Our latest POSTS

This episode explores the intersection of wealth and life expectancy, delving into how financial status influences access to healthcare, diet, and overall quality of life. The discussion also addresses the role of health tech devices, such as smartwatches, in monitoring and potentially improving health outcomes. Additionally, the conversation covers essential estate planning strategies to ensure a smoother transition for heirs, including the importance of communication, planning for funeral arrangements, and the use of trusts and wills.

The digital nomad lifestyle is transforming the lifestyles of some professionals, allowing them to temporarily relocate their work to another nation. However, cross-border financial planning can get complicated.  Each of the 66 countries […]

In this episode we discuss the many factors that are important in deciding if you should build a new home or buy an existing home, including

What are the pros and cons of buying new?
What are the pros and cons of buying an existing home?
What financial impact does buying a home have on your financial goals?

and many more!

In this episode we discuss the essentials of planning for gifting your wealth to future generations or causes you support. We discuss:

When is the right time to start gifting?
How do you handle the family dynamics of gifting?
Can you ensure that gifts are spent wisely?

and many more!

Review These Wealth Transfer Strategies Before the Holidays Wealth transfer isn’t just about passing out money around the end of the year. It can also secure your family’s financial future […]