Childfree Life by Design
Childfree Life by Design is the podcast for Childfree people ready to forge their own bold paths with intention.
Your hosts, experts in life planning and financial management, have signed your permission slip to think differently about your life, and bring you clear, practical guidance to make your plans a reality.
Each episode breaks down the lifestyle choices, financial decisions, and long-term planning considerations Childfree adults like you need to shake off our culture's outdated assumptions and expectations.
Whether you're refining your financial plan, redefining what family means to you, or reexamining your values, this is your source for the inspiration and tools to finally ditch the Standard LifeScript and write your own.
DISCLOSURE: This podcast is for educational and entertainment purposes. Please consult your advisors before implementing any ideas heard on this podcast. For more information and disclosures, visit https://childfreewealth.com
Childfree Life by Design
Anna & Grant Planning Session #4
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. If you are listening to 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, & Session Three
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 fourth session. During this meeting, Dr. Jay digs more into employee benefits with Anna & Grant. In addition, they also review what it’s been like following a budget for the last month. Although this is the fourth meeting, this is their first month following a budget. The first month never goes perfect. They further talk about balancing dining out, spending, and goals (such as travel). It is possible to be on a budget and still travel, it just takes a bit of planning.
About Childfree Life by Design:
Childfree Life By Design is dedicated to helping Childfree individuals thrive by providing resources, guidance, and community. We recognize that when you've made a decision roughly 75% of the population doesn't make, conventional wisdom simply doesn't apply to you. Our mission is to help you design a life that works for you, covering everything from finances and relationships to career decisions and building support networks that will actually be there when you need them.
Connect with Us:
Ready to design your ideal Childfree life? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com
Join the conversation on social media:
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LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast...
