How to live in two different countries during retirement
1 year ago | 36
US Tax issues when living in another country (either full or part-time). FTR, your videos have been very useful.
1 year ago (edited) | 7
Living overseas during retirement. Best way to prepare taxes overseas.
1 year ago | 14
More tips for those living overseas and how to organize their finances and taxes. Especially in regards to some key European countries and Japan. A lot of tax benefits go out the windows and foreign exchange risks are larger too.
1 year ago | 3
US election impact on retirement investments and potentially big changes to SocSec, Medicare and more
1 year ago | 13
Withdrawal strategies, especially for early retirees. What is a safe amount to spend before SS kicks in? Retirement spending isn't simply the 4% rule.
1 year ago | 2
Some personal insights from you on how to get more from less would be great
1 year ago | 7
Pros and cons of living abroad during retirement, i.e. tax implications, medical expenses and access, SS payments, taxes, Medicare, permanent or temporary, if temp. how long?, buying or renting a place for 6 months, a year, 2?, traveling back and forth?, etc.
1 year ago | 2
Various information about Medicare would be interesting, including spousal benefits, including scenarios where a spouse is not a US citizen.
1 year ago | 4
Stay the course - yours is one of the only financial advisor channels for which I have any respect.
1 year ago | 0
Is it a viable option to cash out and relocate to a more affordable country with a temporate climate?
1 year ago | 5
Something to acknowledge your global audience. You usually cover universal themes really well.
1 year ago | 0
For those of us that work for employers with a pension fund, I would like to see an analysis of taking the monthly annuity versus taking the lump sum payment at retirement.
1 year ago | 1
So you folks do a very good job about talking us through retirement. The idea is that a married couple will go through it together. But this is not always the case. Recently, I created a death book for my wife because she doesn't handle the finances. This gives her an understanding of where all our money is located and how it should be handled as well as what phone numbers to call with regard to social security, pension, etc? I would like to see a video like this.
1 year ago | 0
How to live in retirement, true values and goals no matter how much or little we have.
1 year ago | 2
How the potential US debt crisis could affect personal finances and what we should do to protect our wealth. Thanks
1 year ago | 0
Holy Schmidt!
So I can make better videos for you, which best describes what you want to see next.
1 year ago | [YT] | 192