Mar 05 2025 55 mins 16
In this second episode of our Financial Planning Series, Dr. Jay takes you behind the scenes of his work, guiding Andy and Libby on their journey to early retirement. Together, they explore life in the Dominican Republic, refine their investment strategy, and tackle real-world challenges like maximizing 401(k) contributions, boosting international portfolio exposure, and managing healthcare costs abroad.
Dr. Jay shares practical insights on balancing lifestyle aspirations with smart tax strategies and long-term goals. It’s a candid look at the financial planning process and how tailored advice can turn dreams into achievable plans.
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The Childfree Wealth Podcast, hosted by Bri Conn 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.
