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June 26, 2024 24 mins

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.

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