Cost of Living and Real Estate in Portugal
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.
John brings over 16 years of financial planning experience from his tenure at Merrill Lynch, TD Ameritrade, and independent planning firms in the Bay Area. He holds both CFP and GFP designations, and earned his BS in Psychology from the University of Iowa, with minors in Philosophy and French.
John is an intensely creative professional who is energetic in the application of modern financial planning principles in the service of his clientele. Currently, John is co-located in Lisbon, Portugal, and San Francisco, California. His family lives in Lisbon, and they enjoy exploring continental Europe, meeting new friends, and learning new languages.
Ryan brings over a decade of industry experience with both the big Wall Street firms, as well as hedge funds and private equity where he played a leading role. He studied Economics at San Francisco State University and the University of Washington. He holds designations from the American College of Financial Services, as well as the Digital Asset Council of Financial Professionals.
Ryan's guiding principle is Clients First: He is passionate about serving as financial advocate for his clients in both in the creation and protection of wealth. He currently resides in the North Bay with his partner, Nicole. When he is not working with clients, he enjoys bicycling and rock climbing, amateur carpentry & farming, and serving as a youth mentor within local organizations.
Jake brings experience in both corporate finance and financial planning to his role as Associate Advisor at Green Ocean Global Advisors. He previously served as Controller for Springfield Pepsi-Cola and completed a pivotal externship at Amplified Planning, gaining hands-on expertise across all major areas of financial planning.
He holds the Series 65 license and dual bachelor’s degrees in finance and history from the University of Illinois Springfield. Now based in Lisbon, Jake is passionate about helping globally mobile individuals achieve clarity and confidence in their financial lives.
Miguel, born in Portugal, has lived in Brazil. Educated in Economics and Management, blends expertise in real estate, finance, and crypto. As a Real Estate Agent, he enhanced international investor networks. Familiar with financial risk management and crypto business planning, he's a unique asset to moviinn’s relocation team, guaranteeing clients benefit from his diverse knowledge during their relocation and integration journey.
In this webinar, John McNertney, CFP® GFP Fellow, Managing Partner, Ryan Ahrens, CBDA®, CIO/Partner and Jake Schwartz, Associate Advisor of Green Ocean Global Advisors, LLC, will be joined by Miguel Tabuado of Moviinn, a full-service local relocation firm. Together they will explore the cost of living in Portugal and offer a clear, data-driven look at the country’s shifting real estate landscape.
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.
The topics that will be addressed include:
- Portugal at a Glance: A concise overview of why Portugal continues to attract expats and investors—tax incentives, quality of life, healthcare advantages, and more.
- Regional Exploration: Portugal’s regions by the numbers: A breakdown of how the cost of living varies across the country’s key regions and how those differences stack up against various areas in the United States.
- Portuguese Real Estate 101: A realistic assessment of today’s housing market, including where reasonably priced properties can still be found.
- Key Trends We’re Watching: Insights into the developments shaping Portugal’s real estate environment. From digital nomad visas to Golden Visa changes to evolving foreign-buyer demand.
We look forward to having you with us!
Absolutely! These sessions are for you. Bring your questions and participate during the Q&A.
Not at all. These webinars are designed for all planning to move to Portugal, not just clients of Green Ocean Global.
It’s all good. We will record the webinar and send the recording link.
Certainly. Just give them this website address and ask them to register.