Cross-border money mistakes (and how to avoid them!)

If you’ve ever lived, worked, or held citizenship in both Canada and the U.S., your financial situation could be more complex than you realize. In this episode, Andrea Thompson explains what cross-border Canadians need to know about taxes, investments, retirement accounts, and common mistakes to avoid. Whether you’re planning a move or just want to stay onside with the IRS, this is a conversation worth hearing.

Andrea Thompson: Modern Cents - Advice Only Financial Planning

Retirement Readiness Scorecard 🇨🇦

Looking to retire in the next 10 years or less (age 45+)?