Video with Mario, David and Alex Seleznev, MBA, CFP®, CFA | August 12, 2026
I know many of our clients are seriously thinking about relocation later in life.
As I’m thinking about it, I have conversations on the subject at least a couple of times each month.
Should you sell your house and buy somewhere else? Sell and rent? Move to a warmer climate? Move outside the country?
In this conversation, I sit down with our long time clients Mario and David to talk through how they have approached this decision.
They have been exploring their options for a couple of years now including renting, moving outside the US and staying closer to home.
We talk about what they considered, what surprised them along the way and what they might have done differently.
We covered a lot in this one. Staying connected to your community. The importance of intellectual stimulation and good food. Thoughts on moving outside the USA. The reality of co-op ownership.
And how couples can actually make these decisions together when they don't always agree.
Mario also shared a line about belongings that stuck with me. He called them "a ventriloquist for the past" and warned that you have to be careful about what you give away. Ha!
So there is something for everyone thinking about this kind of move later in life.
Plus, Mario and David are two of the most interesting clients I have. So this conversation was really fun for me!
Disclaimer: This video features an interview with Mario and David, clients of Capital Squared Financial, who are sharing their personal experiences. They were not compensated for participating in this interview. The views and opinions expressed are their own and may not reflect the experience of other clients. This interview is provided for informational and educational purposes only and does not constitute personalized financial, investment, or legal advice. Individual results may vary. Capital Squared Financial is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) and may only conduct business in jurisdictions where registered or exempt from registration. For more information, please refer to our Form CRS and Form ADV, available on our website. Please consult a qualified financial professional regarding your individual circumstances before making any investment decisions.
