Retirement Answer Man

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 , joins me to discuss the financial and nonfinancial considerations of...

Show Notes

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
 

What is Retirement Answer Man?

A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management in retirement as well as retirement travel and other non-financial issues you'll need to address to rock retirement. Retirement isn’t an age OR a financial number. It’s finding that balance between living well today and feeling confident about your retirement. It’s about gaining more freedom to pursue the life you want. Join the rock retirement community at www.rogerwhitney.com