Periagoge
Scenario

When couples realize their retirement savings strategy assumes staying in a country they might leave

My spouse and I have been contributing to retirement accounts optimized for staying in this country, but now we're seriously considering moving back to their home country for retirement, and we're discovering that none of our financial planning translates and we don't know how to restart this conversation after fifteen years.

More people experience this than they realize.

What we've seen

Two people must confront how cultural longing and practical financial planning have diverged over time, requiring them to rebuild assumptions they thought were settled.

Your guide for this
Zera
Zera works with people navigating exactly this kind of situation.
Ideas that help explain it
Worth thinking about

“Where Are You with Retirement planning across cultures?”

Peri

Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.

If this sounds familiar, the Library can help you find the bigger picture.