Disclaimer: Anna and Grant have agreed to have their financial planning sessions recorded and shared. They are not being paid for this session or paying for financial planning with Dr. Jay Zigmont, PhD, MBA, CFP®. If you are watching this session, remember that the advice Dr. Jay is giving to Anna and Grant is for them only, and should be considered education or entertainment for your purposes.

For previous sessions in this series, click here: Session One and Session Two

you’ll hear what it’s like to be in a real financial planning situation with Dr. Jay Zigmont, CFP®. This is Anna and Grant’s third session. Prior to this session, they complete homework such as selling a car and seeing if they can get rid of PMI(Private Mortgage Insurance). In this session, we dive deeper into their goals and refine their budget.  The first month of budgeting is always a bit of a challenge, and Anna and Grant started budgeting over the holiday.

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.

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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…