What does it really take to turn your retirement dream into a real-life move abroad, especially when you’re still working, have roots at home, and aren’t quite ready to pack up everything just yet?

That’s exactly the path my clients Tanya and Carl have taken.

From their home in Colorado, they’ve spent the past few years researching, investing, and building a retirement plan that stretches beyond borders. 

In today’s episode, my colleague Marc Clair sits down with Tanya and Carl to share how they’re turning their retirement dreams into an actionable plan.

By establishing Plan-B options in several Latin American countries, they’ve built a roadmap to a freer, warmer, and more sustainable lifestyle.

You’ll hear how they navigated uncertainties and found new purpose in creating a simpler, more manageable life abroad for their retirement years. Enjoy!

LISTEN TO EPISODE:

https://expatmoneyshow.com/episodes/379-retirement-beyond-borders

IN TODAY’S EPISODE

• Listen in to hear Tanya & Carl break down how global events made creating a “Plan-B” a priority, not just a fantasy
• Learn why Tanya & Carl abandoned their early plans for Europe and turned their focus to the warmer, freer climates of Latin America
• Find out how they overcame hesitations to take swift action in putting together their Plan-B
• Hear Tanya and Carl break down which countries they have chosen as their “Plan-A” and “Plan-B” destinations post-retirement

LISTEN TO EPISODE

WEALTH, FREEDOM & PASSPORTS CONFERENCE, MARCH 6-7, 2026

Join us in Panama City from March 6-7, 2026, for our second annual in-person event, the Wealth, Freedom and Passports Conference! Get your tickets now, as space is very limited. 

RELATED EPISODES

• 377: Building an International Plan-B While Still Living in the U.S.
• 355: Santiago Peña’s Paraguay: Latin America’s New Freedom Frontier
• 354: Offshore Upside: How To Take Your IRA International

Speak soon,

Mikkel

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