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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, CFP®, & Dr. Jay Zigmont, CFP®, 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®
Ditching the "Standard Life Script" and Building Their Childfree Dream, Ep 159
Join us for a transparent and insightful Childfree Wealth® Checkup with Casey and Garrett, a couple who are preparing to trade in the corporate grind for time abroad. We dive deep into the unique financial fears and planning complexities of a childfree couple in their late 20s and early 30s with a solid net worth.
🔹0:15 What Casey and Garrett want to make sure they talk about in their financial checkup
🔹2:30 Why chasing a child-free financial plan means ditching your parents' and the "standard life script" advice
🔹8:45 Garrett's tax questions, specifically around Roth IRAs and future income clarity
🔹12:10 Casey's goal to live abroad in the next 10–15 years, seeking universal healthcare and residency status, and the emotional struggle between taking the leap and feeling secure
🔹18:55 The reality of remote work and digital nomad visas: why their current jobs won't allow it, and the potential to keep their US residency while wandering the world
🔹24:00 The "social pressures" roadblock: trying to time their big move around family milestones and friends' weddings (the "wedding-baby shower era")
🔹31:30 Breaking down their current spending ($150k in 2024, inflated by a wedding) and the realization that their money isn't always aligning with their values—especially the $30k of "stuff"
🔹38:15 Challenging the FIRE community's "scrimping" mindset and the fear of "mindlessly saving" when they already have a $450,000 net worth
🔹45:00 The goal: having a remote job by 2027, spending $50,000 for the entire move, and being living their best life in another country by 2028
🔹51:45 Actionable steps now: maxing out their Roth 401(k)s before worrying about the complexity of Roth IRAs
Mentioned in this episode:
🔹Andy & Libbi planning series - watch the full series here!
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, 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.
