Childfree Life by Design Special Episode 9: Investing Simplified
In this episode of our special book series, Dr. Jay dives into Chapter 12 of The Childfree Guide to Life and Money, focusing on key investment strategies tailored for child-free individuals.
From understanding the best investment accounts—401ks, IRAs, and taxable brokerages—to balancing risk and reward, this discussion highlights how to create a long-term plan that fits your life. Dr. Jay covers the "three-fund approach" for a diversified portfolio, asset allocation basics, and the benefits of a 'set it and forget it' philosophy to keep your investments aligned with your goals.
For those considering professional advice, he shares tips on avoiding conflicts of interest and finding flat-fee advisors. Grab your copy of the book and follow along for an empowering conversation on building wealth with purpose!
- 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+tvo+life+and+money
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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
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast...