Thinking about moving to Portugal or navigating U.S. taxes as an expat? In this episode, we talk with Sasha Young da Silva, an American tax and estate planning attorney based in Portugal, who shares her journey of relocating abroad and building a life in a new country. We explore the…
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…
Thinking about moving abroad as an entrepreneur? In this episode, we sit down with Shannon Weinstein, a fractional CFO who helps business owners scale or sell their companies. She’s also the host of the top 1% podcast, "Keep What You Earn", where she makes financial literacy accessible and inspiring. Shannon…
IRA Contributions for Expats: What Americans Abroad Need to Know Are you an American expat wondering how to contribute to an IRA while living overseas? In this episode, we break down everything you need to know about IRA contributions for US citizens abroad. We cover: The basics of IRAs and…
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…
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…
In this episode, we dive into practical strategies for maintaining meaningful connections while living abroad. Whether you're navigating time zone differences or leveraging technology for virtual activities, we’ve got essential tips for staying close to friends and family despite the distance. We also explore how to set healthy boundaries with…
In this episode, we welcome Claire Naughton, a seasoned content and marketing consultant who has carved out a fulfilling life as a US expat in France. Claire is the creator behind the popular blog, The Millennial Abroad, where she shares valuable insights and tips for fellow expats, travel lovers, and…
In this episode, we’re diving into the ultimate US shopping list for expats! Whether you're new to living abroad or just missing those iconic American products, we’ve got you covered. From food staples to household essentials, this shopping list is packed with must-have items that expats can’t live without. Don’t…
With the U.S. election results just announced, we explore how the outcome will impact Americans living abroad and what expats need to know about potential changes.
In this video, we dive into the essential steps for finding and securing housing after moving abroad. Whether you're an expat or a digital nomad, securing the right accommodation is one of the most important steps in starting your new life overseas. We’ll cover expert tips on housing search strategies,…
If you're planning to leave the U.S. and start fresh in another country, it's crucial to have a solid financial strategy in place. This episode covers everything you need to know to ensure a smooth and stress-free financial transition.
In this episode of Passport to Wealth, we dive into essential factors to consider when choosing a country to move to and navigating visa requirements. Whether you're planning a long-term stay, digital nomad life, or retirement abroad, we cover the top tips for selecting the perfect destination and the visa…
In this episode of Passport to Wealth, we dive into how to manage your finances during election season. With political uncertainty and potential changes to tax laws, it’s essential to stay financially steady. Whether you’re a U.S. expat living abroad or navigating the financial challenges at home, we provide expert…
Welcome to Passport to Wealth, the ultimate podcast for current and aspiring U.S. expats seeking expert financial guidance. Hosted by Arielle Tucker, CFP®, who brings over a decade of experience in personal tax and financial planning for Americans living and working in Europe, and Savannah Chaffin, a tax accountant, paraplanner,…
Welcome to Passport to Wealth, the ultimate podcast for current and aspiring U.S. expats seeking expert financial guidance. Hosted by Arielle Tucker, CFP®, who brings over a decade of experience in personal tax and financial planning for Americans living and working in Europe, and Savannah Chaffin, a tax accountant, paraplanner,…
