Childfree Wealth®

Anna & Grant Planning Session #2

May 12, 2023 Dr. Jay Zigmont, CFP® & Bri Conn Episode 19
Anna & Grant Planning Session #2
Childfree Wealth®
More Info
Childfree Wealth®
Anna & Grant Planning Session #2
May 12, 2023 Episode 19
Dr. Jay Zigmont, CFP® & Bri Conn

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 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.

For previous sessions in this series click here: Session One

In this episode, you’ll hear what it’s like to be in a real financial planning situation with Dr. Jay Zigmont, CFP®. This is Anna & Grant’s second session. Prior to this session, they completed the Childfree Wealth annual assessment, a deep dive into everything financial. The meeting starts with a review of their assessment and then pick up work on their goals & review the Money Management Budgeting system. This system breaks expenses up into musts, shoulds, clouds, and won’ts. Musts are everything that keeps the roof over your head (or you are required to spend).  Shoulds are things that you should pay each month (doing the right thing).  Coulds reflect truly discretionary spending.


Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!


Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!


Instagram | Facebook | LinkedIn


Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

Show Notes

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 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.

For previous sessions in this series click here: Session One

In this episode, you’ll hear what it’s like to be in a real financial planning situation with Dr. Jay Zigmont, CFP®. This is Anna & Grant’s second session. Prior to this session, they completed the Childfree Wealth annual assessment, a deep dive into everything financial. The meeting starts with a review of their assessment and then pick up work on their goals & review the Money Management Budgeting system. This system breaks expenses up into musts, shoulds, clouds, and won’ts. Musts are everything that keeps the roof over your head (or you are required to spend).  Shoulds are things that you should pay each month (doing the right thing).  Coulds reflect truly discretionary spending.


Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!


Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!


Instagram | Facebook | LinkedIn


Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.