Childfree Life by Design

Special Episode 13: Wind Down Your Wealth

Dr. Jay Zigmont, CFP® & Bri Conn Episode 13

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0:00 | 9:06

In this next installment of our special book series, we dive into Chapter 16 of The Childfree Guide to Life and Money, titled "No Baby Step Eight: Wind Down Your Wealth." Dr. Jay guides listeners through the essential steps childfree individuals should take when transitioning from saving to spending, a crucial phase of financial planning that’s often overlooked.

The discussion centers on aligning wealth management with personal life priorities, ensuring that you can enjoy your hard-earned money while still planning for long-term security. We also dive into the balance between personal enjoyment and charitable giving, focusing on how strategic gifting can provide tax benefits and a sense of purpose.

The episode wraps up with practical strategies for winding down your wealth and a reminder that collaborating with a certified financial planner is key to customizing these steps to your unique needs.

Pre-order your copy of the The Childfree Guide to Life and Money and you’ll also receive access to an exclusive Q&A with Dr. Jay AND early access to Chapter 1 of “The Childfree Guide to Life and Money”! 
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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.

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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.