Jay Zigmont's Blog, page 6
November 21, 2023
Childfree Wealth Podcast Ep. 51: Mental Health & Money with Lindsay from Mind Money Balance
Dr. Jay talks with Lindsay Bryan-Podvin author of The Financial Anxiety Solution, & creator of the brand, Mind Money Balance. She explores the emotional side of money, tackling anxiety, guilt, and the pursuit of happiness through increased income.
November 19, 2023
What Does It Mean to Leave a Legacy?
Many people want their time on Earth to have meant something – to leave a legacy. If you've been wondering what mark you'll leave on the world, this article is for you. Here's what to consider when deciding what your legacy should be, and how to ensure your finances make it possible.
November 13, 2023
Meeting in Person, FinCon, & Celebrating 50 Episodes - Childfree Wealth Podcast Ep. 50
Bri & Dr. Jay discuss FinCon, a conference for financial content creators, & what it was like to meet in person for the first time. They dig deep touching on moments of disagreement, personal growth, and the passion they invest in helping childfree individuals navigate their finances. Listen as they discuss the unique aspects of childfree finances often overlooked in traditional financial planning, challenging the existing narrative.
Childfree Wealth Podcast Ep. 50: Meeting in Person, FinCon, & Celebrating 50 Episodes
Bri & Dr. Jay discuss FinCon, a conference for financial content creators, & what it was like to meet in person for the first time. They dig deep touching on moments of disagreement, personal growth, and the passion they invest in helping childfree individuals navigate their finances. Listen as they discuss the unique aspects of childfree finances often overlooked in traditional financial planning, challenging the existing narrative.
Do I Need a CPA or Tax Preparer?
As we've already discussed, taxes should be an ongoing consideration, but depending on your employment situation and financial circumstances, you may only worry about them once per year. While you may be able to handle filing your own tax return, there are definitely situations where hiring a professional can work to your advantage, saving you money, time, and a headache. Here's what to consider when deciding whether to hire a CPA or other type of tax preparer.
November 7, 2023
What does a CFP® Professional learn? Part 1 - Childfree Wealth Podcast Ep. 49
The CFP® certification process is made up of the “4 E’s”, including education, exam, experience, & ethics. The education component requires a Bachelors degree & specific financial planning coursework. Listen as Bri & Dr. Jay discuss the first course in the series.
Childfree Wealth Podcast Ep. 49: What does a CFP® learn? Part 1
The CFP® certification process is made up of the “4 E’s”, including education, exam, experience, & ethics. The education component requires a Bachelors degree & specific financial planning coursework. Listen as Bri & Dr. Jay discuss the first course in the series.
November 6, 2023
What is the difference between tax planning & tax filing?
You have to file a tax return every year, but taxes are something you should be thinking about in the context of not just next year, but for many years down the road. Why? Your tax obligations can impact your financial situation both short and long term. Let's take a look at the difference between tax planning and tax filing, and why it's a good idea to lean on different financial professionals for help with each of them.
October 31, 2023
Life Done Differently with Lisa Jansen - Childfree Wealth Podcast Ep. 47
Dr. Jay talks with Lisa Janssen, author of the book, Life Done Differently. In 2017, at age 33, Lisa started asking the questions, “Do I want marriage and kids?” “If not, what else is there?” This led her to quit her job to live and travel in her campervan for four and a half years around New Zealand.
Childfree Wealth Podcast Ep. 47: Life Done Differently with Lisa Jansen
Dr. Jay talks with Lisa Janssen, author of the book, Life Done Differently. In 2017, at age 33, Lisa started asking the questions, “Do I want marriage and kids?” “If not, what else is there?” This led her to quit her job to live and travel in her campervan for four and a half years around New Zealand.
