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Retirement Abroad: Planning for Life as an Expat
In this episode of the Retire Early Podcast, financial advisors and retirement planners Sam Benson and Linwood Fraher of Martin Wealth Solutions discuss the growing interest among Americans in retiring abroad. They cover key considerations including understanding tax obligations, evaluating the cost of living, ensuring access to healthcare, and planning for financial management in a foreign country. The podcast underscores the importance of thorough research, understanding residency and visa requirements, and building a plan that aligns with one's purpose and lifestyle goals abroad.
Want to work with us?
Visit: http://retirewithmartin.com/
Learn more: www.planwellretirehappy.com
00:00 Introduction: Dreaming of Beachside Retirement
00:46 Personal Travel Experiences
01:59 Considering Retirement Abroad
02:53 Key Considerations for Expatriates
04:01 Tax Obligations and Residency Status
07:04 Healthcare Considerations
09:50 Financial Planning for Expatriates
15:30 Purpose and Lifestyle Abroad
19:20 Conclusion and Final Thoughts
Disclaimer:
Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
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By Sam Benson & Linwood FraherIn this episode of the Retire Early Podcast, financial advisors and retirement planners Sam Benson and Linwood Fraher of Martin Wealth Solutions discuss the growing interest among Americans in retiring abroad. They cover key considerations including understanding tax obligations, evaluating the cost of living, ensuring access to healthcare, and planning for financial management in a foreign country. The podcast underscores the importance of thorough research, understanding residency and visa requirements, and building a plan that aligns with one's purpose and lifestyle goals abroad.
Want to work with us?
Visit: http://retirewithmartin.com/
Learn more: www.planwellretirehappy.com
00:00 Introduction: Dreaming of Beachside Retirement
00:46 Personal Travel Experiences
01:59 Considering Retirement Abroad
02:53 Key Considerations for Expatriates
04:01 Tax Obligations and Residency Status
07:04 Healthcare Considerations
09:50 Financial Planning for Expatriates
15:30 Purpose and Lifestyle Abroad
19:20 Conclusion and Final Thoughts
Disclaimer:
Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.