The Expat Wealth Blueprint

Do you know what are the odds of you getting a positive return when you are invested in any 1-year, 5-year, 10-year and 20-year period? In this episode, I will walk you through a few scenarios to help you better understand the type of investment portfolios you should be investing in such that the odds are in your favour.

Moving to another country is difficult in itself, let alone having to worry about your investments being drained by the country's tax. In this episode, I have invited Will Price from Quilter to share how Private Placement Life Insurance might be useful in this situation.

Most people are going to end up with a bond fund of some kind. In today’s episode, I will share with you what is the role of bonds and whether you need them in your own investment portfolio.

The topic of equity investing has always been a popular topic among investors. However, there is so much misleading information out there. In this episode, I want to share with you how you should approach equity investing in the simplest way to achieve your life goals.

There are 2 common investment options among many investors – investing in the stock market and investing in rental properties. In this episode, I will outline the features and caveats for each of the option so that you can make an informed decision on which route should you take to achieve your life goals.

After knowing how much you need to fund your desired lifestyle in retirement, the next thing you would need to do is to work out where you currently are. In this episode, I will walk you through how to do this so you can start on crafting that wealth plan to help you achieve your goals.

Connect with us:

Max Keeling: https://www.linkedin.com/in/maxkeeling/

Providend: https://www.facebook.com/Providend

The first step to have a successful retirement plan is to know how much do you actually need after you have stopped working. In this episode, I will be sharing with you some tips and guiding questions that will help you to figure out your number for retirement.

Connect with us:

Max Keeling: https://www.linkedin.com/in/maxkeeling/

Providend: https://www.facebook.com/Providend

In this first episode, I will be sharing a little bit about myself and explain why I’m launching a podcast for expats, specifically those with $2 to $20 million. I will also outline what some of the future podcasts are going to include to help you feel more confident with your own financial position.

Connect with us:

Max Keeling: https://www.linkedin.com/in/maxkeeling/

Providend: https://www.facebook.com/Providend