How to Move to Portugal
A Step-By-Step Course to Relocating and Living in Portugal
The Course Includes:
4+ hours of on-demand video
Absolutely NO boring PowerPoints. Instead, we talk to you face-to-face (like our YouTube videos) and we even show you around Portugal as we discuss some of the different aspects about moving and living in Portugal. Our goal is to keep you engaged the entire time.
Your own Relocation Plan
In this course, we'll share our own relocation plan and provide you with a template plan for you to download and fill out, so that you can create your own relocation plan, too!
Special Resources
Our resources include a visa process checklist; a list of healthcare insurance providers; a list of private schools and language schools; real estate research resources; our budget in Portugal and a budget template for you to use; and many more resources to help you relocate and settle in Portugal.
What You'll Learn
This course consists of more than four hours of video instruction, more than thirty resources, and a downloadable relocation plan for you to fill out and follow based on the information you learn from the course.
The video instruction is broken into more than ten different modules. Each module focuses on a different aspect of moving or living in Portugal.
We begin the course with an introduction on our move to Portugal. We also discuss the country of Portugal - including culture, social etiquette, and things to keep in mind when moving and living in Portugal. We then discuss the details of relocating to Portugal, including how to move household goods, vaccinations and health requirements, moving with pets, and more.
Probably the biggest source of anxiety when moving to Portugal is the visa process. We have an entire section in the course that we carve out to talk in detail about applying for visas. We talk about our own personal experience and we walk you through every step that we took to obtain visa permits for our family of four - including some quirky rules that we had to follow. We also talk about how to obtain a residency permit (like we did); the different types of residency visas and requirements, including the Golden Visa; and we also talk about work permits and employment-based visas.
Living in Portugal, we get a ton of questions about taxes. Because of this, we have a special section in the course where we discuss taxes in Portugal. We give you an overview of the tax system here in Portugal; we discuss the tax incentives for foreigners; we discuss the types of taxes and rates that foreigners need to pay in Portugal; we talk about tax requirements for U.S. citizens and how taxes in the U.S. and Portugal work; and we talk about Portugal’s Non-Habitual Resident (NHR) tax regime and how we applied for NHR status to enjoy tax breaks in Portugal.
We designed our course to be very comprehensive, so our course also includes information on how to obtain a NIF, the process of buying a house in Portugal, the process of renting a place in Portugal and setting up utilities, how to find good healthcare, how to set up banking and transfers in Portugal, how to enroll your kids in school in Portugal and information on the various types of schools in Portugal, how to buy a car in Portugal, how to bring your pets to Portugal, and more.
At the end of the course, we put everything together so that you can take action in applying for your visa, prepping for your move to Portugal, and (ultimately) setting up your life here in Portugal.
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Module 18 - Investing Mistakes to Avoid🎥 Eight Mistakes – Your Guiding Light 🎥 Mistake #1 🎥 Mistake #2 🎥 Mistake #3 🎥 Mistake #4 🎥 Mistake #5 🎥 Mistake #6 🎥 Mistake #8 🎥 Mistake #7 🎁 Module 18: Summary Notes 📄 Module 18 Assignment: Note to Self - Investment Mistakes to Avoid
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Module 19 - Dealing With Recessions and Bear Markets🎥 Tip 1 🎥 Tip 2 🎥 Tip 3 🎥 Tip 4 🎁 Module 19: Summary Notes 📄 Module 19 Assignment: Your Stock Market Crash Plan
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Module 15 - Researching Investments🎥 Researching Investments in General 🎥 Researching Index Funds 🎥 Comparing Index Funds 🎥 Researching and Comparing ETFs 🎥 Researching and Comparing REITs 🎥 Individual Stocks A Word of Warning 🎥 Researching and Picking Stocks – Factor 1 🎥Researching and Picking Stocks – Factor 2 🎥 Researching and Picking Stocks – Factor 3 🎥 Researching and Picking Stocks – Factor 4 🎥 Researching and Picking Stocks – Factor 5 🎥 Researching and Picking Stocks – Factor 6 🎥 Researching and Picking Stocks – Factor 7 🎁 Module 15: Summary Notes 📄 Module 15 Assignment: Your Investments
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Module 16 - Lump Sum Investing vs. Dollar Cost Averaging🎥 An Identified Lump Sum 🎥 Vanguard Study and Results 🎥 The Mindset Role 🎥 Taking Into Account the Fear of Investing 🎥 The Ultimate Question to Ask Yourself 🎁 Module 16: Summary Notes 📄 Module 16: Additional Resources
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Module 2 - Steps to Take Before You Begin Investing🎥 Establishing an Emergency Fund 🎥 Pay off High Interest Debt 🎁 Module 2: Summary Notes
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Module 6 - Overview of Investment Accounts🎥 Two Types of Accounts: Tax Advantage & Non-Tax Advantage 🎥 Tax Advantaged Accounts – 401(k) 🎥 Tax Advantaged Accounts – Solo 401(k) 🎥 Tax Advantaged Accounts – 457 Plan 🎥 Tax Advantaged Accounts – 403(b) 🎥 Tax Advantaged Accounts – Traditional IRA 🎥 Tax Advantaged Accounts – Roth IRA 🎥 Tax Advantaged Accounts – Self-Directed IRA 🎥 Tax Advantaged Accounts – Health Savings Account (HSA) 🎥 Tax Advantaged Accounts - 529 Plans 🎥Non-Tax Advantaged Accounts - Ordinary Brokerage Account 🎁 Module 6: Summary Notes 📄 Module 6: Additional Resources
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Module 12 - Order of Investing🎥 Why Order of Investing Matters 🎥 Step 1 🎥 Step 2 🎥 Step 3 🎥 Step 4 🎥 Step 5 🎥 Step 6 🎥 Step 7 🎥 Bonus Step for Early Retirees 🎁 Module 12: Summary Notes 📄 Module 12 Assignment: Your Order of Investing 🎁 Our Investment Plan/How We Invested for F.I.R.E. (Plus Bonus Asset Tracker with our up to date investments)
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Module 3 - Starting With a Goal & Achieving FIRE🎥 Calculating Your FIRE Number 🎥 The Trinity Study 🎁 Module 3: Summary Notes 📄 Module 3 Assignment: Start With a Goal
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Module 8 - Picking a Brokerage Company🎥 Evaluating the Broker’s Security 🎥 Insurance - What to Look For? 🎥 Consider the Brokerages Fraud Policies 🎥 Checking for Fees 🎥 Assessing Customer Service 🎥 Platform Interface (Website and App) 🎥 Types of Accounts Offered 🎥 Customer Reviews 🎁 Module 8: Summary Notes
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Module 10 - Funding Your Brokerage Account🎥 Options for Funding Your Account 🎁 Module 10: Summary Notes
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Module 13 - Types of Investments🎥 Actively Managed Mutual Funds 🎥 Index Funds 🎥 Deciding Between Mutual Funds & Index Funds 🎥 Mutual Funds vs. Index Funds – Goals & Fees 🎥 Mutual Funds vs. Index Funds – Comparing Performance 🎥 Index Fund Preference 🎥 Exchange Traded Funds 🎥 Comparison - ETFs and Index Funds 🎥 Why People Choose ETFs Over Index Funds – Reason #1 🎥Why People Choose ETFs Over Index Funds – Reason #2 🎥 Why People Choose ETFs Over Index Funds – Reason #3 🎥 Why People Choose Index Funds Over ETFs – Reason #1 🎥 Why People Choose Index Funds Over ETFs – Reason #2 🎥 REITs 🎥 Individual Stocks 🎥 Bonds 🎁 Module 13: Summary Notes
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Module 1 - Introduction & Overview🎥 Welcome! 🎁 Download Your Stock Market Investing Plan for FIRE! 🎁 Module 1 Assignment: Section I of Your Investment Plan 📄 Access the Private Facebook Group
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Module 14 - Asset Allocation & Optimal Returns🎥 What Is Asset Allocation 🎥 Asset Allocation and Time Horizon 🎥 Aggressive vs. Reckless Investing 🎥 Role of Bonds 🎥 Stock vs. Bond Allocation 🎥 Problem With the Rule of Thumb 🎥 Our Thoughts When Developing Our Portfolio Allocation 🎥 Asset Allocation and Revisiting the Trinity Study 🎥 Our Portfolio - Stocks Bonds and Emergency Funds 🎥 Our Portfolio - Creating Our Core Investment 🎥 Our Portfolio - Supporting Our Core Investment With ETFs 🎥 Our Portfolio - Supporting Our Core Investment With REITs 🎥 Our Portfolio - Supporting Our Core Investment With Individual Stocks 🎁 Module 14: Summary Notes 📄 Module 14 Assignment: Your Targeted Asset Allocation 📄 Module 14: Additional Resources
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Module 9 - Opening A Brokerage Account🎥 Step-by-Step Instructions 🎁 Module 9: Summary Notes
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Module 20 - Putting it All Together🎥 Putting It All Together 🎁 Module 20: Summary Notes
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Module 5 - Investing Mentality🎥 Controlling Your Emotions 🎥 How to Behave During a Crash 🎁 Module 5: Summary Notes 📄 Module 5 Assignment: Investing Assessment
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Module 4 - Stock Market History (Good Investors Know Their History)🎥 How it All Began 🎥 Crash of 1929 (Black Tuesday) 🎥 Crash of 1973-74 (Oil Crisis Crash) 🎥 Crash of 1987 (Black Monday) 🎥 Crash of 2000 (Dot-com Bubble) 🎥 Crash of 2008 (Great Recession) 🎥 Crash of 2020 (Coronavirus Crash) 🎁 Module 4: Summary Notes
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Module 7 - Types of Investment Fees🎥 Brokerage Fees 🎥 Transaction Fees 🎥 Expense Ratios 🎥 Front-End Load Fees 🎥 Back-End Load Fees 🎥 Management Fees 🎥 Annual Fees 🎥 Impact of Fees 🎥 Avoiding or Reducing Fees (Tip 1) 🎥 Avoiding or Reducing Fees (Tip 2) 🎥 Avoiding or Reducing Fees (Tip 3) 🎥 Avoiding or Reducing Fees (Tip 4) 🎁 Module 7: Summary Notes
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Module 21 - Continuing Education🎥 Continuing Education 🎁 Module 21: Summary Notes 📄 Module 21 Assignment: Other Consideration
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Module 17 – Rebalancing🎥 Strategy of Rebalancing 🎥 Sample Portfolio to Rebalance 🎥 Rebalancing Strategy #1 🎥 Rebalancing to Reduce Risk 🎥 Rebalancing to Increase Returns 🎥 Rebalancing Strategy #2 🎥 Rebalancing vs. Timing the Market 🎥 Rebalancing Frequency Option #1 🎥 Rebalancing Frequency Option #2 🎁 Module 17: Summary Notes 📄 Module 17 Assignment: Rebalancing Strategy
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Module 11 - Automate Investments🎥 Automating - Benefit 1 🎥 Automating - Benefit 2 🎥 Automating - Benefit 3 🎥 Automating - Benefit 4 🎥 Setting Up Automated Investments 🎁 Module 11: Summary Notes
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Bonus - 17 Financial Planning Templates for Your FIRE Journey🎁 7 Financial Planning Templates for Your FIRE Journey
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Module 16 - Putting It All Together🎥 Putting It All Together 📄 Action Assignment: Putting It All-Together With Your Action Guide 📄 References, Resources & Links
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Module 5 - Preparing Mentally to Pursue FIRE🎥 Getting Your Mind Right 📄 Action Assignment: Adjusting Your Mindset in Preparing to Pursue FIRE
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Module 12 - Making Money🎥 What Makes a Good Side Hustle 🎥 Finding the Right Side Hustle 🎥 Five Ways to Make More Money 📄 Action Assignment: Create a Side-Hustle 📄 References, Resources & Links
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Module 2 - Living Off Your Investments🎥 Intro & Defining FIRE 🎥 FIRE - Some Things You Should Know 🎥 Hypothetical Growth Scenario 🎥 Drawdown Strategy & Accessing Your Accounts 🎥 Paying Yourself From Your Investment Accounts 📄 Action Assignment: Income Producing Assets & Other Income to Support You in FIRE 📄 References, Resources & Links
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Module 3 - Calculating Your FIRE Number (A Detailed Approach)🎥 The FIRE Calculation & the Trinity Study 🎥 Using a Budget to Calculate Your FIRE Number - Things to Consider 📄 Action Assignment: Calculate Your FIRE Number in Two Steps 📄 References, Resources & Links
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Module 7 - Traditional & FIRE Emergency Funds🎥Traditional Emergency Funds & Where to Keep Them 🎥 FIRE Emergency Funds 📄 Action Assignment: Build Your Emergency Funds 📄 References, Resources & Links
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Module 9 - Stock Market Investing🎥 Steps for Investing for FIRE 🎥 Our Strategy for Investing for FIRE 🎥 Mutual Funds, Index Funds, and ETFs 🎥 Order of Investing 🎥 Our Stock Market Investments 📄 Action Assignment: Create a Simple Stock Market Investing Plan 📄 References, Resources & Links
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Module 6 - Tracking Your Progress Toward FIRE🎥 The Ten Stages of FIRE (How Long Until Early Retirement) 📄 Action Assignment: Calculate How Far (Or Close) You Are to FIRE 📄 References, Resources & Links
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Module 15 - Last Minute Prep🎥 Tips for Work 🎥 Tips for Personal Finances 📄 Action Assignment: Check to Make Sure You’re Quitting Right 📄 References, Resources & Links
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Module 4 - Your Why for FI/FIRE🎥 Your Why for FI/FIRE 📄 Action Assignment: Describe Your Why for FIRE
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Module 1 - Welcome & Course Overview🎥Welcome! 📄Action Assignment: FIRE Financial Self-Assessment 🎁Resource: Download Your FIRE Action Guide! 📄Access the Private Facebook Group
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Module 13 - Healthcare in Early Retirement🎥 Options for People Retiring in the US 🎥 Worldwide Healthcare Options 📄 Action Assignment: Income Producing Assets & Other Income to Support You in FIRE 📄 References, Resources & Links
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Module 10 - Real Estate Investing for FIRE🎥 Calculating Your FIRE Number with Real Estate 🎥 Strategies to Achieve FIRE with Real Estate 🎥 Pros & Cons of Investing in Real Estate for FIRE 📄 Action Assignment: Action to Take Before Investing in Real Estate for FIRE 📄 References, Resources & Links
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Module 11 - Saving Money🎥 Calculating Your Savings Rate 🎥 Your Ideal Monthly Savings Rate 🎥 Seven Strategies to Save More 🎥 Reducing Your Housing Costs 🎥 Reducing Your Transportation and Food Costs 📄 Action Assignment: Saving MORE Challenge 📄 References, Resources & Links
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Module 14 - Ways to FIRE. . .Even Earlier🎥 Ways to FIRE. . .Even Earlier 📄 Action Assignment: Identify Ways to FIRE Earlier Than Early!
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Module 8 - Debt & Pursuing FIRE🎥 Is All Debt Bad? 🎥Paying Off Debt vs Investing 🎥 Methods For Paying Off Debt 📄 Action Assignment: Build Your Emergency Funds 📄 References, Resources & Links
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Module 13 - Working in Portugal🎥 Working in Portugal 📄 References, Resources & Links
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Module 4 - Visas & Residence Permits🎥 Types of Visas 🎥 Why You Need a Visa 🎥 Fixed Residency – What to Do Prior to Applying 🎥 Fixed Residency Visa Application Process 🎥 Residence Permit (Following a Residency Visa Approval) 🎥 Permanent Residence in Portugal 🎥 Golden Visa 🎥 Work Visas 📄 References, Resources & Links
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Module 10 - Education🎥 Portuguese Schools – General Information & Overview 🎥 Public Schools (Nursery to High School) 🎥 Private Schools (Nursery to High School) 🎥 Learning the Language 📄 List of Over 20 International Schools In Portugal and Their Costs PLUS Other References, Resources & Links
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Module 6 - Housing🎥 Short-Term Rentals 🎥 Long-Term Leases 🎥 Buying a Home - General Information 🎥 Tips for Buying a Good Home 🎥 Obtaining a Bank Mortgage 🎥 House Buying Team – Important Players 🎥 Promissory Contract & Transaction Costs 🎥 Closing Day – Final Steps 🎥 Utilities 📄 References, Resources & Links
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Module 1 - Introduction & Overview🎥 Welcome! 🎁 Download Your Moving to Portugal Plan! 📄 Access the Private Facebook Group
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Module 3 - Relocating to Portugal🎥 Buying Household Goods in Portugal 🎥 Shipping Household Goods 🎥 Vaccinations 📄 References, Resources & Links
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Module 8 - Banking in Portugal🎥 Why You Should Open a Portuguese Account 🎥 What To Look For In a Portuguese Bank 🎥 Opening an Account 🎥 Transferring Money to Portugal – Things to Consider 🎥 Common Ways to Transfer Money to Portugal 📄 References, Resources & Links
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Module 5 - Obtaining a NIF🎥 NIFs (Why You Need One AND How to Get One) 📄 References, Resources & Links
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Module 14 - Closing Module🎥 Course Complete - Our Message to You
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Module 12 - Pets🎥 Moving with Pets and Finding Pets in Portugal 📄 References, Resources & Links
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Module 2 - Why Portugal🎥 Quick Facts 🎥 Culture
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Module 11 - Transportation🎥 Driving in Portugal 🎥 Purchasing a Car & Car Rentals 🎥 Public Transportation & Rideshares 📄 References, Resources & Links
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BONUS - Portugal Speakers Series🎥 Hear from Our Real Estate Attorney - Live Q&A 🎥 Healthcare from Portuguese Doctor - Live Q&A
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Module 7 - Healthcare🎥 How to Get Public and Private Health Insurance and Our Costs for Healthcare 📄 See Our Actual Health Insurance Plan in Portugal PLUS Other References, Resources & Links
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Module 9 - Taxes in Portugal🎥 Tax Resident Defined 🎥 Types of Taxes in Portugal 🎥 Non-Habitual Resident (NHR) 🎥 Tax Filing Requirement for U.S. Citizens 📄 References, Resources & Links
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BONUS: Download Our Actual Budget for Lisbon📄 Our Budget for Lisbon (Based on Our Actual Cost of Living)
What Our Journey-ers Are Saying:
Watch Our Course Intro NOW!
Meet Your Instructors
Hello! We’re Amon & Christina (your instructors) and those two young ladies are our daughters (not your instructors)!
We’re U.S. citizens that moved to Portugal in August 2019 . . . and we made the move all by ourselves! We didn’t hire expensive lawyers or pay for the services of an immigration firm. Instead, we researched every aspect of moving to Lisbon - and we saved a ton of money in the process.
We applied for visas in San Francisco, California; we moved our family of four to Lisbon and obtained our residence permits here in Lisbon; we obtained housing; we set up our utilities; we enrolled our girls in school here in Lisbon; we did so many things . . . and now we’re sharing everything we learned with you!
If you’re interested in learning about how to move to Portugal - this is the course for you!
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Portugal consistently ranks in the top 10 friendliest countries towards foreign residents.
- Expat Insider Survey
Frequently Asked QUESTIONS
Who is this Master Class for?
This course is for anyone that needs to obtain a visa and/or resident permit to live in Portugal for more than three months. This includes U.S. citizens and other foreign citizens that are not subject to terms of the Schengen Agreement.
Will I need to pay a relocation company/immigration firm to help me move to Portugal if I take this course?
We made our move to Portugal by ourselves. We designed this course to give you insight into everything that we did to help you with your move. With that said, we are not Portuguese lawyers or immigration specialists. Depending on each student’s level of comfortability, despite taking the course, some people may still want to hire a professional. At the same time, some people may choose to DIY the move like we did. It all depends on the individual.
How is the course presented?
The course is presented in a pe-recorded video format. We talk one-on-one with you, similar to how we present in our Youtube videos. As we present in the videos, we also highlight some of the different areas in Portugal to give you a sense of the moving process and living accommodations in Portugal. The idea is to keep you engaged throughout the course. We want you to be excited about your move to Portugal!
Does the course come with one-on-one consultations?
The course is designed for you to learn at your own pace. Because the videos are pre-recorded, we are not presenting the course in a live format. Because of this, one-on-one consultations are not provided with the course.
What will I get with the course?
The course includes more than four hours of video instruction, more than thirty resources, and a downloadable relocation plan.
Do you offer refunds?
Due to the instant delivery of the course content, we do not offer refunds. If you have any questions about the course, please reach out to us to get your questions answered before you decide to sign up for the class.
Disclaimer
Please note that we are not Portuguese lawyers, accountants, or immigration specialists. The information provided in our course is based only on our own personal experience and research. Each person that moves to Portugal may have his/her own experience and may have different results, so the information in this course is provided as an explanation of our experience only. This course provides no guarantees, including but not limited to: 1) that your visa application will be approved; 2) that your residence permit will be approved; 3) that your NHR status will be approved; and 4) that you will not require help from a qualified professional. For definitive information about moving and living in Portugal, you should always consult the proper Portuguese authorities.