Childfree Wealth Podcast
Childfree Wealth means having the time, money, and freedom to achieve your goals and dreams. Being Childfree or permanently childless does not automatically make you 'rich' but it does give you more flexibility in where you invest your time and resources. Join Bri Conn & Dr. Jay Zigmont, CERTIFIED FINANCIAL PLANNER™, for discussions on life and personal finance that reflect the unique needs of those who are Childfree or permanently childless.
DISCLOSURE: This podcast is for educational and entertainment purposes. Please consult your advisors before implementing any ideas heard on this podcast.
DISCLOSURE: This podcast is for educational and entertainment purposes. Please consult your advisors before implementing any ideas heard on this podcast.
Investing Series
Session 1: Introductions & Goal Setting
In this introductory meeting, Dr. Jay’s goal is to get to know Anna & Grant and understand what matters to them.
Session 2: Goal Setting & Budget Prep
The meeting starts with a review of their financial assessment and then dives into goals & reviewing the Money Management Budgeting system.
Session 3: Goal Setting & Budget Check-In
This session dives deeper into Anna & Grant's goals and work on refining their budget. The first month of budgeting is always a challenge & they started over a holiday.
Session 4: Benefits & Budget Check In
Dr. Jay works with Anna & Grant addressing open enrollment, health care benefits, & budgeting.
Session 5: Insurance & Budget Check In
Dig deeper into insurance, including Anna & Grant's experience trying to purchase disability insurance. You'll also hear them check in on their budget.
Session 6: Business Planning
Anna is a Childfree Life Coach who works with women struggling to make the decision on whether or not they want to be childfree. Listen as they create a plan.