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Insights Straight to Your Inbox

Tips, freebies, event invites, and more to make your Childfree life even more amazing

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Episode 106: Shannon & Mike Planning Session

October 09, 2024

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50 Minutes

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Episode Summary

A behind-the-scenes look at a real financial planning session with Dr. Jay Zigmont, CFP®.

In this third installment of our 6-part series, Dr. Jay dives deep into estate planning with Shannon and Mike as they prepare for their future and the well-being of their loved ones—including their dog, Summit! 🐶💼 

With seven nieces and nephews to consider, they explore how to split their estate evenly, designate medical and financial power of attorneys, and ensure their parents’ wills are in order. 📜 From creating their own wills to verifying beneficiary designations and compiling an 'In Case I Die' file, Shannon and Mike are taking big steps toward securing their future. 🗂️ 

Tune in to hear how they’re tackling the essentials of estate planning and setting up a strong foundation for peace of mind. 🌟

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!

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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…

Sorry, no transcript is available for this episode, but all episodes from 2026 on will feature full transcripts for accessibility.

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