Preparing your Finances for an Expat Life

Embark on Your Expat Journey Financially Prepared: A Comprehensive Guide to Expat Finances 

As you embark on your exciting expat journey, financial considerations play a crucial role in ensuring a seamless and rewarding experience. Navigating the financial landscape of a new country can be daunting, but with the right knowledge and strategies, you can confidently manage your finances and avoid unexpected pitfalls. 

It's time to sign up for the next session! Enrollment closing in:








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Expat himself – Dr. Wells’ insight is a tremendous guide

The information Dr. Wells provides is very helpful and informative. Being an expat himself, his firsthand experience and knowledge is super beneficial. I look forward to hearing more from him! I have known Dr. Wells for many years and have seen and heard what roadblocks and challenges he has had (and continues to have) to jump over, go through and stumble through!! Therefore, his insight is a tremendous guide for future expats.

Sharon B.

World Traveler and Future Expat

This comprehensive course equips you with the financial expertise to confidently navigate the unique financial aspects of expat living. We’ll guide you through a comprehensive comparison of cost-of-living characteristics in your dream location, providing insights into essential expenses such as housing, food, transportation, and healthcare. This comparative analysis will help you assess your financial readiness and make informed decisions about your expat lifestyle. 

Next, we’ll delve into the intricacies of developing an expat budget, a roadmap for managing your finances effectively in your new home. You’ll learn how to accurately estimate your monthly expenses, factor in potential fluctuations in currency exchange rates, and identify areas where you can optimize your spending habits. This personalized budget will serve as your financial anchor, ensuring that you stay on track and avoid overspending. 

Furthermore, we’ll address the importance of financially planning for unexpected expat costs, those unplanned expenses that can quickly derail your financial stability. We’ll explore strategies for mitigating these risks, such as setting aside an emergency fund, acquiring adequate health insurance, and understanding local insurance options. 

Finally, we’ll explore the complexities of expat taxes, providing you with a clear understanding of your tax obligations in your new country. We’ll discuss the implications of double taxation, the process of filing foreign income taxes, and strategies for minimizing your tax burden. By the end of this course, you’ll be equipped with the financial knowledge and strategies to navigate the financial landscape of your expat journey with confidence and security. 

Next offering:

July 13, 2024,
11:00AM-12:30AM ET

Registration closes the day prior to the event.

Future offerings:

September 7, 2024, 11:00AM-12:30AM ET

November 2, 2024, 11:00AM-12:30AM ET

Registration opens after the previous event is concluded.

What you get:

  • 90 minutes of personalized instruction
  • Resources and tools to use after the event
  • Link to the recording of the event
  • Follow-up resources as they are developed
  • Exclusive offers for future events

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