On this episode, Expat financial planner Adam Fay discusses tax efficiency, offshoring, and global market outlook with host Ryan Kolden. Adam specializes in serving expats and offers insights into navigating financial matters in overseas. The conversation covers strategies for expats, the current state of US and global markets, and investor sentiment. Tune in for expert advice on financial planning for a global audience.
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Chapters:
[00:01:34] US and global market trends.
[00:04:51] Globalization and emerging markets.
[00:09:12] Impact of Central Bank decisions.
[00:12:12] Reasons for moving abroad.
[00:15:18] Popular Destinations for Expats.
[00:19:25] Social networks abroad and expat communities.
[00:22:18] Retirement account considerations.
[00:26:36] Estate planning for expats.
[00:29:32] Estate planning insights.
[00:34:26] Media influence on investment decisions.
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DISCLAIMER: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as tax, legal, investment or financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

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