Enrollment is now open for our 365 Days to F.I.R.E. Program
Sign up and get:
◼ Completed F.I.R.E. Plan, Stock Investing Plan, Real Estate Investing Plan, etc. by the end of program
◼ Daily F.I.R.E. Actions
◼ Monthly Live Q&As
◼ Small Accountability Groups
◼ Quarterly Book Club
◼ 3 Meet-ups in Portugal
◼ Private Facebook group
◼ End of Year Postcard from Amon & Christina
◼ Lifetime access to daily tasks, recorded live Q&As, recorded book club meetings, Facebook group, and resources
◼ Discounted future meetups as 365 Days to F.I.R.E. program alumni
AND, for the Plus Coaching Option
◼ All of the above AND
◼ 365 days of email support: Email us your questions throughout all of 2023! We’ll answer your individual questions!
◼ Monthly Plan Reviews – Send us your baseline plan, stock investing plan, real estate investing plan, saving money plan . . . each plan you work on each month(!!!!) and we’ll send you our feedback!
◼ Four personalized videos from us to address your personal and unique accomplishments and challenges and to inspire and motivate you!
To learn more and enroll NOW, go to:
▸▸▸Enroll in our Stock Market Investing Course for Financial Independence and Retiring Early: Enroll in our new 21 module, 4-plus hour stock market investing course with more than 30 handouts of summary notes, homework assignments, and resources. Learn how to research and select investments, how to determine your asset allocation, how to rebalance your portfolio, how to optimize your investments for tax purposes, how to automate your investments, and much more (including a 19-page Investment Plan to work on)!
▸▸▸Enroll in our FIRE Master Class: This FIRE Master Class is designed for people interested in pursuing financial independence and retiring early. In the Master Class, we explain how to live off of your investments during early retirement; how to withdraw money from your investment accounts to support your living expenses during retirement; how to calculate your FIRE number; new and creative ways that you can save money; new side hustles for making money; how to invest in the stock market and in real estate; we discuss healthcare options in retirement . . . and MORE!
▸▸▸Enroll in our How to Move to Portugal Course: A Step-By-Step Course to Relocating and Living in Portugal: This course is designed for people interested in moving to Portugal. In the course, we explain the visa process, the documents you need to submit for your application, and the step-by-step process that we took to obtain our visas; we explain the residency permit process and how we obtained our residence permit here in Portugal; we explain the process for buying and renting a house in Portugal; we discuss healthcare, school options, and setting up NIFs, we explain taxes here in Portugal, and MORE!
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Our Rich Journey – We know that talking about estate planning isn’t the most uplifting topic . . . but, the discussion needs to be had! If you don’t currently have an estate plan, you MUST watch this video. We talk about the importance of this video, why YOU (yes, YOU) need an estate plan, and the top mistakes people make with estate planning. Check out the video and take action on your estate plan NOW!
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If you like our video, please make sure to “like” the video and subscribe to our channel. We post one video a week related to our journey towards financial independence, including making money, saving money, and investing money. Make sure to check out all our videos and . . . join the journey!
DISCLAIMER:
We are not financial advisors. Our videos are for educational purposes only and merely cite our own personal opinions. In order to make the best financial decision that suits your own needs, you must conduct your own research and seek the advice of a licensed financial advisor if necessary. Know that all investments involve some form of risk and there is no guarantee that you will be successful in making, saving, or investing money; nor is there any guarantee that you won’t experience any loss when investing. Always remember to make smart decisions and do your own research!
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at no additional cost to you, we may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact our personal opinions.
#FinancialFreedom #HowToRetireEarly #FinancialIndependenceRetireEarly
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My grandfather left his property to my siblings and I. We lost everything due to Financial Ignorance!!! I will not make that mistake with my family! Thanks for giving me the knowledge and inspiration to move forward with knowledge and confidence! I love ❤️ your channel and blogs!
Your brother dancing is hilarious….thanks for this video!
Hi yes my late spousal passed attorney did nothing at all now I have PE coming from jobs jobs didn't happen
Great info, thanks!!!!
Hi, can you please post video on D7 visa, do’s and don’t, and eligibility criteria please. I am watching your videos as planning to move very soon. Love from 🇺🇸.
Financial Education is so important. Thank you for the videos.
Again an estates attorney in Iowa and Illinois here. I am so impressed with how on point these tips are. (Lol at putting a comment on here about hiring an estates attorney before seeing tip number 7.)
Also a lawyer in Iowa and Illinois. I echo the sentiment about not doing online forms. I’d add that you should look at lawyers who hold themselves out as attorneys who focus on estate planning. Don’t go to an attorney who “dabbles” in wills.
Just heard of a story of a man with a newlywed wife and 6mo old daughter who died in a car accident and his ex-wife was the beneficiary. Thank goodness the ex-wife was nice enough to hand it over, but eek!
Perfect timing love and need this.
Very informative as always!
This is an extremely helpful video. As in-house counsel for a private company, I advised the Benefits Department. We had an employee who lived with his 88 year old mother. When he died unexpectedly, his ex-wife, who he had not spoken to in 4 years, was the named beneficiary who received $500,000. His mother received nothing!
Living in Portugal you have to follow Portuguese laws or still from US? In Portugal by law everything the parents own will belong to their kids equally with no taxes. Reason why basically nobody has a will but if no kids then yes a will is necessary because that cousin who never care will fight for a piece of the estate.
Isn’t it enough to put beneficiary on each account?
great video, thanks! My wife and I just hired an attorney to help us with our estate plan.
Great video! Just a question though, for you guys, being expats and living abroad, do you do this process just once in your home country, or just in Portugal? Or do you have to do it in both countries?
To put it another way, do you hire a lawyer just in the States, just in Portugal, one in each, or one super specialist who can somehow do both countries?
I have a similar situation and have been pondering this over for a while.
Thanks!
Just started drawing up my estate plan. I am single and don't have kids, and few assets (savings, 401k, and IRA) but I am creating one. If something happens to me, my assets will go to my brother's kids. I have him as my POA b/c I'm the POA for my mom and I know how difficult it is to make those decisions on someone's behalf b/c they didn't talk about or create a plan for themselves.
This ones is for the diehard fans!
This is a super valuable video. I consider myself well versed in FIRE principles and having a plan, but this definitely one area I've overlooked. Thanks for all the valuable content you put out, it's really changed my life and perspective and I've been able to share your channel with my parents who are about to retire but can't in the USA due to the extreme cost of living. Portugal is an option they're strongly considering and your channel helped them see it's possible. Thanks so much!
I'm signing up for the 365 program now, looking forward to the meetups and the daily tasks :).
Love the videos as always 🔥
You have inspired me to make more YT videos and help others get RICH 🙌🙌
Keep it up because you’re changing lives out here 🔥
I literally thought about a Will last week & hadn't taken any action, until … Today learning about Estate Planning (a term I have heard of but ignored); I'm on Ready Set, Go. Thanks for 🔦shining the light. ❤💯🔥🙏
Did you hire an American and a portugese estate planning attorney since you are expats?
My brother and I spoke about this last week. Again, on point! Blessings to you both.
FINALLY you talk Guys and Ladies talk about this. Next what I think is missing from this list is the affordability of an Esate Plan. It could be paid for out right or in monthly installments. Many people could feel this maybe out of reach but I know from experience a severe peace of mind is next to happen.
I hope this is not a completey dumb question as I'm feeling so discouraged. Is it worth going through the FIRE program if someone is starting over, midlife and making just 55k?
I wish I listen to this and got more information on this. Now how do you make a living trust fund a beneficiary of your life insurance, bank account, etc.?
$2,400.00 ($350/hr) is what I am paying to have this done by a long-time specialist at same firm my parents had perform their documents;
Maybe this is a topic for another video, but how much can this cost? Would a good place to start be googling for an estate planning attorney?
All great points – thanks! BTW – Michael Jordan was #45 not #23.