Player FM ऐप के साथ ऑफ़लाइन जाएं!
पॉडकास्ट सुनने लायक
प्रायोजित


The Solo Spouse: Why Both Partners Need to Understand Your Financial Situation Ep. 107
Manage episode 445401947 series 3464589
In this episode, Dr. Jay and Bri dive into the critical importance of financial awareness within relationships and families. 💬 Whether you're managing shared accounts or keeping track of personal finances, being informed is key to avoiding the dangers of financial infidelity—where one partner is left in the dark.
They break down how to create an “In Case I Die” file and the power of tools like a “NokBox” (link below) to organize essential financial information, making it accessible when it matters most. 📂🛠️ Jay and Bri also explore the roles of executors and power of attorney, and how to handle the complexities of managing family finances.
This episode is packed with practical steps and insights to help you navigate difficult financial conversations, secure your financial future, and ensure peace of mind for you and your loved ones. 🌟
🎧 Tune in now to learn how to build financial trust and transparency with those who matter most!
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!
- 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
Mentioned in this Episode:
- The NokBox: https://www.thenokbox.com/?srsltid=AfmBOooho4e-pSaXuZ54UzLGQqnLlRXAN9pHjv1HFi6u9x1UjOIT4xx0
- Childfree Wealth Podcast: Estate Planning Ep.70: https://www.buzzsprout.com/2002436/episodes/14635039
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
151 एपिसोडस
Manage episode 445401947 series 3464589
In this episode, Dr. Jay and Bri dive into the critical importance of financial awareness within relationships and families. 💬 Whether you're managing shared accounts or keeping track of personal finances, being informed is key to avoiding the dangers of financial infidelity—where one partner is left in the dark.
They break down how to create an “In Case I Die” file and the power of tools like a “NokBox” (link below) to organize essential financial information, making it accessible when it matters most. 📂🛠️ Jay and Bri also explore the roles of executors and power of attorney, and how to handle the complexities of managing family finances.
This episode is packed with practical steps and insights to help you navigate difficult financial conversations, secure your financial future, and ensure peace of mind for you and your loved ones. 🌟
🎧 Tune in now to learn how to build financial trust and transparency with those who matter most!
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!
- 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
Mentioned in this Episode:
- The NokBox: https://www.thenokbox.com/?srsltid=AfmBOooho4e-pSaXuZ54UzLGQqnLlRXAN9pHjv1HFi6u9x1UjOIT4xx0
- Childfree Wealth Podcast: Estate Planning Ep.70: https://www.buzzsprout.com/2002436/episodes/14635039
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
151 एपिसोडस
सभी एपिसोड
×
1 Creating Real Connections: Building a Childfree Community with Florence Wlodarski, Ep 133 31:03

1 From Learning To Action: When Dr. Jay and Bri Are the Voices in Your Head, Ep. 132 25:44

1 Planning Session 3: Job Offers, Global Moves, and Financial Flexibility: Andy & Libbi’s Big Decision, Ep 131 56:19

1 Living the Golden Life: Solo Aging Strategies with Dr. Sara Zeff Geber, Ep 130 38:31

1 Putting the Cart Before the Horse: Why Your Emergency Fund Should Come Before Investing, Ep 129 24:43

1 Retirement Redefined: Planning for a Fulfilling Future, Ep 128 33:40

1 Andy and Libbi Planning Session 2: Retiring Early, Living Abroad, and Investing Smarter, Ep 127 56:00

1 Unraveling Your Money Story: Healing Financial Trauma with Shannah Game, Ep 126 33:31

1 Breaking Free from Your Money Mindset: How Upbringing Shapes Your Financial Future, Ep 125 28:59

1 Childfree Wealth® Checkup: Planning for Early Retirement with Ann, Ep 124 1:04:11

1 Childfree Financial Planning: Building a Life You Love Today (and Tomorrow), Ep 123 40:49

1 Buy What You Love Without Going Broke with Jill Sirianni, Ep 122 35:41

1 Andy and Libbi Planning Session 1: From Debt to Dreams & Early Retirement, Ep 121 53:34

1 Finding Purpose Beyond Financial Independence with Doc G, Ep 120 37:02

1 Life First, Then Finances. Here’s Why… Ep 119 33:31

1 Insights from XYPN & FinCon: Shaping the Future of Childfree Finance Ep. 112 34:35

1 Special Episode 10: Insurance Essentials for the Childfree 7:49

1 Holiday Conversations: Navigating Family Gatherings when you’re Childfree Ep. 111 28:53

1 Special Episode 9: Investing Simplified 9:43

1 Party of One: Embracing Singlehood and Redefining Success with Meghan Keane Ep. 110 35:53

1 Special Episode 7: Getting Your Finances in Order 6:08


1 Shannon and Mike Planning Session 5: Family Care Game Plan Ep. 109 53:15


1 Shannon and Mike Planning Session 4: The Boring Middle 47:11

1 Special Episode 3: Financial Planning as a Soloist 7:17

1 Special Episode 4: Financial Planning as a Couple 9:47

1 Special Episode 5: Financial Planning as a Group 9:10

1 The Solo Spouse: Why Both Partners Need to Understand Your Financial Situation Ep. 107 27:10

1 Special Episode 2: Crafting a Life That's Truly Yours 8:03

1 New Year, New You: Reflect, Plan, Thrive, Ep 118 25:54

1 Special Episode 19: Avoiding Financial Pitfalls in the 'Boring Middle' Phase 10:28

1 Special Episode 18: Healthcare, Medicare, and Retirement for the Childfree 7:50

1 Special Episode 17: Rethinking the 4% Rule: Financial Independence Without Dependents 6:59

1 Behind the Pages: Writing "The Childfree Guide to Life and Money", Ep 117 28:14

1 Special Episode 15: Buy or Rent? A Childfree Perspective 7:48

1 Special Episode 16: Turning Passion Into Profit: Business Advice for the Childfree 8:49

1 Special Episode 14: The Tax-Saving Secrets Every Childfree Person Should Know 7:16

1 Money Goals, FIRE Dreams, and Screenless Sundays with Bernadette Joy, Ep 116 37:09

1 Special Episode 13: Wind Down Your Wealth 9:53

1 Never Too Late: Bill Yount’s Financial Comeback Ep. 115 45:07

1 Shannon and Mike Financial Planning Session 6: Wrapping up with Goals, Growth, and Gratitude Ep 114 55:29

1 Special Episode 12: Planning for Parents 8:02

1 Mastering the Money Mindset: Insights from Dr. Brad Klontz on Wealth and Financial Psychology Ep. 113 41:43

1 Special Episode 11: Estate Strategies for Those Without Heirs 8:17
प्लेयर एफएम में आपका स्वागत है!
प्लेयर एफएम वेब को स्कैन कर रहा है उच्च गुणवत्ता वाले पॉडकास्ट आप के आनंद लेंने के लिए अभी। यह सबसे अच्छा पॉडकास्ट एप्प है और यह Android, iPhone और वेब पर काम करता है। उपकरणों में सदस्यता को सिंक करने के लिए साइनअप करें।