This chapter discusses the importance of selecting the appropriate bank for international travel and living abroad, highlighting experiences at a retreat where accessing money from a specific account proved challenging in certain locations. It emphasizes the need to contact the financial institution beforehand to avoid complications when dealing with brokerage firms in another country.
#477: Kayla is torn between paying off a loan early or catching up on missed retirement contributions.
Josh wants to retire early and meets the threshold for zero capital gains taxes. Should he put all his retirement savings into a brokerage account?
An anonymous caller wants to know how to merge financial lives with her husband from another country.
Former financial planner Joe Saul-Sehy and I tackle these three questions in today’s episode.
Enjoy!
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For more information, visit the show notes at https://affordanything.com/episode477
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