#158 Retirement Planning for Flexpats

Building the Life You Want in China:

Are you a flexpat looking to build a secure financial future while still enjoying your life abroad? In this episode, we talk with Dan, an experienced financial advisor specializing in expat financial planning. We explore key tactics for balancing current lifestyle choices with long-term savings goals, examine the ins and outs of investing while dealing with currency fluctuations, and discuss family considerations such as funding education and ensuring your loved ones are protected. Whether you’re new to China or have called it home for years, this conversation is packed with insights to help you create and maintain the life you want.

1 Stay flexible in your retirement planning

2 Effective Budgeting for your living cost

3 Enjoy living abroad, live in the now

4 Deal with different currencies and countries

5 Optimize tax and legal environment

6 Goal Setting and Retirement planning

7 Plan ahead to avoid tax

8 Biggest challenges to retirement planning

9 Why pay fees for an advisor?

10 Can you plan your own retirement fund?

11 How can you discipline yourself to plan for your future?

12 Follow Dan to learn more

Dan Couzens has been a UK registered financial advisor for over 10 years (after serving 22 years in the British Military) and currently works in China as an expat financial advisor helping clients align their financial plans with their life goals for over, specializing in cross-border tax issues, retirement planning, and strategic investments.

Podcast recommendations:

"Invest Like the Best" with Patrick O'Shaughnessy

"Macro Voices" with Eric Townsend

Contact: daniel.couzens@winsoncapital.com

Wechat: dan_couzens

Contact Dan to get:

1 Guide to Offshore Investing

2 Tax Considerations for US/UK/AU Expats