A behind-the-scenes look at a real financial planning session with Dr. Jay Zigmont, CFP®.
Episode 102: Shannon & Mike Planning Session
September 11, 2024
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57 Minutes
Episode Summary
Get an exclusive look at financial planning with Childfree Wealth®! In this 6-part series, Dr. Jay sits down with Shannon and Mike to align their life plans with their financial goals – this is a conversation you won't want to miss!
🌍✈️ They explore how early retirement could be for this couple, tackle the “Childfree midlife crisis,” and discuss a possible job change. 🤔💼 Dr. Jay asked both Shannon and Mike 3 key questions everyone needs to ask about their future and, after some rough math explained how they can retire much sooner than expected! 💸
🎯With a plan to be mortgage-free within months, a trip to Hungary 🇭🇺 in the works, and new action steps on the horizon, this is episode is fun, exciting, and informative – a must-listen!📈🏠
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
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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…
Sorry, no transcript is available for this episode, but all episodes from 2026 on will feature full transcripts for accessibility.



