He'd spent years as a certified financial planner telling clients that the numbers matter. Then he moved his own family to Portugal, and found out the numbers were never really the hard part.

In this episode, Mark Moberg shares what happened when his wife's company relocated the family to Lisbon: the six rough months his kids went through, the guilt of leaving an aging parent behind, and the concept from his book, The Life Arbitrage, that he now believes matters more than any spreadsheet, giving yourself permission to actually go through with the move.

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CHAPTER TIMESTAMPS

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00:00 – Moving Abroad for a Spouse's Job: What Families Need to Know First

03:22 – Why Most Families Move Abroad Before Running the Numbers

05:42 – Giving Yourself Permission to Relocate Your Family Abroad

09:44 – How Family Reactions Impact Estate Planning and Gifting Before You Move

12:52 – When Family and Friends Disagree About Your Move Abroad (and Why That's Normal)

22:41 – How Your Identity Changes When You Move Abroad

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ABOUT THE GUEST

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Mark Moberg is a certified financial planner who moved his own family from Tampa, Florida to Lisbon, Portugal for his wife's job. He now works with Americans planning their own moves and is the author of The Life Arbitrage: Permission to Have Dessert.

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ABOUT YOUR HOST

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Arielle Tucker, CFP® & IRS Enrolled Agent with Connected Financial Planning, is a cross-border financial planner based in Switzerland helping Americans living abroad navigate U.S. taxes, international investments, and cross-border financial planning.

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LOVE THIS EPISODE?

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Follow the show and leave a rating on Apple Podcasts or Spotify, it's the single biggest thing you can do to help other cross-border families find this show.

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ABOUT PASSPORT TO WEALTH®

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Passport To Wealth® is the platform for current and aspiring US expats looking for trusted, fiduciary support. We connect globally mobile Americans with expert, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad.

STAY CONNECTED

Order Mark's Book: https://www.thelifearbitrage.com

Website: https://www.passporttowealth.com

Instagram: https://www.instagram.com/passporttowealthofficial

LinkedIn: https://www.linkedin.com/company/passport-to-wealth

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This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions.

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Understanding Your Why Before an International Move

Passport To Wealth®

Understanding Your Why Before an International Move