In episode 169, we welcome our guest, Jeremy Jacobson. Jeremy begins with his backstory of being an engineer by trade, and after paying off his school loans and taking a vacation, he decided to apply his engineering framework to approach saving and investing. He walks through the plan that allowed him to retire at the age of 37.
Meb then asks Jeremy to expand on his investment portfolio. Jeremy explains what going through the GFC did to his portfolio, and the realization that it didn’t impact his day-to-day life at all, in relying on income from his portfolio.
Meb asks Jeremy to discuss geographic arbitrage, and what that looks like for he and his family. Jeremy walks through his annual budget, and how that is used as a guide to where they travel and how long they stay there.
Jeremy follows up with some ideas on how he carefully optimizes his taxes living abroad.
As the conversation winds down, Jeremy covers some travel hacks, and what is coming up for he and his family.
All this and more in episode 169, including Jeremy’s most memorable investment.