Welcome 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. When Savannah and I launched this podcast, our mission was clear: to inform, em...
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 ta...
In this episode we welcome 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...
In 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 p...
In this episode, we welcome 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 shar...
In this episode, we sit down with 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 experience...
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 c...
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...
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 accoun...
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 ...
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...