Childfree Life by Design
Childfree Life by Design is the podcast for Childfree people ready to forge their own bold paths with intention.
Your hosts, experts in life planning and financial management, have signed your permission slip to think differently about your life, and bring you clear, practical guidance to make your plans a reality.
Each episode breaks down the lifestyle choices, financial decisions, and long-term planning considerations Childfree adults like you need to shake off our culture's outdated assumptions and expectations.
Whether you're refining your financial plan, redefining what family means to you, or reexamining your values, this is your source for the inspiration and tools to finally ditch the Standard LifeScript and write your own.
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 Life by Design
Thinking of Moving Abroad? Expat Life, Finances, and Exit Plans, Ep. 158
Is 2025 the year you’re finally considering a move outside the US? Dr. Jay and Bri dive into the increasingly popular topic of becoming an expat, an idea more and more people are considering. They get into the weeds of what it really takes to make moving abroad work, from the financial realities of moving pets (it's not cheap!) to the complex world of tax treaties and international law.
Whether you're looking for a permanent move or just a temporary change of scenery, this episode will help you think through the financial and personal considerations you need to live a life on your own terms.
Timestamps:
🔹1:20 - Why every country has its "own weirdness" and the importance of having an exit plan
🔹2:50 - The financial realities of an expat life, including the cost of moving pets
🔹5:30 - The first step: looking into citizenship by heritage
🔹9:20 - Exploring digital nomad and retirement visas as an alternative to citizenship
🔹11:45 - The importance of getting professional help early from a CFP, lawyer, and CPA
🔹16:30 - How tax treaties can affect your Roth contributions and other investments
🔹18:20 - Planning for healthcare and long-term care abroad
🔹20:55 - The "expat not expat" plan: maintaining US residency while living abroad
🔹23:25 - Addressing the emotional and social challenges of leaving friends, family, and community
🔹25:30 - A final word on fear and finding a plan that balances your life and finances
Mentioned in this Episode:
- Nomad Capitalist: https://nomadcapitalist.com
- Join the Childfree Trust Waitlist: https://childfreelegacy.com
- Schedule your Childfree Wealth Checkup: https://childfreewealth.com/schedule-a-checkup/
About Childfree Life by Design:
Childfree Life By Design is dedicated to helping Childfree individuals thrive by providing resources, guidance, and community. We recognize that when you've made a decision roughly 75% of the population doesn't make, conventional wisdom simply doesn't apply to you. Our mission is to help you design a life that works for you, covering everything from finances and relationships to career decisions and building support networks that will actually be there when you need them.
Connect with Us:
Ready to design your ideal Childfree life? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast...
