Special Episode 5: Financial Planning as a Group

Childfree Wealth®

In this next installment of our special series, Dr. Jay shifts from planning as a soloist or a couple, into the essentials of financial planning as a group! Join Dr. Jay, and explore three effective strategies for group financial planning: adopting a uniform financial plan, managing finances individually, or creating a hybrid approach that works for everyone involved.

Dr. Jay also highlights the critical importance of documentation and discusses the 'Six Ds'—divorce, disability, drugs, disinterest, death, and diapers—essential considerations for any group. Listeners will gain valuable insights on estate planning and the necessity of legal guidance, as well as the benefits of collaborating with financial planners and lawyers.✍️

Ready to take control of your group’s financial future? Tune in for actionable strategies and key takeaways inspired by “The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing”. 📖
Pre-order your copy of "The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing" today and you could win a FREE Client Check-up! Here’s how:

1. Pre-order your copy of the book
2. Submit proof of purchase to [email protected] and you’re in the draw!

One winner will be selected monthly. No cash value.
- 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

#GroupFinancialPlanning #ChildFreeWealth #TheSixDs #EstatePlanning #FinancialLiteracy #LegalGuidance #FinancialProfessionals #CohesivePlanning #FinancialFuture #FinancialIndependence #GoldenGirls

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.