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10: Ep 010 : Finding the Missing Piece : Cross-Border Financial Planning with Insights from Experts!

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Manage episode 438322780 series 3564819
Content provided by Timbre Media and IMMPL. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Timbre Media and IMMPL 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.
Grappling with the complexities of cross-border finance?
Tune in to our latest episode of Simply Lovaii for expert guidance on mastering #crossborder #finance and making informed decisions for a secure financial future!

Join #LovaiiNavlakhi the CEO and MD of #InternationalMoneyMattersPrivateLimited and #PareshShah the CEO of Paresh Shah Partners as they take us through this important topic.

In this episode, the duo shed light on the nuances of cross-border #estateplanning, #assetmanagement, #retirementplanning, and the right timing for #financialplanning—while managing #internationalcareers and #family relocations.

This engaging and insightful conversation with real- life examples hint upon the ambiguity of the sandwich generation and their responsibility towards aging parents along with the emotions of the aging generation. This is why Lovaii is known as the Expert with a Heart.
  continue reading

10 episodes

Artwork
iconShare
 
Manage episode 438322780 series 3564819
Content provided by Timbre Media and IMMPL. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Timbre Media and IMMPL 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.
Grappling with the complexities of cross-border finance?
Tune in to our latest episode of Simply Lovaii for expert guidance on mastering #crossborder #finance and making informed decisions for a secure financial future!

Join #LovaiiNavlakhi the CEO and MD of #InternationalMoneyMattersPrivateLimited and #PareshShah the CEO of Paresh Shah Partners as they take us through this important topic.

In this episode, the duo shed light on the nuances of cross-border #estateplanning, #assetmanagement, #retirementplanning, and the right timing for #financialplanning—while managing #internationalcareers and #family relocations.

This engaging and insightful conversation with real- life examples hint upon the ambiguity of the sandwich generation and their responsibility towards aging parents along with the emotions of the aging generation. This is why Lovaii is known as the Expert with a Heart.
  continue reading

10 episodes

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