In this episode, we sit down with Emily Haines, CPA, founder of Xpatax Solutions, a U.S. tax firm that specializes in helping American expats stay compliant while living abroad. With years of experience in U.S. taxation for expats, Emily offers invaluable insight into cross-border tax planning, compliance challenges, and how…
🎙️ In this episode, we sit down with Mickelle Weber an angel investor, storyteller, serial entrepreneur, and host of the House of Peregrine podcast. Originally from the U.S. and now living in the Netherlands, Mickelle shares her journey as a global digital native and how storytelling connects international communities. We…
How to Buy Property in Switzerland as a U.S. Citizen | Expert Insights with Peter Bloemsma In this episode, we’re joined by Peter Bloemsma, founder of Swiss Advisory Services, with over 20 years of experience in helping clients navigate the complexities of relocation and real estate transactions. As a trusted…
In this episode, we sit down with Flavia Cornejo a digital nomad, multicultural travel expert, and founder of Latina Traveler, a platform empowering Latinas to explore the world boldly and authentically. Flavia shares her journey from expat to travel blogger and guide, and how she built a thriving global community…
Thinking about moving abroad? In this episode, we chat with Jordan Vlastuin, Certified Financial Planner (CFP®) and founder of Make the Memory Financial Planning, about his journey from military contracting to full-time expat life. We cover: ✅ Financial planning tips for military families and contractors✅ Navigating U.S. taxes and compliance…
In this episode, we sit down with Chad Hatalla, a leading U.S. tax expert specializing in financial planning, expat taxes, and cross-border wealth management. With extensive experience helping American expats and non-U.S. citizens navigate complex tax laws and Social Security regulations, Chad provides expert insights into how to stay IRS-compliant…
Are you a U.S. expat or an American living abroad? Stay informed on the latest 2024 tax changes with expert insights from Emily Haines, CPA, founder of Xpatax Solutions. In this episode, we break down key tax updates, including adjustments to the standard deduction and the foreign earned income exclusion…
In this episode, we chat with Katrina Nacci, a cross-border CPA and American living overseas, to explore her journey from being a sponsored employee to founding her own international tax firm, KN Tax. Katrina shares her story of transitioning from a corporate role to entrepreneurship abroad, offering valuable insights into…
The Windfall Elimination Provision (WEP) has been repealed, bringing major changes to Social Security benefits for US expats. If you’re an American living abroad with a foreign pension, this repeal could significantly impact your retirement planning and Social Security payments. In this episode, we break down what the WEP repeal…
Moving Abroad & Building a Global Business | Nathalie Goldstein on Expat Life & US Taxes Thinking about moving abroad or starting a business as an expat? In this episode, we sit down with Nathalie Goldstein, CEO and co-founder of MyExpatTaxes, to discuss her journey from California to Austria, her…
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…
