<![CDATA[Passport To Wealth™]]>f7f9cd5e-bde1-5a85-ac54-371bbdc8c978Tue, 07 Apr 2026 06:00:08 +0000Captivate.fmPassport To Wealth™https://artwork.captivate.fm/79bcfc0f-42ca-48d0-9fd4-6feeabecf2e2/Passport-To-Wealth-3.pngPassport To Wealth™Passport To Wealth™Passport To Wealth™Whether you're a U.S. expat, a digital nomad, or someone with ties to the US looking to explore opportunities abroad, join us on Passport to Wealth™. Here we dive into the nuances of cross-border living as a US citizen living abroad. We'll be delving into essential topics such as managing your money while living abroad, staying compliant with US tax regulations, and uncovering stories of fellow expats who have forged the path to financial freedom while living abroad.  So, grab your passport and join us on this journey!https://www.passporttowealth.com/falseepisodichttps://feeds.captivate.fm/passport-to-wealth/71dcd9d0-0195-11f1-bc3e-3bc60c9d3dc2nopodcastUS Expats in France: Real Life After 8 Years and What to ExpectUS Expats in France: Real Life After 8 Years and What to ExpectJessica Govern and Claire Naughton have both lived in Strasbourg, France for eight years. Both are originally from the Chicago area. Both moved abroad in their early twenties with no financial plan, no visa strategy, and no idea they were staying. This episode is their honest accounting of what that actually cost them, and what they got right.

Govern produces the Passport to Wealth podcast and runs a social media management business in France. Naughton works as a fractional CMO and marketing strategist. Together they cover the financial, professional, and personal realities of long-term expat life in France that structured expert interviews rarely reach.

Resources

Find a vetted cross-border financial advisor or tax professional at the Passport to Wealth Directory

Are you a qualified professional serving US expats in France or Europe? Apply to join the directory

Mentioned in this episode:

www.passporttowealth.com

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>Jessica Govern and Claire Naughton have both lived in Strasbourg, France for eight years. Both are originally from the Chicago area. Both moved abroad in their early twenties with no financial plan, no visa strategy, and no idea they were staying. This episode is their honest accounting of what that actually cost them, and what they got right.

Govern produces the Passport to Wealth podcast and runs a social media management business in France. Naughton works as a fractional CMO and marketing strategist. Together they cover the financial, professional, and personal realities of long-term expat life in France that structured expert interviews rarely reach.

Resources

Find a vetted cross-border financial advisor or tax professional at the Passport to Wealth Directory

Are you a qualified professional serving US expats in France or Europe? Apply to join the directory

Mentioned in this episode:

www.passporttowealth.com

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>6aa0e258-aa1b-40ad-b5fc-e39650f6bec3Tue, 07 Apr 2026 08:00:00 +020031:30falsefull313133Moving to Germany: Expat Taxes, Visas, and Money TipsMoving to Germany: Expat Taxes, Visas, and Money TipsThinking about moving to Germany? In this episode of Passport to Wealth™, Arielle Tucker, CFP®, EA, sits down with fellow cross-border financial planner Jordan Vlastuin, CFP®, to unpack what Americans really need to know before relocating.

From choosing the right visa to understanding German tax treaties, federal pensions, and the realities of setting up life abroad, this conversation is packed with insights for expats and future movers alike. Arielle and Jordan discuss the nuances of tax residency, planning before you move, currency risk, and how local advisors can make, or break, your financial plan overseas.

Whether you’re living in Germany or just dreaming about it, you’ll walk away with actionable steps to make your transition smoother and your finances stronger.

Passport to Wealth™ connects Americans living abroad with trusted cross-border financial experts. Visit passporttowealth.com to find vetted advisors, expat resources, and expert interviews.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>Thinking about moving to Germany? In this episode of Passport to Wealth™, Arielle Tucker, CFP®, EA, sits down with fellow cross-border financial planner Jordan Vlastuin, CFP®, to unpack what Americans really need to know before relocating.

From choosing the right visa to understanding German tax treaties, federal pensions, and the realities of setting up life abroad, this conversation is packed with insights for expats and future movers alike. Arielle and Jordan discuss the nuances of tax residency, planning before you move, currency risk, and how local advisors can make, or break, your financial plan overseas.

Whether you’re living in Germany or just dreaming about it, you’ll walk away with actionable steps to make your transition smoother and your finances stronger.

Passport to Wealth™ connects Americans living abroad with trusted cross-border financial experts. Visit passporttowealth.com to find vetted advisors, expat resources, and expert interviews.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>bd67d013-2254-4aa7-b606-7c0aae8177beTue, 31 Mar 2026 08:00:00 +020028:11falsefull312123Retiring Abroad: Hidden Tax and Currency Risks for AmericansRetiring Abroad: Hidden Tax and Currency Risks for AmericansRetiring abroad sounds like the dream. For Americans, the financial reality is far more complex.

In this episode of Passport To Wealth™, Arielle Tucker, CFP®, EA, is joined by Ramin Olson, founder of Nomad Financial and a cross border expert specializing in helping US citizens retire overseas.

Drawing from his global career and personal experience living across Europe, Ramin breaks down the hidden financial risks that many Americans overlook when planning a life abroad. From unexpected tax exposure to currency risk that can quietly impact your purchasing power, this conversation highlights what you need to know before making a move.

Whether you are actively planning your retirement abroad or just exploring the idea, this episode will help you understand what is at stake and how to plan with clarity and confidence.

We cover:

  1. Why your US investment strategy may not work overseas
  2. How currency fluctuations impact your real purchasing power
  3. The tax traps many expats miss, including inheritance tax
  4. What changes when you become a tax resident abroad
  5. How to structure your finances before relocating



Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>Retiring abroad sounds like the dream. For Americans, the financial reality is far more complex.

In this episode of Passport To Wealth™, Arielle Tucker, CFP®, EA, is joined by Ramin Olson, founder of Nomad Financial and a cross border expert specializing in helping US citizens retire overseas.

Drawing from his global career and personal experience living across Europe, Ramin breaks down the hidden financial risks that many Americans overlook when planning a life abroad. From unexpected tax exposure to currency risk that can quietly impact your purchasing power, this conversation highlights what you need to know before making a move.

Whether you are actively planning your retirement abroad or just exploring the idea, this episode will help you understand what is at stake and how to plan with clarity and confidence.

We cover:

  1. Why your US investment strategy may not work overseas
  2. How currency fluctuations impact your real purchasing power
  3. The tax traps many expats miss, including inheritance tax
  4. What changes when you become a tax resident abroad
  5. How to structure your finances before relocating



Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>cc386e50-333a-41ac-9e8b-c5c8d7b06596Tue, 24 Mar 2026 08:00:00 +020029:17falsefull311113How Americans Can Move to Spain: Visas, Taxes, and PlanningHow Americans Can Move to Spain: Visas, Taxes, and PlanningSpain has become one of the most popular destinations for Americans looking to live abroad. But moving to Spain involves much more than choosing a city and applying for a visa.

In this episode of Passport To Wealth™, Arielle Tucker, CFP®, EA, speaks with Carlos Lorenzo, J.D., LL.M., a Spain-based immigration and tax lawyer and founder of American Legal Spain. Carlos works closely with Americans planning a move to Spain, helping them navigate immigration law, tax planning, and long-term residency strategies.

They discuss the most common visa pathways for Americans, how Spain’s tax system differs from the US, and why pre-planning is essential before relocating.

Carlos also explains why many US business structures, such as LLCs and S corporations, may not work the same way in Spain and how digital nomads, retirees, and remote workers should think about structuring their move.

If you are considering relocating to Spain, this episode highlights the legal and tax considerations you need to understand before making the move.

In this episode you will learn:

  1. The most common visa options for Americans moving to Spain
  2. How Spain’s tax system differs from the US
  3. Why LLCs and common US business structures can create tax issues abroad
  4. What digital nomads and remote workers should know before relocating
  5. How Spanish regions compete to attract residents through tax incentives
  6. Why pre-immigration tax planning is critical for US expats


Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>Spain has become one of the most popular destinations for Americans looking to live abroad. But moving to Spain involves much more than choosing a city and applying for a visa.

In this episode of Passport To Wealth™, Arielle Tucker, CFP®, EA, speaks with Carlos Lorenzo, J.D., LL.M., a Spain-based immigration and tax lawyer and founder of American Legal Spain. Carlos works closely with Americans planning a move to Spain, helping them navigate immigration law, tax planning, and long-term residency strategies.

They discuss the most common visa pathways for Americans, how Spain’s tax system differs from the US, and why pre-planning is essential before relocating.

Carlos also explains why many US business structures, such as LLCs and S corporations, may not work the same way in Spain and how digital nomads, retirees, and remote workers should think about structuring their move.

If you are considering relocating to Spain, this episode highlights the legal and tax considerations you need to understand before making the move.

In this episode you will learn:

  1. The most common visa options for Americans moving to Spain
  2. How Spain’s tax system differs from the US
  3. Why LLCs and common US business structures can create tax issues abroad
  4. What digital nomads and remote workers should know before relocating
  5. How Spanish regions compete to attract residents through tax incentives
  6. Why pre-immigration tax planning is critical for US expats


Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>ef094dae-5d7a-47ec-9e06-cf6ca900ef3cTue, 17 Mar 2026 08:00:00 +020030:48falsefull310103Wealth Taxes in the Netherlands: What US Expats Need to KnowWealth Taxes in the Netherlands: What US Expats Need to KnowThe Netherlands has long been one of the most attractive destinations for US expats in Europe. But recent and proposed tax changes could significantly impact how Americans living there build and protect wealth.

In this episode of Passport To Wealth™, Arielle Tucker, CFP®, EA is joined by Kaitlin Krozel, CPA, founder of Krozel Capital, a firm specializing in tax and financial planning for US expats and globally mobile families.

Together they unpack the Dutch tax system, including the controversial Box 3 wealth tax and proposed reforms that could tax unrealized investment gains. Kaitlin explains how the Netherlands’ approach differs from the US tax system and why Americans may face unexpected tax consequences on brokerage accounts, Roth IRAs, and even college savings plans.

They also discuss the famous 30% ruling, recent policy changes affecting expats, and why pre-immigration tax planning has become more important than ever.

If you are considering a move to the Netherlands or already living there, this conversation will help you understand the evolving tax landscape and how to prepare.

In this episode, you will learn:

  1. How the Netherlands’ Box 3 wealth tax works
  2. Why unrealized investment gains may be taxed
  3. How Dutch tax rules treat US retirement accounts
  4. Why Roth IRAs and 529 plans may create unexpected issues
  5. How the 30% ruling has changed for expats
  6. Why tax planning before moving abroad is critical

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>The Netherlands has long been one of the most attractive destinations for US expats in Europe. But recent and proposed tax changes could significantly impact how Americans living there build and protect wealth.

In this episode of Passport To Wealth™, Arielle Tucker, CFP®, EA is joined by Kaitlin Krozel, CPA, founder of Krozel Capital, a firm specializing in tax and financial planning for US expats and globally mobile families.

Together they unpack the Dutch tax system, including the controversial Box 3 wealth tax and proposed reforms that could tax unrealized investment gains. Kaitlin explains how the Netherlands’ approach differs from the US tax system and why Americans may face unexpected tax consequences on brokerage accounts, Roth IRAs, and even college savings plans.

They also discuss the famous 30% ruling, recent policy changes affecting expats, and why pre-immigration tax planning has become more important than ever.

If you are considering a move to the Netherlands or already living there, this conversation will help you understand the evolving tax landscape and how to prepare.

In this episode, you will learn:

  1. How the Netherlands’ Box 3 wealth tax works
  2. Why unrealized investment gains may be taxed
  3. How Dutch tax rules treat US retirement accounts
  4. Why Roth IRAs and 529 plans may create unexpected issues
  5. How the 30% ruling has changed for expats
  6. Why tax planning before moving abroad is critical

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>586dd5f1-8c37-4b64-8745-bb1867c8c44dTue, 10 Mar 2026 08:00:00 +020027:23falsefull3993Understanding US and Canadian Financial Planning: A Comprehensive GuideUnderstanding US and Canadian Financial Planning: A Comprehensive GuideNavigating life and finances across the US.–Canada border can feel overwhelming especially when taxes, investments, citizenship, and estate planning collide.

In this episode of Passport To Wealth™, host Arielle Tucker, CFP®, EA sits down with Lucas Wennersten, CFA, CFP® (Canada), CFP® (USA), founder of 49th Parallel Wealth Management, to unpack the real-world complexities of cross-border financial planning between the United States and Canada.

Lucas shares his personal journey into cross-border planning, explains the key differences between the US. and Canadian tax systems, and highlights the most common (and costly) mistakes expats and globally mobile families make. From dual citizenship and tax treaties to deemed disposition taxes, estate planning pitfalls, healthcare costs, and retirement planning across borders. This episode is packed with practical insights for US. expats, Canadian snowbirds, dual citizens, and anyone considering a move across the border

Takeaways:

  1. In this episode, we discussed the complexities of cross-border financial planning, particularly between the United States and Canada.
  2. Lucas Vennersen emphasized the importance of understanding tax treaties, which can significantly impact clients' financial decisions.
  3. We highlighted that moving from Canada to the U.S. introduces deemed disposition taxes, affecting the taxation of assets.
  4. The podcast explored how dual citizenship can influence taxation and financial planning strategies for families and individuals.
  5. A critical takeaway was the necessity of advanced planning for those transitioning between countries, especially regarding tax implications.
  6. Finally, we concluded that consulting with experienced financial professionals can prevent costly mistakes in cross-border financial matters.

If your life, family, or money touches more than one country, this conversation is essential listening.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>Navigating life and finances across the US.–Canada border can feel overwhelming especially when taxes, investments, citizenship, and estate planning collide.

In this episode of Passport To Wealth™, host Arielle Tucker, CFP®, EA sits down with Lucas Wennersten, CFA, CFP® (Canada), CFP® (USA), founder of 49th Parallel Wealth Management, to unpack the real-world complexities of cross-border financial planning between the United States and Canada.

Lucas shares his personal journey into cross-border planning, explains the key differences between the US. and Canadian tax systems, and highlights the most common (and costly) mistakes expats and globally mobile families make. From dual citizenship and tax treaties to deemed disposition taxes, estate planning pitfalls, healthcare costs, and retirement planning across borders. This episode is packed with practical insights for US. expats, Canadian snowbirds, dual citizens, and anyone considering a move across the border

Takeaways:

  1. In this episode, we discussed the complexities of cross-border financial planning, particularly between the United States and Canada.
  2. Lucas Vennersen emphasized the importance of understanding tax treaties, which can significantly impact clients' financial decisions.
  3. We highlighted that moving from Canada to the U.S. introduces deemed disposition taxes, affecting the taxation of assets.
  4. The podcast explored how dual citizenship can influence taxation and financial planning strategies for families and individuals.
  5. A critical takeaway was the necessity of advanced planning for those transitioning between countries, especially regarding tax implications.
  6. Finally, we concluded that consulting with experienced financial professionals can prevent costly mistakes in cross-border financial matters.

If your life, family, or money touches more than one country, this conversation is essential listening.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>83b8484e-da33-4f60-a076-126d94dfb7b9Tue, 03 Mar 2026 08:00:00 +020030:15falsefull3883Achieving Financial Independence Abroad: Financial Coaching for ExpatsAchieving Financial Independence Abroad: Financial Coaching for ExpatsFinancial independence is possible for US expats, but numbers alone are not enough. Your mindset, habits, and values matter just as much as your investment strategy.

In this episode of Passport To Wealth™, Arielle Tucker, CFP®, EA talks with Blair Hoover, expat financial independence coach and educator, about what it really takes to pursue FIRE while living overseas. After losing money in an offshore savings plan early in her journey, Blair transformed that experience into the foundation of her financial education. Less than a decade later, she and her husband reached financial independence in their mid-40s.

Blair explains why expats are frequently targeted with high fee products, how fear and shame keep many people stuck in cash, and why taking imperfect action is often better than waiting for the perfect plan. She also shares how frugality, relationships, and quality of life can coexist, and how spending in alignment with your values can make the journey sustainable.

If you are dreaming about financial independence abroad but feel overwhelmed, uncertain, or behind, this conversation will show you a practical and human path forward.

Takeaways:

  1. Blair Hoover transitioned from teaching to financial coaching after realizing the complexities of expat finances.
  2. Investing in proper financial education is crucial for expats to avoid losing money in bad investment schemes.
  3. Living frugally and saving aggressively can lead to financial independence in a shorter time frame.
  4. Social connections are important, and spending on relationships can be seen as an investment.
  5. Financial coaching focuses on behavior and values, not just numbers and investments.
  6. Starting your financial journey is more important than optimizing it from the beginning.
  7. Opportunity costs are significant, especially for expats who may have limited investment options.
  8. It's essential to seek professional advice when moving countries to navigate complex tax laws.
  9. Blair emphasizes the importance of ongoing support in financial coaching for sustained success.
  10. Retirement can be achieved earlier through strategic financial planning and disciplined saving.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>Financial independence is possible for US expats, but numbers alone are not enough. Your mindset, habits, and values matter just as much as your investment strategy.

In this episode of Passport To Wealth™, Arielle Tucker, CFP®, EA talks with Blair Hoover, expat financial independence coach and educator, about what it really takes to pursue FIRE while living overseas. After losing money in an offshore savings plan early in her journey, Blair transformed that experience into the foundation of her financial education. Less than a decade later, she and her husband reached financial independence in their mid-40s.

Blair explains why expats are frequently targeted with high fee products, how fear and shame keep many people stuck in cash, and why taking imperfect action is often better than waiting for the perfect plan. She also shares how frugality, relationships, and quality of life can coexist, and how spending in alignment with your values can make the journey sustainable.

If you are dreaming about financial independence abroad but feel overwhelmed, uncertain, or behind, this conversation will show you a practical and human path forward.

Takeaways:

  1. Blair Hoover transitioned from teaching to financial coaching after realizing the complexities of expat finances.
  2. Investing in proper financial education is crucial for expats to avoid losing money in bad investment schemes.
  3. Living frugally and saving aggressively can lead to financial independence in a shorter time frame.
  4. Social connections are important, and spending on relationships can be seen as an investment.
  5. Financial coaching focuses on behavior and values, not just numbers and investments.
  6. Starting your financial journey is more important than optimizing it from the beginning.
  7. Opportunity costs are significant, especially for expats who may have limited investment options.
  8. It's essential to seek professional advice when moving countries to navigate complex tax laws.
  9. Blair emphasizes the importance of ongoing support in financial coaching for sustained success.
  10. Retirement can be achieved earlier through strategic financial planning and disciplined saving.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>2e85c017-7ac0-4e66-8280-c20bfe1359cfTue, 24 Feb 2026 08:00:00 +020032:22falsefull3773What US Expats in Canada Need to Know About Financial PlanningWhat US Expats in Canada Need to Know About Financial PlanningIn this episode of Passport To Wealth™, Arielle Tucker, CFP®, EA sits down with Aditi Kapadia, CFA®, CFP®, founder of Wealth IQ and a cross-border financial planner specializing in US and Canada financial planning.

Aditi shares her personal journey of moving to the US as a Canadian expat, navigating two tax systems, managing cross-border income, and rebuilding her financial framework from the ground up. Together, Arielle and Aditi break down the most common challenges globally mobile professionals face, including tax residency, investment alignment, compensation planning, and major life transitions across borders.

This conversation focuses on clarity over complexity and provides practical, plain-English insights for anyone managing finances between the US and Canada. Whether you are planning a move, already living abroad, or working across borders, this episode offers essential guidance to help you make confident, informed financial decisions.

For a trusted path to expert cross-border guidance don't forget to go to passporttowealth.com .

Takeaways:

  1. Aditi Kapadia is a dual citizen of Canada and the US.
  2. Understanding currency exchange rates is crucial for financial planning.
  3. Credit history in the US is vital and can be challenging for newcomers.
  4. Many people make the mistake of leaving their finances untouched after moving.
  5. Retirement accounts in Canada and the US cannot be combined.
  6. The TFSA in Canada does not provide the same benefits in the US.
  7. Property ownership in Canada has different tax implications than in the US.
  8. Hiring a cross-border accountant can save time and money.
  9. It's important to consult with professionals when moving across borders.
  10. Building a community of support is essential for expatriates.

Chapters:

00:00 Introduction to Cross-Border Financial Planning

04:26 Navigating Currency and Exchange Rates

09:24 Understanding Credit History and Financial Systems

13:52 Common Mistakes in Cross-Border Financial Planning

22:51 Retirement Accounts and Property Ownership

27:22 The Importance of Hiring a Cross-Border Accountant

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>In this episode of Passport To Wealth™, Arielle Tucker, CFP®, EA sits down with Aditi Kapadia, CFA®, CFP®, founder of Wealth IQ and a cross-border financial planner specializing in US and Canada financial planning.

Aditi shares her personal journey of moving to the US as a Canadian expat, navigating two tax systems, managing cross-border income, and rebuilding her financial framework from the ground up. Together, Arielle and Aditi break down the most common challenges globally mobile professionals face, including tax residency, investment alignment, compensation planning, and major life transitions across borders.

This conversation focuses on clarity over complexity and provides practical, plain-English insights for anyone managing finances between the US and Canada. Whether you are planning a move, already living abroad, or working across borders, this episode offers essential guidance to help you make confident, informed financial decisions.

For a trusted path to expert cross-border guidance don't forget to go to passporttowealth.com .

Takeaways:

  1. Aditi Kapadia is a dual citizen of Canada and the US.
  2. Understanding currency exchange rates is crucial for financial planning.
  3. Credit history in the US is vital and can be challenging for newcomers.
  4. Many people make the mistake of leaving their finances untouched after moving.
  5. Retirement accounts in Canada and the US cannot be combined.
  6. The TFSA in Canada does not provide the same benefits in the US.
  7. Property ownership in Canada has different tax implications than in the US.
  8. Hiring a cross-border accountant can save time and money.
  9. It's important to consult with professionals when moving across borders.
  10. Building a community of support is essential for expatriates.

Chapters:

00:00 Introduction to Cross-Border Financial Planning

04:26 Navigating Currency and Exchange Rates

09:24 Understanding Credit History and Financial Systems

13:52 Common Mistakes in Cross-Border Financial Planning

22:51 Retirement Accounts and Property Ownership

27:22 The Importance of Hiring a Cross-Border Accountant

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>418e90a1-2c2b-455b-b05d-07b51c7d8436Tue, 17 Feb 2026 08:00:00 +020033:41falsefull3663Buying Property in Costa Rica: Tax Traps US Expats Must AvoidBuying Property in Costa Rica: Tax Traps US Expats Must AvoidBuying real estate abroad can be an exciting step for US expats and globally minded investors, but the tax mistakes can be costly without proper planning.

In this episode of Passport To Wealth™, Arielle Tucker, EA, CFP, is joined by Alex McGowin, CPA, an international tax expert with deep experience advising US expats and Americans investing abroad. Together, they break down the most common tax traps US citizens face when purchasing property in countries like Costa Rica, Panama, and across Latin America.

Alex explains why foreign LLCs rarely work the way Americans expect, how missed elections can turn capital gains into ordinary income, and why many expats unknowingly create controlled foreign corporations that lead to compliance headaches and unnecessary taxes. They also discuss rental properties, Airbnb income, personal use rules, and what happens when investors wait too long to get proper advice.

If you are considering buying property abroad or already own foreign real estate, this episode will help you understand the hidden risks, planning opportunities, and why getting advice on the front end can protect your long term wealth.

Takeaways

  1. Specialization in international tax is crucial for providing value.
  2. Many clients are unaware of the complexities of foreign tax laws.
  3. Building a network of trusted professionals is essential.
  4. Real estate investments in Latin America come with unique challenges.
  5. Understanding local laws is key to successful property ownership.
  6. Tax compliance is a continuous process, not just a yearly task.
  7. Engaging with clients early can prevent costly mistakes.
  8. The US tax system often conflicts with foreign tax systems.
  9. Proper structuring of foreign investments can save taxes.
  10. Visiting potential investment locations is important before purchasing.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>Buying real estate abroad can be an exciting step for US expats and globally minded investors, but the tax mistakes can be costly without proper planning.

In this episode of Passport To Wealth™, Arielle Tucker, EA, CFP, is joined by Alex McGowin, CPA, an international tax expert with deep experience advising US expats and Americans investing abroad. Together, they break down the most common tax traps US citizens face when purchasing property in countries like Costa Rica, Panama, and across Latin America.

Alex explains why foreign LLCs rarely work the way Americans expect, how missed elections can turn capital gains into ordinary income, and why many expats unknowingly create controlled foreign corporations that lead to compliance headaches and unnecessary taxes. They also discuss rental properties, Airbnb income, personal use rules, and what happens when investors wait too long to get proper advice.

If you are considering buying property abroad or already own foreign real estate, this episode will help you understand the hidden risks, planning opportunities, and why getting advice on the front end can protect your long term wealth.

Takeaways

  1. Specialization in international tax is crucial for providing value.
  2. Many clients are unaware of the complexities of foreign tax laws.
  3. Building a network of trusted professionals is essential.
  4. Real estate investments in Latin America come with unique challenges.
  5. Understanding local laws is key to successful property ownership.
  6. Tax compliance is a continuous process, not just a yearly task.
  7. Engaging with clients early can prevent costly mistakes.
  8. The US tax system often conflicts with foreign tax systems.
  9. Proper structuring of foreign investments can save taxes.
  10. Visiting potential investment locations is important before purchasing.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>919b7ed5-3d26-4107-84f0-5a689f075ed0Tue, 10 Feb 2026 08:00:00 +020028:01falsefull3553One Big Beautiful Bill: Key Takeaways for Americans AbroadOne Big Beautiful Bill: Key Takeaways for Americans AbroadIn this episode of Passport To Wealth™, Arielle Tucker, CFP®, EA is joined by Melissa Groves, CPA of Blue Haven Tax to break down what the One Big Beautiful Bill Act actually means for Americans living abroad.

Together, they unpack the reality behind the headlines and address a common misconception among US expats that this legislation would eliminate the requirement to file US tax returns while living overseas. Spoiler alert: it does not.

The conversation dives into what has changed, what has not, and how updated income thresholds and filing rules may impact US citizens abroad. Arielle and Melissa also discuss why thoughtful planning and professional guidance remain essential when navigating US tax obligations as an expat.

This episode offers clarity, context, and practical insight for Americans abroad who want to stay compliant while making informed financial decisions. It is a must listen for anyone looking to better understand how US tax policy continues to affect life beyond US borders.

Key Takeaways:

  1. Melissa Groves has over 17 years of experience in cross-border finance.
  2. The One Big Beautiful Bill aims to simplify tax codes but has minimal impact on expats.
  3. US citizens must file taxes regardless of where they earn their income.
  4. Filing thresholds have increased slightly for the 2025 tax year.
  5. Married filing jointly can be beneficial for US expats with non-US spouses.
  6. Self-employed individuals have low filing thresholds that can lead to compliance issues.
  7. Understanding filing statuses is crucial for tax planning.
  8. Expats should be aware of their tax obligations in both the US and their resident country.
  9. Researching tax implications is essential before moving abroad.
  10. Access to professional advice can significantly ease the transition for expats.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>In this episode of Passport To Wealth™, Arielle Tucker, CFP®, EA is joined by Melissa Groves, CPA of Blue Haven Tax to break down what the One Big Beautiful Bill Act actually means for Americans living abroad.

Together, they unpack the reality behind the headlines and address a common misconception among US expats that this legislation would eliminate the requirement to file US tax returns while living overseas. Spoiler alert: it does not.

The conversation dives into what has changed, what has not, and how updated income thresholds and filing rules may impact US citizens abroad. Arielle and Melissa also discuss why thoughtful planning and professional guidance remain essential when navigating US tax obligations as an expat.

This episode offers clarity, context, and practical insight for Americans abroad who want to stay compliant while making informed financial decisions. It is a must listen for anyone looking to better understand how US tax policy continues to affect life beyond US borders.

Key Takeaways:

  1. Melissa Groves has over 17 years of experience in cross-border finance.
  2. The One Big Beautiful Bill aims to simplify tax codes but has minimal impact on expats.
  3. US citizens must file taxes regardless of where they earn their income.
  4. Filing thresholds have increased slightly for the 2025 tax year.
  5. Married filing jointly can be beneficial for US expats with non-US spouses.
  6. Self-employed individuals have low filing thresholds that can lead to compliance issues.
  7. Understanding filing statuses is crucial for tax planning.
  8. Expats should be aware of their tax obligations in both the US and their resident country.
  9. Researching tax implications is essential before moving abroad.
  10. Access to professional advice can significantly ease the transition for expats.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>3ca56135-0b1f-4ae8-8cf6-e951eb9a2b08Tue, 03 Feb 2026 08:00:00 +020031:18falsefull3443Raising a Family Abroad: A Guide for American Expats Working OverseasRaising a Family Abroad: A Guide for American Expats Working OverseasRaising a Family Abroad as American Expats: Working Overseas with Kids

What does it really take to build a life abroad when you are not just moving for work, but raising a family at the same time?

In this episode of Passport To Wealth™, Arielle Tucker CFP®,EA sits down with Monica Virga Alborno, an expert in supporting Americans working abroad, to unpack the realities of expat family life. Together, they explore how career decisions, immigration status, and long-term planning change when children are part of the picture.

Monica shares practical insights on navigating international moves with a family, balancing professional opportunities with stability, and understanding how visas, work authorization, and residency rules impact both parents and children. The conversation highlights the often-overlooked emotional and logistical challenges expat families face, from schooling decisions to maintaining continuity while living internationally.

This episode is essential listening for Americans working abroad, globally mobile professionals, and families considering an international move who want clarity, realistic expectations, and a stronger foundation for long-term success overseas.

Takeaways:

  1. Monica is a former Fortune 500 executive who now focuses on conscious family living.
  2. She has lived in multiple countries and values experiential learning.
  3. Norway offers a unique lifestyle that prioritizes work-life balance.
  4. Cultural shocks include the efficiency of public transport and strict work hours.
  5. Raising children in Norway provides access to excellent healthcare and education.
  6. The Norwegian parental leave policy is generous and supportive for families.
  7. Monica's children attend a nature-based preschool that emphasizes outdoor learning.
  8. Living in Norway has allowed Monica to create a stable home for her family.
  9. Understanding what you can contribute to a new country is crucial for expats.
  10. Exploring a country like a local can provide valuable insights before moving.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>Raising a Family Abroad as American Expats: Working Overseas with Kids

What does it really take to build a life abroad when you are not just moving for work, but raising a family at the same time?

In this episode of Passport To Wealth™, Arielle Tucker CFP®,EA sits down with Monica Virga Alborno, an expert in supporting Americans working abroad, to unpack the realities of expat family life. Together, they explore how career decisions, immigration status, and long-term planning change when children are part of the picture.

Monica shares practical insights on navigating international moves with a family, balancing professional opportunities with stability, and understanding how visas, work authorization, and residency rules impact both parents and children. The conversation highlights the often-overlooked emotional and logistical challenges expat families face, from schooling decisions to maintaining continuity while living internationally.

This episode is essential listening for Americans working abroad, globally mobile professionals, and families considering an international move who want clarity, realistic expectations, and a stronger foundation for long-term success overseas.

Takeaways:

  1. Monica is a former Fortune 500 executive who now focuses on conscious family living.
  2. She has lived in multiple countries and values experiential learning.
  3. Norway offers a unique lifestyle that prioritizes work-life balance.
  4. Cultural shocks include the efficiency of public transport and strict work hours.
  5. Raising children in Norway provides access to excellent healthcare and education.
  6. The Norwegian parental leave policy is generous and supportive for families.
  7. Monica's children attend a nature-based preschool that emphasizes outdoor learning.
  8. Living in Norway has allowed Monica to create a stable home for her family.
  9. Understanding what you can contribute to a new country is crucial for expats.
  10. Exploring a country like a local can provide valuable insights before moving.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>9bcd4bae-0246-479b-96e9-8aa05068e44fTue, 27 Jan 2026 08:00:00 +020029:57falsefull3333How to Live As a Digital Nomad in EuropeHow to Live As a Digital Nomad in EuropeIn this episode of Passport To Wealth™, Arielle Tucker CFP®, EA sits down with international bestselling author and speaker Jordan Tarver to explore what it truly means to choose a nomadic life abroad as an American. After surviving a life changing car accident, Jordan made a conscious decision to stop living on autopilot and begin designing a life rooted in intention, awareness, and personal alignment. That decision ultimately led him to leave the US and live nomadically across Europe.

Jordan shares the mindset shifts that helped him embrace uncertainty, redefine success, and navigate the emotional realities of building a life outside the United States. The conversation explores the internal work required to make bold life changes, including cultivating stillness, journaling, and developing clarity around what is trying to emerge in your life.

The episode also addresses the practical realities Americans face when living abroad, including visa limitations, citizenship through ancestry, and the logistical considerations of long term life in Europe. This conversation offers both inspiration and grounded guidance for Americans considering a move abroad or rethinking what a meaningful life can look like beyond traditional expectations.

Takeaways:

  1. In this episode, we explored the transformative journey of Jordan Tarver, who embraced a nomadic lifestyle throughout Europe after a life-altering experience.
  2. Listeners will benefit from understanding the importance of awareness in initiating meaningful life changes and pursuing one's dreams.
  3. We discussed practical strategies for cultivating stillness and reflection, including journaling and meditation, as essential tools for personal growth.
  4. Jordan emphasized the significance of dual citizenship and the various visa options available for Americans wishing to live abroad long-term.
  5. The conversation highlighted the challenges and opportunities of building community while living a nomadic lifestyle in different countries.
  6. We examined the contrasting work-life balance between the United States and Europe, underlining the value of prioritizing personal well-being over incessant hustle.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>In this episode of Passport To Wealth™, Arielle Tucker CFP®, EA sits down with international bestselling author and speaker Jordan Tarver to explore what it truly means to choose a nomadic life abroad as an American. After surviving a life changing car accident, Jordan made a conscious decision to stop living on autopilot and begin designing a life rooted in intention, awareness, and personal alignment. That decision ultimately led him to leave the US and live nomadically across Europe.

Jordan shares the mindset shifts that helped him embrace uncertainty, redefine success, and navigate the emotional realities of building a life outside the United States. The conversation explores the internal work required to make bold life changes, including cultivating stillness, journaling, and developing clarity around what is trying to emerge in your life.

The episode also addresses the practical realities Americans face when living abroad, including visa limitations, citizenship through ancestry, and the logistical considerations of long term life in Europe. This conversation offers both inspiration and grounded guidance for Americans considering a move abroad or rethinking what a meaningful life can look like beyond traditional expectations.

Takeaways:

  1. In this episode, we explored the transformative journey of Jordan Tarver, who embraced a nomadic lifestyle throughout Europe after a life-altering experience.
  2. Listeners will benefit from understanding the importance of awareness in initiating meaningful life changes and pursuing one's dreams.
  3. We discussed practical strategies for cultivating stillness and reflection, including journaling and meditation, as essential tools for personal growth.
  4. Jordan emphasized the significance of dual citizenship and the various visa options available for Americans wishing to live abroad long-term.
  5. The conversation highlighted the challenges and opportunities of building community while living a nomadic lifestyle in different countries.
  6. We examined the contrasting work-life balance between the United States and Europe, underlining the value of prioritizing personal well-being over incessant hustle.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>c74ce944-bf21-463e-97c7-be7dcbffb19cTue, 20 Jan 2026 08:00:00 +020025:27falsefull3223Building Wealth Beyond Borders: Season Three LaunchBuilding Wealth Beyond Borders: Season Three LaunchSeason 3 of Passport To Wealth™ marks an exciting next chapter focused on the real financial, tax, and immigration challenges Americans face when living abroad. Hosted by Arielle Tucker CFP®, EA, this season goes beyond surface level advice to deliver practical guidance on US expat taxes, cross border financial planning, visas, and relocation strategy.

Listeners will hear from trusted experts and real US expats navigating life overseas, alongside the launch of Passport To Wealth™’s growing network of vetted fiduciary advisors. The goal is simple and powerful: to give Americans abroad the clarity, tools, and support they need to confidently build a life beyond US borders.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>Season 3 of Passport To Wealth™ marks an exciting next chapter focused on the real financial, tax, and immigration challenges Americans face when living abroad. Hosted by Arielle Tucker CFP®, EA, this season goes beyond surface level advice to deliver practical guidance on US expat taxes, cross border financial planning, visas, and relocation strategy.

Listeners will hear from trusted experts and real US expats navigating life overseas, alongside the launch of Passport To Wealth™’s growing network of vetted fiduciary advisors. The goal is simple and powerful: to give Americans abroad the clarity, tools, and support they need to confidently build a life beyond US borders.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>e7488765-f96b-4399-8db0-2945b9bb0445Thu, 15 Jan 2026 08:00:00 +020003:13falsefull3113U.S. Expat Taxes: Year-End Strategies You Can't MissU.S. Expat Taxes: Year-End Strategies You Can't MissMoving abroad is exciting, but navigating US taxes as an expat can be overwhelming, confusing, and full of expensive pitfalls. In this episode, we sit down with Emily Haines, CPA, the CEO & Founder of Xpatax Solutions, and Arielle Tucker, CFP®, EA, to break down the biggest mistakes Americans make when living and working overseas and how to avoid them.

Whether you're already an expat or preparing to move abroad, this episode gives you the clarity you need on topics like foreign tax credits (Form 1116), PFICs, foreign pensions, local retirement accounts, the Foreign Earned Income Exclusion (FEIE), and year-end tax planning for US citizens abroad.

Emily and Arielle explain why the US and foreign tax systems often don’t align, how well-meaning expats unintentionally create long-term tax problems, and what you should review each year to stay compliant and optimize your global financial strategy.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>Moving abroad is exciting, but navigating US taxes as an expat can be overwhelming, confusing, and full of expensive pitfalls. In this episode, we sit down with Emily Haines, CPA, the CEO & Founder of Xpatax Solutions, and Arielle Tucker, CFP®, EA, to break down the biggest mistakes Americans make when living and working overseas and how to avoid them.

Whether you're already an expat or preparing to move abroad, this episode gives you the clarity you need on topics like foreign tax credits (Form 1116), PFICs, foreign pensions, local retirement accounts, the Foreign Earned Income Exclusion (FEIE), and year-end tax planning for US citizens abroad.

Emily and Arielle explain why the US and foreign tax systems often don’t align, how well-meaning expats unintentionally create long-term tax problems, and what you should review each year to stay compliant and optimize your global financial strategy.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>https://api.spreaker.com/episode/68901480Tue, 09 Dec 2025 07:00:00 +020025:18falsefull220202Moving abroad is exciting, but navigating US taxes as an expat can be overwhelming, confusing, and full of expensive pitfalls. In this episode, we sit down with https://www.linkedin.com/in/emilyhaines/ (Emily Haines, CPA), the CEO and Founder of https://xpataxsolutions.com/ (Xpatax Solutions), andhttps://www.linkedin.com/in/arielletucker/ ( Arielle Tucker, CFP®, EA,) to break down the biggest mistakes Americans make when living and working overseas and how to avoid them. Whether you're already an expat or preparing to move abroad, this episode gives you the clarity you need on topics like foreign tax credits (Form 1116), PFICs, foreign pensions, local retirement accounts, the Foreign Earned Income Exclusion (FEIE), and year-end tax planning for US citizens abroad. Emily and Arielle explain why the US and foreign tax systems often don’t align, how well-meaning expats unintentionally create long-term tax problems, and what you should review each year to stay compliant and optimize your global financial strategy.How to Thrive Abroad: A Psychologist’s Guide for US ExpatsHow to Thrive Abroad: A Psychologist’s Guide for US ExpatsWhat does it take to truly thrive abroad, not just survive?In this eye-opening episode, host Arielle Tucker CFP®, EA sits down with intercultural psychologist and expat coach Deborah Dahab to explore the deeper, often overlooked side of international relocation.

Together, they unpack why moving abroad isn’t a magic fix and how Americans can better prepare emotionally and psychologically for the journey. Deborah shares personal stories from her own expat life, practical strategies for building resilience, and the importance of defining your own version of success. From understanding cultural shock to building a support system and aligning your goals with your move, this conversation is packed with valuable insights for anyone dreaming of a life overseas.

Whether you’re planning your first move abroad or reevaluating life as a long-time expat, this episode will help you shift your mindset, clarify your purpose, and thrive wherever you land.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>What does it take to truly thrive abroad, not just survive?In this eye-opening episode, host Arielle Tucker CFP®, EA sits down with intercultural psychologist and expat coach Deborah Dahab to explore the deeper, often overlooked side of international relocation.

Together, they unpack why moving abroad isn’t a magic fix and how Americans can better prepare emotionally and psychologically for the journey. Deborah shares personal stories from her own expat life, practical strategies for building resilience, and the importance of defining your own version of success. From understanding cultural shock to building a support system and aligning your goals with your move, this conversation is packed with valuable insights for anyone dreaming of a life overseas.

Whether you’re planning your first move abroad or reevaluating life as a long-time expat, this episode will help you shift your mindset, clarify your purpose, and thrive wherever you land.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>https://api.spreaker.com/episode/68539218Tue, 18 Nov 2025 07:00:00 +020030:34falsefull219192What does it take to truly thrive abroad, not just survive?In this eye-opening episode, host https://www.linkedin.com/in/arielletucker/ (Arielle Tucker CFP®, EA) sits down with intercultural psychologist and expat coach http://www.deborahdahab.com/ (Deborah Dahab) to explore the deeper, often overlooked side of international relocation. Together, they unpack why moving abroad isn’t a magic fix and how Americans can better prepare emotionally and psychologically for the journey.Deborah shares personal stories from her own expat life, practical strategies for building resilience, and the importance of defining your own version of success. From understanding cultural shock to building a support system and aligning your goals with your move, this conversation is packed with valuable insights for anyone dreaming of a life overseas. Whether you’re planning your first move abroad or reevaluating life as a long-time expat, this episode will help you shift your mindset, clarify your purpose, and thrive wherever you land.Moving to Spain from the US: What Americans Need to KnowMoving to Spain from the US: What Americans Need to KnowIn this episode of Passport to Wealth™, host Arielle Tucker, CFP®, EA, sits down with Christopher J. Hughey, entrepreneur and founder of Americans Moving to Spain, to uncover what US citizens really need to know before taking the leap abroad. From navigating Spain’s digital nomad and non-lucrative visas to understanding how culture, bureaucracy, and lifestyle differ from the US, this episode pulls back the curtain on what life in Spain truly looks like for Americans.

Christopher shares what inspired him to create a platform helping thousands of US expats move abroad, the most common mistakes Americans make when relocating to Spain, and how to prepare financially, emotionally, and logistically for your move. Whether you’re exploring retirement abroad, remote work in Spain, or simply dreaming of Mediterranean life, this conversation is packed with actionable insight, practical visa guidance, and hard-earned wisdom for anyone ready to start a new chapter overseas.


For a trusted path to expert cross-border guidance don't forget to go to passporttowealth.com .

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>In this episode of Passport to Wealth™, host Arielle Tucker, CFP®, EA, sits down with Christopher J. Hughey, entrepreneur and founder of Americans Moving to Spain, to uncover what US citizens really need to know before taking the leap abroad. From navigating Spain’s digital nomad and non-lucrative visas to understanding how culture, bureaucracy, and lifestyle differ from the US, this episode pulls back the curtain on what life in Spain truly looks like for Americans.

Christopher shares what inspired him to create a platform helping thousands of US expats move abroad, the most common mistakes Americans make when relocating to Spain, and how to prepare financially, emotionally, and logistically for your move. Whether you’re exploring retirement abroad, remote work in Spain, or simply dreaming of Mediterranean life, this conversation is packed with actionable insight, practical visa guidance, and hard-earned wisdom for anyone ready to start a new chapter overseas.


For a trusted path to expert cross-border guidance don't forget to go to passporttowealth.com .

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>https://api.spreaker.com/episode/68463609Tue, 11 Nov 2025 07:00:00 +020029:55falsefull218182In this episode of Passport to Wealth™, host https://www.linkedin.com/in/arielletucker/ (Arielle Tucker, CFP®, EA,) sits down with https://www.facebook.com/share/14HMwoGLfiv/?mibextid=wwXIfr (Christopher J. Hughey), entrepreneur and founder of http://www.americansmovingtospain.com/ (Americans Moving to Spain), to uncover what US citizens really need to know before taking the leap abroad. From navigating Spain’s digital nomad and non-lucrative visas to understanding how culture, bureaucracy, and lifestyle differ from the US, this episode pulls back the curtain on what life in Spain truly looks like for Americans. Christopher shares what inspired him to create a platform helping thousands of US expats move abroad, the most common mistakes Americans make when relocating to Spain, and how to prepare financially, emotionally, and logistically for your move. Whether you’re exploring retirement abroad, remote work in Spain, or simply dreaming of Mediterranean life, this conversation is packed with actionable insight, practical visa guidance, and hard-earned wisdom for anyone ready to start a new chapter overseas.Financial Planning Tips for US Expats & Global ProfessionalsFinancial Planning Tips for US Expats & Global ProfessionalsArielle Tucker, CFP®, EA is joined by cross-border financial expert Jane Mepham, CFP®, founder of Elgon Financial Advisors and host of the International Money Cafe podcast. Together, they dive deep into the financial, legal, and tax challenges immigrants, expats, and globally mobile professionals face when moving to or from the United States.

Whether you're entering the U.S. on a work visa like H-1B or L-1, or preparing to repatriate or retire abroad, this episode covers the real-world planning opportunities and pitfalls that could cost you thousands if overlooked. 

This episode is essential listening for immigrants, foreign nationals, and U.S. expats who want to make smarter financial decisions and avoid the common traps around taxation, compliance, and wealth preservation.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>Arielle Tucker, CFP®, EA is joined by cross-border financial expert Jane Mepham, CFP®, founder of Elgon Financial Advisors and host of the International Money Cafe podcast. Together, they dive deep into the financial, legal, and tax challenges immigrants, expats, and globally mobile professionals face when moving to or from the United States.

Whether you're entering the U.S. on a work visa like H-1B or L-1, or preparing to repatriate or retire abroad, this episode covers the real-world planning opportunities and pitfalls that could cost you thousands if overlooked. 

This episode is essential listening for immigrants, foreign nationals, and U.S. expats who want to make smarter financial decisions and avoid the common traps around taxation, compliance, and wealth preservation.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>https://api.spreaker.com/episode/68363445Tue, 04 Nov 2025 07:00:08 +020029:53falsefull217172In this episode of Passport to Wealth™, host <a href="https://www.linkedin.com/in/arielletucker/" target="_blank" rel="noreferrer noopener">Arielle Tucker, CFP®, EA</a> is joined by cross-border financial expert <a href="https://www.linkedin.com/in/janemepham/" target="_blank" rel="noreferrer noopener">Jane Mepham, CFP®,</a> founder of <a href="https://elgonfa.com/" target="_blank" rel="noreferrer noopener">Elgon Financial Advisors</a> and host of the<a href="https://www.theimcafe.com/" target="_blank" rel="noreferrer noopener"> International Money Cafe podcast</a>. Together, they dive deep into the financial, legal, and tax challenges immigrants, expats, and globally mobile professionals face when moving to or from the United States.<br /><br />Whether you're entering the U.S. on a work visa like H-1B or L-1, or preparing to repatriate or retire abroad, this episode covers the real-world planning opportunities and pitfalls that could cost you thousands if overlooked. <br /><br />This episode is essential listening for immigrants, foreign nationals, and U.S. expats who want to make smarter financial decisions and avoid the common traps around taxation, compliance, and wealth preservation.Would You Move Abroad for Love? One American's Journey to ItalyWould You Move Abroad for Love? One American's Journey to ItalyIn this episode of

For a trusted path to expert cross-border guidance don't forget to go to passporttowealth.com .

, host Arielle Tucker, CFP®, EA sits down with Ambika Mathur, model, creator, and founder of Travel with Amby, to explore her journey from Southern California to Naples, Italy. After dreaming of life abroad for years, Ambika took a leap of faith by booking a one-way ticket to Europe that led her not only to a new country but also to love.

Today, she shares her honest insights about what it’s really like to move abroad as an American: from navigating visas and language barriers to finding belonging in a new culture. Together, Arielle and Ambika discuss the realities of expat life, the challenges of starting over, and the rewards of embracing uncertainty.


Whether you’re considering your own move overseas or simply curious about life in Italy, this episode offers both inspiration and practical wisdom for your global journey.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>In this episode of

For a trusted path to expert cross-border guidance don't forget to go to passporttowealth.com .

, host Arielle Tucker, CFP®, EA sits down with Ambika Mathur, model, creator, and founder of Travel with Amby, to explore her journey from Southern California to Naples, Italy. After dreaming of life abroad for years, Ambika took a leap of faith by booking a one-way ticket to Europe that led her not only to a new country but also to love.

Today, she shares her honest insights about what it’s really like to move abroad as an American: from navigating visas and language barriers to finding belonging in a new culture. Together, Arielle and Ambika discuss the realities of expat life, the challenges of starting over, and the rewards of embracing uncertainty.


Whether you’re considering your own move overseas or simply curious about life in Italy, this episode offers both inspiration and practical wisdom for your global journey.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>https://api.spreaker.com/episode/68262337Tue, 28 Oct 2025 07:00:00 +020024:32falsefull216162In this episode of Passport to Wealth™, host https://www.linkedin.com/in/arielletucker/ (Arielle Tucker, CFP®, EA) sits down with https://www.linkedin.com/in/ambika-mathur-4477142ab/ (Ambika Mathur), model, creator, and founder of https://www.travelwithamby.com/ (Travel with Amby), to explore her journey from Southern California to Naples, Italy. After dreaming of life abroad for years, Ambika took a leap of faith by booking a one-way ticket to Europe that led her not only to a new country but also to love. Today, she shares her honest insights about what it’s really like to move abroad as an American: from navigating visas and language barriers to finding belonging in a new culture. Together, Arielle and Ambika discuss the realities of expat life, the challenges of starting over, and the rewards of embracing uncertainty. Whether you’re considering your own move overseas or simply curious about life in Italy, this episode offers both inspiration and practical wisdom for your global journey.From Visas to Venture: How Tech Streamlines Global RelocationFrom Visas to Venture: How Tech Streamlines Global RelocationArielle Tucker, CFP®, EA, sits down with Saaya Sorrells-Weatherford, the CEO and co-founder of Emigreat, a regtech startup simplifying the global relocation process for companies and immigrants alike.

Saaya shares her deeply personal story of navigating complex immigration systems across multiple countries, from her multicultural upbringing in Japan to building a purpose-driven tech company in Sweden. Together, Arielle and Saaya discuss the realities of moving abroad, the hidden challenges of cross-border living, and the rising global trends shaping immigration policy. This thoughtful conversation unpacks what it means to be an “accidental entrepreneur,” the biases immigrants face in international job markets, and how technology can make relocation fairer and more transparent.

Whether you’re an aspiring expat, startup founder, or globally minded professional, this episode offers practical insights into resilience, adaptability, and building meaningful impact through innovation.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>Arielle Tucker, CFP®, EA, sits down with Saaya Sorrells-Weatherford, the CEO and co-founder of Emigreat, a regtech startup simplifying the global relocation process for companies and immigrants alike.

Saaya shares her deeply personal story of navigating complex immigration systems across multiple countries, from her multicultural upbringing in Japan to building a purpose-driven tech company in Sweden. Together, Arielle and Saaya discuss the realities of moving abroad, the hidden challenges of cross-border living, and the rising global trends shaping immigration policy. This thoughtful conversation unpacks what it means to be an “accidental entrepreneur,” the biases immigrants face in international job markets, and how technology can make relocation fairer and more transparent.

Whether you’re an aspiring expat, startup founder, or globally minded professional, this episode offers practical insights into resilience, adaptability, and building meaningful impact through innovation.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>https://api.spreaker.com/episode/68191127Tue, 21 Oct 2025 06:00:08 +020037:16falsefull215152In this episode of the Passport to Wealth™, host <a href="https://www.linkedin.com/in/arielletucker/" target="_blank" rel="noreferrer noopener">Arielle Tucker, CFP®, EA</a>, sits down with <a href="https://www.linkedin.com/in/saayasw/" target="_blank" rel="noreferrer noopener">Saaya Sorrells-Weatherford</a>, the CEO and co-founder of<a href="https://emigreat.io/" target="_blank" rel="noreferrer noopener"> Emigreat</a>, a regtech startup simplifying the global relocation process for companies and immigrants alike.<br /><br />Saaya shares her deeply personal story of navigating complex immigration systems across multiple countries, from her multicultural upbringing in Japan to building a purpose-driven tech company in Sweden. Together, Arielle and Saaya discuss the realities of moving abroad, the hidden challenges of cross-border living, and the rising global trends shaping immigration policy. This thoughtful conversation unpacks what it means to be an “accidental entrepreneur,” the biases immigrants face in international job markets, and how technology can make relocation fairer and more transparent.<br /><br />Whether you’re an aspiring expat, startup founder, or globally minded professional, this episode offers practical insights into resilience, adaptability, and building meaningful impact through innovation.Raising Kids Abroad: Expert Tips for Creating Strong Expat FamiliesRaising Kids Abroad: Expert Tips for Creating Strong Expat FamiliesArielle Tucker, CFP® EA, sits down with Angela Vitiello MBA, MS Ed, founder of the Expat Parenting Collective, to explore how globally mobile families can thrive through transition. A coach, researcher, and expat parenting expert, Angela has lived in four countries across three continents and now helps families strengthen their communication, resilience, and relationships as they navigate expat life.

From identity shifts and parental burnout to raising third culture kids and managing cross-cultural partnerships, Angela shares her research and lived experience to help parents build emotional awareness, stronger partnerships, and healthier family systems abroad.

Whether you are preparing for your first international move or already raising your family overseas, this conversation will help you understand how to create stability, connection, and growth in your expat journey.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>Arielle Tucker, CFP® EA, sits down with Angela Vitiello MBA, MS Ed, founder of the Expat Parenting Collective, to explore how globally mobile families can thrive through transition. A coach, researcher, and expat parenting expert, Angela has lived in four countries across three continents and now helps families strengthen their communication, resilience, and relationships as they navigate expat life.

From identity shifts and parental burnout to raising third culture kids and managing cross-cultural partnerships, Angela shares her research and lived experience to help parents build emotional awareness, stronger partnerships, and healthier family systems abroad.

Whether you are preparing for your first international move or already raising your family overseas, this conversation will help you understand how to create stability, connection, and growth in your expat journey.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>https://api.spreaker.com/episode/68074193Tue, 14 Oct 2025 06:00:08 +020023:23falsefull214142Raising children abroad comes with unique rewards and challenges. In this episode, host <a href="https://www.linkedin.com/in/arielletucker/" target="_blank" rel="noreferrer noopener">Arielle Tucker, CFP® EA,</a> sits down with <a href="https://www.linkedin.com/in/angela-vitiello-mba-ms-ed/" target="_blank" rel="noreferrer noopener">Angela Vitiello MBA, MS Ed, </a>founder of the <a href="https://www.expatparentingcollective.com/" target="_blank" rel="noreferrer noopener">Expat Parenting Collective</a>, to explore how globally mobile families can thrive through transition. A coach, researcher, and expat parenting expert, Angela has lived in four countries across three continents and now helps families strengthen their communication, resilience, and relationships as they navigate expat life.<br /><br />From identity shifts and parental burnout to raising third culture kids and managing cross-cultural partnerships, Angela shares her research and lived experience to help parents build emotional awareness, stronger partnerships, and healthier family systems abroad.<br /><br />Whether you are preparing for your first international move or already raising your family overseas, this conversation will help you understand how to create stability, connection, and growth in your expat journey.Moving to Europe After 30: Visas, Challenges, and Life AbroadMoving to Europe After 30: Visas, Challenges, and Life AbroadCepee Tabibian, founder of She Hit Refresh, proves otherwise.

At 35, she sold her belongings, left Texas, and moved to Spain, a dream she had been chasing since she first visited Madrid at 21. That leap changed her life and sparked a movement.

Today, Cepee is the author of I’m Outta Here: An American’s Ultimate Visa Guide to Living in Europe, featured in Forbes as a trusted resource for Americans navigating the visa process. Through her masterclasses, her private membership community, and the She Hit Refresh social platforms, she has helped thousands of women over 30 take their own bold steps toward a life abroad.

In this episode, Cepee talks about the real challenges US expats face, from housing and bureaucracy to finding lasting friendships. Cepee explains how digital nomad and retirement visas are opening new doors for US expats, why Albania is becoming a surprising destination, and how mindset and patience are just as important as logistics when you’re moving overseas.

If you’re a woman dreaming of a new chapter in Spain, Portugal, Mexico, or beyond, Cepee’s story will inspire you to get clear on your vision and take practical steps toward building a life you love abroad.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>Cepee Tabibian, founder of She Hit Refresh, proves otherwise.

At 35, she sold her belongings, left Texas, and moved to Spain, a dream she had been chasing since she first visited Madrid at 21. That leap changed her life and sparked a movement.

Today, Cepee is the author of I’m Outta Here: An American’s Ultimate Visa Guide to Living in Europe, featured in Forbes as a trusted resource for Americans navigating the visa process. Through her masterclasses, her private membership community, and the She Hit Refresh social platforms, she has helped thousands of women over 30 take their own bold steps toward a life abroad.

In this episode, Cepee talks about the real challenges US expats face, from housing and bureaucracy to finding lasting friendships. Cepee explains how digital nomad and retirement visas are opening new doors for US expats, why Albania is becoming a surprising destination, and how mindset and patience are just as important as logistics when you’re moving overseas.

If you’re a woman dreaming of a new chapter in Spain, Portugal, Mexico, or beyond, Cepee’s story will inspire you to get clear on your vision and take practical steps toward building a life you love abroad.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>https://api.spreaker.com/episode/67921782Tue, 07 Oct 2025 06:00:08 +020030:16falsefull213132Have you ever wondered if it’s too late to move abroad after 30? For many women, the idea of starting fresh overseas feels out of reach, but <a href="https://www.instagram.com/shehitrefresh/" target="_blank" rel="noreferrer noopener">Cepee Tabibian</a>, founder of <a href="https://shehitrefresh.com/" target="_blank" rel="noreferrer noopener">She Hit Refresh</a>, proves otherwise.<br /><br />At 35, she sold her belongings, left Texas, and moved to Spain, a dream she had been chasing since she first visited Madrid at 21. That leap changed her life and sparked a movement.<br /><br />Today, Cepee is the author of I’m Outta Here: An American’s Ultimate Visa Guide to Living in Europe, featured in Forbes as a trusted resource for Americans navigating the visa process. Through her masterclasses, her private membership community, and the She Hit Refresh social platforms, she has helped thousands of women over 30 take their own bold steps toward a life abroad.<br /><br />In this episode, Cepee talks about the real challenges US expats face, from housing and bureaucracy to finding lasting friendships. Cepee explains how digital nomad and retirement visas are opening new doors for US expats, why Albania is becoming a surprising destination, and how mindset and patience are just as important as logistics when you’re moving overseas.<br /><br />If you’re a woman dreaming of a new chapter in Spain, Portugal, Mexico, or beyond, Cepee’s story will inspire you to get clear on your vision and take practical steps toward building a life you love abroad.Moving Abroad from the US: How to Choose and Plan Your New LifeMoving Abroad from the US: How to Choose and Plan Your New LifeArielle Tucker, CFP®, EA, sits down with Jen Barnett, co-founder of Expatsi. She shares her personal story of leaving Alabama for Mérida, Mexico, and how her journey inspired the creation of Expatsi’s country-matching test and upcoming app.
Jen also shares how she built the Expatsi Test to match Americans with their ideal country and how Expatsi now supports people through every step of the move-abroad process. From ideation to paperwork, logistics, and settling in, Expatsi is helping thousands of Americans create intentional lives abroad. Jen also reveals insights into today’s expat trends, the countries most Americans are drawn to, and her ambitious goal of moving 1 million Americans overseas.
Whether you’re seeking better cost of living, healthcare, community, or new adventures, this episode offers practical strategies and encouragement for building your dream life overseas.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>Arielle Tucker, CFP®, EA, sits down with Jen Barnett, co-founder of Expatsi. She shares her personal story of leaving Alabama for Mérida, Mexico, and how her journey inspired the creation of Expatsi’s country-matching test and upcoming app.
Jen also shares how she built the Expatsi Test to match Americans with their ideal country and how Expatsi now supports people through every step of the move-abroad process. From ideation to paperwork, logistics, and settling in, Expatsi is helping thousands of Americans create intentional lives abroad. Jen also reveals insights into today’s expat trends, the countries most Americans are drawn to, and her ambitious goal of moving 1 million Americans overseas.
Whether you’re seeking better cost of living, healthcare, community, or new adventures, this episode offers practical strategies and encouragement for building your dream life overseas.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>https://api.spreaker.com/episode/67798991Tue, 30 Sep 2025 06:00:08 +020028:58falsefull212122In this episode of Passport to Wealth™, host <a href="https://www.linkedin.com/in/arielletucker/" target="_blank" rel="noreferrer noopener">Arielle Tucker, CFP®, EA,</a> sits down with Jen Barnett, co-founder of <a href="https://expatsi.com/" target="_blank" rel="noreferrer noopener">Expatsi</a>. She shares her personal story of leaving Alabama for Mérida, Mexico, and how her journey inspired the creation of Expatsi’s country-matching test and upcoming app.<br />Jen also shares how she built the Expatsi Test to match Americans with their ideal country and how Expatsi now supports people through every step of the move-abroad process. From ideation to paperwork, logistics, and settling in, Expatsi is helping thousands of Americans create intentional lives abroad. Jen also reveals insights into today’s expat trends, the countries most Americans are drawn to, and her ambitious goal of moving 1 million Americans overseas.<br />Whether you’re seeking better cost of living, healthcare, community, or new adventures, this episode offers practical strategies and encouragement for building your dream life overseas.George Kinder: Redefining Retirement and Purpose for US ExpatsGeorge Kinder: Redefining Retirement and Purpose for US ExpatsGeorge Kinder, internationally recognized as the father of the Life Planning movement, joins Arielle Tucker, CFP®, EA on Passport to Wealth™ for a transformative conversation about money, purpose, and living intentionally abroad.
Kinder is the founder of the Kinder Institute of Life Planning and the author of 12 books, including the groundbreaking The Seven Stages of Money Maturity, Lighting the Torch, and Life Planning for You. His pioneering work has inspired thousands of advisors and clients worldwide to center financial planning on people’s deepest values and life goals rather than just portfolios and spreadsheets.
In this episode, George shares his own expat journey of relocating to London at age 77 on the prestigious UK Innovator Founder Visa, proving it’s never too late to start a bold new chapter. He discusses his philosophy of “fiduciary in all things,” the three life-changing questions he’s known for, and why mindfulness and intentionality are at the core of financial and personal fulfillment.
For US expats and globally minded Americans, this episode offers a powerful reminder: true wealth is about aligning your money with your life’s purpose.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>George Kinder, internationally recognized as the father of the Life Planning movement, joins Arielle Tucker, CFP®, EA on Passport to Wealth™ for a transformative conversation about money, purpose, and living intentionally abroad.
Kinder is the founder of the Kinder Institute of Life Planning and the author of 12 books, including the groundbreaking The Seven Stages of Money Maturity, Lighting the Torch, and Life Planning for You. His pioneering work has inspired thousands of advisors and clients worldwide to center financial planning on people’s deepest values and life goals rather than just portfolios and spreadsheets.
In this episode, George shares his own expat journey of relocating to London at age 77 on the prestigious UK Innovator Founder Visa, proving it’s never too late to start a bold new chapter. He discusses his philosophy of “fiduciary in all things,” the three life-changing questions he’s known for, and why mindfulness and intentionality are at the core of financial and personal fulfillment.
For US expats and globally minded Americans, this episode offers a powerful reminder: true wealth is about aligning your money with your life’s purpose.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>https://api.spreaker.com/episode/67798166Tue, 23 Sep 2025 06:00:07 +020026:37falsefull211112<a href="https://www.georgekinder.com/" target="_blank" rel="noreferrer noopener">George Kinder</a>, internationally recognized as the father of the Life Planning movement, joins <a href="https://www.linkedin.com/in/arielletucker/" target="_blank" rel="noreferrer noopener">Arielle Tucker, CFP®, EA</a> on Passport to Wealth™ for a transformative conversation about money, purpose, and living intentionally abroad.<br />Kinder is the founder of the <a href="https://www.kinderinstitute.com/" target="_blank" rel="noreferrer noopener">Kinder Institute of Life Planning</a> and the author of 12 books, including the groundbreaking The Seven Stages of Money Maturity, Lighting the Torch, and Life Planning for You. His pioneering work has inspired thousands of advisors and clients worldwide to center financial planning on people’s deepest values and life goals rather than just portfolios and spreadsheets.<br />In this episode, George shares his own expat journey of relocating to London at age 77 on the prestigious UK Innovator Founder Visa, proving it’s never too late to start a bold new chapter. He discusses his philosophy of “fiduciary in all things,” the three life-changing questions he’s known for, and why mindfulness and intentionality are at the core of financial and personal fulfillment.<br />For US expats and globally minded Americans, this episode offers a powerful reminder: true wealth is about aligning your money with your life’s purpose.How to Move to Germany as an American: Expert Visa & Relocation TipsHow to Move to Germany as an American: Expert Visa & Relocation TipsArielle Tucker, CFP®, EA, sits down with immigration and relocation specialists Hannah S. and Hena Vega Larios of Start Relocation to unpack the realities of moving abroad as a U.S. citizen. From navigating German immigration laws to securing a visa, finding housing, and adjusting to the culture, they share practical insights that make the transition to life in Germany smoother and more successful.
The conversation highlights the new Opportunity Card visa, a game-changing option for job seekers, and breaks down what Americans need to know about preparing documents such as translations, apostilles, and degree recognition. Hannah and Hena also explain why planning ahead is critical, how to avoid common immigration mistakes, and what everyday costs look like when comparing life in Germany versus the United States. They stress the importance of learning German early to ease cultural adjustment and share personal stories that reveal the challenges and rewards of international relocation.
Whether you’re moving for a company transfer, following love, or simply seeking a fresh start abroad, this episode provides the essential knowledge US expats need to confidently plan their move and thrive in Germany.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>Arielle Tucker, CFP®, EA, sits down with immigration and relocation specialists Hannah S. and Hena Vega Larios of Start Relocation to unpack the realities of moving abroad as a U.S. citizen. From navigating German immigration laws to securing a visa, finding housing, and adjusting to the culture, they share practical insights that make the transition to life in Germany smoother and more successful.
The conversation highlights the new Opportunity Card visa, a game-changing option for job seekers, and breaks down what Americans need to know about preparing documents such as translations, apostilles, and degree recognition. Hannah and Hena also explain why planning ahead is critical, how to avoid common immigration mistakes, and what everyday costs look like when comparing life in Germany versus the United States. They stress the importance of learning German early to ease cultural adjustment and share personal stories that reveal the challenges and rewards of international relocation.
Whether you’re moving for a company transfer, following love, or simply seeking a fresh start abroad, this episode provides the essential knowledge US expats need to confidently plan their move and thrive in Germany.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>https://api.spreaker.com/episode/67716914Tue, 16 Sep 2025 06:00:08 +020030:33falsefull210102Dreaming of starting a new life in Germany? In this episode of Passport to Wealth™, <a href="https://www.linkedin.com/in/arielletucker/" target="_blank" rel="noreferrer noopener">Arielle Tucker, CFP®, EA</a>, sits down with immigration and relocation specialists <a href="https://de.linkedin.com/company/start-relocation" target="_blank" rel="noreferrer noopener">Hannah S.</a> and <a href="https://www.linkedin.com/in/hena-vega-larios-ab5381127/" target="_blank" rel="noreferrer noopener">Hena Vega Larios</a> of <a href="https://start-relocation.com/en/" target="_blank" rel="noreferrer noopener">Start Relocation</a> to unpack the realities of moving abroad as a U.S. citizen. From navigating German immigration laws to securing a visa, finding housing, and adjusting to the culture, they share practical insights that make the transition to life in Germany smoother and more successful.<br />The conversation highlights the new Opportunity Card visa, a game-changing option for job seekers, and breaks down what Americans need to know about preparing documents such as translations, apostilles, and degree recognition. Hannah and Hena also explain why planning ahead is critical, how to avoid common immigration mistakes, and what everyday costs look like when comparing life in Germany versus the United States. They stress the importance of learning German early to ease cultural adjustment and share personal stories that reveal the challenges and rewards of international relocation.<br />Whether you’re moving for a company transfer, following love, or simply seeking a fresh start abroad, this episode provides the essential knowledge US expats need to confidently plan their move and thrive in Germany.U.S Expat Life in Italy: Taxes, Culture, and Planning SmarterU.S Expat Life in Italy: Taxes, Culture, and Planning SmarterArielle Tucker, CFP®, EA sits down with Alex Ingrim, CEO of Liberty Atlantic Advisors, to unpack the realities of living abroad as an American in Italy. From navigating U.S. expat taxes and avoiding costly cross-border mistakes, to understanding Italy’s tax incentives like the 7% flat tax and impatriate regime, Alex brings his insider expertise to help you plan smarter.Together, Arielle and Alex discuss what everyday life in Italy looks like: family rhythms, financial culture, and the slower pace that often surprises new expats. They dive into the most common financial planning mistakes Americans make when moving to Italy, how U.S. assets are taxed abroad, and what proactive strategies can make the transition smoother.If you’re considering a move to Italy, or already there but feeling overwhelmed, this episode is full of actionable expat advice to help you build a more secure and fulfilling life overseas.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>Arielle Tucker, CFP®, EA sits down with Alex Ingrim, CEO of Liberty Atlantic Advisors, to unpack the realities of living abroad as an American in Italy. From navigating U.S. expat taxes and avoiding costly cross-border mistakes, to understanding Italy’s tax incentives like the 7% flat tax and impatriate regime, Alex brings his insider expertise to help you plan smarter.Together, Arielle and Alex discuss what everyday life in Italy looks like: family rhythms, financial culture, and the slower pace that often surprises new expats. They dive into the most common financial planning mistakes Americans make when moving to Italy, how U.S. assets are taxed abroad, and what proactive strategies can make the transition smoother.If you’re considering a move to Italy, or already there but feeling overwhelmed, this episode is full of actionable expat advice to help you build a more secure and fulfilling life overseas.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>https://api.spreaker.com/episode/67641978Tue, 09 Sep 2025 06:00:08 +020029:54falsefull2992In this episode of Passport to Wealth™, host <a href="https://www.linkedin.com/in/arielletucker/" target="_blank" rel="noreferrer noopener">Arielle Tucker, CFP®</a>, EA sits down with <a href="https://www.linkedin.com/in/alexingrim-financialplanner-for-americans-europe/" target="_blank" rel="noreferrer noopener">Alex Ingrim</a>, CEO of <a href="http://libertyatlantic.com/" target="_blank" rel="noreferrer noopener">Liberty Atlantic Advisors</a>, to unpack the realities of living abroad as an American in Italy. From navigating U.S. expat taxes and avoiding costly cross-border mistakes, to understanding Italy’s tax incentives like the 7% flat tax and impatriate regime, Alex brings his insider expertise to help you plan smarter.Together, Arielle and Alex discuss what everyday life in Italy looks like: family rhythms, financial culture, and the slower pace that often surprises new expats. They dive into the most common financial planning mistakes Americans make when moving to Italy, how U.S. assets are taxed abroad, and what proactive strategies can make the transition smoother.If you’re considering a move to Italy, or already there but feeling overwhelmed, this episode is full of actionable expat advice to help you build a more secure and fulfilling life overseas.U.S. Expat Tax Burden: How the Residence-Based Taxation Movement Could Change EverythingU.S. Expat Tax Burden: How the Residence-Based Taxation Movement Could Change EverythingArielle Tucker, CFP®, EA, interviews Brandon Mitchener, Executive Director of Tax Fairness for Americans Abroad, to unpack the urgent fight for residence-based taxation.
Brandon shares his personal story of living more than 35 years in Europe while still being subject to citizenship-based taxation (CBT) a system that forces millions of Americans abroad to file and pay U.S. taxes despite earning no U.S. income.
Together, they explore the financial discrimination expats face, from banking restrictions and compliance costs to lost retirement opportunities and gender inequities.
Listeners will learn why citizenship-based taxation is outdated, how residence-based taxation (RBT) works in the rest of the world, and what legislative efforts are underway in Congress to finally bring fairness to Americans abroad. Brandon explains the current progress of the Residence-Based Taxation for Americans Abroad Act, the bipartisan support behind it, and why expats must share their stories with Congress to help push reform over the finish line.
If you’re a U.S. citizen living abroad struggling with unfair tax obligations, this conversation will show you that change is possible and how you can be part of it. 

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>Arielle Tucker, CFP®, EA, interviews Brandon Mitchener, Executive Director of Tax Fairness for Americans Abroad, to unpack the urgent fight for residence-based taxation.
Brandon shares his personal story of living more than 35 years in Europe while still being subject to citizenship-based taxation (CBT) a system that forces millions of Americans abroad to file and pay U.S. taxes despite earning no U.S. income.
Together, they explore the financial discrimination expats face, from banking restrictions and compliance costs to lost retirement opportunities and gender inequities.
Listeners will learn why citizenship-based taxation is outdated, how residence-based taxation (RBT) works in the rest of the world, and what legislative efforts are underway in Congress to finally bring fairness to Americans abroad. Brandon explains the current progress of the Residence-Based Taxation for Americans Abroad Act, the bipartisan support behind it, and why expats must share their stories with Congress to help push reform over the finish line.
If you’re a U.S. citizen living abroad struggling with unfair tax obligations, this conversation will show you that change is possible and how you can be part of it. 

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>https://api.spreaker.com/episode/67535559Tue, 02 Sep 2025 11:00:08 +020024:59falsefull2882In this episode of Passport to Wealth™, <a href="https://www.linkedin.com/in/arielletucker/" target="_blank" rel="noreferrer noopener">Arielle Tucker, CFP®, EA,</a> interviews <a href="https://www.linkedin.com/in/brandonmitchener/" target="_blank" rel="noreferrer noopener">Brandon Mitchener</a>, Executive Director of <a href="https://www.taxfairnessabroad.org/" target="_blank" rel="noreferrer noopener">Tax Fairness for Americans Abroad,</a> to unpack the urgent fight for residence-based taxation.<br />Brandon shares his personal story of living more than 35 years in Europe while still being subject to citizenship-based taxation (CBT) a system that forces millions of Americans abroad to file and pay U.S. taxes despite earning no U.S. income.<br />Together, they explore the financial discrimination expats face, from banking restrictions and compliance costs to lost retirement opportunities and gender inequities.<br />Listeners will learn why citizenship-based taxation is outdated, how residence-based taxation (RBT) works in the rest of the world, and what legislative efforts are underway in Congress to finally bring fairness to Americans abroad. Brandon explains the current progress of the Residence-Based Taxation for Americans Abroad Act, the bipartisan support behind it, and why expats must share their stories with Congress to help push reform over the finish line.<br />If you’re a U.S. citizen living abroad struggling with unfair tax obligations, this conversation will show you that change is possible and how you can be part of it. Your Sign to Siesta: Bethany Stevens on Building a Slower, Richer Life in SpainYour Sign to Siesta: Bethany Stevens on Building a Slower, Richer Life in SpainArielle Tucker, CFP®, EA sits down with Bethany Stevens, founder of Your Sign to Siesta, to discuss how burnout, big life changes, and a desire for deeper alignment can spark a life abroad.

Bethany opens up about leaving the U.S. to escape the hustle and have more time for what really matters. She explains why she chose Spain as her new home, and how her experience inspired her to launch a platform dedicated to helping other Americans reimagine rest and reinvention overseas.

From navigating Spain’s Non-Lucrative Visa to learning to slow down in a new culture, Bethany shares relatable insights for expats, creatives, and anyone craving more balance in life. This is a must-listen for anyone who’s ever dreamed of stepping away from the hustle and toward a life rooted in well-being, clarity, and intentional living.

Whether you're exploring a sabbatical, planning your move to Spain, or just need a little push to rethink your pace of life, this episode is your sign to siesta.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>Arielle Tucker, CFP®, EA sits down with Bethany Stevens, founder of Your Sign to Siesta, to discuss how burnout, big life changes, and a desire for deeper alignment can spark a life abroad.

Bethany opens up about leaving the U.S. to escape the hustle and have more time for what really matters. She explains why she chose Spain as her new home, and how her experience inspired her to launch a platform dedicated to helping other Americans reimagine rest and reinvention overseas.

From navigating Spain’s Non-Lucrative Visa to learning to slow down in a new culture, Bethany shares relatable insights for expats, creatives, and anyone craving more balance in life. This is a must-listen for anyone who’s ever dreamed of stepping away from the hustle and toward a life rooted in well-being, clarity, and intentional living.

Whether you're exploring a sabbatical, planning your move to Spain, or just need a little push to rethink your pace of life, this episode is your sign to siesta.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>https://api.spreaker.com/episode/67311840Tue, 26 Aug 2025 12:40:08 +020026:08falsefull2772In this episode of Passport to Wealth™, <a href="https://www.linkedin.com/in/arielletucker/" target="_blank" rel="noreferrer noopener">Arielle Tucker, CFP®, EA</a> sits down with Bethany Stevens, founder of <a href="http://www.yoursigntosiesta.com/" target="_blank" rel="noreferrer noopener">Your Sign to Siesta</a>, to discuss how burnout, big life changes, and a desire for deeper alignment can spark a life abroad.<br /><br />Bethany opens up about leaving the U.S. to escape the hustle and have more time for what really matters. She explains why she chose Spain as her new home, and how her experience inspired her to launch a platform dedicated to helping other Americans reimagine rest and reinvention overseas.<br /><br />From navigating Spain’s Non-Lucrative Visa to learning to slow down in a new culture, Bethany shares relatable insights for expats, creatives, and anyone craving more balance in life. This is a must-listen for anyone who’s ever dreamed of stepping away from the hustle and toward a life rooted in well-being, clarity, and intentional living.<br /><br />Whether you're exploring a sabbatical, planning your move to Spain, or just need a little push to rethink your pace of life, this episode is your sign to siesta.Reinventing Yourself Abroad: From Creative Burnout to CEO in FranceReinventing Yourself Abroad: From Creative Burnout to CEO in FranceArielle Tucker, CFP®, EA sits down with Céline Flores-Tavukcuoglu, founder and CEO of Céline Concierge, a bespoke luxury concierge service based in Paris. Originally from Texas, Céline shares how a one-way ticket to France turned into a 12-year journey building a thriving business and life in the City of Light.

Céline walks us through her transition from film production to entrepreneurship, the realities of French bureaucracy, and the visa challenges many Americans overlook when moving abroad. Together, she and Arielle dive into the complexities of cross-border taxes, self-employment, and starting a business as a U.S. citizen in France.

Whether you're a dreamer planning your move to Paris or already navigating expat life, this episode delivers real talk and expert insight.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>Arielle Tucker, CFP®, EA sits down with Céline Flores-Tavukcuoglu, founder and CEO of Céline Concierge, a bespoke luxury concierge service based in Paris. Originally from Texas, Céline shares how a one-way ticket to France turned into a 12-year journey building a thriving business and life in the City of Light.

Céline walks us through her transition from film production to entrepreneurship, the realities of French bureaucracy, and the visa challenges many Americans overlook when moving abroad. Together, she and Arielle dive into the complexities of cross-border taxes, self-employment, and starting a business as a U.S. citizen in France.

Whether you're a dreamer planning your move to Paris or already navigating expat life, this episode delivers real talk and expert insight.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>https://api.spreaker.com/episode/67311803Tue, 19 Aug 2025 12:00:08 +020032:16falsefull2662In this episode of Passport to Wealth™, <a href="https://www.linkedin.com/in/arielletucker/" target="_blank" rel="noreferrer noopener">Arielle Tucker, CFP®, EA</a> sits down with <a href="https://www.linkedin.com/company/celineconcierge/" target="_blank" rel="noreferrer noopener">Céline Flores-Tavukcuoglu</a>, founder and CEO of <a href="http://celineconcierge.com/" target="_blank" rel="noreferrer noopener">Céline Concierge</a>, a bespoke luxury concierge service based in Paris. Originally from Texas, Céline shares how a one-way ticket to France turned into a 12-year journey building a thriving business and life in the City of Light.<br /><br />Céline walks us through her transition from film production to entrepreneurship, the realities of French bureaucracy, and the visa challenges many Americans overlook when moving abroad. Together, she and Arielle dive into the complexities of cross-border taxes, self-employment, and starting a business as a U.S. citizen in France.<br /><br />Whether you're a dreamer planning your move to Paris or already navigating expat life, this episode delivers real talk and expert insight.U.S. Expat Tax Mistakes, Business Structures & Life in Spain with Nicolás Castillo, CPAU.S. Expat Tax Mistakes, Business Structures & Life in Spain with Nicolás Castillo, CPAArielle Tucker, CFP®, EA sits down with Nicolás Castillo, CPA, founder of Rook International CPAs and Advisors, to demystify the tax complexities U.S. expats face abroad. From setting up a business in Spain to navigating Social Security agreements and international tax filings, Nicolás shares practical advice for digital nomads, remote workers, and entrepreneurs building global lives. 

U.S. expat taxation is notoriously complicated, but Nicolás breaks down everything from the Beckham Law and self-employment pitfalls to how tax treaties and reporting thresholds really work. Learn how to avoid the most common filing mistakes, why most Americans still need to file a tax return abroad, and how to legally reduce your tax burden while living in Spain, France, Italy, and beyond. If you're a U.S. citizen managing income across borders.

Whether you're planning your move or already living overseas, this episode is packed with tax-smart strategies you can't afford to miss. 

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>Arielle Tucker, CFP®, EA sits down with Nicolás Castillo, CPA, founder of Rook International CPAs and Advisors, to demystify the tax complexities U.S. expats face abroad. From setting up a business in Spain to navigating Social Security agreements and international tax filings, Nicolás shares practical advice for digital nomads, remote workers, and entrepreneurs building global lives. 

U.S. expat taxation is notoriously complicated, but Nicolás breaks down everything from the Beckham Law and self-employment pitfalls to how tax treaties and reporting thresholds really work. Learn how to avoid the most common filing mistakes, why most Americans still need to file a tax return abroad, and how to legally reduce your tax burden while living in Spain, France, Italy, and beyond. If you're a U.S. citizen managing income across borders.

Whether you're planning your move or already living overseas, this episode is packed with tax-smart strategies you can't afford to miss. 

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>https://api.spreaker.com/episode/67194465Tue, 12 Aug 2025 11:00:08 +020028:13falsefull2552In this episode of Passport to Wealth™, <a href="https://www.linkedin.com/in/arielletucker/" target="_blank" rel="noreferrer noopener">Arielle Tucker, CFP®, EA</a> sits down with <a href="https://www.linkedin.com/in/castillonicolas/" target="_blank" rel="noreferrer noopener">Nicolás Castillo, CPA</a>, founder of <a href="http://www.rookcpas.com/" target="_blank" rel="noreferrer noopener">Rook International CPAs and Advisors</a>, to demystify the tax complexities U.S. expats face abroad. From setting up a business in Spain to navigating Social Security agreements and international tax filings, Nicolás shares practical advice for digital nomads, remote workers, and entrepreneurs building global lives. <br /><br />U.S. expat taxation is notoriously complicated, but Nicolás breaks down everything from the Beckham Law and self-employment pitfalls to how tax treaties and reporting thresholds really work. Learn how to avoid the most common filing mistakes, why most Americans still need to file a tax return abroad, and how to legally reduce your tax burden while living in Spain, France, Italy, and beyond. If you're a U.S. citizen managing income across borders.<br /><br />Whether you're planning your move or already living overseas, this episode is packed with tax-smart strategies you can't afford to miss. How to Move Abroad with Confidence: GTFO Tours Founder Bethany Quinn Shares Her Expat JourneyHow to Move Abroad with Confidence: GTFO Tours Founder Bethany Quinn Shares Her Expat JourneyArielle Tucker, CFP®, EA, welcomes Bethany Quinn, founder of GTFO Tours, for a candid conversation about relocation, reinvention, and what’s driving more Americans especially women and LGBTQ+ folks to seriously consider life abroad.

Bethany shares how her own political and professional burnout in the U.S. led her to make a bold leap to the Netherlands, where she now helps others navigate their own exits. What started as a personal move turned into a full-fledged movement: GTFO Tours now provides community, coaching, and in-person support for Americans ready to start a new chapter overseas.

Together, Arielle and Bethany explore everything from visa logistics (including the Dutch-American Friendship Treaty) to relocation trends for 2025 and beyond, cultural shocks, and the emotional experience of being a first-time immigrant. Whether you’re dreaming of beaches in Panama or building a life in Europe, this episode is equal parts inspiration and practical roadmap. 

Listen now and discover what’s possible when you stop waiting and start planning your ideal life abroad.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>Arielle Tucker, CFP®, EA, welcomes Bethany Quinn, founder of GTFO Tours, for a candid conversation about relocation, reinvention, and what’s driving more Americans especially women and LGBTQ+ folks to seriously consider life abroad.

Bethany shares how her own political and professional burnout in the U.S. led her to make a bold leap to the Netherlands, where she now helps others navigate their own exits. What started as a personal move turned into a full-fledged movement: GTFO Tours now provides community, coaching, and in-person support for Americans ready to start a new chapter overseas.

Together, Arielle and Bethany explore everything from visa logistics (including the Dutch-American Friendship Treaty) to relocation trends for 2025 and beyond, cultural shocks, and the emotional experience of being a first-time immigrant. Whether you’re dreaming of beaches in Panama or building a life in Europe, this episode is equal parts inspiration and practical roadmap. 

Listen now and discover what’s possible when you stop waiting and start planning your ideal life abroad.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>https://api.spreaker.com/episode/67100851Tue, 05 Aug 2025 11:10:07 +020027:30falsefull2442In this episode of Passport to Wealth™, host <a href="https://www.linkedin.com/in/arielletucker/" target="_blank" rel="noreferrer noopener">Arielle Tucker, CFP®, EA</a>, welcomes <a href="https://www.linkedin.com/in/bethanylquinn/" target="_blank" rel="noreferrer noopener">Bethany Quinn</a>, founder of <a href="http://gtfotours.com/" target="_blank" rel="noreferrer noopener">GTFO Tours</a>, for a candid conversation about relocation, reinvention, and what’s driving more Americans especially women and LGBTQ+ folks to seriously consider life abroad.<br /><br />Bethany shares how her own political and professional burnout in the U.S. led her to make a bold leap to the Netherlands, where she now helps others navigate their own exits. What started as a personal move turned into a full-fledged movement: GTFO Tours now provides community, coaching, and in-person support for Americans ready to start a new chapter overseas.<br /><br />Together, Arielle and Bethany explore everything from visa logistics (including the Dutch-American Friendship Treaty) to relocation trends for 2025 and beyond, cultural shocks, and the emotional experience of being a first-time immigrant. Whether you’re dreaming of beaches in Panama or building a life in Europe, this episode is equal parts inspiration and practical roadmap. <br /><br />Listen now and discover what’s possible when you stop waiting and start planning your ideal life abroad.The PFIC Problem: Expert Guidance from Matthew Hitchcock, CPAThe PFIC Problem: Expert Guidance from Matthew Hitchcock, CPAArielle Tucker, CFP®, EA sits down with Matthew Hitchcock, CPA and founder of Hitchcock & Partner GmbH, to demystify one of the most complex and misunderstood parts of expat taxes: Passive Foreign Investment Companies (PFICs).

Whether you're investing in a foreign mutual fund or unknowingly triggering PFIC rules through a local retirement account, Matthew breaks down exactly how PFICs work, why they exist, and the real risks of getting it wrong, including harsh tax penalties and indefinite IRS examination windows.

If you’re a U.S. citizen living abroad and investing globally, this episode is a must-listen. Learn how to avoid costly mistakes, stay compliant, and build a tax strategy that supports your long-term financial freedom.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>Arielle Tucker, CFP®, EA sits down with Matthew Hitchcock, CPA and founder of Hitchcock & Partner GmbH, to demystify one of the most complex and misunderstood parts of expat taxes: Passive Foreign Investment Companies (PFICs).

Whether you're investing in a foreign mutual fund or unknowingly triggering PFIC rules through a local retirement account, Matthew breaks down exactly how PFICs work, why they exist, and the real risks of getting it wrong, including harsh tax penalties and indefinite IRS examination windows.

If you’re a U.S. citizen living abroad and investing globally, this episode is a must-listen. Learn how to avoid costly mistakes, stay compliant, and build a tax strategy that supports your long-term financial freedom.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>https://api.spreaker.com/episode/67100661Tue, 29 Jul 2025 11:30:08 +020026:00falsefull2332In this episode of Passport to Wealth™, <a href="https://www.linkedin.com/in/arielletucker/" target="_blank" rel="noreferrer noopener">Arielle Tucker, CFP®, EA</a> sits down with <a href="https://www.linkedin.com/in/matthew-d-hitchcock-cpa-46231a19/" target="_blank" rel="noreferrer noopener">Matthew Hitchcock, CPA</a> and founder of <a href="https://hitchcockcpa.ch/en-ch/" target="_blank" rel="noreferrer noopener">Hitchcock &amp; Partner GmbH</a>, to demystify one of the most complex and misunderstood parts of expat taxes: Passive Foreign Investment Companies (PFICs).<br /><br />Whether you're investing in a foreign mutual fund or unknowingly triggering PFIC rules through a local retirement account, Matthew breaks down exactly how PFICs work, why they exist, and the real risks of getting it wrong, including harsh tax penalties and indefinite IRS examination windows.<br /><br />If you’re a U.S. citizen living abroad and investing globally, this episode is a must-listen. Learn how to avoid costly mistakes, stay compliant, and build a tax strategy that supports your long-term financial freedom.Why U.S. Academics Are Leaving: Dr. Jonah Otto on Life in German AcademiaWhy U.S. Academics Are Leaving: Dr. Jonah Otto on Life in German AcademiaDr. Jonah Otto, Assistant Professor at the University of Augsburg, to unpack what’s driving more U.S. scholars to consider international academic careers particularly in Germany.

Jonah shares his personal journey from Indiana to Europe, where a partnership between universities turned into a fully funded PhD opportunity, a civil servant academic position, and eventually German citizenship. Together, Arielle and Jonah explore the major differences between U.S. and German university systems, from the way academic roles are structured to the surprising amount of autonomy and research freedom afforded to professors abroad.

They also dive into the concept of the “academic brain drain,” the push and pull factors influencing scholars today, and why long-term planning, especially around residency and citizenship, is becoming essential for academics looking to thrive outside the U.S. 

Whether you’re curious about teaching abroad, interested in earning a PhD overseas, or simply exploring more fulfilling career paths, this conversation offers a refreshingly honest look at what’s possible. If you're interested in Jonah's research you can find it here. 

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>Dr. Jonah Otto, Assistant Professor at the University of Augsburg, to unpack what’s driving more U.S. scholars to consider international academic careers particularly in Germany.

Jonah shares his personal journey from Indiana to Europe, where a partnership between universities turned into a fully funded PhD opportunity, a civil servant academic position, and eventually German citizenship. Together, Arielle and Jonah explore the major differences between U.S. and German university systems, from the way academic roles are structured to the surprising amount of autonomy and research freedom afforded to professors abroad.

They also dive into the concept of the “academic brain drain,” the push and pull factors influencing scholars today, and why long-term planning, especially around residency and citizenship, is becoming essential for academics looking to thrive outside the U.S. 

Whether you’re curious about teaching abroad, interested in earning a PhD overseas, or simply exploring more fulfilling career paths, this conversation offers a refreshingly honest look at what’s possible. If you're interested in Jonah's research you can find it here. 

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>https://api.spreaker.com/episode/67002239Tue, 22 Jul 2025 13:50:17 +020027:08falsefull2222What would make an American academic sell everything and move across the world for a new career? In this episode of Passport to Wealth™, Arielle Tucker, CFP®, EA sits down with <a href="https://www.linkedin.com/in/dr-jonah-otto-mpa-30339249/" target="_blank" rel="noreferrer noopener">Dr. Jonah Otto</a>, Assistant Professor at the University of Augsburg, to unpack what’s driving more U.S. scholars to consider international academic careers particularly in Germany.<br /><br />Jonah shares his personal journey from Indiana to Europe, where a partnership between universities turned into a fully funded PhD opportunity, a civil servant academic position, and eventually German citizenship. Together, Arielle and Jonah explore the major differences between U.S. and German university systems, from the way academic roles are structured to the surprising amount of autonomy and research freedom afforded to professors abroad.<br /><br />They also dive into the concept of the “academic brain drain,” the push and pull factors influencing scholars today, and why long-term planning, especially around residency and citizenship, is becoming essential for academics looking to thrive outside the U.S. <br /><br />Whether you’re curious about teaching abroad, interested in earning a PhD overseas, or simply exploring more fulfilling career paths, this conversation offers a refreshingly honest look at what’s possible. If you're interested in Jonah's research you can find it <a href="https://scholar.google.com/citations?user=-3FGBcAAAAAJ&amp;hl=en" target="_blank" rel="noreferrer noopener">here</a>. The Courage to Start Over: From NYC to Portugal with Vivian Najib of FTB HomeThe Courage to Start Over: From NYC to Portugal with Vivian Najib of FTB HomeFTB Home and creator of The Expat Diaries newsletter, sits down with us to explore what it really takes to build a life you love in a new country.

Vivian’s journey began with a one-way ticket to Thailand and unfolded into a 9-year global adventure through Cambodia, Vietnam, and long-term house-sitting across Europe before finally landing in Portugal. She shares what it was like to navigate culture shock, secure legal residency, and slowly build a version of home that felt true to her.

This candid conversation is full of wisdom, laughter, and hard-earned insight whether you’re still dreaming of expat life or deep in the process of figuring it out.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>FTB Home and creator of The Expat Diaries newsletter, sits down with us to explore what it really takes to build a life you love in a new country.

Vivian’s journey began with a one-way ticket to Thailand and unfolded into a 9-year global adventure through Cambodia, Vietnam, and long-term house-sitting across Europe before finally landing in Portugal. She shares what it was like to navigate culture shock, secure legal residency, and slowly build a version of home that felt true to her.

This candid conversation is full of wisdom, laughter, and hard-earned insight whether you’re still dreaming of expat life or deep in the process of figuring it out.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>https://api.spreaker.com/episode/66947216Tue, 15 Jul 2025 12:00:08 +020034:47falsefull2112In this episode of Passport to Wealth™, Vivian Najib, founder of <a href="https://ftbhomeorganizing.com/" target="_blank" rel="noreferrer noopener">FTB Home</a> and creator of <a href="http://theexpatdiaries.substack.com/" target="_blank" rel="noreferrer noopener">The Expat Diaries newsletter</a>, sits down with us to explore what it really takes to build a life you love in a new country.<br /><br />Vivian’s journey began with a one-way ticket to Thailand and unfolded into a 9-year global adventure through Cambodia, Vietnam, and long-term house-sitting across Europe before finally landing in Portugal. She shares what it was like to navigate culture shock, secure legal residency, and slowly build a version of home that felt true to her.<br /><br />This candid conversation is full of wisdom, laughter, and hard-earned insight whether you’re still dreaming of expat life or deep in the process of figuring it out.Season 1 Finale: A Heartfelt Wrap-Up & What's NextSeason 1 Finale: A Heartfelt Wrap-Up & What's Next
When Savannah and I launched this podcast, our mission was clear: to inform, empower, and support U.S. expats navigating life and money abroad.From cross-border taxes and cultural transitions to entrepreneurship and investing overseas, Season 1 covered a wide range of real-life topics with stories from around the globe. I’m so grateful to Savannah for co-hosting this journey with me and to you, our listeners, for tuning in. 

Season 2 is coming this July, with an exciting lineup of expat voices, finance experts, and more global insights you won’t want to miss. 

Follow us on Instagram @Passporttowealthofficial
Explore more at Passport To Wealth™ 

Subscribe now so you don’t miss what’s next.Until then, stay curious and remember: wherever you go, you can build wealth, live well, and feel at home. 

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>
When Savannah and I launched this podcast, our mission was clear: to inform, empower, and support U.S. expats navigating life and money abroad.From cross-border taxes and cultural transitions to entrepreneurship and investing overseas, Season 1 covered a wide range of real-life topics with stories from around the globe. I’m so grateful to Savannah for co-hosting this journey with me and to you, our listeners, for tuning in. 

Season 2 is coming this July, with an exciting lineup of expat voices, finance experts, and more global insights you won’t want to miss. 

Follow us on Instagram @Passporttowealthofficial
Explore more at Passport To Wealth™ 

Subscribe now so you don’t miss what’s next.Until then, stay curious and remember: wherever you go, you can build wealth, live well, and feel at home. 

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>https://api.spreaker.com/episode/66323861Thu, 29 May 2025 08:19:25 +020003:49falsefull140401Welcome back to Passport To Wealth! I'm Arielle Tucker CFP®, EA, and today’s episode is a short but meaningful send-off to our very first season.<br /><br />When Savannah and I launched this podcast, our mission was clear: to inform, empower, and support U.S. expats navigating life and money abroad.From cross-border taxes and cultural transitions to entrepreneurship and investing overseas, Season 1 covered a wide range of real-life topics with stories from around the globe. I’m so grateful to Savannah for co-hosting this journey with me and to you, our listeners, for tuning in. <br /><br />Season 2 is coming this July, with an exciting lineup of expat voices, finance experts, and more global insights you won’t want to miss. <br /><br />Follow us on Instagram @Passporttowealthofficial<br />Explore more at <a href="http://www.passporttowealth.com/" target="_blank" rel="noreferrer noopener">Passport To Wealth™</a> <br /><br />Subscribe now so you don’t miss what’s next.Until then, stay curious and remember: wherever you go, you can build wealth, live well, and feel at home. From Scientist to CPA with Emily HainesFrom Scientist to CPA with Emily HainesEmily Haines, CPA, and founder of Xpatax Solutions. Emily is an expert in U.S. taxation for expats, with years of experience helping individuals navigate the complexities of cross-border tax compliance. She specializes in making tax planning more accessible and stress-free, especially for Americans living in or connected to Germany.

We dive into Emily’s personal journey, from how she ended up in Germany to how she fell in love with the country and eventually built her company. She shares what it was like to integrate into a new culture, build a community, and transition her career as an expat. We also explore her experiences living in both Berlin and London, and the distinct differences between the two.

Throughout the conversation, Emily emphasizes the importance of understanding cultural nuances and local systems, key elements that can make or break a successful expat experience.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>Emily Haines, CPA, and founder of Xpatax Solutions. Emily is an expert in U.S. taxation for expats, with years of experience helping individuals navigate the complexities of cross-border tax compliance. She specializes in making tax planning more accessible and stress-free, especially for Americans living in or connected to Germany.

We dive into Emily’s personal journey, from how she ended up in Germany to how she fell in love with the country and eventually built her company. She shares what it was like to integrate into a new culture, build a community, and transition her career as an expat. We also explore her experiences living in both Berlin and London, and the distinct differences between the two.

Throughout the conversation, Emily emphasizes the importance of understanding cultural nuances and local systems, key elements that can make or break a successful expat experience.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>https://api.spreaker.com/episode/66101638Thu, 15 May 2025 15:00:29 +020022:14falsefull139391In this episode, we are joined by <a href="https://www.linkedin.com/in/emilyhaines/" target="_blank" rel="noreferrer noopener">Emily Haines</a>, CPA, and founder of <a href="https://xpataxsolutions.com/" target="_blank" rel="noreferrer noopener">Xpatax Solutions</a>. Emily is an expert in U.S. taxation for expats, with years of experience helping individuals navigate the complexities of cross-border tax compliance. She specializes in making tax planning more accessible and stress-free, especially for Americans living in or connected to Germany.<br /><br />We dive into Emily’s personal journey, from how she ended up in Germany to how she fell in love with the country and eventually built her company. She shares what it was like to integrate into a new culture, build a community, and transition her career as an expat. We also explore her experiences living in both Berlin and London, and the distinct differences between the two.<br /><br />Throughout the conversation, Emily emphasizes the importance of understanding cultural nuances and local systems, key elements that can make or break a successful expat experience.<br /><br />Run Toward Something: Mickelle Weber on Building a Life AbroadRun Toward Something: Mickelle Weber on Building a Life AbroadMickelle Weber, an angel investor, storyteller, serial entrepreneur, and founder. She is the host of the House of Peregrine podcast, where she explores the power of storytelling and shares insights from global leaders. Originally from the U.S. and now based in the Netherlands, Mickelle offers a unique perspective on what it means to be a global digital native.

Mickelle shares the story of how she landed in the Netherlands and emphasizes the importance of building intentional connections within the international community. One of her key messages is to "run toward something, not away," highlighting the value of having a clear vision for the life you are creating abroad. She speaks candidly about navigating tough moments, including the emotional challenge of being far from family, and why being in the right place makes all the difference.

We also dive into how Mickelle’s business opportunities evolved after her move and how she rebuilt her network from the ground up. Her advice is to recognize that you may never fully "fit in" anywhere again—and that’s okay. The most important thing is to stay confidently and authentically yourself.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>Mickelle Weber, an angel investor, storyteller, serial entrepreneur, and founder. She is the host of the House of Peregrine podcast, where she explores the power of storytelling and shares insights from global leaders. Originally from the U.S. and now based in the Netherlands, Mickelle offers a unique perspective on what it means to be a global digital native.

Mickelle shares the story of how she landed in the Netherlands and emphasizes the importance of building intentional connections within the international community. One of her key messages is to "run toward something, not away," highlighting the value of having a clear vision for the life you are creating abroad. She speaks candidly about navigating tough moments, including the emotional challenge of being far from family, and why being in the right place makes all the difference.

We also dive into how Mickelle’s business opportunities evolved after her move and how she rebuilt her network from the ground up. Her advice is to recognize that you may never fully "fit in" anywhere again—and that’s okay. The most important thing is to stay confidently and authentically yourself.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>https://api.spreaker.com/episode/65814473Wed, 30 Apr 2025 19:40:52 +020020:53falsefull138381In this episode we welcome <a href="https://www.linkedin.com/in/mickelleweber/" target="_blank" rel="noreferrer noopener">Mickelle Weber</a>, an angel investor, storyteller, serial entrepreneur, and founder. She is the host of the <a href="https://www.houseofperegrine.com/podcast" target="_blank" rel="noreferrer noopener">House of Peregrine</a> podcast, where she explores the power of storytelling and shares insights from global leaders. Originally from the U.S. and now based in the Netherlands, Mickelle offers a unique perspective on what it means to be a global digital native.<br /><br />Mickelle shares the story of how she landed in the Netherlands and emphasizes the importance of building intentional connections within the international community. One of her key messages is to "run toward something, not away," highlighting the value of having a clear vision for the life you are creating abroad. She speaks candidly about navigating tough moments, including the emotional challenge of being far from family, and why being in the right place makes all the difference.<br /><br />We also dive into how Mickelle’s business opportunities evolved after her move and how she rebuilt her network from the ground up. Her advice is to recognize that you may never fully "fit in" anywhere again—and that’s okay. The most important thing is to stay confidently and authentically yourself.Buying Property in Switzerland with Peter BloemsmaBuying Property in Switzerland with Peter Bloemsma
We dive into the process of buying a holiday home in Switzerland and what U.S. citizens need to know before taking the plunge. From Swiss legal restrictions for non-residents to the unique advantages of securing a Swiss mortgage, Peter walks us through the most important steps and considerations.

At the heart of it all: know what you're looking for, set a realistic budget, and be ready to act when the right opportunity comes.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>
We dive into the process of buying a holiday home in Switzerland and what U.S. citizens need to know before taking the plunge. From Swiss legal restrictions for non-residents to the unique advantages of securing a Swiss mortgage, Peter walks us through the most important steps and considerations.

At the heart of it all: know what you're looking for, set a realistic budget, and be ready to act when the right opportunity comes.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>https://api.spreaker.com/episode/65683039Wed, 23 Apr 2025 17:59:46 +020025:19falsefull137371In this episode, we’re joined by Peter Bloemsma, founder of Swiss Advisory Services. With over 20 years of experience helping clients navigate relocation and real estate transactions, Peter is a trusted expert in purchasing property in Switzerland.<br /><br />We dive into the process of buying a holiday home in Switzerland and what U.S. citizens need to know before taking the plunge. From Swiss legal restrictions for non-residents to the unique advantages of securing a Swiss mortgage, Peter walks us through the most important steps and considerations.<br /><br />At the heart of it all: know what you're looking for, set a realistic budget, and be ready to act when the right opportunity comes.Choosing Your Roots: Travel, Culture & Home with Flavia CornejoChoosing Your Roots: Travel, Culture & Home with Flavia CornejoFlavia Cornejo, a multicultural travel expert, digital nomad, and founder of Latina Traveler, a platform created to inspire Latinas to explore the world with confidence and curiosity. Flavia shares her personal travel adventures, practical tips, and powerful insights from her journey.

She talks about her evolution from expat to travel blogger and travel guide, and how she’s cultivated a strong community through shared travel experiences. Flavia also opens up about how her love for travel began, and how living abroad aligns more closely with the future and quality of life she envisions for herself.

As a third-culture kid, Flavia reflects on how it’s helped her adapt more easily to new places, while also touching on the challenges of finding a sense of rootedness. She shares how, as an adult, she learned that you can choose where your roots grow.

We also dive into the realities of navigating visa and government processes across countries, and she shares the highs and lows of it all. If you’re considering a move abroad, Flavia encourages you to thoroughly research and understand the specific requirements for living legally and comfortably in your destination country.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>Flavia Cornejo, a multicultural travel expert, digital nomad, and founder of Latina Traveler, a platform created to inspire Latinas to explore the world with confidence and curiosity. Flavia shares her personal travel adventures, practical tips, and powerful insights from her journey.

She talks about her evolution from expat to travel blogger and travel guide, and how she’s cultivated a strong community through shared travel experiences. Flavia also opens up about how her love for travel began, and how living abroad aligns more closely with the future and quality of life she envisions for herself.

As a third-culture kid, Flavia reflects on how it’s helped her adapt more easily to new places, while also touching on the challenges of finding a sense of rootedness. She shares how, as an adult, she learned that you can choose where your roots grow.

We also dive into the realities of navigating visa and government processes across countries, and she shares the highs and lows of it all. If you’re considering a move abroad, Flavia encourages you to thoroughly research and understand the specific requirements for living legally and comfortably in your destination country.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>https://api.spreaker.com/episode/65580711Tue, 15 Apr 2025 14:14:04 +020021:11falsefull136361In this episode, we welcome <a href="https://www.linkedin.com/in/flavia-cornejo-b9526345/" target="_blank" rel="noreferrer noopener">Flavia Cornejo</a>, a multicultural travel expert, digital nomad, and founder of <a href="https://latinatraveller.com/about-me/" target="_blank" rel="noreferrer noopener">Latina Traveler</a>, a platform created to inspire Latinas to explore the world with confidence and curiosity. Flavia shares her personal travel adventures, practical tips, and powerful insights from her journey.<br /><br />She talks about her evolution from expat to travel blogger and travel guide, and how she’s cultivated a strong community through shared travel experiences. Flavia also opens up about how her love for travel began, and how living abroad aligns more closely with the future and quality of life she envisions for herself.<br /><br />As a third-culture kid, Flavia reflects on how it’s helped her adapt more easily to new places, while also touching on the challenges of finding a sense of rootedness. She shares how, as an adult, she learned that you can choose where your roots grow.<br /><br />We also dive into the realities of navigating visa and government processes across countries, and she shares the highs and lows of it all. If you’re considering a move abroad, Flavia encourages you to thoroughly research and understand the specific requirements for living legally and comfortably in your destination country.From Military Contracting to Expat Life: A Conversation with Jordan VlastuinFrom Military Contracting to Expat Life: A Conversation with Jordan VlastuinJordan Vlastuin, Certified Financial Planner (CFP®) and founder of Make the Memory Financial Planning. Jordan’s firm focuses on helping people use their finances to maximize life experiences.

Jordan shares his journey of moving abroad, offers a brief overview of financial planning considerations for military families, and talks about adapting to cultural differences between countries. He also discusses the transition from military contracting to living abroad as a resident, the complexities of navigating taxes as a military contractor, and the challenges of opening financial accounts as a U.S. person living overseas.

If you are a current or aspiring expat, be bold! 

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>Jordan Vlastuin, Certified Financial Planner (CFP®) and founder of Make the Memory Financial Planning. Jordan’s firm focuses on helping people use their finances to maximize life experiences.

Jordan shares his journey of moving abroad, offers a brief overview of financial planning considerations for military families, and talks about adapting to cultural differences between countries. He also discusses the transition from military contracting to living abroad as a resident, the complexities of navigating taxes as a military contractor, and the challenges of opening financial accounts as a U.S. person living overseas.

If you are a current or aspiring expat, be bold! 

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>https://api.spreaker.com/episode/65446608Tue, 08 Apr 2025 21:45:52 +020019:41falsefull135351In this episode, we sit down with <a href="https://www.linkedin.com/in/jordan-vlastuin/" target="_blank" rel="noreferrer noopener">Jordan Vlastuin</a>, Certified Financial Planner (CFP®) and founder of <a href="https://www.mtmplanning.com/about-us" target="_blank" rel="noreferrer noopener">Make the Memory Financial Planning</a>. Jordan’s firm focuses on helping people use their finances to maximize life experiences.<br /><br />Jordan shares his journey of moving abroad, offers a brief overview of financial planning considerations for military families, and talks about adapting to cultural differences between countries. He also discusses the transition from military contracting to living abroad as a resident, the complexities of navigating taxes as a military contractor, and the challenges of opening financial accounts as a U.S. person living overseas.<br /><br />If you are a current or aspiring expat, <b>be bold</b>! <br />WEP is Out What Happens Next with Chad HatallaWEP is Out What Happens Next with Chad HatallaChad Hatalla, a U.S. tax expert who specializes in financial planning and tax strategies for both inpats and expats. With extensive experience guiding U.S. and non-U.S. citizens through the complexities of cross-border taxation and Social Security, Chad helps clients stay compliant while maximizing tax efficiency.

We dive into the recent repeal of the Windfall Elimination Provision and what it means for Americans living abroad. Chad breaks down who stands to benefit from the changes, how Social Security payments work across borders, and what expats should keep in mind when planning for retirement outside the United States.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>Chad Hatalla, a U.S. tax expert who specializes in financial planning and tax strategies for both inpats and expats. With extensive experience guiding U.S. and non-U.S. citizens through the complexities of cross-border taxation and Social Security, Chad helps clients stay compliant while maximizing tax efficiency.

We dive into the recent repeal of the Windfall Elimination Provision and what it means for Americans living abroad. Chad breaks down who stands to benefit from the changes, how Social Security payments work across borders, and what expats should keep in mind when planning for retirement outside the United States.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>https://api.spreaker.com/episode/65288278Tue, 01 Apr 2025 15:55:26 +020020:19falsefull134341In this episode, we’re joined by <a href="https://www.linkedin.com/in/chad-hatalla-ustax/" target="_blank" rel="noreferrer noopener">Chad Hatalla</a>, a U.S. tax expert who specializes in financial planning and tax strategies for both inpats and expats. With extensive experience guiding U.S. and non-U.S. citizens through the complexities of cross-border taxation and Social Security, Chad helps clients stay compliant while maximizing tax efficiency.<br /><br />We dive into the recent repeal of the Windfall Elimination Provision and what it means for Americans living abroad. Chad breaks down who stands to benefit from the changes, how Social Security payments work across borders, and what expats should keep in mind when planning for retirement outside the United States.2024 US Tax Updates with Emily Haines2024 US Tax Updates with Emily HainesEmily Haines, CPA and founder of Xpatax Solutions. Emily is an expert in U.S. taxation for expats, with years of experience helping individuals navigate the complexities of cross-border tax compliance. She specializes in making tax planning more accessible and stress-free, especially for Americans living in or connected to Germany.

We dive into the key 2024 tax updates that could impact your filing this year. While most of the changes were relatively minor, adjustments to the standard deduction and the foreign earned income exclusion due to inflation are worth noting. We also look ahead to potential major tax changes expected in 2025.

Other topics covered include how to set up an ID.me account, which you can read more about here, important tax deadlines to keep on your radar, and updates on Beneficial Ownership Information reporting and its evolving deadlines.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>Emily Haines, CPA and founder of Xpatax Solutions. Emily is an expert in U.S. taxation for expats, with years of experience helping individuals navigate the complexities of cross-border tax compliance. She specializes in making tax planning more accessible and stress-free, especially for Americans living in or connected to Germany.

We dive into the key 2024 tax updates that could impact your filing this year. While most of the changes were relatively minor, adjustments to the standard deduction and the foreign earned income exclusion due to inflation are worth noting. We also look ahead to potential major tax changes expected in 2025.

Other topics covered include how to set up an ID.me account, which you can read more about here, important tax deadlines to keep on your radar, and updates on Beneficial Ownership Information reporting and its evolving deadlines.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>https://api.spreaker.com/episode/65100806Tue, 25 Mar 2025 09:32:25 +020026:20falsefull133331In this episode, we are joined by <a href="https://www.linkedin.com/in/emilyhaines/" target="_blank" rel="noreferrer noopener">Emily Haines</a>, CPA and founder of <a href="https://xpataxsolutions.com/" target="_blank" rel="noreferrer noopener">Xpatax Solutions</a>. Emily is an expert in U.S. taxation for expats, with years of experience helping individuals navigate the complexities of cross-border tax compliance. She specializes in making tax planning more accessible and stress-free, especially for Americans living in or connected to Germany.<br /><br />We dive into the key 2024 tax updates that could impact your filing this year. While most of the changes were relatively minor, adjustments to the standard deduction and the foreign earned income exclusion due to inflation are worth noting. We also look ahead to potential major tax changes expected in 2025.<br /><br />Other topics covered include how to set up an ID.me account, which you can read more about <a href="https://www.connectedfinancialplanning.com/the-complete-guide-to-setting-up-your-id-me-account-as-an-expat" target="_blank" rel="noreferrer noopener">here</a>, important tax deadlines to keep on your radar, and updates on Beneficial Ownership Information reporting and its evolving deadlines.<br />Escaping the US: How to Settle Into Your New Home AbroadEscaping the US: How to Settle Into Your New Home Abroad
From setting up internet and utilities to registering with local authorities, opening a bank account, and navigating transportation, we cover everything you need to make your transition smooth. We also dive into key topics like bringing medications, finding healthcare, and building a community so you can feel at home faster.

Whether you’re a first-time expat or a seasoned traveler, these tips will help you hit the ground running.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>
From setting up internet and utilities to registering with local authorities, opening a bank account, and navigating transportation, we cover everything you need to make your transition smooth. We also dive into key topics like bringing medications, finding healthcare, and building a community so you can feel at home faster.

Whether you’re a first-time expat or a seasoned traveler, these tips will help you hit the ground running.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>https://api.spreaker.com/episode/64972048Wed, 19 Mar 2025 11:22:42 +020016:23falsefull132321In this episode of the Escaping the US series, we guide you through settling into a new country and making it feel like home. <br /><br />From setting up internet and utilities to registering with local authorities, opening a bank account, and navigating transportation, we cover everything you need to make your transition smooth. We also dive into key topics like bringing medications, finding healthcare, and building a community so you can feel at home faster.<br /><br />Whether you’re a first-time expat or a seasoned traveler, these tips will help you hit the ground running.From Sponsored Expat to Business Owner: Katrina Nacci’s Inspiring Move AbroadFrom Sponsored Expat to Business Owner: Katrina Nacci’s Inspiring Move AbroadKatrina Nacci, a cross-border CPA and US expat, who shares her journey of moving overseas, navigating work sponsorship, and ultimately founding her own international accounting firm.

We dive into her experiences navigating immigration in different countries, career changes, building a business as an expat, and the lessons she learned along the way. As the founder of KN Tax, she offers valuable insights into US expat taxes, the realities of cross-border careers, the entrepreneurial mindset, and how to find success while living abroad.

If you’re curious about the expat lifestyle, cross-border careers, or starting a business in a foreign country, this episode is packed with inspiration and practical advice. 

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>Katrina Nacci, a cross-border CPA and US expat, who shares her journey of moving overseas, navigating work sponsorship, and ultimately founding her own international accounting firm.

We dive into her experiences navigating immigration in different countries, career changes, building a business as an expat, and the lessons she learned along the way. As the founder of KN Tax, she offers valuable insights into US expat taxes, the realities of cross-border careers, the entrepreneurial mindset, and how to find success while living abroad.

If you’re curious about the expat lifestyle, cross-border careers, or starting a business in a foreign country, this episode is packed with inspiration and practical advice. 

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>https://api.spreaker.com/episode/64877595Fri, 14 Mar 2025 09:45:18 +020022:11falsefull131311In this episode, we chat with <a href="https://www.linkedin.com/in/katrina-nacci-cpa/" target="_blank" rel="noreferrer noopener">Katrina Nacci</a>, a cross-border CPA and US expat, who shares her journey of moving overseas, navigating work sponsorship, and ultimately founding her own international accounting firm.<br /><br />We dive into her experiences navigating immigration in different countries, career changes, building a business as an expat, and the lessons she learned along the way. As the founder of <a href="https://kn-cpa.net/" target="_blank" rel="noreferrer noopener">KN Tax</a>, she offers valuable insights into US expat taxes, the realities of cross-border careers, the entrepreneurial mindset, and how to find success while living abroad.<br /><br />If you’re curious about the expat lifestyle, cross-border careers, or starting a business in a foreign country, this episode is packed with inspiration and practical advice. Windfall Elimination Provision Repealed: What It Means for US ExpatsWindfall Elimination Provision Repealed: What It Means for US Expats
This repeal could have a significant impact on expats who receive foreign pensions and were previously subject to reduced benefits. We discuss how this shift impacts Americans abroad, key considerations for maximizing benefits, and what expats should do next to ensure financial security. If you’re a US citizen living overseas, this update could reshape your retirement strategy.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>
This repeal could have a significant impact on expats who receive foreign pensions and were previously subject to reduced benefits. We discuss how this shift impacts Americans abroad, key considerations for maximizing benefits, and what expats should do next to ensure financial security. If you’re a US citizen living overseas, this update could reshape your retirement strategy.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>https://api.spreaker.com/episode/64544246Mon, 24 Feb 2025 16:10:56 +020010:56falsefull130301In this episode, we break down what the WEP repeal means, who is affected, and how it could change your retirement planning and Social Security payments. <br /><br />This repeal could have a significant impact on expats who receive foreign pensions and were previously subject to reduced benefits. We discuss how this shift impacts Americans abroad, key considerations for maximizing benefits, and what expats should do next to ensure financial security. If you’re a US citizen living overseas, this update could reshape your retirement strategy.From Expat to Entrepreneur: Nathalie Goldstein’s Journey to EuropeFrom Expat to Entrepreneur: Nathalie Goldstein’s Journey to Europe
Nathalie Goldstein, founder and CEO of MyExpatTaxes, is revolutionizing tax services for US expats. Originally from California, Nathalie moved to Austria where she built a successful business and embraced the expat lifestyle. With a degree in Finance and International Business, Nathalie combines her expertise as an enrolled agent to simplify the complexities of US expat taxes. Recognized on the Forbes 30 Under 30 list, she’s dedicated to helping Americans abroad navigate their financial challenges with ease.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>
Nathalie Goldstein, founder and CEO of MyExpatTaxes, is revolutionizing tax services for US expats. Originally from California, Nathalie moved to Austria where she built a successful business and embraced the expat lifestyle. With a degree in Finance and International Business, Nathalie combines her expertise as an enrolled agent to simplify the complexities of US expat taxes. Recognized on the Forbes 30 Under 30 list, she’s dedicated to helping Americans abroad navigate their financial challenges with ease.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>https://api.spreaker.com/episode/64300898Mon, 10 Feb 2025 17:08:55 +020022:31falsefull129291In this episode we chat with Nathalie Goldstein co-founder of MyExpatTaxes about her journey to Europe and entrepreneurship. We discuss how she made the move abroad, transferred within her company to a foreign office, navigated language and cultural differences, built a family, and launched a globally recognized firm.<br /><br />Nathalie Goldstein, founder and CEO of <a href="https://www.myexpattaxes.com/" target="_blank" rel="noreferrer noopener">MyExpatTaxes</a>, is revolutionizing tax services for US expats. Originally from California, Nathalie moved to Austria where she built a successful business and embraced the expat lifestyle. With a degree in Finance and International Business, Nathalie combines her expertise as an enrolled agent to simplify the complexities of US expat taxes. Recognized on the Forbes 30 Under 30 list, she’s dedicated to helping Americans abroad navigate their financial challenges with ease.<br /><br />Living Abroad in Portugal: U.S. Tax Insights, Multicultural Parenting & Expat Life with Sasha Young da SilvaLiving Abroad in Portugal: U.S. Tax Insights, Multicultural Parenting & Expat Life with Sasha Young da Silva
We explore her experience adjusting to life abroad, navigating the cultural and identity shifts that come with learning a new language, and raising a child with a multicultural background. Sasha offers insightful perspectives on third-culture kids and adapting to different work environments.

She also delves into her professional work serving American expats in Portugal, addressing the complexities of U.S. tax and estate planning issues for those living abroad, and how she discovered her passion for this niche. Connect with Sasha on LinkedIn or through her company website.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>
We explore her experience adjusting to life abroad, navigating the cultural and identity shifts that come with learning a new language, and raising a child with a multicultural background. Sasha offers insightful perspectives on third-culture kids and adapting to different work environments.

She also delves into her professional work serving American expats in Portugal, addressing the complexities of U.S. tax and estate planning issues for those living abroad, and how she discovered her passion for this niche. Connect with Sasha on LinkedIn or through her company website.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>https://api.spreaker.com/episode/64205227Wed, 05 Feb 2025 13:46:05 +020020:59falsefull128281In this episode, we chat with Sasha Young da Silva, an American tax and estate planning attorney based in Portugal. Sasha shares the journey that led her to Portugal, the inspiration behind her move, and the unique benefits of holding multiple passports.<br /><br />We explore her experience adjusting to life abroad, navigating the cultural and identity shifts that come with learning a new language, and raising a child with a multicultural background. Sasha offers insightful perspectives on third-culture kids and adapting to different work environments.<br /><br />She also delves into her professional work serving American expats in Portugal, addressing the complexities of U.S. tax and estate planning issues for those living abroad, and how she discovered her passion for this niche. Connect with Sasha on <a href="https://www.linkedin.com/in/sashadyoung/" target="_blank" rel="noreferrer noopener">LinkedIn</a> or through her <a href="https://www.areiaglobal.com/" target="_blank" rel="noreferrer noopener">company website</a>.Ultimate Guide to Setting Financial GoalsUltimate Guide to Setting Financial Goals
Building on insights from our previous episode on SMART goals, we discuss how to prioritize immediate goals, explore budgeting apps to help you stay on track, and share methods to hold yourself accountable.

We also cover common financial goals that may resonate with expats and offer advice on tackling one of the toughest challenges... staying motivated.

Life as an expat is ever-changing, making flexibility key to crafting a sustainable and adaptable financial plan. 

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>
Building on insights from our previous episode on SMART goals, we discuss how to prioritize immediate goals, explore budgeting apps to help you stay on track, and share methods to hold yourself accountable.

We also cover common financial goals that may resonate with expats and offer advice on tackling one of the toughest challenges... staying motivated.

Life as an expat is ever-changing, making flexibility key to crafting a sustainable and adaptable financial plan. 

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>https://api.spreaker.com/episode/63973057Tue, 28 Jan 2025 20:59:40 +020022:36falsefull127271In this episode, we dive into practical tips and strategies for setting meaningful financial goals tailored to your unique expat journey. We break it down into three essential steps: reflecting on what matters most to you, setting clear and specific goals, and understanding your current financial landscape.<br /><br />Building on insights from our previous episode on SMART goals, we discuss how to prioritize immediate goals, explore budgeting apps to help you stay on track, and share methods to hold yourself accountable.<br /><br />We also cover common financial goals that may resonate with expats and offer advice on tackling one of the toughest challenges... staying motivated.<br /><br />Life as an expat is ever-changing, making flexibility key to crafting a sustainable and adaptable financial plan. New Year, New Goals: Setting SMART Intentions for 2025New Year, New Goals: Setting SMART Intentions for 2025In this episode, we dive into the power of setting SMART goals, those that are Specific, Measurable, Achievable, Relevant, and Time-bound.

We explore why these types of goals are especially important for expats navigating new environments and life changes. You’ll hear examples of SMART goals tailored to expats, tips for staying on track, and a peek into some of our own personal goals.

Whether you’re planning for career growth, personal development, or settling into your new life abroad, this episode will help you make 2025 your best year yet!

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>In this episode, we dive into the power of setting SMART goals, those that are Specific, Measurable, Achievable, Relevant, and Time-bound.

We explore why these types of goals are especially important for expats navigating new environments and life changes. You’ll hear examples of SMART goals tailored to expats, tips for staying on track, and a peek into some of our own personal goals.

Whether you’re planning for career growth, personal development, or settling into your new life abroad, this episode will help you make 2025 your best year yet!

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>https://api.spreaker.com/episode/63785839Tue, 21 Jan 2025 17:25:00 +020017:32falsefull126261In this episode, we dive into the power of setting SMART goals, those that are Specific, Measurable, Achievable, Relevant, and Time-bound. We explore why these types of goals are especially important for expats navigating new environments and life changes. You’ll hear examples of SMART goals tailored to expats, tips for staying on track, and a peek into some of our own personal goals. Whether you’re planning for career growth, personal development, or settling into your new life abroad, this episode will help you make 2025 your best year yet!Living the Pura Vida: Shannon Weinstein’s Costa Rica JourneyLiving the Pura Vida: Shannon Weinstein’s Costa Rica JourneyIn this episode, we sit down with Shannon Weinstein, a fractional CFO for business owners looking to scale or sell their business. She hosts the top 1% podcast, Keep What You Earn, where her real talk and relatable examples make financial information a source of inspiration, not intimidation. She is a financial literacy advocate, volunteer, donor, investor and a sought-after speaker for masterminds and business communities.

Shannon shares the thought process behind her decision to take the leap and move to Costa Rica. We dive into her experience of settling into a new country, navigating the visa process and housing markets, building a sense of community, and making Costa Rica feel like home.

You can contact her on her website or find her on LinkedIn if you want to connect.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>In this episode, we sit down with Shannon Weinstein, a fractional CFO for business owners looking to scale or sell their business. She hosts the top 1% podcast, Keep What You Earn, where her real talk and relatable examples make financial information a source of inspiration, not intimidation. She is a financial literacy advocate, volunteer, donor, investor and a sought-after speaker for masterminds and business communities.

Shannon shares the thought process behind her decision to take the leap and move to Costa Rica. We dive into her experience of settling into a new country, navigating the visa process and housing markets, building a sense of community, and making Costa Rica feel like home.

You can contact her on her website or find her on LinkedIn if you want to connect.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>https://api.spreaker.com/episode/63673709Mon, 13 Jan 2025 11:25:00 +020031:42falsefull125251In this episode, we sit down with Shannon Weinstein, a fractional CFO for business owners looking to scale or sell their business. She hosts the top 1% podcast, Keep What You Earn, where her real talk and relatable examples make financial information a source of inspiration, not intimidation. She is a financial literacy advocate, volunteer, donor, investor and a sought-after speaker for masterminds and business communities. Shannon shares the thought process behind her decision to take the leap and move to Costa Rica. We dive into her experience of settling into a new country, navigating the visa process and housing markets, building a sense of community, and making Costa Rica feel like home. You can contact her on her https://www.keepwhatyouearn.com/ (website) or find her on https://www.linkedin.com/in/shannonweinstein/ (LinkedIn) if you want to connect. Navigating IRA Contributions for US ExpatsNavigating IRA Contributions for US ExpatsIn this episode, we dive into making IRA contributions as an American living abroad. We explore the basics of IRAs and why they are important for expats, how the Foreign Earned Income Exclusion (FEIE) affects contribution eligibility, and key considerations for Traditional IRA deductibility.

We also discuss Roth IRAs, including income thresholds for contributions, and examine how access to US retirement plans may influence your options. Finally, we share practical tips for navigating IRA contributions while living overseas.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>In this episode, we dive into making IRA contributions as an American living abroad. We explore the basics of IRAs and why they are important for expats, how the Foreign Earned Income Exclusion (FEIE) affects contribution eligibility, and key considerations for Traditional IRA deductibility.

We also discuss Roth IRAs, including income thresholds for contributions, and examine how access to US retirement plans may influence your options. Finally, we share practical tips for navigating IRA contributions while living overseas.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>https://api.spreaker.com/episode/63514900Mon, 30 Dec 2024 12:11:00 +020023:17falsefull124241In this episode, we dive into making IRA contributions as an American living abroad. We explore the basics of IRAs and why they are important for expats, how the Foreign Earned Income Exclusion (FEIE) affects contribution eligibility, and key considerations for Traditional IRA deductibility. We also discuss Roth IRAs, including income thresholds for contributions, and examine how access to US retirement plans may influence your options. Finally, we share practical tips for navigating IRA contributions while living overseas.2024 End-of-Year Tax and Financial Planning for Expats2024 End-of-Year Tax and Financial Planning for ExpatsIn this episode, we cover key end-of-year tax and financial planning strategies for those living abroad. We dive into:

  1. Charitable Giving: Learn about strategies like charitable bunching and qualified charitable distributions (QCDs). You can explore a list of qualified charitable organizations here.
  2. Capital Gains and Losses: Discover ways to optimize your investments through tax-loss harvesting and portfolio rebalancing.
  3. Retirement Planning: Maximize your year-end opportunities with tips on IRA contributions, Roth conversions, and catch-up contributions.
  4. Additional Strategies: We also discuss managing currency exchange rates and efficient gift and estate planning.

Tune in to make the most of 2024 and start 2025 with a strong financial foundation.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>In this episode, we cover key end-of-year tax and financial planning strategies for those living abroad. We dive into:

  1. Charitable Giving: Learn about strategies like charitable bunching and qualified charitable distributions (QCDs). You can explore a list of qualified charitable organizations here.
  2. Capital Gains and Losses: Discover ways to optimize your investments through tax-loss harvesting and portfolio rebalancing.
  3. Retirement Planning: Maximize your year-end opportunities with tips on IRA contributions, Roth conversions, and catch-up contributions.
  4. Additional Strategies: We also discuss managing currency exchange rates and efficient gift and estate planning.

Tune in to make the most of 2024 and start 2025 with a strong financial foundation.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>https://api.spreaker.com/episode/63357145Tue, 17 Dec 2024 18:51:00 +020022:08falsefull123231In this episode, we cover key end-of-year tax and financial planning strategies for those living abroad. We dive into:Charitable Giving: Learn about strategies like charitable bunching and qualified charitable distributions (QCDs). You can explore a list of qualified charitable organizations https://www.irs.gov/charities-and-nonprofits (here). Capital Gains and Losses: Discover ways to optimize your investments through tax-loss harvesting and portfolio rebalancing. Retirement Planning: Maximize your year-end opportunities with tips on IRA contributions, Roth conversions, and catch-up contributions. Additional Strategies: We also discuss managing currency exchange rates and efficient gift and estate planning. Tune in to make the most of 2024 and start 2025 with a strong financial foundation.Exploring South America with the MoneySmart Travelnista Sandra MornoExploring South America with the MoneySmart Travelnista Sandra MornoIn this episode, we welcome Sandra Morno, a seasoned tax strategist and adventurous MoneySmart Travelnista with over 15 years of experience. Sandra is dedicated to helping female entrepreneurs and expats navigate the complexities of cross-border taxes and make smart financial choices while living and working internationally. Her passion lies in simplifying taxes and empowering her clients to hold onto more of their hard-earned income.

Sandra shares her inspiring journey of living and traveling across South America, offering insights into building a social network abroad and the invaluable life lessons she’s gained along the way. Tune in as she provides her top tips for relocating overseas, covering both personal and professional strategies to help you thrive in your global adventure.

You can contact her via her website or find her on LinkedIn if you want to connect.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>In this episode, we welcome Sandra Morno, a seasoned tax strategist and adventurous MoneySmart Travelnista with over 15 years of experience. Sandra is dedicated to helping female entrepreneurs and expats navigate the complexities of cross-border taxes and make smart financial choices while living and working internationally. Her passion lies in simplifying taxes and empowering her clients to hold onto more of their hard-earned income.

Sandra shares her inspiring journey of living and traveling across South America, offering insights into building a social network abroad and the invaluable life lessons she’s gained along the way. Tune in as she provides her top tips for relocating overseas, covering both personal and professional strategies to help you thrive in your global adventure.

You can contact her via her website or find her on LinkedIn if you want to connect.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>https://api.spreaker.com/episode/63241235Mon, 09 Dec 2024 17:02:00 +020018:09falsefull122221In this episode, we welcome Sandra Morno, a seasoned tax strategist and adventurous MoneySmart Travelnista with over 15 years of experience. Sandra is dedicated to helping female entrepreneurs and expats navigate the complexities of cross-border taxes and make smart financial choices while living and working internationally. Her passion lies in simplifying taxes and empowering her clients to hold onto more of their hard-earned income. Sandra shares her inspiring journey of living and traveling across South America, offering insights into building a social network abroad and the invaluable life lessons she’s gained along the way. Tune in as she provides her top tips for relocating overseas, covering both personal and professional strategies to help you thrive in your global adventure. You can contact her via her https://www.ssbmconsulting.com/ (website) or find her on https://www.linkedin.com/in/sandramorno-taxstrategist/ (LinkedIn) if you want to connect.Nurturing Relationships While Living AbroadNurturing Relationships While Living AbroadIn this episode, we explore practical strategies for maintaining meaningful connections with friends and family while living abroad.

From navigating time zone differences and leveraging technology to scheduling virtual activities, we cover tips for staying close despite the distance. We also discuss setting healthy boundaries with loved ones back home, evaluating relationships to ensure they continue to enrich your life, and managing holidays when travel isn’t an option.

Finally, we share ideas for staying connected to U.S. traditions through local events and organizations, as well as preserving ties to your culture and roots.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>In this episode, we explore practical strategies for maintaining meaningful connections with friends and family while living abroad.

From navigating time zone differences and leveraging technology to scheduling virtual activities, we cover tips for staying close despite the distance. We also discuss setting healthy boundaries with loved ones back home, evaluating relationships to ensure they continue to enrich your life, and managing holidays when travel isn’t an option.

Finally, we share ideas for staying connected to U.S. traditions through local events and organizations, as well as preserving ties to your culture and roots.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>https://api.spreaker.com/episode/63109223Mon, 02 Dec 2024 17:39:00 +020014:50falsefull121211In this episode, we explore practical strategies for maintaining meaningful connections with friends and family while living abroad. From navigating time zone differences and leveraging technology to scheduling virtual activities, we cover tips for staying close despite the distance. We also discuss setting healthy boundaries with loved ones back home, evaluating relationships to ensure they continue to enrich your life, and managing holidays when travel isn’t an option. Finally, we share ideas for staying connected to U.S. traditions through local events and organizations, as well as preserving ties to your culture and roots.Building a Life Abroad: Career, Visas, and Entrepreneurship in France with Claire NaughtonBuilding a Life Abroad: Career, Visas, and Entrepreneurship in France with Claire NaughtonIn this episode, we welcome Claire Naughton, a seasoned content and marketing consultant with a passion for helping expats, travel enthusiasts, and financial service providers. As a US expat now thriving in France, Claire shares her journey of creating a fulfilling life abroad. Claire also shares her experiences and insights on her popular blog, the Millennial Abroad.

We explore her move to France, the challenges of navigating visa requirements, finding meaningful work, and transitioning to a long-term expat lifestyle. Claire opens up about launching her own consulting business and sheds light on the growing trend of young entrepreneurs seeking to establish roots in France.

Join us as we dive into her unique insights on career development, cultural adaptation, and living life on your own terms. If you’ve ever dreamed of turning a love for travel into a sustainable lifestyle, this episode is for you!

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>In this episode, we welcome Claire Naughton, a seasoned content and marketing consultant with a passion for helping expats, travel enthusiasts, and financial service providers. As a US expat now thriving in France, Claire shares her journey of creating a fulfilling life abroad. Claire also shares her experiences and insights on her popular blog, the Millennial Abroad.

We explore her move to France, the challenges of navigating visa requirements, finding meaningful work, and transitioning to a long-term expat lifestyle. Claire opens up about launching her own consulting business and sheds light on the growing trend of young entrepreneurs seeking to establish roots in France.

Join us as we dive into her unique insights on career development, cultural adaptation, and living life on your own terms. If you’ve ever dreamed of turning a love for travel into a sustainable lifestyle, this episode is for you!

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>https://api.spreaker.com/episode/63002791Mon, 25 Nov 2024 17:03:00 +020017:53falsefull120201In this episode, we welcome Claire Naughton, a seasoned content and marketing consultant with a passion for helping expats, travel enthusiasts, and financial service providers. As a US expat now thriving in France, Claire shares her journey of creating a fulfilling life abroad. Claire also shares her experiences and insights on her popular blog, the https://www.themillennialabroad.com/ (Millennial Abroad). We explore her move to France, the challenges of navigating visa requirements, finding meaningful work, and transitioning to a long-term expat lifestyle. Claire opens up about launching her own consulting business and sheds light on the growing trend of young entrepreneurs seeking to establish roots in France. Join us as we dive into her unique insights on career development, cultural adaptation, and living life on your own terms. If you’ve ever dreamed of turning a love for travel into a sustainable lifestyle, this episode is for you!Bringing Home a Taste of the US: Our Shopping List EssentialsBringing Home a Taste of the US: Our Shopping List EssentialsIn this episode, we’re diving into a fun and relatable topic for expats: the ultimate US shopping list!

We’ll share what’s on our must-buy list, how we navigate shopping trips when stateside, and the best tips for packing up and bringing those items back abroad.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>In this episode, we’re diving into a fun and relatable topic for expats: the ultimate US shopping list!

We’ll share what’s on our must-buy list, how we navigate shopping trips when stateside, and the best tips for packing up and bringing those items back abroad.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>https://api.spreaker.com/episode/62785435Mon, 18 Nov 2024 10:28:00 +020013:30falsefull119191In this episode, we’re diving into a fun and relatable topic for expats: the ultimate US shopping list! We’ll share what’s on our must-buy list, how we navigate shopping trips when stateside, and the best tips for packing up and bringing those items back abroad.US Election Results 2024: What They Mean for Americans AbroadUS Election Results 2024: What They Mean for Americans AbroadWith the US election results just announced, we explore how the outcome could affect Americans living abroad.

In this episode, we dive into potential shifts in tax policy, immigration updates, and the ongoing debate around ending double taxation. We also discuss how a new presidency might impact international tax treaties—and share our hopes for changes that could benefit expats globally.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>With the US election results just announced, we explore how the outcome could affect Americans living abroad.

In this episode, we dive into potential shifts in tax policy, immigration updates, and the ongoing debate around ending double taxation. We also discuss how a new presidency might impact international tax treaties—and share our hopes for changes that could benefit expats globally.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>https://api.spreaker.com/episode/62722593Wed, 13 Nov 2024 16:36:00 +020022:33falsefull118181With the US election results just announced, we explore how the outcome could affect Americans living abroad. In this episode, we dive into potential shifts in tax policy, immigration updates, and the ongoing debate around ending double taxation. We also discuss how a new presidency might impact international tax treaties—and share our hopes for changes that could benefit expats globally.Escaping the US: How to Find and Secure Housing AbroadEscaping the US: How to Find and Secure Housing AbroadIn this episode of the Escaping the US series, we dive into the essential steps for finding housing after moving abroad.

We start by exploring how to secure temporary accommodations for a smooth transition, whether you’re relocating to Europe, Asia, or beyond. From there, we cover strategies for finding long-term housing through top online platforms, what to look for during viewings, and the key questions to ask landlords or agents. Learn how to craft a personalized rental application, understand what to expect after you’re approved, and get tips on settling into your new home.

Whether you're a digital nomad or a more long-term expat, this episode is packed with advice on navigating the rental market abroad and making your new space feel like home.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>In this episode of the Escaping the US series, we dive into the essential steps for finding housing after moving abroad.

We start by exploring how to secure temporary accommodations for a smooth transition, whether you’re relocating to Europe, Asia, or beyond. From there, we cover strategies for finding long-term housing through top online platforms, what to look for during viewings, and the key questions to ask landlords or agents. Learn how to craft a personalized rental application, understand what to expect after you’re approved, and get tips on settling into your new home.

Whether you're a digital nomad or a more long-term expat, this episode is packed with advice on navigating the rental market abroad and making your new space feel like home.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>https://api.spreaker.com/episode/62639470Wed, 06 Nov 2024 13:26:00 +020016:29falsefull117171In this episode of the Escaping the US series, we dive into the essential steps for finding housing after moving abroad. We start by exploring how to secure temporary accommodations for a smooth transition, whether you’re relocating to Europe, Asia, or beyond. From there, we cover strategies for finding long-term housing through top online platforms, what to look for during viewings, and the key questions to ask landlords or agents. Learn how to craft a personalized rental application, understand what to expect after you’re approved, and get tips on settling into your new home. Whether you're a digital nomad or a more long-term expat, this episode is packed with advice on navigating the rental market abroad and making your new space feel like home.Escaping the US: A Complete Guide to Moving Your Belongings AbroadEscaping the US: A Complete Guide to Moving Your Belongings AbroadIn this episode of Escaping the US, we dive into the logistics of moving your belongings overseas.

We cover everything from deciding what to take with you and managing sentimental items, to evaluating the costs of shipping versus rebuying furniture and electronics abroad. We'll also discuss options for storing items in the U.S., donating what you no longer need (and the potential tax benefits!), and the practical steps for shipping your belongings to your new home.

Whether you're moving a few boxes or a whole household, this episode will help you navigate the process with ease!

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>In this episode of Escaping the US, we dive into the logistics of moving your belongings overseas.

We cover everything from deciding what to take with you and managing sentimental items, to evaluating the costs of shipping versus rebuying furniture and electronics abroad. We'll also discuss options for storing items in the U.S., donating what you no longer need (and the potential tax benefits!), and the practical steps for shipping your belongings to your new home.

Whether you're moving a few boxes or a whole household, this episode will help you navigate the process with ease!

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>https://api.spreaker.com/episode/62578582Fri, 01 Nov 2024 05:52:00 +020020:54falsefull116161In this episode of Escaping the US, we dive into the logistics of moving your belongings overseas. We cover everything from deciding what to take with you and managing sentimental items, to evaluating the costs of shipping versus rebuying furniture and electronics abroad. We'll also discuss options for storing items in the U.S., donating what you no longer need (and the potential tax benefits!), and the practical steps for shipping your belongings to your new home. Whether you're moving a few boxes or a whole household, this episode will help you navigate the process with ease!Escaping the US: How to Cut Ties and Manage Your Financial Accounts AbroadEscaping the US: How to Cut Ties and Manage Your Financial Accounts AbroadIn this episode of the Escaping the US series, we explore how to successfully cut ties with the U.S. and prepare for a smooth transition abroad.

We'll cover important topics like consolidating your accounts, how the length of your stay impacts your planning, and the best brokerages and banks for U.S. expats. We'll also discuss choosing foreign financial institutions, managing currency conversions, severing ties with your current U.S. state, and offer tips for families moving with children (or pets!).

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>In this episode of the Escaping the US series, we explore how to successfully cut ties with the U.S. and prepare for a smooth transition abroad.

We'll cover important topics like consolidating your accounts, how the length of your stay impacts your planning, and the best brokerages and banks for U.S. expats. We'll also discuss choosing foreign financial institutions, managing currency conversions, severing ties with your current U.S. state, and offer tips for families moving with children (or pets!).

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>https://api.spreaker.com/episode/62488546Thu, 24 Oct 2024 14:52:00 +020018:48falsefull115151In this episode of the Escaping the US series, we explore how to successfully cut ties with the U.S. and prepare for a smooth transition abroad. We'll cover important topics like consolidating your accounts, how the length of your stay impacts your planning, and the best brokerages and banks for U.S. expats. We'll also discuss choosing foreign financial institutions, managing currency conversions, severing ties with your current U.S. state, and offer tips for families moving with children (or pets!).Escaping the US: Choosing a Location and Visa ConsiderationsEscaping the US: Choosing a Location and Visa ConsiderationsWelcome to the Escaping the US series! We will dive into the various steps of how to plan and implement a move abroad.

In this episode, we discuss how to choose a location and visa considerations when moving abroad. This includes ideal climate, lifestyle preferences, cost of living, and potential visa options.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>Welcome to the Escaping the US series! We will dive into the various steps of how to plan and implement a move abroad.

In this episode, we discuss how to choose a location and visa considerations when moving abroad. This includes ideal climate, lifestyle preferences, cost of living, and potential visa options.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>https://api.spreaker.com/episode/62354753Mon, 14 Oct 2024 04:35:00 +020022:39falsefull114141Welcome to the Escaping the US series! We will dive into the various steps of how to plan and implement a move abroad. In this episode, we discuss how to choose a location and visa considerations when moving abroad. This includes ideal climate, lifestyle preferences, cost of living, and potential visa options.Staying Steady: Navigating Your Finances During Election SeasonStaying Steady: Navigating Your Finances During Election SeasonIn this episode, we explore how to manage your finances during election seasons. We break down the myth that stocks underperform in election years, analyze how the election of a new candidate can influence markets, and discuss the best strategies for investors to navigate these changes.

While elections can bring volatility, we explain why these market fluctuations are often temporary—and why staying calm and focused on your long-term goals is key.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>In this episode, we explore how to manage your finances during election seasons. We break down the myth that stocks underperform in election years, analyze how the election of a new candidate can influence markets, and discuss the best strategies for investors to navigate these changes.

While elections can bring volatility, we explain why these market fluctuations are often temporary—and why staying calm and focused on your long-term goals is key.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>https://api.spreaker.com/episode/62209446Thu, 03 Oct 2024 13:14:00 +020012:24falsefull113131In this episode, we explore how to manage your finances during election seasons. We break down the myth that stocks underperform in election years, analyze how the election of a new candidate can influence markets, and discuss the best strategies for investors to navigate these changes. While elections can bring volatility, we explain why these market fluctuations are often temporary—and why staying calm and focused on your long-term goals is key.How Arielle Landed in EuropeHow Arielle Landed in EuropeIn this episode, Arielle shares her story of how she ended up living in Europe.

She discusses taking a semester off college to backpack across Europe, her itch to escape her comfortable life stateside, and how she ended up living in Switzerland. She dives into the visa she received allowing her to work, how she landed her first job, finding a permanent apartment, and her advice for others looking to take the leap and move abroad.

If you are thinking of moving abroad, it is possible! Take the leap.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>In this episode, Arielle shares her story of how she ended up living in Europe.

She discusses taking a semester off college to backpack across Europe, her itch to escape her comfortable life stateside, and how she ended up living in Switzerland. She dives into the visa she received allowing her to work, how she landed her first job, finding a permanent apartment, and her advice for others looking to take the leap and move abroad.

If you are thinking of moving abroad, it is possible! Take the leap.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>https://api.spreaker.com/episode/62113699Thu, 26 Sep 2024 09:03:00 +020015:06falsefull112121In this episode, Arielle shares her story of how she ended up living in Europe. She discusses taking a semester off college to backpack across Europe, her itch to escape her comfortable life stateside, and how she ended up living in Switzerland. She dives into the visa she received allowing her to work, how she landed her first job, finding a permanent apartment, and her advice for others looking to take the leap and move abroad. If you are thinking of moving abroad, it is possible! Take the leap.Voting from Overseas: How U.S. Citizens Abroad Can Make Their Voices HeardVoting from Overseas: How U.S. Citizens Abroad Can Make Their Voices HeardIn this episode, we dive into the importance of U.S. expats participating in elections and how their vote can impact tax laws that impact them while living abroad. If you’re living outside the U.S., your vote can influence policies that directly affect your finances as an American abroad.

We’ll guide you through the process of registering to vote from overseas, including how to request absentee ballots, meet state-specific registration deadlines and requirements, and how to cast your vote. Stay informed and ensure your voice is heard, no matter where you live!

Resources:

Federal Voting Assistance Program

votefromabroad.org

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>In this episode, we dive into the importance of U.S. expats participating in elections and how their vote can impact tax laws that impact them while living abroad. If you’re living outside the U.S., your vote can influence policies that directly affect your finances as an American abroad.

We’ll guide you through the process of registering to vote from overseas, including how to request absentee ballots, meet state-specific registration deadlines and requirements, and how to cast your vote. Stay informed and ensure your voice is heard, no matter where you live!

Resources:

Federal Voting Assistance Program

votefromabroad.org

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>https://api.spreaker.com/episode/62002644Wed, 18 Sep 2024 07:09:00 +020011:26falsefull111111In this episode, we dive into the importance of U.S. expats participating in elections and how their vote can impact tax laws that impact them while living abroad. If you’re living outside the U.S., your vote can influence policies that directly affect your finances as an American abroad. We’ll guide you through the process of registering to vote from overseas, including how to request absentee ballots, meet state-specific registration deadlines and requirements, and how to cast your vote. Stay informed and ensure your voice is heard, no matter where you live! Resources: https://www.fvap.gov/ (Federal Voting Assistance Program) https://www.votefromabroad.org/ (votefromabroad.org)Staying Ahead of Foreign Tax Law Changes: Strategies for ExpatsStaying Ahead of Foreign Tax Law Changes: Strategies for ExpatsIn this episode, we discuss how to navigate foreign tax policy changes and how they can impact your US tax filing.

We begin with a high-level review of the Foreign Tax Credit (FTC), which we broke down in full in another episode here: https://www.swisscastnetwork.ch/show/passport-to-wealth/how-to-use-the-foreign-tax-credit-to-reduce-your-us-tax-bill/

As an example, we discuss a recent tax policy change in Switzerland which raised the deduction you are eligible to claim for your childcare expenses. While this change reduces your Swiss tax bill, it can lead to an unexpected tax bill when filing your US tax return, as your FTC amount is reduced.

Keeping updated on tax laws is important for everyone, especially expats! We provide some strategies for staying on top of tax law changes.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>In this episode, we discuss how to navigate foreign tax policy changes and how they can impact your US tax filing.

We begin with a high-level review of the Foreign Tax Credit (FTC), which we broke down in full in another episode here: https://www.swisscastnetwork.ch/show/passport-to-wealth/how-to-use-the-foreign-tax-credit-to-reduce-your-us-tax-bill/

As an example, we discuss a recent tax policy change in Switzerland which raised the deduction you are eligible to claim for your childcare expenses. While this change reduces your Swiss tax bill, it can lead to an unexpected tax bill when filing your US tax return, as your FTC amount is reduced.

Keeping updated on tax laws is important for everyone, especially expats! We provide some strategies for staying on top of tax law changes.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>https://api.spreaker.com/episode/61450773Fri, 13 Sep 2024 14:43:00 +020013:03falsefull110101In this episode, we discuss how to navigate foreign tax policy changes and how they can impact your US tax filing. We begin with a high-level review of the Foreign Tax Credit (FTC), which we broke down in full in another episode here: https://api.spreaker.com/v2/episodes/60883407/download.mp3 (https://api.spreaker.com/v2/episodes/60883407/download.mp3). As an example, we discuss a recent tax policy change in Switzerland which raised the deduction you are eligible to claim for your childcare expenses. While this change reduces your Swiss tax bill, it can lead to an unexpected tax bill when filing your US tax return, as your FTC amount is reduced. Keeping updated on tax laws is important for everyone, especially expats! We provide some strategies for staying on top of tax law changes.How to Itemize Your Deductions on Your US Tax ReturnHow to Itemize Your Deductions on Your US Tax ReturnIn this episode, we discuss itemized deductions and how you can use them to decrease your US tax bill.

We discuss what itemizing your deductions means, what itemized deductions you are eligible to take, how to itemize your deductions, and considerations for expats.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>In this episode, we discuss itemized deductions and how you can use them to decrease your US tax bill.

We discuss what itemizing your deductions means, what itemized deductions you are eligible to take, how to itemize your deductions, and considerations for expats.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>https://api.spreaker.com/episode/61270917Fri, 30 Aug 2024 08:43:00 +020010:18falsefull1991In this episode, we discuss itemized deductions and how you can use them to decrease your US tax bill. We discuss what itemizing your deductions means, what itemized deductions you are eligible to take, how to itemize your deductions, and considerations for expats.How to Use the Standard Deduction on Your US Tax ReturnHow to Use the Standard Deduction on Your US Tax ReturnIn this episode, we discuss the standard deduction and how it it used to reduce your taxable income.

We discuss how this deduction works, how it changes on an annual basis, who is eligible to use the deduction, why you should use the deduction, and a brief intro to itemized deductions.

Tune in next week to hear how you can itemize your deductions.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>In this episode, we discuss the standard deduction and how it it used to reduce your taxable income.

We discuss how this deduction works, how it changes on an annual basis, who is eligible to use the deduction, why you should use the deduction, and a brief intro to itemized deductions.

Tune in next week to hear how you can itemize your deductions.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>https://api.spreaker.com/episode/61270879Fri, 23 Aug 2024 08:38:00 +020008:39falsefull1881In this episode, we discuss the standard deduction and how it it used to reduce your taxable income. We discuss how this deduction works, how it changes on an annual basis, who is eligible to use the deduction, why you should use the deduction, and a brief intro to itemized deductions. Tune in next week to hear how you can itemize your deductions.How Savannah Landed in EuropeHow Savannah Landed in EuropeIn this episode, Savannah shares her story of how she ended up living in Europe.

She dives into how she formulated a plan to move abroad, the job application process, visa considerations, and how her and Arielle met.

As mentioned in the episode, you can find if your higher education is accepted in Germany here: https://anabin.kmk.org/anabin.html.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>In this episode, Savannah shares her story of how she ended up living in Europe.

She dives into how she formulated a plan to move abroad, the job application process, visa considerations, and how her and Arielle met.

As mentioned in the episode, you can find if your higher education is accepted in Germany here: https://anabin.kmk.org/anabin.html.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>https://api.spreaker.com/episode/61050663Fri, 16 Aug 2024 09:16:00 +020010:34falsefull1771In this epsiode, Savannah shares her story of how she ended up living in Europe. She dives into how she formulated a plan to move abroad, the job application process, visa considerations, and how her and Arielle met. As mentioned in the episode, you can find if your higher education is accepted in Germany here: https://anabin.kmk.org/anabin.html (https://anabin.kmk.org/anabin.html).Tax and Financial Considerations When Planning a Move AbroadTax and Financial Considerations When Planning a Move AbroadAre you considering leaving the US and moving abroad?

In this episode, we discuss our initial tips and factors you should consider when planning a move abroad. We cover account consolidation, potentially changing brokerages, foreign bank account considerations, foreign pensions, and basic tax considerations.

While not all-encompassing, this episode should start helping you understand the factors you need to consider to plan a successful move.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>Are you considering leaving the US and moving abroad?

In this episode, we discuss our initial tips and factors you should consider when planning a move abroad. We cover account consolidation, potentially changing brokerages, foreign bank account considerations, foreign pensions, and basic tax considerations.

While not all-encompassing, this episode should start helping you understand the factors you need to consider to plan a successful move.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>https://api.spreaker.com/episode/60964663Fri, 09 Aug 2024 06:00:00 +020010:48falsefull1661Are you considering leaving the US and moving abroad? In this episode, we discuss our initial tips and factors you should consider when planning a move abroad. We cover account consolidation, potentially changing brokerages, foreign bank account considerations, foreign pensions, and basic tax considerations. While not all-encompassing, this episode should start helping you understand the factors you need to consider to plan a successful move.How to Use the Foreign Tax Credit to Reduce Your US Tax BillHow to Use the Foreign Tax Credit to Reduce Your US Tax BillAs a US expat, there are two main tax benefits available to reduce your US tax balance and avoid double taxation. In this episode, we discuss one of those benefits, the Foreign Tax Credit (FTC).

We will discuss how the foreign tax credit works, the various "buckets" in which different income sources fall, what kind of foreign taxes are eligible to be used, and how it works in combination with the Foreign Earned Income Exclusion (FEIE).

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>As a US expat, there are two main tax benefits available to reduce your US tax balance and avoid double taxation. In this episode, we discuss one of those benefits, the Foreign Tax Credit (FTC).

We will discuss how the foreign tax credit works, the various "buckets" in which different income sources fall, what kind of foreign taxes are eligible to be used, and how it works in combination with the Foreign Earned Income Exclusion (FEIE).

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>https://api.spreaker.com/episode/60883407Thu, 01 Aug 2024 11:24:00 +020006:58falsefull1551As a US expat, there are two main tax benefits available to reduce your US tax balance and avoid double taxation. In this episode, we discuss one of those benefits, the Foreign Tax Credit (FTC). We will discuss how the foreign tax credit works, the various "buckets" in which different income sources fall, what kind of foreign taxes are eligible to be used, and how it works in combination with the Foreign Earned Income Exclusion (FEIE).How to Reduce your US Tax Bill Using the Foreign Earned Income ExclusionHow to Reduce your US Tax Bill Using the Foreign Earned Income ExclusionAs a US expat, there are two main tax benefits available to reduce your US tax balance and avoid double taxation. In this episode, we discuss one of those benefits, the Foreign Earned Income Exclusion (FEIE).

We will discuss who qualifies for the exclusion, how much you can exclude, additional exclusion for foreign housing expenses, what income can be excluded, how to claim the exclusion, and how it can impact your eligibility to take other credits.

We will cover the other expat tax benefit, the Foreign Tax Credit (FTC) next week!

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>As a US expat, there are two main tax benefits available to reduce your US tax balance and avoid double taxation. In this episode, we discuss one of those benefits, the Foreign Earned Income Exclusion (FEIE).

We will discuss who qualifies for the exclusion, how much you can exclude, additional exclusion for foreign housing expenses, what income can be excluded, how to claim the exclusion, and how it can impact your eligibility to take other credits.

We will cover the other expat tax benefit, the Foreign Tax Credit (FTC) next week!

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>https://api.spreaker.com/episode/60813670Fri, 26 Jul 2024 13:19:00 +020008:51falsefull1441As a US expat, there are two main tax benefits available to reduce your US tax balance and avoid double taxation. In this episode, we discuss one of those benefits, the Foreign Earned Income Exclusion (FEIE). We will discuss who qualifies for the exclusion, how much you can exclude, additional exclusion for foreign housing expenses, what income can be excluded, how to claim the exclusion, and how it can impact your eligibility to take other credits. We will cover the other expat tax benefit, the Foreign Tax Credit (FTC) next week!Navigating Foreign Pensions as a US ExpatNavigating Foreign Pensions as a US ExpatMost foreign countries have pension plans that are offered to employees living and working in that country. These plans are to ensure that residents are saving for and set up for a successful retirement.

However, these plans become increasingly complex for US citizens or those with a US filing requirement, as the tax treatment can differ from the treatment in the resident country.

In this episode, we discuss the basics of these foreign pensions, how they can be treated in the US, and steps you should take to ensure they are properly reported.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>Most foreign countries have pension plans that are offered to employees living and working in that country. These plans are to ensure that residents are saving for and set up for a successful retirement.

However, these plans become increasingly complex for US citizens or those with a US filing requirement, as the tax treatment can differ from the treatment in the resident country.

In this episode, we discuss the basics of these foreign pensions, how they can be treated in the US, and steps you should take to ensure they are properly reported.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>https://api.spreaker.com/episode/60671603Fri, 12 Jul 2024 10:03:00 +020008:42falsefull1331Most foreign countries have pension plans that are offered to employees living and working in that country. These plans are to ensure that residents are saving for and set up for a successful retirement. However, these plans become increasingly complex for US citizens or those with a US filing requirement, as the tax treatment can differ from the treatment in the resident country. In this episode, we discuss the basics of these foreign pensions, how they can be treated in the US, and steps you should take to ensure they are properly reported.Building a Community AbroadBuilding a Community AbroadLeaving your home country and moving abroad can be an isolating experience. In this episode, we discuss our top tips for meeting friends and developing a community abroad.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>Leaving your home country and moving abroad can be an isolating experience. In this episode, we discuss our top tips for meeting friends and developing a community abroad.

Mentioned in this episode:

www.passporttowealth.com

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

]]>https://api.spreaker.com/episode/60671562Fri, 12 Jul 2024 09:52:00 +020011:38falsefull1221Leaving your home country and moving abroad can be an isolating experience. In this episode, we discuss our top tips for meeting friends and developing a community abroad.Claiming Charitable Contributions as an American AbroadClaiming Charitable Contributions as an American AbroadAs an American living abroad, filing your US taxes can be challenging. In this episode, we walk through charitable contributions and how you may be eligible to use these contributions to lower your US tax balance.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>As an American living abroad, filing your US taxes can be challenging. In this episode, we walk through charitable contributions and how you may be eligible to use these contributions to lower your US tax balance.

Mentioned in this episode:

Passport to Wealth is a proud member of the SwissCast Network

Discover more podcasts for English-speaking Switzerland

SwissCast Network

www.passporttowealth.com

]]>https://api.spreaker.com/episode/60181231Tue, 09 Jul 2024 20:47:00 +020010:43falsefull1111As an American living abroad, filing your US taxes can be challenging. In this episode, we walk through charitable contributions and how you may be eligible to use these contributions to lower your US tax balance.