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.
Like the show? Leave us a rating & review!
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!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
