Ever feel like busy has become a badge of honor, but you're not sure what you're even busy doing? In this clip Sandra Morno, talks about the powerful mindset shift that happens when you slow down, let go of guilt, and redefine success especially as a woman living abroad. Sandra…
We’re proud to share that Arielle, the host of Passport to Wealth™, was recently featured in #Forbes in the “Getting to Know You Tuesday” series by Kelly Phillips Erb! From small-town New York to running a cross-border financial planning firm in Europe, Arielle’s story is one of courage, curiosity, and…
Attention Americans abroad: Today, June 16, is your U.S. tax filing deadline, but remember, that’s only for filing, not paying. As CPA Emily Haines of XpaTax Solutions explains: The IRS payment deadline was April 15, and if you owed taxes, interest has already started adding up especially if you had…
Big news for Americans abroad: Congress repealed the Windfall Elimination Provision (WEP) and it's a game-changer for Social Security fairness! This repeal, passed just before the Biden administration's transition in January 2025, marks a major victory for expats, financial experts, and advocacy groups who’ve fought this battle for years. Here's…
Can you really buy a luxury chalet in Switzerland if you’re not a resident? 🏠💶 In this clip from Passport To Wealth™, we dive into the surprising challenges non-residents face when trying to purchase real estate in the Swiss Alps. From square meter limitations to legal restrictions on property size…
Living abroad can be a dream come true, but it’s not all croissants by the Eiffel Tower or sunsets on the beach. In this honest and vulnerable conversation, Arielle Tucker, EA, CFP® and tax attorney Sasha Young da Silva open up about the real challenges of expat life: the emotional…
✨ Visit here for more free resources for current or aspiring U.S. expats: https://www.passporttowealth.com/ If you're an American thinking about moving abroad, but have questions regarding your financial situation or taxes, book a coaching call with Arielle here: passporttowealth.com/contact 🔔𝐃𝐨𝐧'𝐭 𝐟𝐨𝐫𝐠𝐞𝐭 𝐭𝐨 𝐬𝐮𝐛𝐬𝐜𝐫𝐢𝐛𝐞 𝐭𝐨 𝐦𝐲 𝐜𝐡𝐚𝐧𝐧𝐞𝐥 𝐟𝐨𝐫 𝐦𝐨𝐫𝐞 𝐮𝐩𝐝𝐚𝐭𝐞𝐬. https://www.youtube.com/@PassportToWealthOfficial?sub_confirmation=1…
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, empower, and support U.S. expats navigating life and money abroad. From cross-border…
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…
