Trust setup and trustee choices

Ever wonder if you truly have enough to retire, or if your long-term plans are actually achievable? This week, we dive deep with Claudia, a bright, resourceful, and wonderfully human individual who, despite a significant net worth, finds herself grappling with the emotional side of financial independence. We tackle her core question: should 60% of her portfolio be in fixed index annuities? But as always, we dig beyond the numbers to uncover the real questions: What life does she truly want to live, and what's holding her back from embracing it?

🔹1:05: Navigating market fluctuations and the unexpected shifts in retirement timelines (including a cancer diagnosis that changed everything).

🔹3:16: Unpacking Claudia's dream retirement in Arkansas, from free university courses to attending sports games.

🔹8:50: The surprisingly emotional struggle with leaving a high-paying job, even when you're financially ready.

🔹10:47: A jaw-dropping revelation about Claudia's net worth and the incredible possibilities it unlocks.

🔹18:51: The complexities of estate planning for childfree individuals, including supporting loved ones without enabling poor financial habits.

🔹36:14: The profound mental shift from "can I retire?" to "what do I want to do in retirement?"

🔹49:00: Exploring "encore careers" and how meaningful part-time work can enhance your retirement joy (and budget!).

🔹53:45: The unique challenges and solutions for "solo agers" and ensuring your wishes are honored, chips and all.

This episode is a must-listen for anyone navigating retirement decisions, seeking financial clarity, or simply trying to align their money with their ideal life. You'll hear how the "math is the easy part" and why understanding your "head trash" is crucial to unlocking true financial freedom.

Mentioned in this Episode:

- Childfree Trust®

- The Childfree Guide to Life & Money by Dr. Jay Zigmont, CFP®  

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.