Childfree Wealth

Ep. 21: Anna & Grant Planning Session #3

May 19, 2023 Dr. Jay Zigmont, CFP® & Bri Conn Episode 21
Childfree Wealth
Ep. 21: Anna & Grant Planning Session #3
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 Dr. Jay Zigmont, PhD, MBA, CFP®. If you are watching this session, remember that the advice Dr. Jay is 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 & Session Two

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 third session. Prior to this session, they complete homework such as selling a car & seeing if they can get rid of PMI(Private Mortgage Insurance). In this session, we dive deeper into their goals and refine their budget.  The first month of budgeting is always a bit of a challenge, and Anna and Grant started budgeting over the holiday.

To schedule your own no-cost 60-minute introductory meeting, click here.

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