Episodes

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 int...

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 forei...

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, navigat...

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 o...

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, se...

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...

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 m...

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 eli...

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 ...

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 complexi...

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 activi...

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 sha...

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 en...

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 rel...

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 ve...

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...

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 incl...

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 discus...

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 li...

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 po...

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 epis...

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 de...

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…