Wealth in a Weakening Currency World: A Guide for International Investors
In this webinar, John McNertney, CFP®, Managing Partner at Green Ocean Global Advisors, LLC, will explore of structural trends behind declining purchasing power, the investment themes that benefit, and the unique considerations for expatriates managing assets and expenses across currencies.
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.
Some of the relevant issues that will be addressed include:
- Understanding Currency Debasement – A clear explanation of what debasement is, why it occurs in modern monetary systems, and how persistent erosion of purchasing power shapes long-term investment outcomes.
- How Debasement Impacts Global Investors – This is important because many individuals earning in one currency and spending in another — such as U.S.-connected investors living in Portugal — experience debasement differently depending on USD/EUR dynamics.
- Client Experiences Navigating Multi-Currency Life – In a recent case, a U.S. expat client in Cascais evaluated how a weakening dollar affected lifestyle costs, retirement withdrawals, and portfolio structure while maintaining global purchasing power.
- Frequently Asked Question – “Can a diversified portfolio truly protect against long-term currency debasement?” We’ll clarify which asset classes historically hold value, which tend to lag, and how multi-currency exposure plays a central role.
- Planning Opportunities and Pitfalls – Learn how to position portfolios for a debasing environment, including real-return strategies, jurisdictional considerations, tax coordination between the U.S. and Portugal, and the importance of intentional cash management across currencies.
We hope you can join 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.