Ex-Pat Retirement Chat

Guarding Your Nest Egg

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1+ y ago 10:23

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Financial planning is about a lot more than money. This week Mike shares how he’s helped a few clients create personalized financial plans based on their goal of retiring out of the country as an ex-pat for whatever reason. 🌎 The stories are fun! But also a great reminder that your advisor should focus on helping you plan specifically for on YOUR goals.

Plus, Are we in a market downturn or is this the new normal for wall street and the economy? After settling into the new year, many have looked back and seen their losses in 2022 and want to make sure they’re planning for what’s to come this year. Mike explains why and how active wealth management puts a heavy focus on probabilities when helping investors with their portfolios, especially for those approaching retirement or already there.

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