
Ready to Go One Step Further?
Hopefully everything you read here will show you how the world truly is your oyster—and help you get clear on where you might want to retire overseas.
But if you'd like to go beyond reflection and start putting real numbers and a concrete plan behind your overseas dream, I've created something just for you:
The Overseas Retirement Number Cruncher Workbook
Inside this short, focused Workbook, I walk you through:
Your real overseas cost of living
Quickly estimate what life will really cost in your target country or city—housing, healthcare, everyday living—so you can stop guessing.
You will get clear on the real numbers in less than an hour !
Q. Is this really for someone like me?
Yes. The Number Cruncher Workbook is for pre‑retirees and recent retirees (roughly 50–70) in countries like the US, UK, Canada, Australia and similar.
If you’re excited about retiring overseas but feel a bit nervous about the money side—and you’d like something simple and practical (not a giant course or spreadsheet monster)—you’re in the right place.
Q. What problem does this actually solve?
Most people dreaming about overseas retirement are asking some version of:
“Can we actually afford the life we’re picturing… or are we kidding ourselves?”
The ‘Number Cruncher’ helps you answer that by turning a fuzzy dream into a simple, written snapshot of:
What your life overseas is likely to cost, and
How that lines up with your pension, Social Security, and savings.
Q. What do I actually get when I buy?
You get a short, focused workbook (PDF) that you can complete in about 30–60 minutes.Inside, I walk you through:
Clarifying your dream lifestyle and region,
Listing your income and savings,
Building a rough but realistic monthly overseas budget,
Spotting hidden costs most people miss,
Checking whether you have a comfortable buffer or a shortfall,
And turning it all into a simple 3–6 month action plan.
It’s designed to be something you actually finish—ideally in one sitting with a cup of coffee.
Q. I’m already anxious about money—won’t this just stress me out?
Totally understandable.In practice, most people feel less anxious once they see the numbers on paper—even if they discover some gaps.
The Number Cruncher:
Uses ballpark numbers (this is not a tax return),
Makes hidden costs visible instead of scary and unknown,
Shows you whether you’re in surplus or shortfall,
And gives you a few clear levers you can pull if the first draft doesn’t quite work.
The goal is not perfection. The goal is to move from “no idea” to “I have a clearer picture and I know what to do next.”
Q. What if I haven’t picked a country yet?
That’s totally fine.You can:
Use the Number Cruncher with a shortlist (e.g. “Portugal vs. The Philippines vs. Thailand”), or
Start with one “best guess” destination just to get a feel for the numbers.
The process itself—clarifying lifestyle, income, costs, and buffers—will often help you narrow down your options. Many people discover that one or two places clearly “fit” their numbers and comfort level better than others.
You do not need to have every detail nailed down to get value from the workbook.
Q. How does this actually move me forward—what’s the process?
You’ll work through a simple, step‑by‑step flow:
Name your dream lifestyle and broad destination.
Gather rough income and savings numbers.
Sketch your overseas monthly budget.
Check off hidden costs and decide which ones matter for you.
Run a quick surplus/shortfall and safety‑buffer check.
Capture your top insights and write a short 7/30/90‑day action plan.
When you’re done, you’ll have a one‑page summary you can use for your own planning—or bring to a spouse, family member, or advisor.
Q. What result can I realistically expect?
After 30–60 minutes with the Number Cruncher Workbook, you’ll:
Know roughly what your dream life overseas is likely to cost,
See how that compares to your income,
Understand where the risky “gotchas” might be,
And have a simple next‑steps plan for the coming months.
You won’t have every answer about taxes, visas, and long‑term investing (that’s not the goal), but you will move from “I’m guessing” to “I have a clear first‑pass reality check.”
Q. Why should I trust this instead of just Googling?
You can absolutely Google your way through this… it just tends to be slow and overwhelming.
The Workbook pulls the key pieces into one place:
Real‑world expense categories expats actually face,
A structure that mirrors how experienced planners think (lifestyle → income → costs → risks → actions),
And prompts that help you turn information into a concrete plan.
It also points you toward data sources like Numbeo, so you’re not relying purely on guesswork or glossy articles.
Over time, you’ll see more stories and examples from readers who’ve used the Blueprint to reshape or confirm their own plans—but you don’t have to wait for those to get the benefit.
Don’t feel like you’re on your own either by the way. You can reach out to Rich at any point if you would like support while going through it - just book a 30-min call after purchase for complete clarity.