grant have agreed to have their financial planning sessions recorded and shared. They are not being paid for this session or paying for financial planning with me. If you are watching this session, remember that the advice I am giving to Anna and Grant is for them only, and should be considered education or entertainment for your purposes.