93: Financial Planning that Works with Our Lives with Childfree Wealth Founder Jay Zigmont
How can financial planning be more aligned with individual life goals? Linzy talks with Dr. Jay Zigmont, a financial planner for childfree people who want to learn how to manage their finances in a way that makes sense for their lives. Jay and Linzy dig into how financial planning often focuses on numbers but is far more effective when it is focused instead on life goals.
Linzy and Jay talk about how our money goals can and should align with our individual life goals, not with a preset track that is the same for everyone. Jay shares about how his financial group supports childfree and childless people specifically and why it’s so important to focus on the life specifics for people when advising them about finances. Listen in to learn practical ways to consider life goals when setting financial goals.
For a full transcript of the episode and much more, check out the blog post on our website! To watch a video version of this, check it out on YouTube: https://youtu.be/Lf1KD9MyIiY
Connect with Dr. Jay Zigmont
You can follow Dr Jay on Instagram @childfreewealth.
Download his Free book “Portraits of Childfree Wealth” here: https://childfreewealth.com/book
Dr Jay is the co-host of the Childfree Wealth podcast. Discover it here: https://childfreewealth.buzzsprout.com/
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Want to work with Linzy?
Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you. Click on the link to find a masterclass time that works for you!