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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 2: Retiring Early, Living Abroad, and Investing Smarter, Ep 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.
Ready to work with us like Andy and Libbi? Sign-up here: https://childfreewealth.com/core-offering/
Just need an overview of what you currently have? Schedule your Childfree Wealth Checkup here: https://childfreewealth.com/schedule-a-checkup/
#ChildfreeWealth #FinancialPlanning #EarlyRetirement #InvestmentStrategy #DieWithZero #LifestyleGoals #TaxPlanning #HealthcareAbroad #RetireAbroad #DominicanRepublicDreams #FinancialIndependence #ChildfreeWealthPodcast
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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If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
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Schedule a meeting with a Childfree Wealth Specialist® HERE.
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
