Childfree Life by Design

Special Episode 4: Financial Planning as a Couple

Dr. Jay Zigmont, CFP® & Bri Conn Episode 4

Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.

0:00 | 9:00

Join Dr. Jay in this enlightening episode of our special series as we dive into Dr. Jay's upcoming book "The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing". In this episode he shifts modes from effective financial planning for soloist to couples! Explore three powerful strategies—fully combined, completely separate, and the innovative hybrid method—while addressing key marriage implications like healthcare benefits.💡

Discover the "Gardener and Rose" concept 🌹, designed to help couples switch roles and align their financial goals. Whether you’re pursuing Financial Independence or diving into the FIRE movement, this episode equips you with the tools to foster open communication and build a cohesive life plan.

Ready to take charge of your financial future? Tune in for expert insights and actionable strategies to pave your way toward a secure and fulfilling financial partnership! 🤝

Mentioned in this episode: 
-The 80/80 Marriage: https://www.8080marriage.com/

Pre-order your copy of "The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing" today and you could win a FREE Client Check-up!  Here’s how:

  1. Pre-order your copy of the book
  2. Submit proof of purchase to media@childfreewealth.com and you’re in the draw!

One winner will be selected monthly. No cash value.

- Amazon
- Barnes & Noble
- Bookshop.org
- Books-A-Million

#FinancialPlanning #CouplesFinance #HybridApproach #GardenerAndRose #FIRE #FinancialIndependence #OpenCommunication #MarriageImplications #SecureFuture #ChildfreeWealth

Connect with Us:

Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.

Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:

Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
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.