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.

This episode takes a departure from the usual financial advice to get an unfiltered look at Dr. Jay’s journey to the TEDx stage. Listeners will hear about the months of intense preparation, the fear of stepping on stage, and the unexpected challenges that arose along the way, including a moment where he completely forgot his script. The episode explores how he, a self-described "hardcore introvert," believes this terrifying experience—scarier than his time as a paramedic—was a crucial step to propel the company's mission and start a vital conversation about the Childfree economy with a broader audience.

Timestamps:

🔹1:12 The mission: spreading the word about the childfree community.

🔹2:06 Understanding the TEDx platform and how I got involved.

🔹2:59 The demographic "pitch" that started it all.

🔹4:09 Navigating a politically charged topic in the Deep South.

🔹4:48 The insane amount of preparation and work involved.

🔹7:18 Why a verbatim script was a huge challenge for me.

🔹8:52 The core message of my talk: immigration and sustainable growth.

🔹11:34 The unexpected moment that rattled my nerves and safety.

🔹19:40 The moment I stepped on the red dot and the nerves kicked in.

🔹24:00 The on-stage mistake and what happened next.

🔹25:49 What's next and why this was the right choice.

🔹26:33 The bonus of having a TEDx Talk and the call to action.

🔹28:57 Navigating online "haters" and why this is so important.

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.