Ever wonder if you truly have enough to retire, or if your long-term plans are actually achievable? This week, we dive deep with Claudia, a bright, resourceful, and wonderfully human individual who, despite a significant net worth, finds herself grappling with the emotional side of financial independence. We tackle her core question: should 60% of her portfolio be in fixed index annuities? But as always, we dig beyond the numbers to uncover the real questions: What life does she truly want to...
All content for Childfree Wealth® is the property of Dr. Jay Zigmont, CFP® & Bri Conn and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Ever wonder if you truly have enough to retire, or if your long-term plans are actually achievable? This week, we dive deep with Claudia, a bright, resourceful, and wonderfully human individual who, despite a significant net worth, finds herself grappling with the emotional side of financial independence. We tackle her core question: should 60% of her portfolio be in fixed index annuities? But as always, we dig beyond the numbers to uncover the real questions: What life does she truly want to...
I'll Make You Quit Your Job - Pt. 3: The How, Ep 152
Childfree Wealth®
29 minutes
3 months ago
I'll Make You Quit Your Job - Pt. 3: The How, Ep 152
Ever dreamed of quitting your job but wondered, "How the heck do I actually do it?" This episode is for you! In the final episode of our “I’ll Make You Quit Your Job” series, we’re diving deep into the mechanics, finances, and structure needed to make that leap when you've decided it's time for a change. Bri and Dr. Jay discuss how much money you need to save before jumping ship, emphasizing the importance of an emergency fund and having a plan. We explore different scenarios, from barely m...
Childfree Wealth®
Ever wonder if you truly have enough to retire, or if your long-term plans are actually achievable? This week, we dive deep with Claudia, a bright, resourceful, and wonderfully human individual who, despite a significant net worth, finds herself grappling with the emotional side of financial independence. We tackle her core question: should 60% of her portfolio be in fixed index annuities? But as always, we dig beyond the numbers to uncover the real questions: What life does she truly want to...
