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. .

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

• www.gfmasset.com

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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!  

Mentioned in this episode:

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No Plan-B Without the Language

If you’re planning to move overseas—or even just set up your offshore Plan-B—learning the local language isn’t optional. It’s protection. It’s access. It’s power. StoryLearning makes it easy to start today, from home, by immersing you in real stories—not grammar drills. Spanish, Portuguese, French, and more—learn the language the smart way before you land. Go to StoryLearningCourses.com.

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