Rebekah & Matt Planning Session 4: Financial & Health Preparedness episode artwork

EPISODE · Jun 20, 2024 · 52 MIN

Rebekah & Matt Planning Session 4: Financial & Health Preparedness

from Childfree Life by Design · host Dr. Jay Zigmont, CFP® & Bri Conn

In this episode, we tackle balancing financial goals and preparing for health emergencies. We discuss setting realistic goals, like saving for travel and paying off debt, without being too hard on ourselves. 💸✈️We also cover making contingency plans for unexpected health costs and the importance of having a will or trust. 🏥📜 Tips include designating beneficiaries, managing digital legacies, and ensuring pets are cared for. 🐾Rebekah and Matt share their insights on managing stress and financial responsibilities, emphasizing open communication and shared leadership in budgeting. 📈🛡️Join us to learn valuable strategies for securing your financial future and health preparedness. 🎧✨#Childfree #Childless #Podcast #FinancialPlanning #HealthPreparedness #BudgetingTips #TravelSavings #ContingencyPlans #WillAndTrust #DigitalLegacy #EmergencyFunds #FinancialGoals #StressManagement #PetsConnect 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.

Episode metadata supplied by the publisher feed · Published Jun 20, 2024

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In this episode, we tackle balancing financial goals and preparing for health emergencies. We discuss setting realistic goals, like saving for travel and paying off debt, without being too hard on ourselves. 💸✈️ We also cover making contingency plans for unexpected health costs and the importance of having a will or trust. 🏥📜 Tips include designating beneficiaries, managing digital legacies, and ensuring pets are cared for. 🐾 Rebekah and Matt share their insights on managing stress and financ...

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Rebekah & Matt Planning Session 4: Financial & Health Preparedness

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