10: Ep 010 : Finding the Missing Piece : Cross-Border Financial Planning with Insights from Experts!

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September 5, 2024 • 17 mins

Grappling with the complexities of cross-border finance?
Tune in to our latest episode of Simply Lovaii for expert guidance on mastering #crossborder #finance and making informed decisions for a secure financial future!

Join #LovaiiNavlakhi the CEO and MD of #InternationalMoneyMattersPrivateLimited and #PareshShah the CEO of PareShah Partners LLC, as they take us through this important topic.

In this episode, the duo shed light on the nuances of cross-border #estateplanning, #assetmanagement, #retirementplanning, and the right timing for #financialplanning—while managing #internationalcareers and #family relocations.

This engaging and insightful conversation with real- life examples hint upon the ambiguity of the sandwich generation and their responsibility towards aging parents along with the emotions of the aging generation. This is why Lovaii is known as the Expert with a Heart.

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.css-15opob5{left:0;position:absolute;top:0.8rem;} All Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}10: Ep 010 : Finding the Missing Piece : Cross-Border Financial Planning with Insights from Experts!