In this launch week special, Arielle Tucker steps away from the usual format to share her own story, and read Chapter One of The Expat Money Playbook (Wiley) aloud.
She opens up about her own expat journey as a bored 24-year-old trailing spouse who ended up in Switzerland with no career plan, how she landed her first cross-border job at PwC during the exact week FATCA forced Swiss banks into US tax compliance, and why she chose to write this book with contributions from dozens of other cross-border professionals instead of writing it alone. Then she reads Chapter One: the "why" work every successful move abroad actually starts with, the Values First Expat Exercise, and the SMART goals framework for turning a vague dream into an actual plan.
──────────────────────────────────────────
WHAT THIS EPISODE COVERS
──────────────────────────────────────────
00:00 - From bored 24-year-old to trailing spouse in Switzerland
03:17 - Landing in US tax compliance the exact week FATCA hit
06:00 - Why she wrote this book with dozens of contributors, not alone
09:00 - Chapter One: starting with why, not logistics
15:36 - The Values First Expat Exercise
20:38 - SMART goals: turning a dream into an actual plan
27:24 - Where to find the book and the free companion toolkit
──────────────────────────────────────────
ABOUT THE HOST
──────────────────────────────────────────
Arielle Tucker, CFP® & IRS Enrolled Agent with Connected Financial Planning, is a cross-border financial planner based in Switzerland helping Americans living abroad navigate U.S. taxes, international investments, and cross-border financial planning.
──────────────────────────────────────────
ABOUT PASSPORT TO WEALTH®
──────────────────────────────────────────
Passport To Wealth® is the platform for current and aspiring US expats looking for trusted, fiduciary support. We connect globally mobile Americans with expert, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad.
──────────────────────────────────────────
RESOURCES & LINKS
──────────────────────────────────────────
Subscribe to the newsletter: https://www.passporttowealth.com/contact
Order "The Expat Money Playbook": https://www.passporttowealth.com/expat-money-playbook
Schedule a paid Expat Expert call: https://www.passporttowealth.com/about
Find a fiduciary expat financial advisor: https://www.passporttowealth.com/directory
──────────────────────────────────────────
STAY CONNECTED
──────────────────────────────────────────
Facebook: https://www.facebook.com/passporttowealth
Instagram: https://www.instagram.com/passporttowealthofficial
LinkedIn: https://www.linkedin.com/company/passport-to-wealth
Website: https://www.passporttowealth.com
──────────────────────────────────────────
SUGGESTED EPISODES
──────────────────────────────────────────
https://www.youtube.com/watch?v=yIJIx4YaK-I
https://www.youtube.com/watch?v=JgTMtVvKyJM
https://www.youtube.com/watch?v=FrAS_Bf9RGs
https://www.youtube.com/watch?v=u7jyzuJEBJQ
https://www.youtube.com/watch?v=fyNIycmdUgg
──────────────────────────────────────────
This video is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions.
──────────────────────────────────────────
#expatfinance #financialplanning #passporttowealth #expatmoneyplaybook #movingabroad