Insights

investing

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 (USA)

Sep 6

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 (USA)

Jan 23

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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Navigating the Atlantic Crossing: Part 1 of Our U.S.-Portugal Journey!

In this webinar, Green Ocean Global Advisors, LLC Managing Partner John McNertney, CFP® and his wife Abby take you on a personal journey into how their family planned the transition to living a truly cross-border.

John McNertney, CFP® GFP Fellow

Oct 15

Annual Portuguese Financial Deadlines and Responsibilities

In this webinar, Green Ocean Global CEO/Founder John McNertney CFP® GFP (USA) reviewed the calendar for newly arrived Portuguese residents and highlighted important dates.

John McNertney, CFP® GFP (USA)

Feb 27

Long Term Care in Portugal

In this webinar, Green Ocean Global CEO/Founder John McNertney CFP® GFP (USA) and Serenity CEO Michael Averbukh MD MHA went over "Long Term Care in Portugal" and what you should know but wish you didn't.

John McNertney, CFP® GFP (USA)

Nov 28

equity compensation

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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.

Ryan Ahrens

Mar 14

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.

Ryan Ahrens

Mar 15

webinars

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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 (USA)

Mar 26

Social Security Strategies: A Fresh Translation

In this webinar, Green Ocean Global CEO/Founder John McNertney CFP® GFP (USA) identified the parts of your social security strategy that deserve a fresh translation.

John McNertney, CFP® GFP (USA)

Jun 29

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®

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!

Ryan Ahrens

May 15