Journal · page 5
Notes on money, borders & long-term thinking.
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22 Sept 2025
Living abroad, planning ahead
Retirement strategies for global nomads My family and I have always found it deeply liberating to get to choose where we live. Many of our clients feel this way too. Not based on where you were born or where your...
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1 Sept 2025
The hidden taxes of expat life
What they don’t tell you about living abroad Living abroad is a dream for many… and for good reason. A better lifestyle, a slower pace, a new adventure, or simply the freedom to choose where and how you live. From...
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11 Aug 2025
Why the little things matter most
On a typical Saturday morning in our corner of rural France, and I’m already out the door before most of our neighbours. Not because I’m rushing to a meeting, or trying to get in my 10 000 steps, but because I need...
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4 Aug 2025
Have you considered a mini-retirement?
When I grew up, we were told a story about retirement: work hard for 40 years, save as much as you can, then retire around 65 and finally start living. But what if that model doesn’t fit anymore? What if we’ve...
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21 Jul 2025
What rattles the markets
When new tariffs are announced, global tensions rise… we often see certain markets tumble. And, investors panic. It doesn’t matter where you live, or what you do – or even how much you’ve invested. If you’re an...
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8 Jul 2025
Is your plan duct-taped together?
I’ve had many conversations with clients and friends. A typical conversation, when it comes to their money, could look like, “I’m earning in dollars, my pension’s in pounds, my kids will probably go to university in...