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Childfree Wealth®
Childfree Wealth® means having the time, money, and freedom to achieve your goals and dreams. Being Childfree or permanently childless does not automatically make you 'rich' but it does give you more flexibility in where you invest your time and resources. Join Bri Conn. Childfree Weatlth Specialist® & Dr. Jay Zigmont, CERTIFIED FINANCIAL PLANNER™, for discussions on life and personal finance that reflect the unique needs of those who are Childfree or permanently childless.
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 Wealth®
Retirement Planning: What does a CFP® Professional Learn? Pt. 5
🎙️ Welcome to our latest episode covering what a CFP® Professional learns, this time we're focusing on retirement strategies! 🏦 We cover the essentials of 401(k)s, IRAs, and saving for retirement. 📊
We also discuss investment considerations such as time horizon, risk tolerance, and how to match them with your retirement plan. 📈 Learn about distribution rules, tax implications, and options for taking out your money. 💵
For business owners, we explore retirement plan selection based on company objectives and employee benefits. 👥 Lastly, we touch on Social Security and its future implications. 🔍
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
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If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
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Schedule a meeting with a Childfree Wealth Specialist® HERE.
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
