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Контент предоставлен Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
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Andy and Libbi Planning Session 1: From Debt to Dreams & Early Retirement, Ep 121

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Manage episode 462493364 series 3464589
Контент предоставлен Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

Book Your Childfree Wealth Checkup Today!
​​Welcome to Episode 1 of our Financial Planning Series with Andy and Libbi!
Get an insider view as Dr. Jay guides Andy and Libbi through their monthly client calls to optimize their financial planning for this childfree couple.
💸In this 1st session, Dr. Jay explores their story—from tying the knot in 2010, battling debt, and now aiming for an early retirement! 💪🏖️ Their vision includes sun-soaked days in the Dominican Republic and a travel lifestyle. ✈️🌎
Tying their vision to their current situation is harder than it may appear as Andy’s frugal nature poses a very common mindset hurdle that this couple must address. 💭 With plans to draft a fresh budget for 2025, explore a possible move abroad, and keep refining their goals, Andy and Libbi are on their way to creating a life they love, and the finances to support it! 🗓️🏡✨
🎧Tune in to discover how they plan to achieve financial freedom and enjoy the journey along the way! 🔑And keep an eye out for Andy and Libbi’s next Session 2 coming soon!
Mentioned in this episode:
-CW Core Client Offering: https://childfreewealth.com/core-offering/
#ChildfreeWealthPodcast #FinancialFreedom #EarlyRetirement #FrugalLiving #TravelLifestyle #BudgetingTips #ChildfreeLiving #FinancialPlanningJourney #DominicanRepublicDreams #LifeAndMoney
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.
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.

  continue reading

139 эпизодов

Artwork
iconПоделиться
 
Manage episode 462493364 series 3464589
Контент предоставлен Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

Book Your Childfree Wealth Checkup Today!
​​Welcome to Episode 1 of our Financial Planning Series with Andy and Libbi!
Get an insider view as Dr. Jay guides Andy and Libbi through their monthly client calls to optimize their financial planning for this childfree couple.
💸In this 1st session, Dr. Jay explores their story—from tying the knot in 2010, battling debt, and now aiming for an early retirement! 💪🏖️ Their vision includes sun-soaked days in the Dominican Republic and a travel lifestyle. ✈️🌎
Tying their vision to their current situation is harder than it may appear as Andy’s frugal nature poses a very common mindset hurdle that this couple must address. 💭 With plans to draft a fresh budget for 2025, explore a possible move abroad, and keep refining their goals, Andy and Libbi are on their way to creating a life they love, and the finances to support it! 🗓️🏡✨
🎧Tune in to discover how they plan to achieve financial freedom and enjoy the journey along the way! 🔑And keep an eye out for Andy and Libbi’s next Session 2 coming soon!
Mentioned in this episode:
-CW Core Client Offering: https://childfreewealth.com/core-offering/
#ChildfreeWealthPodcast #FinancialFreedom #EarlyRetirement #FrugalLiving #TravelLifestyle #BudgetingTips #ChildfreeLiving #FinancialPlanningJourney #DominicanRepublicDreams #LifeAndMoney
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.
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.

  continue reading

139 эпизодов

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