A behind-the-scenes look at a real financial planning session with Dr. Jay Zigmont, CFP®.
Episode 135: Andy & Libbi Planning Session
April 30, 2025
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58 Minutes
Episode Summary
Andy and Libbi are back with big updates, bigger decisions, and a whole new plan. After six months of financial planning, a few international job offers that didn’t pan out, and many late nights researching visa rules, they’ve chosen to lean fully into early retirement and build a new life in France.
Dr. Jay reconnects with them to unpack the emotional and financial pivots they’ve made along the way. From rethinking whether to keep their Dominican Republic property to navigating the ins and outs of French visas and healthcare, Andy and Libbi are embracing the freedom to design a flexible, travel-forward life that aligns with their Childfree values.
They’re not aiming for extravagance. Just a life where their money supports their priorities, not the other way around.
Action Items:
- Exploring your visa options and understanding the tax impact of an international move
- Evaluating whether holding onto international property supports your lifestyle vision
- Simplifying your finances to reduce stress and increase freedom
- Tracking your monthly spending to adjust your budget as you go
- Creating a sustainable travel budget that lets you enjoy life without overspending
Mentioned in this episode:
- Childfree Wealth® Core Offering: https://childfreewealth.com/core-offering/
This one is for anyone dreaming about a different kind of life and wondering what it really takes to make it happen. Tune in and see where the journey leads next. 💡
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About Childfree Life by Design:
Childfree Life By Design is dedicated to helping Childfree individuals thrive by providing resources, guidance, and community. We recognize that when you've made a decision roughly 75% of the population doesn't make, conventional wisdom simply doesn't apply to you. Our mission is to help you design a life that works for you, covering everything from finances and relationships to career decisions and building support networks that will actually be there when you need them.
Connect with Us:
Ready to design your ideal Childfree life? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com
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Disclaimer: This podcast is for educational and entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast…
Sorry, no transcript is available for this episode, but all episodes from 2026 on will feature full transcripts for accessibility.



