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内容由Roger Whitney and RMA提供。所有播客内容(包括剧集、图形和播客描述)均由 Roger Whitney and RMA 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Retire Without Borders: An Expat Primer

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Manage episode 435330619 series 2415308
内容由Roger Whitney and RMA提供。所有播客内容(包括剧集、图形和播客描述)均由 Roger Whitney and RMA 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Have you ever thought about retiring abroad? It seems like a fun adventure, but how do you begin?

On this episode of Retirement Answer Man, expat expert, Jane Mepham from Elgon Financial Advisors, joins me to discuss the financial and nonfinancial considerations of moving abroad in retirement. Press play to learn whether retiring abroad would be right for you. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN RETIRING AS AN EXPAT

  • [3:46] What is the attraction of retiring to another country?
  • [6:18] How to explore whether retiring abroad is right for you
  • [12:01] Should you buy or rent?
  • [14:54] How do you navigate your finances?
  • [22:04] What other considerations should you think about?

LISTENER QUESTIONS

  • [37:09] Is it worth selling investments and incurring significant taxes to change firms to reduce fees?
  • [46:03] How to plan retirement without using the 4% rule
  • [52:25] Where to put your contingency fund

TODAY’S SMART SPRINT SEGMENT

  • [58:08] Examine the advice you’re getting and your process

Resources Mentioned In This Episode
Elgon Financial Advisors
Rock Retirement Club
Roger’s YouTube Channel - Roger That
BOOK - Rock Retirement by Roger Whitney
Roger’s Retirement Learning Center

  continue reading

570集单集

Artwork
icon分享
 
Manage episode 435330619 series 2415308
内容由Roger Whitney and RMA提供。所有播客内容(包括剧集、图形和播客描述)均由 Roger Whitney and RMA 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Have you ever thought about retiring abroad? It seems like a fun adventure, but how do you begin?

On this episode of Retirement Answer Man, expat expert, Jane Mepham from Elgon Financial Advisors, joins me to discuss the financial and nonfinancial considerations of moving abroad in retirement. Press play to learn whether retiring abroad would be right for you. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN RETIRING AS AN EXPAT

  • [3:46] What is the attraction of retiring to another country?
  • [6:18] How to explore whether retiring abroad is right for you
  • [12:01] Should you buy or rent?
  • [14:54] How do you navigate your finances?
  • [22:04] What other considerations should you think about?

LISTENER QUESTIONS

  • [37:09] Is it worth selling investments and incurring significant taxes to change firms to reduce fees?
  • [46:03] How to plan retirement without using the 4% rule
  • [52:25] Where to put your contingency fund

TODAY’S SMART SPRINT SEGMENT

  • [58:08] Examine the advice you’re getting and your process

Resources Mentioned In This Episode
Elgon Financial Advisors
Rock Retirement Club
Roger’s YouTube Channel - Roger That
BOOK - Rock Retirement by Roger Whitney
Roger’s Retirement Learning Center

  continue reading

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