Childfree Wealth® Changes at Childfree Wealth®
Apr 17, 2024
The podcast discusses the debut of the Childfree Wealth checkup, misconceptions around Roth IRAs, tailored financial planning for childfree individuals, importance of aligning financial advice with personal values, benefits of a finance management team, and emphasizing behavioral change for tailored financial services.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Navigating Roth IRAs and Introducing Childfree Wealth Checker
01:47 • 3min
Tailored Financial Planning for Childfree Individuals
04:53 • 16min
Financial Guidance and Support with a Team Approach
20:33 • 4min
Emphasizing Behavioral Change and Tailored Financial Services for Child-Free Individuals
24:45 • 4min