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20: Ep 020 : Global Planning: Navigating Money Without Borders

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Manage episode 489636803 series 3564819
Content provided by Timbre Media and IMMPL. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Timbre Media and IMMPL or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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.

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
  continue reading

20 episodes

Artwork
iconShare
 
Manage episode 489636803 series 3564819
Content provided by Timbre Media and IMMPL. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Timbre Media and IMMPL or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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.

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
  continue reading

20 episodes

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