Special Episode 13: Wind Down Your Wealth

In this next installment of our special book series, we dive into Chapter 16 of The Childfree Guide to Life and Money, titled "No Baby Step Eight: Wind Down Your Wealth." Dr. Jay guides listeners through the essential steps childfree individuals should take when transitioning from saving to spending, a crucial phase of financial planning that’s often overlooked.

The discussion centers on aligning wealth management with personal life priorities, ensuring that you can enjoy your hard-earned money while still planning for long-term security. We also dive into the balance between personal enjoyment and charitable giving, focusing on how strategic gifting can provide tax benefits and a sense of purpose.

The episode wraps up with practical strategies for winding down your wealth and a reminder that collaborating with a certified financial planner is key to customizing these steps to your unique needs.

Pre-order your copy of the The Childfree Guide to Life and Money and you’ll also receive access to an exclusive Q&A with Dr. Jay AND early access to Chapter 1 of “The 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.