34-year-old and his family saved $60,000, quit their jobs to move to Taiwan for 13 months: 'This is not something that can afford to wait'

CNBC

a day ago

Ever dreamed of taking a sabbatical from your career and traveling the world?
Jason Lee and his wife Katie did that when, in July 2024, they moved themselves and their son from Columbus, Ohio, to Taipei, Taiwan.
Jason and Katie, both 34, came up with the idea after they brought Forrest, now 6, to visit his paternal grandparents in Taiwan when he was an infant.
They spent eight weeks together while Jason took paternity leave and saw how special it was for his parents to bond with their grandson.
Jason tells CNBC Make It that during their tearful goodbyes at the airport at the end of the trip, "I just thought to myself, if I could make something happen where we could gift to [my parents] the extended amount of time that they could spend with this child, what a special moment that would be."
At first he considered finding a way to move his career to Taiwan, until he realized he didn't want to deal with its demanding work culture.
So, the couple decided to save up for a true career break so they could spend time with family in Taiwan without having to work.
The couple spent the next five years saving up for their sabbatical.
They timed it so Forrest would be in Taiwan for his kindergarten year, and decided to spend 13 months abroad to match up with the academic year, plus summer breaks, to get him back stateside for first grade.
Jason and Katie drew up the numbers and set a goal to save $60,000 for the move.
Jason says he viewed the goal like any household would save up for a home renovation project, and they used the You Need a Budget app to track their savings.
They set themselves up so their stateside expenses would be minimal while they were in Taiwan. Both of their cars are paid off, and the mortgage on the starter house they bought in 2016 is $1,200 a month. Jason says a friend is renting the house from them to cover their mortgage and leasing one of the cars while they stay.
As for their stay, they rented an apartment and spent months preparing their paperwork. Jason used his Taiwanese passport (he was born there and moved to the U.S. when he was 9), Forrest got his own Taiwan passport, and Katie obtained a spousal visa.
By the summer of 2024, Jason quit his job in sales, and Katie left her work at a nonprofit.
Jason says timing was important: Not only did he want to make sure Forrest had enough time with his grandparents and to adjust to kindergarten, but taking the leap was also crucial for himself, Katie and the grandparents.
"This is not something that can afford to wait," Jason says. "If I don't do this now, I will forever lose my 30s. And then when am I going to re-explore myself again? In my 40s? My 50s? By the time I retire in my 60s? I just didn't feel like that was a good trade off."
What's more, he wanted to make sure that Forrest had time to interact with his grandparents while they are still in good health and mobile.
Overall, Jason says, "as I look back to this year and I think about all the trips we were able to do and all the memories we were able to make, it's absolutely worth it."
In addition to spending more quality time with family, Jason set a few personal and professional goals for himself for his sabbatical.
He says his career break has given him time and energy to focus on his physical and mental health, such as going to the gym, meditating, eating healthfully and working with a psychiatrist for the first time, thanks to Taiwan's universal health care system.
With more mental clarity, Jason says he's turned his attention to what he wants out of his career. Prior to his break, he says he put a lot of pressure on himself to have a high-performing sales year; when that didn't pan out, it took a toll on his sense of self.
"The whole last 10 years, I've been dictating my career next steps not based on what I want, but based on what the world or LinkedIn tells me I should want," Jason says.
He realized he felt pressure to continue climbing the corporate ladder to earn higher titles and more money. "I just realized how much of that has set me up for being unhappy, when I don't prioritize myself or what I want."
By March, he sat down with Katie with a big realization that once they returned to the U.S., they were OK with not chasing the same salaries they had before.
"I realized that our family doesn't need to make as much or more than what we made before in order to be happy," Jason says. "We are so happy right now, the happiest we've been as a family, and we are living our life on less than what we had before."
The Lees have big plans for their return to the states.
"The plan was always to return in August, but surprise, we got pregnant," Jason says.
The couple had discussed having their second baby during their sabbatical, given Taiwan's high quality of birthing and post-natal care for families.
Katie gave birth to their daughter, Ruby, in early July, so the family of four will return to the states in October when she has a passport and is able to travel.
Jason and Katie say their first career-related priority is for one of them to secure a job back in the U.S. as soon as possible to make sure their family has health insurance coverage. Jason says he'll consider taking a lower-paying job that affords more flexibility, like with a company that makes it easier to work summers remote in Taiwan.
Katie, meanwhile, has spent her sabbatical drafting business plans for two startup ideas, a vending machine business and a play cafe for kids and their parents or caregivers, and hopes to continue building out those ideas in the U.S.
As for their journey so far, "it's just been so transformative for the family," he says.