7 Steps to a Successful Move Abroad
Follow these guidelines to make your dream a reality this year
Have you ever dreamed of sipping coffee in a Parisian café, working remotely from a beach in Bali, or hiking the Swiss Alps as part of your daily routine? More and more Americans have been having such dreams since the election, and moving abroad is the best way to turn them into reality.
But it takes more than a passport and a plane ticket to make it happen. I should know, I’ve done it at least half a dozen times, and it’s always gone quite well. Here are my seven key steps, from the practical to the slightly adventurous, to successfully relocate overseas in 2025 and beyond.
1. Envision Your New Life
Before you start packing, take a moment to visualize your ideal life abroad. This is your chance to consider what you want your days to look like. Will you be a digital nomad or embrace a more stationary life? Are you moving with a partner, family, or solo?
Define your priorities in terms of career, lifestyle, community, and growth. Ask yourself:
- In which environment do I thrive—urban hustle, serene countryside, or seaside bliss?
- What values or interests do I want my new home to reflect?
- How will I maintain or build relationships from afar?
Write down your vision and refer to it often. Let it be your compass as you make your way through the process.
2. Know Your Budget
Dreaming is free, but moving abroad comes with significant costs. A solid budget is going to be the cornerstone of your relocation. Factor in the following:
- Initial expenses: Flights, accommodations, visa fees, and shipping personal items
- Monthly costs: Rent, groceries, utilities, transport, healthcare, and leisure
- Emergency fund: A cushion for unexpected medical bills, currency fluctuations, etc
Be sure to research local tax laws and any double taxation agreements between your current and future country. If healthcare isn’t provided by your host country, look into private insurance.
Some countries may offer a lower cost of living compared to the U.S., which can be advantageous for retirees and those seeking a more affordable lifestyle. Since 2016, the number of retirees living abroad has increased more than 50 percent, from 500,000 to 760,000.
Consulting with a financial advisor experienced in international relocations can help you navigate these complexities. And remember, budgeting isn’t about creating restrictions—it’s about finding ways to make your new life as good as it looks online.
3. Explore Your Options
Now comes the fun part—choosing where to live. Start broad, then narrow your search based on these factors:
- Climate: Are you chasing year-round sunshine or seasonal diversity?
- Cost of living: Look at rent, groceries, dining out, and healthcare
- Lifestyle: Do you prefer bustling cities, tranquil countryside, or vibrant beach towns?
- Distance: How far do you want to be from home? Proximity to friends and family can be a game-changer.
Use resources like cost-of-living calculators, expat forums, and travel blogs. Once you’ve narrowed it down to two or three, visit each of them if you’re able. There’s no substitute to spending a couple weeks living like a local to see if a place aligns with your vision.
And who knows, you might meet someone special.
4. Plan Your Escape
Once you’ve picked your dream destination, it’s time to turn the plan into action.
- Set a date: Choose a timeline that gives you enough breathing room to tie up loose ends but doesn’t let inertia take over.
- Notify loved ones and employers: Be clear about your plans, but remember, not everyone will share your enthusiasm. Be prepared for mixed reactions.
- Book your flight and accommodation: Start with short-term options like an Airbnb or serviced apartment to give yourself flexibility.
- Declutter: Downsizing before the move will make it more manageable. Decide what to take, sell, donate, store. Prioritize items with sentimental value or practical use.
This step is your official launch—don’t be afraid to celebrate!
5. Rent or Buy?
The eternal question: Should you rent or buy in your new country? This decision depends on your financial situation, commitment to the location, and local market conditions.
- Renting: Ideal for flexibility, especially if you’re testing the waters. Research rental agreements, tenant rights, and upfront costs like deposits.
- Buying: A long-term investment that can pay off, especially in growing markets. Be aware of legal restrictions on foreign ownership, property taxes, and the purchasing process.
Connect with a reputable local agent who understands the market and can guide you through either process. Be patient—this step is crucial for establishing your new home base.
You might want to check out Escape Artist’s real estate website—we’ve got lots of properties available around the world, with a focus on Latin America.
6. Tackle Regulations and Red Tape
Navigating bureaucracy is inevitable, but preparation will make the process smoother.
Here’s what to prioritize:
- Visas: Whether you need a residence permit, work visa, or digital nomad visa, start early. Requirements can be lengthy and vary by country.
- Housing: Finalize your lease or purchase agreement, ensuring all paperwork is in order.
- Utilities: Set up local phone and internet services to stay connected.
- Banking: Open a local bank account to handle transactions and avoid hefty currency exchange fees.
- Healthcare: Register for local healthcare or secure private insurance if needed.
Check embassy websites or consult an immigration lawyer for up-to-date information. Patience is key here—you’re building the foundation for your new life.
7. Make Yourself at Home
Congratulations—you’ve arrived! Now it’s time to turn your new place into a home and immerse yourself in the local culture.
- Personalize your space: Bring familiar items and invest in local décor to blend comfort with novelty.
- Meet people: Join expat meetups, hobby groups, language classes. Building a community will make the transition smoother.
- Explore your surroundings: Find your go-to café, supermarket, butcher, and bakery. The joy of discovering local gems is unmatched.
- Embrace the culture: Learn the language, try local dishes, and participate in festivals. The more you engage, the more rewarding your experience will be.
This last point is crucial. Understanding cultural norms, traditions, and social etiquette will make for a smoother integration. And learning the local language, even at a basic level, will significantly enhance your experience and daily interactions.
Remember, moving overseas isn’t just about changing locations—it’s about expanding horizons. Give yourself grace as you adjust to your new lifestyle. Moving abroad is a bold adventure filled with challenges and rewards.
By following these seven steps, you’ll set yourself up for a successful transition. Pack your passport and your sense of curiosity—this is your year to step out of your comfort zone and into a life without boundaries.
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