Childfree Wealth®

Rebekah & Matt Planning Session 4: Financial & Health Preparedness

June 20, 2024 Dr. Jay Zigmont, CFP® & Bri Conn Episode 90
Rebekah & Matt Planning Session 4: Financial & Health Preparedness
Childfree Wealth®
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Childfree Wealth®
Rebekah & Matt Planning Session 4: Financial & Health Preparedness
Jun 20, 2024 Episode 90
Dr. Jay Zigmont, CFP® & Bri Conn

In this episode, we tackle balancing financial goals and preparing for health emergencies. We discuss setting realistic goals, like saving for travel and paying off debt, without being too hard on ourselves. 💸✈️

We also cover making contingency plans for unexpected health costs and the importance of having a will or trust. 🏥📜 Tips include designating beneficiaries, managing digital legacies, and ensuring pets are cared for. 🐾

Rebekah and Matt share their insights on managing stress and financial responsibilities, emphasizing open communication and shared leadership in budgeting. 📈🛡️

Join us to learn valuable strategies for securing your financial future and health preparedness. 🎧✨

#Childfree #Childless #Podcast #FinancialPlanning #HealthPreparedness #BudgetingTips #TravelSavings #ContingencyPlans #WillAndTrust #DigitalLegacy #EmergencyFunds #FinancialGoals #StressManagement #Pets

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.

Show Notes

In this episode, we tackle balancing financial goals and preparing for health emergencies. We discuss setting realistic goals, like saving for travel and paying off debt, without being too hard on ourselves. 💸✈️

We also cover making contingency plans for unexpected health costs and the importance of having a will or trust. 🏥📜 Tips include designating beneficiaries, managing digital legacies, and ensuring pets are cared for. 🐾

Rebekah and Matt share their insights on managing stress and financial responsibilities, emphasizing open communication and shared leadership in budgeting. 📈🛡️

Join us to learn valuable strategies for securing your financial future and health preparedness. 🎧✨

#Childfree #Childless #Podcast #FinancialPlanning #HealthPreparedness #BudgetingTips #TravelSavings #ContingencyPlans #WillAndTrust #DigitalLegacy #EmergencyFunds #FinancialGoals #StressManagement #Pets

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.