Childfree Life by Design

Rebekah & Matt Planning Session 1

Dr. Jay Zigmont, CFP® & Bri Conn Episode 68

In this episode, you’ll get a behind the scenes look at a real financial planning session with Dr. Jay Zigmont, CFP®. Rebekah & Matt,  were originally in the Portraits of Childfree Wealth book & agreed to have their financial planning process recorded and shared.

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Disclaimer: Rebekah & Matt have agreed to have their financial planning sessions recorded and shared. They are not being paid for this session or paying for financial planning. If you are listening to this session, remember that the advice given to Rebekah & Matt is for them only, and should be considered education or entertainment for your purposes.