This week’s episode of Grow Money Business features Jay Zigmont. Jay is a wealth specialist, and the founder of Childfree Wealth, which is a financial planning firm specializing in working with people who are childfree and plan to continue being childfree in the future. Join us as we talk about Jay’s philosophy on working with childless individuals and the difference in the financial planning process when you don’t have kids.

[06.40] Childfree – Jay starts the conversation by explaining the reason for choosing to work with people without children.

[14.34] Advice-only approach – We talk about Jay’s reason for choosing an advice-only approach and why it’s a great fit for his work.

[20.05] Assumptions – Grant and Jay discuss the assumptions and judgments people make when they meet a person who is childfree.

[34.32] Shifting direction – Jay shares how they make their clients shift their direction from profit motive to social life motive.

[40.00] Career choice – Jay shares why he chose to become an investment advisor to help people achieve their goals.

[44.51] Advice – We go through Jay’s advice for people who want to get into the financial industry.

Resources

Childfree Wealth https://childfreewealth.com/

Childfree Wealth Podcast https://childfreewealth.buzzsprout.com

Free copy of the book Portraits of Childfree Wealth https://childfreewealth.com/book

Connect with Jay

LinkedIn – linkedin.com/in/jayzigmont/

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Grant Bledsoe Financial Planner to Business Owners

I'm a financial planner to business owners, and the founder of Three Oaks Wealth. Our firm helps business owners align their business interests with their personal finances, often including the exit or sale of equity holdings.

I hold several professional credentials, including the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst, and Certified Exit Planning Advisor designations.