The show is a proud member of the retirement podcast network.

Welcome to the show dedicated to helping you not just survive retirement,

but to have the confidence because you're doing the work

to really lean in and rock it.

My name is Roger Whitney by By day I'm a practicing retirement

planner with 30 years experience, founder of agile retirement management. And for the last 10 years or so,

I've been hanging out here with you working on how to do retirement

planning right.

So today on the show, we're going to have a primer on living an exp-pat retirement.

What are some of the drivers to retire overseas

and what are things that you need to consider

from a financial and a non-financial perspective.

And to help us is going to be Jane, we'll introduce her when she comes on,

who is an expat herself, migrated to the United States in college and has lived here for a number of years and established a life.

She works with expats coming into the U.S. but she also works with people that are retiring

are going to live overseas.

She's a wonderful lady and we're going to have her on to talk about some of the aspects of that.

In addition to that, we're going to answer some of your questions.

I got an email from a listener via our six-shot Saturday email.

I love that people can just reply to that and they are looking to move to

Fidelity from a major brokerage firm and Fidelity is recommending that they liquidate their entire after-tax investment account in order to invest in

in Fidelity Index Funds, which is going to cause them to realize like 260,000 in gains,

...