In the final session of this financial planning series, Dr. Jay helps Mike and Shannon tie everything together, addressing lingering questions and ensuring they have clear next steps. Together, they solidify their plans for estate and investment strategies, finalizing essential documents like wills and powers of attorney, and creating a monthly check-in system to stay aligned and proactive in their financial journey.

Dr. Jay also helps them refine their investment approach, ensuring their decisions—such as account transfers, Roth IRA contributions, and an 80/20 stock-to-bond allocation—align with their financial goals and values, including ESG strategies.

The session also emphasizes the importance of balancing long-term financial stability with enjoying life along the way, leaving Mike and Shannon empowered to move forward with confidence.

Listen in to discover how to wrap up a financial planning process with clarity and action, and learn actionable tips for building a sustainable financial partnership

Mentioned in this Episode:
-Doc G’s Book “The Purpose Code”: https://jordangrumet.com/books/ 

Pre-order your copy of The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing through one of our partners today, and unlock exclusive early access to Chapter 1 along with a special invite to an exclusive Q&A session with Dr. Jay! Don’t miss this chance to dive into the insights early and connect directly with the expert shaping a new financial future for the childfree community. 🎉✨

- Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
- Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347
- Bookshop.org: https://bookshop.org/p/books/the-childfree-guide-to-life-and-money-make-your-finances-simple-so-your-life-without-kids-can-be-amazing-jay-zigmont/21091392?ean=9781728297347
- Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+to+life+and+money


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The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.

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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.