In this episode, you’ll get a behind the scenes look at a real financial planning session with Dr. Jay Zigmont, CFP®. Anna (from We're Not Kidding) and her husband, Grant agreed to have their financial planning process recorded and shared.
In this introductory meeting, Dr. Jay’s goal is to get to know Anna & Grant and understand what matters to them. While each couple has their own story, Grant and Anna were very similar to many of the couples Dr. Jay works with. Childfree couples often get to a point where they can make different choices with their careers, life, and what they want their future to look like. Grant got a great new job, and Anna is starting a new business. It is a time of transition for them, and that is when people are ready to learn.
Spoiler alert: Grant and Anna openly talk about how to find a balance in a Childfree couple. We dive into goals, meaning, and how your net worth does not equal your self worth. They are a great couple and are working on the challenges and benefits of embracing an approach like the Gardener and the Rose.
Disclaimer: 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 listening to 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.
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.