• Retire Without Borders: An Expat Primer

  • Aug 21 2024
  • Length: 1 hr and 3 mins
  • Podcast

Retire Without Borders: An Expat Primer

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  • Summary

  • 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
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