Investing and Retirement for Expats | Live Interview with Mark Zoril

Mark Zoril joins us in this live interview covering investing and retirement issues for those living outside the U.S.

Plan Vision: https://planvisionmn.com/

Plan Vision Podcast: https://planvisionpodcast.com/

Join the newsletter: https://robberger.com/newsletter/?utm_source=Rob+Berger&utm_medium=ATF+Link&utm_campaign=Newsletter&utm_id=YouTube
————————————
Timestamps
————————————
0:00 - Welcome to the Financial Freedom Show!
0:12 - Expats & Mark Zoril
2:36 - Community questions
3:13 - Top 3 questions to prepare finances in advance to moving to another country
14:08 - Advisors
17:07 - U.S. citizen living in Germany
19:40 - Robo-Advisors
20:05 - Adresses
20:47 - General information/Legal issues
22:22 - Keeping a U.S. account & currency risk
26:53 - Banks
28:07 - Are some countries easier to retire in than others?
38:22 - Japan/IB
39:55 - IRA's
40:56 - Boglehead/Changes to investing
45:40 - Inheritance and living abroad
47:32 - U.S. citizenship
52:43 - Dual citizens & EU taxes
55:05 - Fidelity & Vanguard
56:27 - Tax agreement/Voo vs VUSA
58:22 - Sending money country to country and taxes
59:32 - PlanVision Podcast
1:02:34 - E-Money Advisor
1:04:18 - Managing money/trades
1:08:55 - Inheriting a 401K
1:10:53 - Access to E-Money Advisor
1:13:43 - Links listed below
1:14:26 - Financial Freedom
————————————
Investing Tools
————————————

My Book (Retire Before Mom and Dad): https://amzn.to/2MsRJ9B
Personal Capital (Investment Tracking, Retirement Planning): https://robberger.com/go/personal-capital/yt-
New Retirement (Retirement Planner): https://robberger.com/go/new-retirement/yt-
Stock Rover: https://robberger.com/go/stock-rover/yt-

#investing #expats #robberger

ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.