Childfree Wealth® Checkup: Planning for Early Retirement with Ann, Ep 124 episode artwork

EPISODE · Feb 12, 2025 · 1H 3M

Childfree Wealth® Checkup: Planning for Early Retirement with Ann, Ep 124

from Childfree Life by Design · host Dr. Jay Zigmont, CFP® & Bri Conn

Ever wonder what a live Childfree Wealth Checkup is like? Join Dr. Jay as he collaborates with Ann, a trailblazing client with a $1.1M net worth, who dreams of retiring early to embrace van life, steward trails, and explore national parks. Together, they uncover the path to retiring at 45 while balancing caregiving responsibilities and planning a career shift.This session dives deep into actionable steps, from researching Italian citizenship to reassessing homeowner’s insurance, offering a candid and inspiring look at how personalized financial planning can bring bold goals to life. Don’t miss this behind-the-scenes journey into building a life of financial freedom and purpose.Mentioned in this Episode:-Childfree Wealth Checkup: https://childfreewealth.com/schedule-a-checkup/ -CW Podcast Episode: I'll Make You Quit Your Job: https://youtu.be/ILajS-ZGRC0?feature=shared -Childfree Wealth 365: https://childfreewealth.com/core-offering/ #ChildfreeWealthCheckup #ChildfreeWealthPodcast #FinancialFreedom #EarlyRetirement #NationalParkLife #VanLifeDreams #TrailStewardship #FinancialPlanning #RetireAt45 #LifeGoals #CareerTransitions #ChildfreeLiving #DreamLifestyle #MoneyMatters #PlanForYourFutureConnect with Us:Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:Instagram: https://www.instagram.com/childfreeinsightsFacebook: https://www.facebook.com/ChildfreeInsights/LinkedIn: https://www.linkedin.com/company/childfreeinsightsYouTube: https://www.youtube.com/@ChildfreeInsightsDisclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

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Ever wonder what a live Childfree Wealth Checkup is like? Join Dr. Jay as he collaborates with Ann, a trailblazing client with a $1.1M net worth, who dreams of retiring early to embrace van life, steward trails, and explore national parks. Together, they uncover the path to retiring at 45 while balancing caregiving responsibilities and planning a career shift. This session dives deep into actionable steps, from researching Italian citizenship to reassessing homeowner’s insurance, offering a ...

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Childfree Wealth® Checkup: Planning for Early Retirement with Ann, Ep 124

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