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Childfree Wealth®
Childfree Wealth® means having the time, money, and freedom to achieve your goals and dreams. Being Childfree or permanently childless does not automatically make you 'rich' but it does give you more flexibility in where you invest your time and resources. Join Bri Conn. Childfree Weatlth Specialist® & Dr. Jay Zigmont, CERTIFIED FINANCIAL PLANNER™, for discussions on life and personal finance that reflect the unique needs of those who are Childfree or permanently childless.
DISCLOSURE: This podcast is for educational and entertainment purposes. Please consult your advisors before implementing any ideas heard on this podcast. For more information and disclosures, visit https://childfreewealth.com
Childfree Wealth®
Andy and Libbi Planning Session 1: From Debt to Dreams & Early Retirement, Ep 121
Book Your Childfree Wealth Checkup Today!
Welcome to Episode 1 of our Financial Planning Series with Andy and Libbi!
Get an insider view as Dr. Jay guides Andy and Libbi through their monthly client calls to optimize their financial planning for this childfree couple.
💸In this 1st session, Dr. Jay explores their story—from tying the knot in 2010, battling debt, and now aiming for an early retirement! 💪🏖️ Their vision includes sun-soaked days in the Dominican Republic and a travel lifestyle. ✈️🌎
Tying their vision to their current situation is harder than it may appear as Andy’s frugal nature poses a very common mindset hurdle that this couple must address. 💭 With plans to draft a fresh budget for 2025, explore a possible move abroad, and keep refining their goals, Andy and Libbi are on their way to creating a life they love, and the finances to support it! 🗓️🏡✨
🎧Tune in to discover how they plan to achieve financial freedom and enjoy the journey along the way! 🔑And keep an eye out for Andy and Libbi’s next Session 2 coming soon!
Mentioned in this episode:
-CW Core Client Offering: https://childfreewealth.com/core-offering/
#ChildfreeWealthPodcast #FinancialFreedom #EarlyRetirement #FrugalLiving #TravelLifestyle #BudgetingTips #ChildfreeLiving #FinancialPlanningJourney #DominicanRepublicDreams #LifeAndMoney
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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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
