Childfree Wealth

Ep. 25: Anna & Grant Planning Session #5

June 02, 2023 Dr. Jay Zigmont, CFP® & Bri Conn Episode 25
Childfree Wealth
Ep. 25: Anna & Grant Planning Session #5
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, Session Three, & Session Four

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 fifth session. Before coming to this session, they visited an insurance salesperson looking to purchase disability insurance. Instead, they were sold life insurance, an often unneeded product for many childfree individuals.

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

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