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EPISODE · Apr 9, 2024 · 37 MIN

Tips for Retiring Abroad Success

from The Financial Harmony™ Podcast · host Dr. Preston Cherry

Are you considering retiring abroad?Join Dr. Preston Cherry and Jane Mepham from El Gon Financial Advisors, as they unravel the mysteries of retiring outside the United States. From busting myths about U.S. taxation for expats to exploring the profound impact of culture and community, leave no stones unturned in this episode.Want to learn more? Connect with us below! Jane Mepham on LinkedInDr. Preston D. Cherry on LinkedInDr. Preston D. Cherry’s WebsiteReady to explore these tax planning strategies for financial acceleration? Visit our website for more insights and personalized guidance. Our website: https://concurrentfp.comThe Financial Harmony™ Podcast is produced by Concurrent Wealth Management. Dr. Preston Cherry, CFP®, Ph.D., is the founder and a dollar-based flat-fee fiduciary financial advisor based in Houston. He works directly with high-income Gen X professionals and oil and gas executives on retirement, tax, and investment decisions through comprehensive financial planning and integrated investment management.Learn more at concurrentfp.com

Episode metadata supplied by the publisher feed · Published Apr 9, 2024

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Are you considering retiring abroad? Join Dr. Preston Cherry and Jane Mepham from El Gon Financial Advisors, as they unravel the mysteries of retiring outside the United States. From busting myths about U.S. taxation for expats to exploring the profound impact of culture and community, leave no stones unturned in this episode. Want to learn more? Connect with us below! Jane Mepham on LinkedInDr. Preston D. Cherry on LinkedInDr. Preston D. Cherry’s WebsiteReady to explore these tax plann...

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Tips for Retiring Abroad Success

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