OUR WEBSITE: https://baobabwealth.com
OUR EXPAT WEBSITE: https://baobabwealthabroad.com
Living abroad, planning a global lifestyle, or thinking seriously about retirement can bring unique financial challenges and unique opportunities.
In this video, Sonja Puetzer, co-owner and financial adviser at Baobab Wealth, shares her journey from the international sports industry to global financial planning, along with the philosophy that guides her work with expats, internationally mobile professionals, and globally minded retirees.
With firsthand experience living and working across Asia and Europe, and managing finances across multiple countries, currencies, and systems, Sonia brings clarity, structure, and strategy to financial lives that do not fit neatly inside one border.
This conversation explores what it really takes to feel confident about your financial future when your life spans multiple countries, and why having a clear plan matters more than ever.
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00:00 - Introduction to Baobab Wealth and Sonja Puetzer
00:45 - Background in Sports and Transition to Finance
01:14 - Experiences Living and Working Internationally
01:46 - Introducing Jimmy and the Founding of Baobab Wealth
02:11 - Personal Financial Transformation and Career Shift
02:44 - Current Role and Philosophy of Baobab Wealth
03:21 - Call to Action and Engagement