Anna & Grant Planning Session #2

Disclaimer: Anna and Grant have agreed to have their financial planning sessions recorded and shared. They are not being paid for this session or paying for financial planning with me. If you are watching this session, remember that the advice I am giving to Anna and Grant is for them only, and should be considered education or entertainment for your purposes.For previous sessions in this series click here: Session OneIn this episode, you’ll hear what it’s like to be in a real financial planning situation with Dr. Jay Zigmont, CFP®. This is Anna & Grant’s second session. Prior to this session, they completed the Childfree Wealth annual assessment, a deep dive into everything financial. The meeting starts with a review of their assessment and then pick up work on their goals & review the Money Management Budgeting system. This system breaks expenses up into musts, shoulds, clouds, and won’ts. Musts are everything that keeps the roof over your head (or you are required to spend).  Shoulds are things that you should pay each month (doing the right thing).  Coulds reflect truly discretionary spending.Connect with Us:Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:Instagram: https://www.instagram.com/childfreeinsightsFacebook: https://www.facebook.com/ChildfreeInsights/LinkedIn: https://www.linkedin.com/company/childfreeinsightsYouTube: https://www.youtube.com/@ChildfreeInsightsDisclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.