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Childfree Wealth®
Dr. Jay Zigmont, CFP® & Bri Conn
182 episodes
5 days ago
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...
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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...
Show more...
Investing
Education,
Business,
Society & Culture,
How To
https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/f0/ca/d5/f0cad59c-b776-cc98-c52d-189eb96bf939/mza_3736101773276859322.jpg/600x600bb.jpg
Quitting Amazon: Stephanie Ramos’ Inspiring Story on Designing a Life You Love, Ep 151
Childfree Wealth®
34 minutes
3 months ago
Quitting Amazon: Stephanie Ramos’ Inspiring Story on Designing a Life You Love, Ep 151
Ever wondered what it's like to quit a big tech job without a Plan B and actually thrive? Join us for an inspiring conversation with Stephanie Ramos, who went from "LinkedIn famous" to living her best childfree life! Stephanie shares her candid experience leaving Amazon, and how having "F.U. money" allowed her to prioritize her well-being over a paycheck. We dive into her unique financial journey, from starting as a teacher to becoming a self-made millionaire, and how simplifying finances led...
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...