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Retirement

The Secret To Creating A $4.5m Portfolio Like This Teaching Couple

#Investing #Retirement #Lifestyle

“Choose Europe for the lifestyle or the Middle East or Asia to earn a lot of money.” But I often find that expats who live and work in Europe have higher income upon retirement. That might not make sense. But I explain here.…

Andrew Hallam

How Much Can Retirees Withdraw From Their Investments Each Year?

#Retirement #Investing

How much of your investment portfolio can you withdraw each year in retirement? You might be aware of "the 4% rule." Or should it be 3% or 1.8%? The best answer is, "None of the above." In this article, I answer the above question, and then I extend it.…

Andrew Hallam

An Ideal Climate And Great Benefits-Could This Be The Perfect Retirement Haven?

#Retirement #Lifestyle #Travel

My wife, Pele, and I float around a lot. But our official residency is Panama. Why retire in Panama or become a digital nomad there? If you're curious why, or you're wondering how you might enjoy a lower cost retirement, semi-retirement (or just a winter away every year) I wrote about it here.…

Andrew Hallam

Are Roth 401(k)s Really Legal For American Teachers Overseas?

#Expat Investing #Retirement

International schools are offering Roth 401(k)s in increasing numbers. In this guest post, Jeff Devens explains how they work, while digging into the legality of these controversial schemes.…

Andrew Hallam

Is This 46-Year-Old Woman Saving Enough To Retire? Let's Find Out.

#Retirement #Financial Literacy

Eventually we all start asking, “Are we saving enough for retirement?” Amber Rhinehart shares her finances. And in this story, I explain how she’s doing. It’s real, and I hope, educational.…

Andrew Hallam

Longer, Better, Happier: Unveiling The Surprising Key To Longevity In Retirement

#Retirement #Lifestyle

Will you keep working part-time after you reach your financial freedom number? I recommend it...and my reason has nothing to do with money.…

Andrew Hallam

Retire In Malaysia: Great Beaches, Low-Costs and No Capital Gains Taxes On Portfolios

#Retirement

Looking for a low-cost, retirement destination that won't charge capital gains taxes on your portfolio? This retirement location may be the world's best kept secret. If you have other countries you'd like me to profile, please let me know!…

Andrew Hallam

Thailand: Retire In Style On A Shoestring

#Retirement #Lifestyle #Mindset

With some out-of-the-box thinking, you could retire like the rich… even if you aren’t. In this story, I write about Thailand.…

Andrew Hallam

Want To Retire Earlier And Stay Healthy? Here’s An Investing Strategy To Do Just That.

#Retirement #Investing

I never really thought about how the right kind of investing could affect a couple's health until I had this conversation with a couple of friends. I wrote about this for The Globe and Mail.…

Andrew Hallam

Retirees And Near Retirees: Are You Scared Of Running Out Of Money In Retirement?

#Retirement #Financial Literacy

With the stock market plunging, do you worry about running out of money? With this strategy, you'll never have to worry about it again.…

Andrew Hallam