Retiring in the Philippines: A 2-Phase Financial Plan for Building a House & Retiring Abroad

What does retirement look like when you're not planning to stay in the US? For Irish and his wife, the dream is building a house in the Philippines for around $40,000 — and retiring there. Lower cost of living, paid-off debt, and a clear vision. So we threw out the standard US retirement playbook and built something that actually fits their life. Two phases. A Roth IRA for flexibility. A joint account for the house fund and long-term growth. Plus a smart tax loss harvesting strategy that benefits their child's custodial account along the way. Every financial situation is different — and yours deserves a plan built around YOUR goals. Head to jazzwealth.com to get your dough straight. This video is for informational and educational purposes only and does not constitute financial, tax, or legal advice. Strategies discussed, including Roth IRA contributions, joint taxable accounts, tax-loss harvesting, and custodial accounts, may not be suitable for your individual situation. International retirement planning involves additional complexities including foreign tax laws, currency risk, and residency regulations not addressed here. Consult a qualified financial advisor and tax professional before making any financial decisions.