Shannon and Mike Planning Session 4: The Boring Middle

Childfree Wealth®

เนื้อหาจัดทำโดย Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal

1M ago 46:49

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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

The Childfree Wealth Podcast, hosted by Bri Conn 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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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

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