Episodes

In this episode, we’re joined by 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 ben...

In this episode, we are joined by 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, ad...

In this episode of the Escaping the US series, we guide you through settling into a new country and making it feel like home. 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...

In this episode, we chat with 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, th...

In 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. 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...

In 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. 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 success...

In 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. 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 ki...

In 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. 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 yourse...

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 epi...

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 ...

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 contrib...

In 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 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 ...

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 a...

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 ...

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 l...

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.

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: Passport to Wealth is a proud member of the SwissCast Network Discover more podca...

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, understan...

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 bo...

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 pe...

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

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: Passport to Wealth is...

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 lea...

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 ...