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Listen "113: Building Better Expat Retirement Accounts: Tax Optimization Tips – Tariq Dennison"
Episode Synopsis
Today's guest on the Expat Money Show is Tariq Dennison, a Wealth Manager and Certified Financial Planner at GFM Asset Management, which is based out of Hong Kong and Macau. In today's interview with Tariq Dennison, I wanted to take a 30'000 foot overview of what different individuals, young, old and with a family, might be looking at for their financial wealth.
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WHAT WE DISCUSSED IN THIS INTERVIEW:
Tax code as an expat
Retirement plans
Who is the ideal person for this style of investing
Gift tax allowances
Insurance
Is your will up-to-date?
Expats living overseas
Pre high net worth individuals
And much, much more!
HOW TO FIND TARIQ'S WORK
www.gfmasset.com
SIGN UP FOR OUR NEWSLETTER
If you’d been receiving the EMS Pulse newsletter and the weekly Expat Sunday Times, you would have already read the basics of today's story! Sign up now, and you’ll also receive my FREE special report, “Plan B Residencies and Instant Citizenships.”
CONCLUSION
I can see why Tariq loves working with 'Pre High Net Worth' individuals. A young 22-year-old comes to him for advice, and they can plan out his/her future to ensure they take all the right steps so when retirement is around the corner, they are prepared. And these pre-high net worth individuals come to him because their parents came to him first. The parents made sure their retirement was in place and they were able to say to their children, see, we listened to the advice given to us by Tariq, we believe you should do the same. Wow, I just love it!
Mentioned in this episode:The Colombia Investment TourThis year, I’m taking a private group to Medellín—Colombia’s most exciting city for offshore opportunity. We’ll dive deep into banking, real estate, and asset protection with Colombia’s top experts. We’ll tour high-growth developments, visit a private reforestation project, and get boots-on-the-ground access to one of Latin America’s fastest-rising economies. This is serious intel—and serious opportunity. Want in? Go to ExpatMoney.com/Colombia. Colombia Tour Nov 30 - Dec 6, 2025Gold in the Caribbean—No Bank Can Touch ItFiat is failing. Banks are cracking. And smart investors are moving their gold offshore—outside the system. I’ve partnered with a fully insured private vault in the Caribbean where you can buy, store, and protect physical gold… legally and securely. The entire account opening is done online—fast, private, and no nonsense. If you’re serious about protecting your wealth, get the details now at ExpatMoney.com/goldOffshore Gold & SilverThe Colombia Investment TourThis year, I’m taking a private group to Medellín—Colombia’s most exciting city for offshore opportunity. We’ll dive deep into banking, real estate, and asset protection with Colombia’s top experts. We’ll tour high-growth developments, visit a private reforestation project, and get boots-on-the-ground access to one of Latin America’s fastest-rising economies. This is serious intel—and serious opportunity. Want in? Go to ExpatMoney.com/Colombia. Colombia Tour Nov 30 - Dec 6, 2025Gold in the Caribbean—No Bank Can Touch ItFiat is failing. Banks are cracking. And smart investors are moving their gold...
.
WHAT WE DISCUSSED IN THIS INTERVIEW:
Tax code as an expat
Retirement plans
Who is the ideal person for this style of investing
Gift tax allowances
Insurance
Is your will up-to-date?
Expats living overseas
Pre high net worth individuals
And much, much more!
HOW TO FIND TARIQ'S WORK
www.gfmasset.com
SIGN UP FOR OUR NEWSLETTER
If you’d been receiving the EMS Pulse newsletter and the weekly Expat Sunday Times, you would have already read the basics of today's story! Sign up now, and you’ll also receive my FREE special report, “Plan B Residencies and Instant Citizenships.”
CONCLUSION
I can see why Tariq loves working with 'Pre High Net Worth' individuals. A young 22-year-old comes to him for advice, and they can plan out his/her future to ensure they take all the right steps so when retirement is around the corner, they are prepared. And these pre-high net worth individuals come to him because their parents came to him first. The parents made sure their retirement was in place and they were able to say to their children, see, we listened to the advice given to us by Tariq, we believe you should do the same. Wow, I just love it!
Mentioned in this episode:The Colombia Investment TourThis year, I’m taking a private group to Medellín—Colombia’s most exciting city for offshore opportunity. We’ll dive deep into banking, real estate, and asset protection with Colombia’s top experts. We’ll tour high-growth developments, visit a private reforestation project, and get boots-on-the-ground access to one of Latin America’s fastest-rising economies. This is serious intel—and serious opportunity. Want in? Go to ExpatMoney.com/Colombia. Colombia Tour Nov 30 - Dec 6, 2025Gold in the Caribbean—No Bank Can Touch ItFiat is failing. Banks are cracking. And smart investors are moving their gold offshore—outside the system. I’ve partnered with a fully insured private vault in the Caribbean where you can buy, store, and protect physical gold… legally and securely. The entire account opening is done online—fast, private, and no nonsense. If you’re serious about protecting your wealth, get the details now at ExpatMoney.com/goldOffshore Gold & SilverThe Colombia Investment TourThis year, I’m taking a private group to Medellín—Colombia’s most exciting city for offshore opportunity. We’ll dive deep into banking, real estate, and asset protection with Colombia’s top experts. We’ll tour high-growth developments, visit a private reforestation project, and get boots-on-the-ground access to one of Latin America’s fastest-rising economies. This is serious intel—and serious opportunity. Want in? Go to ExpatMoney.com/Colombia. Colombia Tour Nov 30 - Dec 6, 2025Gold in the Caribbean—No Bank Can Touch ItFiat is failing. Banks are cracking. And smart investors are moving their gold...
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