Shannon and Mike Planning Session 3: From Pets to Power of Attorneys Ep. 106 episode artwork

EPISODE · Oct 9, 2024 · 49 MIN

Shannon and Mike Planning Session 3: From Pets to Power of Attorneys Ep. 106

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

In this third installment of our 6-part series, Dr. Jay dives deep into estate planning with Shannon & Mike as they prepare for their future and the well-being of their loved ones—including their dog, Summit! 🐶💼 With seven nieces and nephews to consider, they explore how to split their estate evenly, designate medical and financial power of attorneys, and ensure their parents’ wills are in order. 📜 From creating their own wills to verifying beneficiary designations and compiling an 'In Case I Die' file, Shannon & Mike are taking big steps toward securing their future. 🗂️ Tune in to hear how they’re tackling the essentials of estate planning and setting up a strong foundation for peace of mind. 🌟Pre-order your copy of "The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing" today!- Amazon- Barnes & Noble- Bookshop.org- Books-A-MillionConnect 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.

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In this third installment of our 6-part series, Dr. Jay dives deep into estate planning with Shannon & Mike as they prepare for their future and the well-being of their loved ones—including their dog, Summit! 🐶💼 With seven nieces and nephews to consider, they explore how to split their estate evenly, designate medical and financial power of attorneys, and ensure their parents’ wills are in order. 📜 From creating their own wills to verifying beneficiary designations and compiling an ...

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Shannon and Mike Planning Session 3: From Pets to Power of Attorneys Ep. 106

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