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Cross-Border Financial Planning for Canadians and Americans

Welcome to the Steadyhand Coffee Break, where we delve into finance matters crucial for Canadians. Whether you're planning for or living in retirement, our topics and discussions are designed to assist you. In this episode, we tackle the complexities of cross-border financial planning. From Canadians with US property to Americans living in Canada, the intricacies can be daunting. Join us as we chat with Andrea Thompson, a cross-border financial planning expert from Modern Cents. She shares invaluable insights into navigating these challenges and ensuring financial peace of mind. 🔹 Resource Links🔹 What is Advice-Only Planning?:    • The Future of Financial Planning: A C...   Wise Foreign Exchange: https://wise.com/ca/ Norbets Gambit Article: https://www.moneysense.ca/magazine-ar... 🌐 Connect with Andrea and Modern Cents: Website: https://www.moderncents.ca/ Instagram:   / modern_cents   🔹 Video Chapters 🔹 00:00 Overview of Cross-Border Financial Planning 02:04 Intro to Modern Cents 03:10 Who Needs Cross-Border Financial Planning? 05:38 Common Mistakes & Challenges 10:00 Handling Retirement Accounts Across Borders 15:55 Tax Implications of Different Investment Accounts 19:59 Canadians Owning US Property 22:04 Health Care and Insurance for Snowbirds 24:26 Retirement with Dual Residency 27:40 Best Currency Exchange Strategies 29:03 Conclusion and Andrea Thompson's Journey into Cross-Border Planning --------------- 📚 SUBSCRIBER GIVEAWAY: Not sure where to start—or if you’ve started, how to prioritize? Subscribers to the channel can grab this Free Insider’s Guide “It's Really not Rocket Science” - https://share.hsforms.com/1Cz3wU9C5ST... ✅ For more info visit: https://www.steadyhand.com/ 💬 What was your main takeaway from this video? Let us know in the comments below. And don't forget to subscribe to Steadyhand here ⤵ https://www.youtube.com/c/SteadyhandI... --------------- 🗓 Attend Our Webinar: Get To Know Steadyhand 🗓 https://event.on24.com/wcc/r/4256147/... --------------- 📍 Welcome to Steadyhand's official YouTube channel! Steadyhand is a Canadian investment firm that offers low-fee investments with easy-to-follow advice and a simpler, more human experience for all Canadians. On this channel, we produce jargon-free videos to help you stay informed & educated on relevant investment topics. We've been managing money since 2007 and over 4,000 Canadians have entrusted us with more than $1 billion in investments. Our clients enjoy direct access to world-class fund managers and a level of genuine financial stewardship that you just don't find at the big banks and brokerages. ➡️ Our straightforward lineup of funds, easy-to-follow investment advice, and candid reporting enable our clients to weather the ups and downs of the markets with confidence. We offer hands-on, personalized service, and are ultra-accessible. In short: Steadyhand offers Canadians a better way to invest! We hope you find the videos on this channel informative and if you are interested in the services we offer then please visit our website. If you enjoy the videos you see on this channel then make sure you subscribe and hit the notification bell so you find out as soon as we post a new video! 🔔 --------------- 📲 Follow Steadyhand on social media: Facebook ▶️   / steadyhandfunds   Linkedin ▶️   / steadyhand-investment-funds   Twitter ▶️   / steadyhandfunds   ✅ Subscribe to our Blog and Newsletter https://steadyhand.us3.list-manage.co... If you'd like to explore whether Steadyhand may be a good fit for you, reach out to us: 📞 1-888-888-3147 📧 [email protected] 🌎 https://www.steadyhand.com/contact/ 📍 Vancouver Office (1747 West 3rd Avenue Vancouver, BC V6J 1K7) 📍 Toronto Office (3690-130 King St W, Toronto, ON M5X 2A2) --------------- #Steadyhand #FinancialPlanning