Childfree Life by Design

Andy and Libbi Planning Session 2: Retiring Early, Living Abroad, and Investing Smarter, Ep 127

Dr. Jay Zigmont, CFP® & Bri Conn Episode 127

In this second episode of our Financial Planning Series, Dr. Jay takes you behind the scenes of his work, guiding Andy and Libby on their journey to early retirement. Together, they explore life in the Dominican Republic, refine their investment strategy, and tackle real-world challenges like maximizing 401(k) contributions, boosting international portfolio exposure, and managing healthcare costs abroad.

Dr. Jay shares practical insights on balancing lifestyle aspirations with smart tax strategies and long-term goals. It’s a candid look at the financial planning process and how tailored advice can turn dreams into achievable plans.

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