56 min
Financial Planning that Works with Our Lives with Childfree Wealth Founder Jay Zigmont Money Skills For Therapists
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- Entrepreneurship
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.
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.
56 min