In this episode, you’ll get a behind the scenes look at a real financial planning session with Dr. Jay Zigmont, CFP®. Rebekah & Matt,  were originally in the Portraits of Childfree Wealth book & agreed to have their financial planning process recorded and shared.

They openly address the mental load of money, the fear of debt, and the often overlooked joy of everyday life. The conversation takes a turn as we explore the book, The Gap and the Gain, and discuss how to shift your perspective from dwelling on setbacks to celebrating progress.

Additionally, they also touch on the importance of planning for long-term care and retirement. This session is not only about numbers, but also about embracing an amazing life while achieving financial stability. 

Resources:

+ Rebekah & Matt’s First Planning Session

+ Rebekah & Matt’s Second Planning Session

+ Portraits of Childfree Wealth

+ The Gap and the Gain

About Childfree Life by Design:

Childfree Life By Design is dedicated to helping Childfree individuals thrive by providing resources, guidance, and community. We recognize that when you've made a decision roughly 75% of the population doesn't make, conventional wisdom simply doesn't apply to you. Our mission is to help you design a life that works for you, covering everything from finances and relationships to career decisions and building support networks that will actually be there when you need them.

Connect with Us:

Ready to design your ideal Childfree life? Connect with our financial planning team at Childfreewealth.com or learn more about estate planning at Childfreetrust.com

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…