In this webinar, John McNertney, CFP® GFP Fellow, Managing Partner, and Ryan Ahrens, CBDA®, CIO/Partner of Green Ocean Global Advisors, LLC provide insights into current events, including the impact of AI and European fiscal policy.
Learn wealth preservation strategies for American expats in Portugal. Framework for sovereign risk diversification across US, Portugal, and neutral jurisdictions.
In this webinar, John explored the structural trends behind declining purchasing power, the investment themes that benefit, and the unique considerations for expatriates managing assets and expenses across currencies.
This webinar covered the key considerations around completing a Roth conversion prior to establishing tax residency in Portugal and how cross-border tax rules can affect your retirement outcomes.
In this webinar, John McNertney, CFP® GFP Fellow, Managing Partner and Ryan Ahrens, CBDA®, CIO/Partner of Green Ocean Global Advisors, LLC were joined by Kalie Sokolow, Co-founder of Expats Everywhere.
If you’re thinking about relocating or retiring in Portugal, this session will give you the context and clarity you need to make an informed decision.
Two countries. Two tax systems. Two different definitions of income. Two different timelines. A treaty that helps — but does not solve everything. High earners feel this most acutely.
Portugal's Golden Visa offers US investors EU residency with just 7 days/year in-country. Learn the 5 strategic reasons it works — and what to plan next.
Portugal digital nomad visa tax rules in 2026 for Americans — social security obligations, totalization agreements, and work structures explained clearly.
How Americans in Portugal pay equity compensation tax on ISOs, NSOs, RSUs. Avoid double taxation and optimize timing. Cross-border authority guide.
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.
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.
In this webinar, John McNertney, CFP®, Managing Partner at Green Ocean Global Advisors, LLC reviewed the most important provisions of “The Big Beautiful Bill” and how it affects Americans in Portugal.
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.
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.
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.
Discover practical strategies to counter the impact of inflation, optimize investment portfolios, manage emotions, and navigate market volatility. Don't face these challenges alone!
Recognize, Reset and Reframe Your Approach to Wealth
How Mark and his family moved from the United States to Portugal.
Why our brains are not wired correctly for the world we live in.
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