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

Childfree Wealth®

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. 🌟
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The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
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