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