Financial Planning for Global Living

Go Beyond Cross-Border Tax and Legal Complexity to Location Independence, Financial Freedom and True Life Satisfaction

Jennifer A. Patterson, CFP® (US), CIMA, TEP

What is financial planning for global living?

Whether you are embarking on a short- or long-term overseas assignment, moving for love, are a dual citizen, are considering retiring abroad, or are an advisor to people in any of those situations, Financial Planning for Global Living will give you the insight and practical guidance, and the tools you need, all honed from the trenches. You’ll learn the key dynamics of the community and lifestyle, discover the key technical issues that affect tax and legal complexity, and you’ll learn both the model and the methodology to confidently design a plan that allows you to live, work, play, and make a difference from anywhere in the world while you and your family live a full, financially secure, happy, and well-structured life… across borders.

About the Book

Recommended for Those Living a Global life

“This is a book I plan to recommend to my clients who are living abroad or planning to return home. Too often those of us living a globally mobile life feel alone in our fears and this story helps to show that not only are there others grappling with some of the same challenges, but it also points to the importance of reaching out and leaning on those we hold near and dear to us, despite the distance.”

Intentional Expat

About Monday Morning Emails

Greetings from Abroadland – Out Now

Experiences of Family Life Abroad

Helena Jalanka

When I, my husband and our two-year-old child moved abroad, it was only supposed to be for six months. Seven years later, and one family member more, we’re still here! I know. I know. It’s a common story among people who move countries: the journey can take you and it can shape you. The ride is bumpy but mighty. If you’re joining us, remember to pack your bags with curiosity and humour!

My family has lived in Finland, Australia, Singapore and Switzerland. This book shares our experiences and adds to them some wise words from intercultural experts on the big issues: moving; adapting; language; weather; education; home and visiting family and friends in the native country. Each chapter is a fun and useful mix of cartoons, tips and stories. This may seem like a rollercoaster but it’s real life to us and many others abroad. Hop on board!

With 70 survive and thrive tips and 35 real-life cartoons.

About the Book

Ginny Philps Reviews The Emotionally Resilient Expat

“As with any food rich in nutrition, this book is best sampled regularly and digested slowly.” Douglas Ota

‘Expatland’, that vast unknown, often represents great opportunity tempered with challenge. In The Emotionally Resilient Expat, Linda combines deep research with professional insight and numerous and varied anecdotes, to demonstrate everyone has a baseline of emotional resilience. “However,” she emphasizes, “we need to genuinely care for our ‘self’.”

A mere glance at the range and caliber of the reviewers and one feels this should be a staple textbook for every expat. Replete with detail and resources it is easily digestible and enjoyable to consume. Readers are offered an overview of the evolving expat scene, extensive information from global research and trends, and rewarding tools such as FACTORS, (Family, Awareness, Communication, Transitions, Optimism, Rituals, Significance) and visualization. The layout is clear, and key messages are emphasized. It is intelligently structured, enabling you to dip in and out, but with an energy that entices you to keep reading.

Jammed with tips, most notably “live as though you’ll be there forever,” the book helps readers move outside their comfort zones, and adopt strategies to make transition more fun for everyone: journaling, blogging, writing, getting creative, eating the right food and even the importance of playing ping-pong on the empty walls of your new home.

It’s as if by reading the book one is participating in an intricate dissection of the expat experience. Surrounded by the world’s ‘expat experts’, readers are cultivating, in that lab, all the frameworks, attitudes, approaches and rituals necessary to build a deep understanding of the expat existence and the emotional awareness to thrive in it. All the while mentored, questioned and supported by Linda herself.

The publication concludes with a long and very personal note from the author. As readers who have been wholeheartedly invited into Linda’s very personal journey, it feels right to close the book in this way. As she states, “In the end we muddle through and survive […] eventually we even begin to thrive.” Reading this book means you no longer have to muddle through; now you can learn how to thrive and make the most of your expat experience.

Ginny Philps