- Format: Kindle Edition
- File Size: 1423 KB
- Print Length: 281 pages
- Page Numbers Source ISBN: 0999257919
- Publisher: Make Your Mark Global, LTD (14 March 2018)
- Sold by: Amazon Australia Services, Inc.
- Language: English
- ASIN: B07B3SXBR9
- Text-to-Speech: Enabled
- Word Wise: Enabled
- Customer Reviews: 4 customer ratings
- Amazon Bestsellers Rank: #785,072 Paid in Kindle Store (See Top 100 Paid in Kindle Store)
Financial Planning for Global Living: Go Beyond Cross-Border Tax and Legal Complexity to Location Independence, Financial Freedom and True Life Satisfaction Kindle Edition
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-- Andrew Jernigan, Expat Insurance Broker and Co-Founder, International Care
"A must-read for anyone considering a globally mobile life..."
-- Marina Hernandez EA, CFP(R), MHtax
"...this may be the financial planning profession's best resource on cross-border planning issues faced by people navigating among a variety of national and local tax jurisdictions..."
-- Bob Veres, Publisher, Inside Information--This text refers to the paperback edition.
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Review this product
Top international reviews
To be honest, in my state of considering retiring in South America in approximately 20 years, only the introductory and general financial/planning sections of this book were useful for me. She does a nice job of discussing work-life balance (or as she calls it, "wealth-life balance") and the cultural conditioning that leads to our relationships with money. She asks whether we have a life that is "default, decent, or designed" and other thought-provoking questions that are useful for everyone, even if they're not planning on going international.
When she gets to the specifics that relate strictly to moving or working overseas, I don't have enough material to move forward with her exercises (i.e. taking an inventory of my assets and researching a specific country's residency requirements). However, if I was in the stages of actually planning to move overseas within the next three (maybe even five) years, I would be poring over this book again and again, following all the exercises and suggestions and making sure I really understood all of the details about what needs to happen during what phase of the transition (i.e. straddling, exit, relocation). She explores not only the obvious subjects of income/property taxation in both home country and new country and how to manage banking and credit, but also covers less obvious topics like cross-border divorce, estate planning, insurance, and even kidnap/ransom. she talks you through all areas with explanation, and for those who like to get more technical, she provides formulas for some aspects of the process. Like I said, extremely thorough and impressive.
I don't know if there are other books on this precise topic but I don't imagine you'd need them anyway. But be prepared for some very-not-light reading when you delve into this for real.
In the future, I intend to use this book to guide me on my path to becoming a financially sound ex-pat. I will defiantly recommend this book to others planning to take the next steps in following their ex-pat aspirations.