Andy and Libbi Planning Session 2: Retiring Early, Living Abroad, and Investing Smarter, Ep 127

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. Ready to work with us like Andy and Libbi? Sign-up here: https://childfreewealth.com/core-offe... Just need an overview of what you currently have? Schedule your Childfree Wealth Checkup here: https://childfreewealth.com/schedule-... #ChildfreeWealth #FinancialPlanning #EarlyRetirement #InvestmentStrategy #DieWithZero #LifestyleGoals #TaxPlanning #HealthcareAbroad #RetireAbroad #DominicanRepublicDreams #FinancialIndependence #childfreewealthpodcast 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 [email protected], follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com! Stay connected! 📩 Sign up for our newsletter to get exclusive updates, tips, and resources tailored for the childfree community. Schedule a meeting with a Childfree Wealth Specialist® here: https://childfreewealth.com/schedule-... Instagram:   / childfreewealth   Facebook:   / childfreewealth   LinkedIn:   / childfree-wealth   Threads: https://www.threads.net/@childfreewealth Bluesky: https://bsky.app/profile/childfreewea... Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.