Geo-Arbitrage and Financial Planning for Moving Abroad

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This chapter delves into a listener's plan to geo-arbitrage by moving to a lower cost of living country with a $2 million VTSAX portfolio while aiming to withdraw less than 3%. It explores potential obstacles and red flags of this plan, emphasizing the importance of creating financial models based on withdrawal and return assumptions. The conversation touches on the risks and challenges of moving abroad, including political instability, currency conversion risk, and inflation rates, as well as the importance of adaptability and flexibility in financial planning strategies.

#522: Emily Anne is worried about her obsessive tracking behavior. She’s in great financial shape but struggles to shake the constant compulsion to check her accounts. What should she do?

An anonymous caller and his partner plan to use geo-arbitrage to retire early before reaching their financial independence number. Can they have their cake and eat it too?

Kevin and his wife are having second thoughts about their Delaware Statutory Trust (DST) real estate investments. How do they back out without compromising their estate plan?

Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.

Enjoy!

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