Global Retirement Plan Sample 2

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www.globaladvantage.io

We’ve analyzed your current financial position, lifestyle preferences, and readiness to transition toward a more flexible and fulfilling retirement—whether in the United States or abroad. Based on your age, assets, and comfort-level goals, you can retire with confidence by strategically selecting where and how you live.

Your Global Retirement Plan explores five locations in depth:

Denver, Colorado (Current Baseline)

Sarasota, Florida (Domestic Alternative)

Mérida, Mexico

Lisbon, Portugal

Chiang Mai, Thailand

Each city is evaluated for cost, comfort, safety, healthcare, and lifestyle alignment.

This plan shows how your $550,000 savings, combined with future Social Security income, can support a Comfort Living lifestyle through strategic relocation.

Key Insight:

Relocating from Denver to any of the three international destinations extends your financial runway dramatically — between tional years of comfort-level living

Mérida
Sarasota

Denver → 12 years

◦ Mérida → 25 years

◦ Lisbon → 20 years

◦ Chiang Mai → 30+ years

In simple terms: moving abroad could double your retirement lifespan.

offers the strongest balance of cost efficiency, safety, healthcare, and lifestyle comfort — ideal for a “soft landing” transition abroad.

Amount (USD)

$550,000

$85,000

$5,400

$15,000 (auto + credit)

$100,000

$4,000 (Comfort Level)

Baseline (Stay in Denver)

• $5,400 × 12 = $64,800 annual spend

• $550,000 ÷ $64,800 = ~8.5 years of self-funded living

Adding Social Security from age 67 extends runway to ~12 years total

Mérida Example (Comfort Living)

• $2,700 × 12 = $32,400 annual spend

• $550,000 ÷ $32,400 = ~17 years of self-funded living

Adding Social Security extends this to 25+ years

Your savings last more than twice as long in Mérida versus Denver.

Definition Band

Your Comfort Living Freedom Number:

That means:

• You can already sustain your desired lifestyle

• You could transition within

(2%)

Global diversification reduces inflation sensitivity — especially in stable-cost

At 58, you’re standing at the intersection between work identity and life purpose.

Your next decade isn’t just about stopping work — it’s about starting something better aligned with how you actually want to live.

We reviewed your responses about values, goals, and readiness. You’re not seeking escape; you’re seeking a better rhythm — one with time freedom, meaningful community, and security.

Longevity and accessible care are top priorities. You want to feel financially and physically stable.

Flexibility to choose your day-to-day pace matters more than luxury.

New experiences are exciting, but safety comes first.

Your Score

Openness to Change

Community Importance Emotional Readiness

7 / 10 7 / 10 8 / 10

Interpretation

You’re flexible and realistic about adapting.

Some hesitation is natural, but excitement outweighs fear.

You value belonging and routine connection.

We define Comfort Living as the ability to:

• Rent or own a modern, well-located home

• Access private healthcare affordably

• Dine out 2–3 times per week

• Travel occasionally for leisure

• Maintain savings growth or stability

For you, that translates to a monthly comfort budget target of $4,000, which easily supports life abroad — and even in some U.S. markets like Sarasota.

Your $4,000 comfort target fits easily in all three — even leaving room for travel and savings.

You’ve reached a rare point: you don’t need to increase income; you need to reduce friction. Every Comfort Living scenario abroad delivers a higher quality of life with less financial pressure.

Chiang Mai
Lisbon
Mérida

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Global Retirement Plan Sample 2 by TEC Team - Issuu