Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for Expats
von Walkner Condon Financial Advisors for U.S. Expats
- alle zwei WochenErscheinungsrhythmus
- 19 mintypische Länge
- 26. Okt.letzte Folge
For many Americans, living abroad is the dream. But the reality of being a U.S. expat, particularly when it comes to finances and attempting to invest from outside of the United States, can quickly turn into a nightmare with the complexities involved. With first-hand expat experience and their professional background in working with U.S. expats, financial advisors Keith Poniewaz, PhD.; Stan Farmer, CFP®, J.D.; and Syl Michelin, CFP®, cover an assortment of key topics U.S. expats and Americans abroad should know about investing and finances, whether they're already abroad or planning a move.
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Moving to Germany? Essential Tax Steps Every U.S. Expat Should Consider
This week on Gimme Some Truth, we're diving into German taxation — a topic that's seen major reform over the last decade and affects anyone already living in Germany or planning a move there. Tahlia and Stan break down what most people get
The Hidden Financial Pitfalls of Moving to Italy
This week on Gimme Some Truth, we're talking all things Italy — specifically, what you need to know about moving your money and your life there before you make the jump. Stan, joins the show to break down Italy's much-hyped 7% flat tax regi
Direct Indexing Explained: A Guide for Americans Living Abroad
Direct indexing is one of the fastest-growing strategies in investing — but for Americans living abroad, it comes with an extra layer of complexity. In this episode of Gimme Some Truth, Nate, Keith, and Stan break down how direct indexing w
UK Tax Changes 2026: What US Business Owners & LLC Owners Need to Know Before Moving Abroad
Thinking about moving to the UK, Ireland, or Spain? The UK is reconsidering major tax reforms that could dramatically affect American business owners, LLC holders, and law firm partners relocating overseas. In this episode of Gimme Some Tru
Big Announcements: New HQ, a Promotion & a Retirement | Gimme Some Truth
Walkner Condon's Managing Partners, Clint Walkner and Nate Condon sit down in their brand-new podcast studio to break down the biggest changes at Walkner Condon Financial Advisors this year— from a stunning new headquarters that brings four
Americans Moving to Europe: The Financial Pitfalls You Don't See Coming
Moving to Europe? Before you pack your bags, make sure your finances are ready. In this episode of Gimme Some Truth, Nate, Stan, and Syl break down the most common — and costly — financial mistakes Americans make when moving abroad. From mi
Moving to France? Estate Planning, Inheritance Tax & Real Estate Tips for Americans
Thinking about moving to France or buying French real estate? In this episode of Gimme Some Truth, we talk with Philippe Henky from Squair Law, a French tax attorney with over 10 years of experience advising U.S. nationals on French tax law
Q1 2026 Analysis: Geopolitical Tensions, The Saas Selloff, and Volatility Returns
Join hosts Syl Michelin, CFA and Clint Walkner as they break down the key market themes from Q1 2026. In this episode, Syl and Clint cut through the headlines to focus on what the market is actually telling investors — covering geopolitical
Portugal Update with Zeev Fisher: Good News on NHR 2.0, Bad News on Citizenship Timeline
🇵🇹 Portugal just made two major moves in one week — and if you're pursuing residency, a Golden Visa, NHR 2.0 tax status, or citizenship, you need to hear this. On March 31, Portugal's tax authority released pending decisions on NHR 2.0 (t
Living the Expat Life: Introducing Our Newest Team Member, Felipe Quaassdorff
In this episode of Gimme Some Truth, we are thrilled to introduce the newest member of our team, Felipe Quaassdorff. Joining Stan Farmer, Felipe brings a powerhouse of international experience—moving from Chile to the U.S. and earning his C
Investing & Financial Planning for US Expats in Japan
Moving to Japan as an American? The "Land of the Rising Sun" offers incredible culture and lifestyle, but for US citizens, it also brings a web of financial and tax complexities. In this episode of Gimme Some Truth, we break down exactly wh
The Best Brokerage Accounts for U.S. Expats (Don’t Get Locked Out!)
Most American investors don't realize that their brokerage relationship often "breaks" the moment they move overseas. In this episode of Gimme Some Truth, we discuss why U.S. retail brokerages are closing expat accounts and how to choose th
How Fed Chair Kevin Warsh Will Impact Your Investments in 2026
Kevin Warsh has been nominated as the next Federal Reserve Chair for 2026. What does this leadership shift mean for your wallet? In this episode of Gimme Some Truth, we analyze the Warsh nomination and its immediate impact on monetary polic
Walkner Condon Releases Its 2026 Market Outlook: Key Considerations for Investors
In this episode of Gimme Some Truth, the Nate and Clint discuss the 2026 Market Outlook, Walkner Condon’s annual market outlook publication, and the key themes shaping the year ahead. Read the 2026 Market Outlook here: https://walknercondo
Portugal's New Tax Incentives Under NHR 2.0: A Targeted Refresh, with Fresh Portugal's Zeev Fisher
Portugal’s NHR 2.0 tax regime is changing the landscape for expats—and especially Americans—looking to relocate, invest, or build businesses abroad. In this episode of Gimme Some Truth, hosts Nate Condon and Stan sit down with Zeev Fisher,
Prediction Markets Explained: Investing or Just Gambling?
In this episode of Gimme Some Truth, Nate, Andrew, and Clint take a deep dive into the rapidly growing world of prediction markets—a space sitting at the intersection of investing, betting, and financial innovation. We explore how predictio
What Causes a Market Bubble? Psychology, FOMO & High Valuations
In this episode of Gimme Some Truth, Clint, Keith, and Nate take a deep dive into one of the most debated topics in finance today: investment bubbles. From historical manias to the modern AI boom, this episode unpacks how bubbles form, why
Investing Outside the U.S.: ADRs, Foreign Exchanges, and Currency Risk
🌍 Thinking about investing internationally? In this episode of Gimme Some Truth, the Walkner Condon team breaks down American Depositary Receipts (ADRs) — what they are, how they work, and when they make sense for investors seeking global
Tax-Deferred Investment Diversification: Sec. 351 ETFs w/Meb Faber of Cambria Investment Management
In this episode of Gimme Some Truth, hosts Clint Walkner, Stan Farmer, and Ian Beardsley are joined by Meb Faber, Chief Investment Officer of Cambria Investment Management, for an in-depth discussion on utilizing Section 351 to seed newly l
Navigating Your Epic Equity: From Vesting to Exit Planning
How does Epic's employee stock program work—and what do you need to know about taxes, loans, 83(b) elections, and long-term planning? In this episode of Gimme Some Truth, financial professionals Clint Walkner, Alicia Vande Ven, CFP® (former
Investor Insights: Q3 Recap and Q4 Themes to Watch
In this episode of Gimme Some Truth, Clint, Nate, and Syl break down the Q3 market recap and share their Q4 stock market outlook. They discuss the continued strength of U.S. and international equities, the resilience of the economy despite
Portugal NHR Update: Potential Clarity on U.S. Expat Capital Gains
In this episode of Gimme Some Truth, Nate, Mitch, and Stan discuss recent changes to Portugal’s Non-Habitual Residence (NHR) tax program and their impact on US expats. They cover the origins and benefits of the NHR program, the implications
Crypto and Stablecoins Explained: What Expats Need to Know About the GENIUS Act
In this episode of Gimme Some Truth, hosts Clint Walkner and Keith Poniewaz break down the fast-changing world of cryptocurrency and stablecoins, focusing on how the new GENIUS Act legislation affects expats and global investors. We cover e
Are US Stocks Overvalued? Tariffs, AI, & Market Risk Debate
In this episode of Gimme Some Truth, our investment committee hosts a spirited financial debate on some of today’s most pressing topics: 📈 U.S. stock market valuations 💰 Tariffs as hidden taxes 🧠 The future of artificial intelligence (AI
Navigating Brokerage Options as an Expat in 2025
This episode of Gimme Some Truth International features a detailed discussion on the considerations involved in selecting a custodian or brokerage for U.S. expats and international investors. Hosts Syl Michelin, Stan Farmer, and Keith Ponie
Buying Property Abroad: Tax Rules, Risks & Smart Planning for Expats
Thinking about buying property overseas? 🌍 This episode of Gimme Some Truth International dives into the complexities and opportunities of real estate investment abroad. From mortgage challenges in countries like the UAE 🇦🇪 to navigating
The Fall of King Dollar | Currency Diversification and US Dollar Trends (2025)
This episode of Gimme Some Truth, International edition, explores recent discussions surrounding the weakening of the US dollar and the role of currency diversification in managing financial risk. Topics include changes in global markets, i
Market Update Q2 2025 | Volatility, Global Markets, and Diversification Insights
This episode of Gimme Some Truth International discusses the key market movements and economic developments in Q2 2025. Topics include global volatility, shifting investor sentiment, changes in international stock and bond markets, and the
Charitable Giving for U.S. Expats: Maximize Tax Benefits & Avoid Pitfalls
Are you a U.S. expat looking to make charitable donations while maximizing tax benefits? 🌍 In this video, we break down international charitable giving, including how to donate tax-efficiently, the role of donor-advised funds (DAFs), and s
Are Foreign Gifts Taxable in the U.S.? IRC Section 2801 Tax Explained
🚨 After an 18-year wait, final IRS regulations provide guidance on how to comply with the Section 2801 tax on gifts and bequests made to U.S. persons from certain expatriates. 🔍 Topics Covered: ✅ Who qualifies as a covered expatriate? ✅ H
