Ep 020 : Global Planning: Navigating Money Without Borders
Episode 20, Jun 19, 07:38 AM
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Moving across countries? Your money needs a passport too.
In Episode 20, Lovaii Navlakhi and Khushboo Aggarwal break down the essentials of Cross-Border Financial Planning — perfect for NRIs, returning Indians, or anyone whose life spans across geographies.
From managing taxes in multiple countries, handling social security, to planning for retirement or inheritance across borders — we simplify the complexities of global wealth management.
From managing taxes in multiple countries, handling social security, to planning for retirement or inheritance across borders — we simplify the complexities of global wealth management.
In this episode, we explore:
✅ What is Cross-Border Financial Planning
✅ The cost of not planning before relocating
✅ Social security, education & retirement planning for global citizens
✅ Inheritance laws and tax traps to avoid
✅ Real mistakes people make when managing money across countries
Whether you're moving out, moving back, or just planning smart — this one's for you.
#GlobalFinancialPlanning #NRIWealth #CrossBorderMoney #FinancialPlanningPodcast #MoneyWithoutBorders #LovaiiNavlakhi #GlobalGoals #WealthAcrossBorders #InheritancePlanning #NRIAdvice #PodcastIndia #immpl #wealthmanagement
✅ What is Cross-Border Financial Planning
✅ The cost of not planning before relocating
✅ Social security, education & retirement planning for global citizens
✅ Inheritance laws and tax traps to avoid
✅ Real mistakes people make when managing money across countries
Whether you're moving out, moving back, or just planning smart — this one's for you.
#GlobalFinancialPlanning #NRIWealth #CrossBorderMoney #FinancialPlanningPodcast #MoneyWithoutBorders #LovaiiNavlakhi #GlobalGoals #WealthAcrossBorders #InheritancePlanning #NRIAdvice #PodcastIndia #immpl #wealthmanagement