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April 9, 2024 58 mins

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In this insightful episode of ExpatsEverywhere, host Josh sits down with tax and financial planning expert John to discuss the nuances of tax regimes in Spain and Portugal, particularly focusing on how they affect expats. The conversation sheds light on the Non-Habitual Resident (NHR) tax regime, providing a deep dive into its benefits and the upcoming changes with NHR 2.0. John shares his expertise on the complexities of taxation for different types of income and offers practical advice for Americans considering a move to these countries.

Listeners will gain a clearer understanding of the financial implications of relocating, including a comparison of tax obligations in Spain versus Portugal. The discussion also touches on broader financial planning strategies for expats, emphasizing how lifestyle choices between the US and Europe can impact financial decisions. Whether you're an expat already residing in Europe or contemplating a move, this episode offers essential tips and insights to navigate the financial landscape effectively.

Tune in to explore whether Spain or Portugal might be the right fit for your expat journey, and learn how to strategically plan your finances for living abroad.

John McNertney of Green Ocean Global Advisors
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Hear John on Episode 13
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