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World Of Financial Planning With Jay Zigmont

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Manage episode 486727490 series 3430294
Content provided by [email protected] (Nick Lopez) and Nick Lopez. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by [email protected] (Nick Lopez) and Nick Lopez or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Delve into the world of financial planning with Jay Zigmont, PhD, CFP®, on The Level Up Show with Nick Lopez. Jay shares his journey of early wealth inheritance, offering insights into navigating financial pitfalls and achieving mastery in management. As a child-free individual, Jay offers a unique perspective on how this choice influences financial strategies, advocating for a focus on personal fulfillment over traditional investments.

Throughout the conversation, Jay uncovers the distinct financial behaviors of child-free individuals, encouraging businesses to adapt to their needs. The discussion also addresses societal stigmas faced by the child-free, promoting acceptance and understanding.

Jay gives a sneak peek into his upcoming book, The Child-Free Guide to Life and Money, aiming to fill a void in financial literature. The episode wraps up with Jay emphasizing the importance of personal growth in financial planning, providing valuable insights for listeners to broaden their understanding of diverse client perspectives.

  continue reading

63 episodes

Artwork
iconShare
 
Manage episode 486727490 series 3430294
Content provided by [email protected] (Nick Lopez) and Nick Lopez. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by [email protected] (Nick Lopez) and Nick Lopez or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Delve into the world of financial planning with Jay Zigmont, PhD, CFP®, on The Level Up Show with Nick Lopez. Jay shares his journey of early wealth inheritance, offering insights into navigating financial pitfalls and achieving mastery in management. As a child-free individual, Jay offers a unique perspective on how this choice influences financial strategies, advocating for a focus on personal fulfillment over traditional investments.

Throughout the conversation, Jay uncovers the distinct financial behaviors of child-free individuals, encouraging businesses to adapt to their needs. The discussion also addresses societal stigmas faced by the child-free, promoting acceptance and understanding.

Jay gives a sneak peek into his upcoming book, The Child-Free Guide to Life and Money, aiming to fill a void in financial literature. The episode wraps up with Jay emphasizing the importance of personal growth in financial planning, providing valuable insights for listeners to broaden their understanding of diverse client perspectives.

  continue reading

63 episodes

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