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Shannon and Mike Planning Session 1: Life Plans and Financial Freedom
Manage episode 439320884 series 3464589
Get an exclusive look at financial planning with Childfree Wealth®! In this 6-part series, Dr. Jay sits down with Shannon & Mike to align their life plans with their financial goals - this is a conversation you won't want to miss!
🌍✈️ They explore how early retirement could be for this couple, tackle the “childfree midlife crisis,” and discuss a possible job change. 🤔💼 Dr. Jay asked both Shannon and Mike 3 key questions everyone needs to ask about their future and, after some rough math explained how they can retire much sooner than expected! 💸
🎯With a plan to be mortgage-free within months, a trip to Hungary 🇭🇺 in the works, and new action steps on the horizon, this is episode is fun, exciting, and informative - a must-listen!📈🏠
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.
Like the show? Leave us a rating & review!
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!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
119 episodios
Manage episode 439320884 series 3464589
Get an exclusive look at financial planning with Childfree Wealth®! In this 6-part series, Dr. Jay sits down with Shannon & Mike to align their life plans with their financial goals - this is a conversation you won't want to miss!
🌍✈️ They explore how early retirement could be for this couple, tackle the “childfree midlife crisis,” and discuss a possible job change. 🤔💼 Dr. Jay asked both Shannon and Mike 3 key questions everyone needs to ask about their future and, after some rough math explained how they can retire much sooner than expected! 💸
🎯With a plan to be mortgage-free within months, a trip to Hungary 🇭🇺 in the works, and new action steps on the horizon, this is episode is fun, exciting, and informative - a must-listen!📈🏠
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.
Like the show? Leave us a rating & review!
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!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
119 episodios
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