Insights

investing

Don’t mess it up! Top 10 Investment and Tax Mistakes made by New Expats

In this webinar, Green Ocean Global CEO/Founder John McNertney CFP® GFP (USA) went over 'Don’t mess it up! Top 10 Investment and Tax Mistakes made by New Expats’.

John McNertney CFP® GFP Fellow

Jan 23

Direct Indexing as a Viable Investment Planning Tool for Americans Abroad

In this webinar, Green Ocean Global CEO/Founder John McNertney CFP® GFP (USA) uncovered what direct indexing is and how it can help you.

John McNertney CFP® GFP Fellow

Sep 6

videos

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ExpatsEverywhere Interview: Expat Personal Finances for Dummies

ExpatsEverywhere's hosts, Josh and Kalie, speak to John about expat finances, retirement, retiring abroad, and how to mentally manage money.

John McNertney CFP® GFP Fellow

Sep 25

Will My US Pension Be Taxed In Portugal

In this webinar, Green Ocean Global Advisors, LLC Managing Partner John McNertney, CFP® will review the key considerations and tax implications for Americans retiring in Portugal with a US pension.

John McNertney CFP® GFP Fellow

Jul 2

Navigating Portugal Taxes for Expats: A Comprehensive Guide

In this webinar, Green Ocean Global Advisors, LLC Managing Partner John McNertney, CFP® reviewed the critical tax considerations and financial planning strategies for expats living in Portugal.

John McNertney CFP® GFP Fellow

Jun 5

cross border

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Estate Planning: Structuring US Inheritances for Portuguese Beneficiaries

In this webinar, Green Ocean Global Advisors, LLC Managing Partner John McNertney, CFP® delve into key considerations for effectively managing U.S. inheritances intended for beneficiaries residing in Portugal.‍

John McNertney CFP® GFP Fellow

Apr 22

A 2025 Update of Social Security for Americans in Portugal

In this webinar, John McNertney, CFP®, Managing Partner at Green Ocean Global Advisors, LLC reviewed what key social security changes Americans in Portugal need to know for 2025.

John McNertney CFP® GFP Fellow

Feb 18

The HEART Act & the US Exit Tax

In this webinar, John McNertney, CFP®, Managing Partner at Green Ocean Global Advisors, LLC reviewed the implications of the HEART Act and Exit Tax for American expats.

John McNertney CFP® GFP Fellow

Jan 21

equity compensation

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The Importance of Proper Equity Compensation Planning

Equity compensation can be a powerful tool for building wealth, but it also comes with unique risks and challenges that need to be addressed through proper planning and execution.

John McNertney CFP® GFP Fellow

Mar 15

How I Help Tech Professionals with Equity Compensation

I would like to share a case study on how I helped employees of major tech firms from Apple to Zoom. If you’re interested in how to most effectively manage stock grants, stock options, or stock purchase programs then check out this video.

John McNertney CFP® GFP Fellow

Mar 14

webinars

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Annual Portuguese Taxes for American Expats

In this webinar, John McNertney, CFP®, Managing Partner at Green Ocean Global Advisors, LLC covered essential Portuguese and U.S. tax strategies to consider before the close of 2024.

John McNertney CFP® GFP Fellow

Mar 25

Planning For Retirement In Spain vs Portugal

In this webinar, Green Ocean Global Advisors, LLC Managing Partner John McNertney, CFP® reviewed the key differences and considerations for retirees choosing between Spain and Portugal.

John McNertney CFP® GFP Fellow

Jul 30

The Checkbook IRA: How to Place Non-Paper Investments in Your Retirement Accounts

In this webinar, Green Ocean Global CEO/Founder John McNertney CFP® GFP (USA) explained how the checkbook IRA works.

John McNertney CFP® GFP Fellow

Mar 26

markets

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New Playbook for 2025? Post-Election Market Insights with John McNertney, CFP®

In this webinar, John McNertney, CFP®, Managing Partner at Green Ocean Global Advisors, LLC, shared his perspectives on the market and economy following the 2024 presidential election.

John McNertney CFP® GFP Fellow

Dec 3

Social Security just tipped us off to what the Fed actually thinks about inflation: 5 Key Strategies for Financial Success

Discover practical strategies to counter the impact of inflation, optimize investment portfolios, manage emotions, and navigate market volatility. Don't face these challenges alone!

John McNertney CFP® GFP Fellow

May 15