Stewart S. Koesten, Chairman, Founder and Senior Wealth Advisor at Aspyre Wealth Partners, has more than 35 years of experience as a wealth management advisor. He has a particular passion for working with clients who work or retire abroad by bringing clarity, strategy, and confidence to their global financial lives. He combines a breadth of knowledge and experience in world travel with an extensive network of professionals in luxury travel, international taxes, immigration, and health care services, to help clients live life to the fullest.
In 1997 Stewart and his wife, Dr. Joy Koesten, founded Aspyre Wealth Partners when they opened Koesten Hirschmann & Crabtree (which later became KHC Wealth Management). Aspyre provides comprehensive, fee-only financial planning to individuals and families. Stewart enjoys helping people clarify what is truly important, building a plan and walking beside them as they take action to accomplish their goals.
A graduate of The American College of Financial Services (MS) and Louisiana Tech University (BS), Stewart has influenced the development of the planning profession as a former national board member of the Investments and Wealth Institute (formerly IMCA), a former board member of the national Financial Planning Association, plus years of involvement with the Kansas City chapter of the FPA.
Email Stewart at email@example.com
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Marie Swift is Founder and CEO of Impact Communications, a full-service PR and marketing communications firm that works solely within the financial services industry. A prolific writer, Marie’s articles have been published by Barron’s, MarketWatch, Forbes, WealthManagement.com, NAPFA Advisor, RIA Intel, Financial Planning, Financial Advisor, ThinkAdvisor.com, Morningstar Advisor, Executive Roundtable Journal, and more. She has been quoted in respected publications such as The Wall Street Journal, RIABiz.com, and Investment Advisor magazine.
She is the host of NAPFA Nation, a monthly podcast centered on inspiring conversations and key insights from leaders in the fee-only financial planning profession, and the mastermind behind NAPFA’s Playbook, a virtual training and empowerment series that brings marketing and practice management know-how to life. Her Swift Chat podcast/video series is at www.MarieSwift.com.
A former caterer and gourmet cook, Marie studied the culinary arts while living in Colorado. She enjoys fine dining and rustic meals, family outings, traveling to new places, and long walks with her husband and kids in beautiful Leawood, Kansas. Becoming a first-time grandma was a 2020 pandemic blessing.
More information about Impact Communications is available at www.ImpactCommunications.org.
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Q1: Tell us a bit about your background. When did you take a special interest in working with Americans traveling abroad?
Q2: According to a 2020 report from the US Department of the Treasury, moving abroad is on the rise, why have you found some Americans are choosing to make such a move?
Q3: An article in Travel + Leisure magazine named Costa Rica the number one place to retire in 2024. What are some considerations you suggest when choosing where to retire?
Q4: Once the location is confirmed, what considerations are there for finding a new home in another country?
Q5: How does residency status play a role in retirement abroad?
Q6: Along with tax strategy, what are some additional financial planning factors that should be addressed?
Q7: What do you think is the most challenging aspect about living abroad?
Q8: What trends do you foresee in Americans living abroad and the role of financial advisors?
Q9: I understand you were recently in the Artic, where will you be traveling next and is there anywhere you haven’t been, yet?
At Aspyre Wealth Partners, we help successful business people to Master What’s Next® – in their career, life and finances. In defining wealth more broadly to include financial and human capital, Aspyre partners with clients through their life’s journey to clarify, reach and achieve their aspirations.