Retire Without Borders: An Expat Primer Retirement Answer Man podcast

Content provided by Roger Whitney and RMA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Roger Whitney and RMA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Retirement Answer Man »
Retire Without Borders: An Expat Primer

20h ago 1:02:38

MP3•Episode home

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

559 episodes

#Personal Finances #Lifestyle #Trading #Careerplanning #Financialplanning #Investing #Investmentmanagement #Lifeplanning #Retirement #Retirementplanning #Retirementpodcast #Roger Whitney #RMA #Saving #Self-Improvement #Business #Podcasting Education