Childfree Life by Design Shannon and Mike Planning Session 4: The Boring Middle
In the next episode of The Childfree Wealth Podcast we’re back to Dr. Jay’s Financial Planning and Life Coaching series with Shannon and Mike! In session 4, CFP® Dr. Jay talks with Shannon and Mike about their major financial milestone—paying off their home. 🏡💸 But what’s next for this couple? Dr. Jay helps them explore how to allocate their financial freedom.
Together, they discuss Shannon’s new job 👩💻, how to balance extra income between travel ✈️, investing 📈, and giving back through random acts of kindness 💖.
This episode focuses on navigating the 'boring middle' of financial stability with purpose and impact 🌱. With Dr. Jay’s expert advice, they work on setting financial goals, creating a brokerage account, and keeping estate planning on track. Tune in for actionable tips and insights to inspire your own financial journey!
Pre-order your copy of Dr. Jay's new book " The Childfree Guide to Life and Money" today to win a Childfree Wealth® Checkup with Dr. Jay! To Enter simply send proof of purchase to media@childfreewealth.com
Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347
Bookshop.org: https://bookshop.org/p/books/the-childfree-guide-to-life-and-money-make-your-finances-simple-so-your-life-without-kids-can-be-amazing-jay-zigmont/21091392?ean=9781728297347
Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+to+life+and+money
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 & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast...