In this episode, Dr. Jay and Bri dive into the critical importance of financial awareness within relationships and families. 💬 Whether you're managing shared accounts or keeping track of personal finances, being informed is key to avoiding the dangers of financial infidelity—where one partner is left in the dark.

They break down how to create an “In Case I Die” file and the power of tools like a “NokBox” (link below) to organize essential financial information, making it accessible when it matters most. 📂🛠️ Jay and Bri also explore the roles of executors and power of attorney, and how to handle the complexities of managing family finances.

This episode is packed with practical steps and insights to help you navigate difficult financial conversations, secure your financial future, and ensure peace of mind for you and your loved ones. 🌟

🎧 Tune in now to learn how to build financial trust and transparency with those who matter most!

Pre-order your copy of "The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing" through one of our partners today!
- Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
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- 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

Mentioned in this Episode:

The NokBox: https://www.thenokbox.com/?srsltid=AfmBOooho4e-pSaXuZ54UzLGQqnLlRXAN9pHjv1HFi6u9x1UjOIT4xx0
Childfree Wealth Podcast: Estate Planning Ep.70: https://www.buzzsprout.com/2002436/episodes/14635039

The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.

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If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.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.

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