Did you know that most financial plans and planning software are geared entirely to the traditional parenting path? I hadn't really thought about how my saving, spending, retirement and estate planning might be totally different than that of my child-rearing friends. Until I met Jay Zigmont.
Jay Zigmont, holds a PhD, MBA, and CFP® and is the Founder of Childfree Wealth, a life and financial planning firm dedicated to helping Childfree and Permanently Childless people. Childfree Wealth is the first life and financial planning firm dedicated to serving people without kids.
In this episode, Jay shares his story about how he came to be on the childless path and what lead him to start Childfree Wealth. It was a fascinating and enlightening discussion where Jay shares:
- why financial plans for people without kids often looks entirely different than that of a parent
- the questions you can ask yourself that will help you uncover what you want to save for and spend your money (and energy) on
- tips for choosing a financial planner
Dr. Jay is a CERTIFIED FINANCIAL PLANNER™, Childfree Wealth Specialist, and author of the book “Portraits of Childfree Wealth.” Dr Jay is the co-host of the Childfree Wealth podcast. His Ph.D. is in Adult Learning from the University of Connecticut.
He has been featured in Fortune, Forbes, MarketWatch, Wall Street Journal, New York Times, Business Insider, CNBC, and many other publications. In 2023, he was named a “Rising Star” by Financial Planning.
Where to find Dr. Jay:
Website: Childfreewealth.com
Instagram: @childfreewealth
Jay's book: get a free copy of Portraits of Childfree Wealth
Where to find Sheri:
Instagram @sherijohnsoncoaching
Website: sherijohnson.ca
Other References in Episode:
Podcast episode: Jay Zigmont on Spinsterhood Reimagined
Where to find Sheri:
Instagram: @sherijohnsoncoaching
Website: sherijohnson.ca