Ep 020 : Global Planning: Navigating Money Without Borders

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sIMMPLy Lovaii - Expert with a Heart

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Moving across countries? Your money needs a passport too.


In Episode 20, Lovaii Navlakhi and Khushboo Aggarwal break down the essentials of Cross-Border Financial Planning — perfect for NRIs, returning Indians, or anyone whose life spans across geographies.

From managing taxes in multiple countries, handling social security, to planning for retirement or inheritance across borders — we simplify the complexities of global wealth management.


In this episode, we explore:

What is Cross-Border Financial Planning

The cost of not planning before relocating

Social security, education & retirement planning for global citizens

Inheritance laws and tax traps to avoid

Real mistakes people make when managing money across countries

Whether you're moving out, moving back, or just planning smart — this one's for you.


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