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.

Like the show? Leave us a rating & review!

If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!

Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.

Instagram: @childfreewealth

Facebook: @childfreewealth

LinkedIn: @childfree-wealth

YouTube: @ChildfreeWealthPodcast

Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

Is 2025 the year you’re finally considering a move outside the US? Dr. Jay and Bri dive into the increasingly popular topic of becoming an expat, an idea more and more people are considering. They get into the weeds of what it really takes to make moving abroad work, from the financial realities of moving pets (it's not cheap!) to the complex world of tax treaties and international law.

Whether you're looking for a permanent move or just a temporary change of scenery, this episode will help you think through the financial and personal considerations you need to live a life on your own terms.

Timestamps:

🔹1:20 - Why every country has its "own weirdness" and the importance of having an exit plan

🔹2:50 - The financial realities of an expat life, including the cost of moving pets

🔹5:30 - The first step: looking into citizenship by heritage

🔹9:20 - Exploring digital nomad and retirement visas as an alternative to citizenship

🔹11:45 - The importance of getting professional help early from a CFP, lawyer, and CPA

🔹16:30 - How tax treaties can affect your Roth contributions and other investments

🔹18:20 - Planning for healthcare and long-term care abroad

🔹20:55 - The "expat not expat" plan: maintaining US residency while living abroad

🔹23:25 - Addressing the emotional and social challenges of leaving friends, family, and community

🔹25:30 - A final word on fear and finding a plan that balances your life and finances

Mentioned in this Episode:

• Nomad Capitalist: https://nomadcapitalist.com
• Join the Childfree Trust Waitlist: https://childfreelegacy.com
• Schedule your Childfree Wealth Checkup: https://childfreewealth.com/schedule-a-checkup/

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.

Like the show? Leave us a rating & review!

If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!

Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.

Instagram: @childfreewealth

Facebook: @childfreewealth

LinkedIn: @childfree-wealth

YouTube: @ChildfreeWealthPodcast

Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

Ever feel like you don't have enough to make a real difference? Or maybe you're just overwhelmed by all the options for giving? You're not alone. This week, we're joined by Allison Patterson of Patterson Philanthropic Advisors, who acts as a "giving coach" to help everyday people create a strategy for their generosity.

Listen in to learn how to make an impact that's meaningful to you, no matter what you have to give.

🔹 00:58 - The biggest challenges people face with giving

🔹 01:56 - Overcoming the "scarcity mindset"

🔹 03:01 - How to make a difference that's unique to you

🔹 04:19 - Measuring your impact with your own "measuring stick"

🔹 05:46 - Giving with a warm hand vs. a cold hand

🔹 08:50 - How to identify which charities you can trust

🔹 10:49 - The difference between project, capital, and trust-based giving

🔹 13:03 - The debate between giving to nonprofits and B Corps

Connect with Alison:

+ Website: https://www.patterson-advisors.com/

+ Instagram: https://www.instagram.com/letsgogiveyall/

+ LinkedIn: https://www.linkedin.com/in/alison-b-patterson-mpa-ipa-95aa84b/

Alison offers custom Generosity Strategy Sessions to help you create a giving plan that aligns with your values, resources, and long-term goals.

Your generosity should feel authentic, empowering, and impactful. Let's guild a plan that makes a difference-on your terms.

https://www.patterson-advisors.com/workwithme

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.

Like the show? Leave us a rating & review!

If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!

Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.

Instagram: @childfreewealth

Facebook: @childfreewealth

LinkedIn: @childfree-wealth

YouTube: @ChildfreeWealthPodcast

Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.