English Episodes

## The One Where the Tax Office Decides What You Earned You open a letter from the Swiss tax office. You look at the figures. And you think: “Where on earth did they get THAT number from?” Perhaps the income is much higher than you actually earned. Perhaps the estimated wealth looks completely wrong. Or perhaps the figures are surprisingly low, and you're wondering whether you've just got lucky. Welcome to the world of estimated tax assessments in Switzerland. In the first solo episode of ...

The One Where Moving to Switzerland Was the Easy Part You’ve moved to Switzerland. The job has started. The boxes are unpacked. You have a Swiss address, perhaps a Swiss bank account and a growing collection of official-looking letters. So why does it still feel like there are a hundred things you don’t understand? Because moving to Switzerland is one thing. Actually settling in is something else entirely. In this episode, Julia Tatje speaks with Serge Baur, founder of Beyond Services, abou...

In this episode, Julia Tatje speaks with Arielle Tucker, CFP® and IRS Enrolled Agent at Connected Financial Planning, about the financial and tax challenges facing US citizens and green card holders living in Switzerland. They explore Pillar 3a, PFICs, US filing obligations, green cards, Swiss property, currency gains, LLCs and the limitations of tax treaties. Most importantly, they explain why financial decisions need to work on both sides of the Atlantic, and why cross-border planning is far easier before a transaction than after it.

In this episode, Julia Tatje speaks with Carole Janser from SIFA about the biggest insurance misconceptions in Switzerland. Together they discuss liability insurance, health insurance, legal protection, salary continuation, cyber risks and insurance for entrepreneurs and self-employed professionals. Learn which policies are essential, what many internationals misunderstand, and why good insurance is about much more than financial protection.

The One Where Relocation Is About Much More Than Moving Boxes Moving to Switzerland often looks exciting from the outside. A new job. A new country. A fresh start. But between finding a home, registering with the authorities, understanding the Swiss school system, navigating endless paperwork, and figuring out taxes, excitement can quickly turn into overwhelm. In this episode, Julia Tatje sits down with Julia Kaufmann, co-founder of Alliance Relocation, who has spent years helping international...

The One Where Financial Planning Stops Being About Products Most people think financial planning starts with investing. An ETF. A pension buy-in. A Pillar 3a account. Maybe even a conversation about retirement. But what if that's actually the roof of the house? In this episode, Julia Tatje sits down with Nadine Hunkeler, founder and CEO of Finance Phoenix, certified financial planner, educator, and passionate advocate for financial literacy in Switzerland. Together, they explore why financi...

Taxes are rarely just about numbers. In this episode, Julia Tatje sits down with executive coach Catherine Peloquin to explore why even highly capable people freeze over paperwork, deadlines, and financial admin. A conversation about stress, burnout, avoidance, nervous system regulation, and the hidden mental load behind taxes, pressure, and modern professional life.

Passports are no longer just identity documents. They have become part of long-term planning. In this episode, Julia Tatje speaks with Liana Wäckerli from Henley & Partners about second citizenships, residency planning, global mobility, and why more internationally mobile families are looking for security, flexibility, and optionality in an increasingly uncertain world.

RSUs (Restricted Stock Units) are a common form of equity compensation, but the tax implications are often misunderstood. In this episode, we explain what happens when RSUs vest, how they are taxed, and why many professionals face unexpected tax exposure. A practical conversation on timing, liquidity, and planning ahead.

Lex Koller, holiday homes, and why permission matters more than budget in Switzerland The One Where the Dream Property Comes With a Permission Slip The mountains are perfect. The infrastructure works. The idea of having a place here feels grounding. And then comes the sentence no one expects: you are actually not allowed to buy that. In this episode, Julia Tatje sits down with Peter Bloemsma, founder and Managing Partner of Swiss Advisory Services, to pull back the curtain on why buying a hol...

Why delaying investing can quietly cost you thousands Somewhere between moving countries, building careers, and doing everything right, money becomes that quiet thing we promise we will deal with later. Later, when we know more. Later, when it feels less intimidating. Later, when we finally have time. In this episode, Julia Tatje sits down with Cristina Jaeger, founder of Her Financial Freedom, to talk about why later has a way of getting very expensive and what internationally mobile women ca...

The One Where the Corporate Chapter Closes and Something Better Begins After more than a decade in global banking, Xenia made the decision to step into something new. Not a pivot, not a side hustle. A reinvention. In this episode, Julia Tatje sits down with Xenia to talk about what really happens when the professional identity you spent years building no longer fits, and what it actually takes, practically and personally, to build what comes next. It turns out the paperwork was never the hard p...

The One Where Your Advisors Aren't Talking to Each Other You've got your people. But are your people talking to each other? In this episode, Julia Tatje and Darlene Hart reveal the cross-border tax blunders quietly costing Americans in Switzerland, Swiss nationals with US investments, and green card holders who think they've escaped the IRS. Spoiler: you haven't. In This Episode Why your Swiss tax return and your US CPA should never be strangers Green card holders: the IRS follows you everyw...

Julia Tatje on her journey from marketing to Personal Tax Boutique – and why clients sleep better after calling Links: → Website: www.taxum.ch → LinkedIn: Julia Tatje - https://www.linkedin.com/in/julia-tatje/ → Book a call: taxum.ch/kontakt → Blog "Tax and the City": taxum.ch/blog