Special Episode 9: Investing Simplified

Childfree Wealth®

In this episode of our special book series, Dr. Jay dives into Chapter 12 of The Childfree Guide to Life and Money, focusing on key investment strategies tailored for child-free individuals.
From understanding the best investment accounts—401ks, IRAs, and taxable brokerages—to balancing risk and reward, this discussion highlights how to create a long-term plan that fits your life. Dr. Jay covers the "three-fund approach" for a diversified portfolio, asset allocation basics, and the benefits of a 'set it and forget it' philosophy to keep your investments aligned with your goals.
For those considering professional advice, he shares tips on avoiding conflicts of interest and finding flat-fee advisors. Grab your copy of the book and follow along for an empowering conversation on building wealth with purpose!
- 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+tvo+life+and+money
#childfreefinance #wealthbuilding #investmentstrategy #financialindependence #childfreecommunity #retireearly #threefundapproach #flatfeeadvice #passiveinvesting #longterminvesting

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