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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