Money Management Advice for Expat Retirees

You need to take extra steps to handle everything from banking to health care.

(Image credit: Copyright 2006, Mike Watson Images Limited. (Copyright 2006, Mike Watson Images Limited. (Photographer) - [None])

You’re finally ready to realize your dream of retiring outside the U.S. But before you give in to the lure of sunny beaches, a rich culture, family ties or the low cost of living in a new country, you’ll need to brush up on the nitty-gritty of managing your money as an expat.

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Lisa Gerstner
Editor, Kiplinger Personal Finance magazine

Lisa has been the editor of Kiplinger Personal Finance since June 2023. Previously, she spent more than a decade reporting and writing for the magazine on a variety of topics, including credit, banking and retirement. She has shared her expertise as a guest on the Today Show, CNN, Fox, NPR, Cheddar and many other media outlets around the nation. Lisa graduated from Ball State University and received the school’s “Graduate of the Last Decade” award in 2014. A military spouse, she has moved around the U.S. and currently lives in the Philadelphia area with her husband and two sons.