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Sisällön tarjoaa Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn. Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
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Rebekah & Matt Planning Session 1

58:30
 
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Manage episode 404067741 series 3464589
Sisällön tarjoaa Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn. Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

In this episode, you’ll get a behind the scenes look at a real financial planning session with Dr. Jay Zigmont, CFP®. Rebekah & Matt, were originally in the Portraits of Childfree Wealth book & agreed to have their financial planning process recorded and shared.
Resources:

Disclaimer: Rebekah & Matt have agreed to have their financial planning sessions recorded and shared. They are not being paid for this session or paying for financial planning. If you are listening to this session, remember that the advice given to Rebekah & Matt is for them only, and should be considered education or entertainment for your purposes.
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!

Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!

Instagram | Facebook | LinkedIn

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

  continue reading

81 jaksoa

Artwork
iconJaa
 
Manage episode 404067741 series 3464589
Sisällön tarjoaa Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn. Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

In this episode, you’ll get a behind the scenes look at a real financial planning session with Dr. Jay Zigmont, CFP®. Rebekah & Matt, were originally in the Portraits of Childfree Wealth book & agreed to have their financial planning process recorded and shared.
Resources:

Disclaimer: Rebekah & Matt have agreed to have their financial planning sessions recorded and shared. They are not being paid for this session or paying for financial planning. If you are listening to this session, remember that the advice given to Rebekah & Matt is for them only, and should be considered education or entertainment for your purposes.
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!

Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!

Instagram | Facebook | LinkedIn

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

  continue reading

81 jaksoa

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