you’ll get a behind the scenes look at a real financial planning session with Dr. Jay Zigmont, CFP®. Rebekah and Matt, were originally in the Portraits of Childfree Wealth book and agreed to have their financial planning process recorded and shared. This is their second meeting in a series of six meetings – stay tuned for the others.

Resources:

+ Rebekah and Matt Planning Session 1

+ The Gap and the Gain by Dan Sullivan and Dr. Benjamin Hardy

+ The Gap and the Gain (Book Club)

+ The Family Budgeting Meeting

+ Blank Weekly Meeting Sheet

Disclaimer: Rebekah and Matt have agreed to have their financial planning sessions recorded and shared. They are not being paid for this session or paying for financial planning. If you are listening to this session, remember that the advice given to Rebekah and Matt is for them only, and should be considered education or entertainment for your purposes.

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:

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