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
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From Sharpie Notes to Living Abroad: Introducing Tahlia!
🎉 Meet Tahlia Micoley, the newest addition to Walkner Condon Financial Advisors! From studying finance to navigating international taxation, she brings a unique perspective—plus a Sharpie-fueled approach to note-taking! 🖊️.🎙️ Meet Tahlia
Relocating to Europe: Overcoming Challenges & Thriving Abroad
Thinking about moving abroad? 🌍 In this episode of Gimme Some Truth International Edition, we talk with Patricia Brooks, founder of The Courage Catalyst, about her journey moving to France and helping others make the leap. Whether you're s
Corporate Transparency Act (CTA) Explained: Who Needs to File & What It Means for Businesses
The Corporate Transparency Act (CTA) is a new federal law requiring millions of businesses to report their beneficial ownership to the Financial Crimes Enforcement Network (FinCEN). But who needs to file? What are the penalties for non-comp
UK Tax Update 2025: Remittance Basis Taxation & Temporary Repatriation Facility (TRF) Explained
Stay informed on the latest UK tax updates with Stan Farmer and Syl Michelin! In this episode, they discuss significant changes to remittance-based taxation and the introduction of the Temporary Repatriation Facility (TRF). Learn how these
Adventures in International Living: Tips, Challenges, and Real-Life Stories
Join us as we explore the challenges and rewards of international living. In this episode, our international team members share personal stories of moving abroad, adapting to new cultures, overcoming language barriers, and navigating the un
UK Tax Overhaul Explained: Key Changes for U.S. Expats and Investors
📢 In this episode of "Gimme Some Truth International," we dive deep into the latest updates on UK tax laws! 🚨 This episode offers valuable insights for anyone navigating the UK financial system—whether you're an investor, expat, or tax pr
Wealth Taxes 101 for U.S. Expats
This episode of Gimme Some Truth for Expats dives into wealth taxes and their implications for expats living abroad. Discover how wealth taxes differ from income taxes, explore policies in countries like France, Spain, and Portugal, and lea
Tax Considerations When Splitting Your Time Between the U.S. and Other Countries
With remote work on the rise, many digital nomads and international families split their time across countries, navigating complex tax laws and residency rules. In this episode of Gimme Some Truth, we explore common tax pitfalls of global l
Give All Your Money Away: Expat Wrinkles
Much is changing in the world of U.S. Estate Planning with regards to the possible sunsetting of the increased estate exemption in the United States in 2025. In this podcast, the International Team at Walkner Condon discuss how these possib
What Happens If You Die While Living Abroad
David Luzon from Barclay Damon joins the Walkner Condon team to discuss estate planning issues affecting US expats and cross-border families. Topics covered include probate jurisdiction, wills, inheritance/estate tax, transfer certificates,
How Much International Exposure Do I Need?
In this episode of Gimme Some Truth, Syl, Keith and Stan discuss the importance of international allocation in portfolios. Despite years of US outperformance, international markets remain a pillar of a well diversified allocation, in both e
Caution: Implementing Roth Strategies Abroad
This Gimme Some Truth episode explores the nuances of Roth conversion strategies for Americans abroad. For most Americans, the decision to roll over a Roth IRA is governed by the calculus of US Tax Rates and their age. However, many foreign
To Rollover or Not To Rollover: An Expat Wrinkle
In this installment of Gimme Some Truth, Keith, Stan and Syl discuss how residing abroad can effect one of the most common decisions US investors make - rolling over their employer-sponsored retirement plan (401k, 403b, TSPP) to an IRA. Whi
Q2 2024 Review, Q3/4 Market Commentary and Outlook
Syl (https://walknercondon.com/our-team/syl-michelin/) and Clint (https://walknercondon.com/our-team/clint-walkner/) discuss the domestic and international stock and bond markets, reviewing the second quarter of 2024 and touch on some theme
Navigating Blended Families Finances
Clint and Stan share practical advice on navigating the financial complexities of a blended family in our newest podcast episode. #BlendedFamilyTips #finance
Economic and Market Update Featuring Andrew Opdyke, CFA - Economist
Syl Michelin and Nate Condon host an exciting economic commentary with feature guest Andrew Opdyke. Andrew is a CFA and economist for First Trust Portfolios and frequently speaks on macroeconomic topics and the current state of the markets.
Starting Your Expat Journey Stateside
Keith and Stan offer valuable guidance on starting your expat life from the US, highlighting the benefits this change brings. #ExpatLife #NewBeginnings
State of European Markets with Leonardo DeCosta
We are joined by Leonardo DeCosta from First Trust to discuss the environment of expats in Europes markets.
Vetting Expat Brokerages 2024 Edition
Join Keith and Syl as they talk about how and when to select the right brokerage for your expat journey.
The Hurdles of Banking as an Expat
In this podcast, Walkner Condon’s team of International Advisors discuss the banking rules and regulations that face Americans moving abroad. They also discuss some of the additional banking options for Americans outside of the U.S.
Charitable Giving with Anna January - Market Report 2024
In our latest podcast episode, Polly engages in a discussion with Anna January, who serves as the Director of Charitable Giving at Wisconsin Watch. Tune in as they explore the present and upcoming landscape of charitable contributions. Read
Timing the Market - 2024 Market Report
Mitch and Alicia talk about Alicias article covering timing the market and why it can be the wrong choice.
Housing Market "New Normal" - Market Report 2024
Clint and Nate sit down to talk about their articles for the 2024 Market Report. They cover the housing market and the low consumer sentiment surrounding the markets.
Soft Landing and Bonds - Market Report 2024
Mitch and Keith are talking about their articles for our 2024 Market Report. Keith talks about his piece on bonds and Mitch talks about piece on the possibility of a soft landing.
Recency Bias - Market Report 2024
Stan and Syl continue our discussions about the articles in our 2024 Market Report. They discuss Stans article covering Recency Bias and its influence on the market. Read the article here:
Advantages of Citizenship Diversification with Henley and Partners
Isabel Quintero joins Keith, Stan, and Syl to discuss the services Henley and Partner offer their clients and the environment of international residency. Connect with Henley and Partners: isabel.quintero@henleyglobal.com
What Year Is It? - Market Report 2024
This is our first podcast talking about our 2024 Market Outlook. Clint and Syl discuss Syl's article titled "What Year Is It?", a global macro piece. Read the Walkner Condon 2024 Market Outlook here: https://walknercondon.com/2024-market-ou
Gimme Some Truth: Updates to Portugal
Keith and Stan talk about the updates to the situation surrounding NHR policies in Portugal.
Kuberas' Roadmap: A Talk with Rohit Nadhani
Keith sits down with the Founder of Kubera, Rohit Nadhani to talk about the platform and its beginnings.
Changes to Portugals NHR Program
The non-habitual residence program (NHR) is a special tax status that offers special tax treatment to non-residents who would like to establish permanent or temporary residence in Portugal. The NHR scheme will end in 2024, meaning you may o
