113: Building Better Expat Retirement Accounts: Tax Optimization Tips – Tariq Dennison
Today’s guest on the Expat Money Show is Tariq Dennison, a Wealth Manager and Certified Financial Planner at GFM Asset Management, which is based out of Hong Kong and Macau. In today’s interview with Tariq Dennison, I wanted to take a 30’000 foot overview of what different individuals, young, old and with a family, might be looking at for their financial wealth.
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WHAT WE DISCUSSED IN THIS INTERVIEW:
- Tax code as an expat
- Retirement plans
- Who is the ideal person for this style of investing
- Gift tax allowances
- Insurance
- Is your will up-to-date?
- Expats living overseas
- Pre high net worth individuals
- And much, much more!
HOW TO FIND TARIQ’S WORK
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CONCLUSION
I can see why Tariq loves working with ‘Pre High Net Worth’ individuals. A young 22-year-old comes to him for advice, and they can plan out his/her future to ensure they take all the right steps so when retirement is around the corner, they are prepared. And these pre-high net worth individuals come to him because their parents came to him first. The parents made sure their retirement was in place and they were able to say to their children, see, we listened to the advice given to us by Tariq, we believe you should do the same. Wow, I just love it!
About The Host, Mikkel Thorup
Mikkel Thorup; the host of The Expat Money Show, has 20+ years in continual travel around the world, visiting more than 100 countries including Colombia, North Korea, Zimbabwe and Iran.
His goal now is to help Expats just like you to generate additional streams of income, eliminate your tax bill, and take advantage of offshore structures so you can travel the world freely and never have to worry about money again.
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