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Insights Straight to Your Inbox

Tips, freebies, event invites, and more to make your Childfree life even more amazing

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Episode 131: Andy & Libbi Planning Session

April 02, 2025

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55 Minutes

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Episode Summary

A behind-the-scenes look at a real financial planning session with Dr. Jay Zigmont, CFP®.

Episode 3 of the Financial Planning Series:  we continue our deep dive into Andy and Libbi’s financial planning journey as they face a life-changing decision: a potential job opportunity in Germany. 

Dr. Jay guides them through the financial and lifestyle implications of an international move, exploring key topics like tax considerations, navigating remote work challenges, and adjusting their retirement planning strategy. With a $1.34M net worth, Andy and Libbi discuss staying flexible, managing market stress, and keeping their long-term goals on track—all while considering the adventure and complexities of life abroad.

This behind-the-scenes look at real financial planning offers valuable insights for anyone navigating big life changes.

Mentioned in this episode:
-Childfree Wealth® Core Offering: https://childfreewealth.com/core-offering/ 

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

Join the conversation on social media:

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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.

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