Childfree Wealth®

Anna & Grant Planning Session #4

May 26, 2023 Dr. Jay Zigmont, CFP® & Bri Conn Episode 23
Anna & Grant Planning Session #4
Childfree Wealth®
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Childfree Wealth®
Anna & Grant Planning Session #4
May 26, 2023 Episode 23
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 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. 


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 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. 


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.