Episodes

Can ChatGPT replace a cross-border financial advisor? Aditi Kapadia, CFA, CFP® says not yet. Most people using AI for a cross-border move are getting confident, plausible answers to the wrong questions. In this episode, Aditi Kapadia, a cross-border financial planner serving US-Canada families and one of the most AI-forward advisors in the industry, joins host Arielle Tucker, CFP®, EA to break down how AI is changing financial planning, where it's dangerously incomplete, and how to use it well b...

Season 4 of Passport To Wealth™ is here, and it's picking up right where the conversation matters most: what actually happens to your money, your family, and your identity once your life crosses a border. Host Arielle Tucker, CFP®, EA is a certified financial planner, IRS enrolled agent, and fellow US expat living in Switzerland. In this short kickoff episode, she previews everything coming this season. What's ahead in Season 4: US Social Security for expats: what you need to know before and aft...

Carl Richards is a certified financial planner, the New York Times Sketch Guy , and the author of Your Money: Reimagining Wealth in 101 Simple Sketches . He moved from Utah to New Zealand with his family in a matter of weeks. His wife bought plane tickets ten days after hearing about a friend's available house. Ninety days later, they had moved. This episode covers: How Carl became the New York Times sketch guy (a desperate drawing on a whiteboard) Why showing up and being consistent matters mor...

Christian Gulizzi is a cross-border tax advisor licensed in the United States as a CPA, in Germany as a Steuerberater, and in Italy as a Dottore Commercialista. He was born to an Italian and German parent, grew up navigating cross-border complexity, and built his entire academic and professional career around it. He currently lives and works from the Italian Riviera. This episode covers: The biggest misconception Americans have about taxes when moving to Europe Why leaving money in US accounts d...

Daniel Tostado is a naturalized French citizen, a dual-qualified attorney (US and France), and the founder of Tostado Avocats , an immigration law firm dedicated to helping Americans navigate the French legal system. He moved from San Diego to France in 2010, completed a French master's degree, passed the bar on both sides of the Atlantic, and has since built a practice focused exclusively on French visas, residency permits, and citizenship pathways. He also runs a winter homeless shelter for re...

Hui-chin Chen, CFP® , is the managing partner of Jade & Cowry and has spent her career working with globally mobile families across Asia-Pacific; including her own, as the spouse of a US diplomat who has lived across multiple countries and tax systems. She is one of a small number of practitioners who understands both the technical US tax obligations that reach across borders and the cultural dynamics that make compliance so difficult to achieve. This episode covers the compliance traps that con...

Danielle Shumway moved to Italy in 2015 with her Italian husband, an 18-month-old, and a four-month-old. The original plan was five years: take advantage of Italy's Rientro dei Cervelli tax incentive, let the kids grow up bilingual, stay near family, and return to the US. A decade later, she has four children, Italian citizenship, and a family travel business called Ciao Family Travel — and she is still in Italy. In this episode, Arielle Tucker, CFP®, EA sits down with Danielle to cover the fina...

US retirement accounts, estate plans, and investment structures do not automatically survive a move to Canada. The two countries share a border and a language but operate under entirely separate financial and tax systems; and the decisions made before you leave determine whether your existing structures are protected or become expensive problems. In this episode, Arielle Tucker, CFP®, EA sits down with Brian Wruk, MBA, CFP® (US), CFP® (Canada), TEP, CIM, RFP® , founder of Transition Financial Ad...

US investment accounts do not automatically follow a move abroad. Custodians have their own policies for international clients, and many of them are more restrictive than most people expect. In this episode, Arielle Tucker, CFP® , EA sits down with Otto Rivera, EA, CFP® , founder of Mindful Wealth Planning and Emergent Tax Services. Otto spent years at Charles Schwab before becoming both an IRS Enrolled Agent and a CFP®, a combination that gives him a working view of custodial policy, tax law, a...

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 str...

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 resid...

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 ex...

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 reside...

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 controvers...

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 ...

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 he...

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 profession...

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 Lat...

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 ...

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 chil...

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 ...

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 netw...

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 (Fo...

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 re...