Retirement Beyond Borders: Tanya & Carl’s Plan-B Journey

What does it really take to turn your retirement dream into a real-life move abroad, especially when you’re still working, have roots at home, and aren’t quite ready to pack up everything just yet? That’s exactly the path Tanya and Carl have taken. From their home in Colorado, they’ve spent the past few years researching, investing, and building a retirement plan that stretches beyond borders.  In today’s episode, my colleague Marc Clair sits down with Tanya and Carl to share how they’re turning their retirement dreams into an actionable plan. By establishing Plan-B options in several Latin American countries, they’ve built a roadmap to a freer, warmer, and more sustainable lifestyle. You’ll hear how they navigated uncertainties and found new purpose in creating a simpler, more manageable life abroad for their retirement years.    IN TODAY’S EPISODE Listen in to hear Tanya & Carl break down how global events made creating a “Plan-B” a priority, not just a fantasyLearn why Tanya & Carl abandoned their early plans for Europe and turned their focus to the warmer, freer climates of Latin AmericaFind out how they overcame hesitations to take swift action in putting together their Plan-BHear Tanya and Carl break down which countries they have chosen as their “Plan-A” and “Plan-B” destinations post-retirement   STAY IN TOUCH! Stay informed about the latest news affecting the expat world and receive a steady stream of my thoughts and opinions on geopolitics by subscribing to our newsletter. You will receive the EMS Pulse® newsletter and the weekly Expat Sunday Times; sign up now and receive my FREE special report, “Plan B Residencies and Instant Citizenships.”   WEALTH, FREEDOM & PASSPORTS CONFERENCE, MARCH 6-7, 2026 Join us in Panama City from March 6-7, 2026, for our second annual in-person event, the Wealth, Freedom and Passports Conference! Get your tickets now, as space is very limited.    RELATED EPISODES 377: Building an International Plan-B While Still Living in the U.S. 355: Santiago Peña’s Paraguay: Latin America’s New Freedom Frontier 354: Offshore Upside: How To Take Your IRA International Mentioned in this episode: The Colombia Investment Tour This year, I’m taking a private group to Medellín—Colombia’s most exciting city for offshore opportunity. We’ll dive deep into banking,...