Who Booked the Checkup and Their Background

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.