Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for Expats
von Walkner Condon Financial Advisors for U.S. Expats
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Finding Opportunities in the Global Bond Market with PIMCO's Tina Adatia
Our expat team sat down with Tina Adatia from her London office. Ms. Adatia is an executive vice president and product strategist, focusing on global fixed income and ESG strategies at Pimco. PIMCO is a global leader in active fixed income
The Realities of Retirement: Have a plan!
The commercials will show you people walking on the beach hand-in-hand, gardening with a smile, even taking on high risk adventures. Eventually, the retirement luster can wear off. It is important to have a plan, figure out how you will spe
Luxury Travel
#luxurytravel (https://www.youtube.com/hashtag/luxurytravel) becomes an attainable goal with this helpful information from Scott Poniewaz, Head of EXEC. EXEC is a highly curated hotel, travel, lifestyle, and business benefits program provid
Court Cases that Impact Expats with Mishkin Santa from The Wolf Group
Our international expat team had a discussion with Mishkin Santa, JD, LLM, TEP from The Wolf Group about recent and relevant court cases that directly impact expats when it comes to tax filing. The Wolf Group thrives as an international tax
Mid-ish Year Market Review
Coming up on the mid-year, Stan Farmer and Syl Michelin talk about the markets and what we might be able to expect in the second half.
Debt Ceiling Deadline? What does it ALL mean?
Clint Walkner, Nate Condon, and Syl Michelin break down the looming Debt Ceiling Deadline. What does it ALL mean? Should you be nervous? Questions answered!
3 Tax-Friendly Off-The-Radar European Countries for Expats!
Americans flock to places like Portugal and France, but don't forget these hidden gems! Low cost of living, friendly tax rates, and loaded with culture and scenery. Let's talk Romania, Hungary, and Bulgaria. Expats, this is for you!
Portugal: It's Like California in the 60s!
GST guest and local business owner Jonny Hoffner (Paper Antler (https://www.paperantler.com/), Good Lion Golf (https://www.goodliongolf.com/)) joins Stan and Mitch in the booth to discuss the month he and his family spent in Portugal. They
Financial Planning Considerations Americans Need to Know Before Moving to the United Kingdom
London has long been a truly international city and many Americans live and work in the greater metropolitan area. Whether you are considering a short, intermediate, or long-term move to the United Kingdom, there are a variety of financial
A Review of Early Market Outcomes in 2023 with Stan and Keith
Stan and Keith sit down to discuss the markets, touching on U.S. stock market before transitioning to a more substantive discussion on international markets. With recession still possible (and some say probable), how will the markets react?
A "Guide to the Markets" with J.P.Morgan Asset Management
On the heels of the release of Walkner Condon's 2023 Market Outlook (https://walknercondon.com/blog/2023-market-outlook/), Keith & Mitch have a conversation with Jack Manley, Global Market Strategist, and Eric Lewis, ETF Specialist, both of
Year-End Financial Planning: Tax Loss Harvesting for U.S. Expats & Americans Abroad
Year-end means many things: holidays, new year’s resolutions, and plenty of holiday-themed foods, which necessitate certain new year’s resolutions. But year-end in the financial world also means tax loss harvesting. In this episode, Stan Fa
Intro to Expatriation Ep. 3: Should I Really Expatriate?
We finish our ‘Introduction to Expatration’ series by taking into account what we've covered so far and asking the question, "Should you really expatriate?" Our Expatriation 101 miniseries started by defining covered vs. uncovered expat sta
Previewing the Qatar 2022 World Cup & USMNT, featuring Jake Landau from It's Called Soccer
We take a break from our regularly scheduled expat investing programming to dive into a rapidly approaching international event that may be of interest to our audience of Americans abroad – the 2022 World Cup. While financial advisors Stan
College Savings for U.S. Expats and Americans Living Abroad
Saving for their children's college experience is often a financial goal that many of our clients living in the U.S. want to accomplish. But that goal becomes more convoluted when you're an American living outside the U.S. trying to send yo
Intro to Expatriation Pt. 2: Financial Consequences of Covered Expat Status
We continue our ‘Introduction to Expatration’ series with a deeper dive into the implications and consequences of covered expat status. While our first episode of this miniseries focused on the definitions and differences of covered vs. unc
Investing in the U.S. for Non-Americans
Are you a nonresident alien (https://www.irs.gov/individuals/international-taxpayers/nonresident-aliens) or non-U.S. citizen looking to invest in the U.S.? Whether you’re part of a cross-border family or simply a non-U.S. citizen trying to
What is Expatriation? An Introduction to Covered vs. Uncovered Expat Status
As obvious as it sounds, one of the keys to U.S. expat (https://usexpatinvesting.com) status is the process itself of expatriation. Living as an American abroad is one thing, carrying its own set of financial and investing hurdles and compl
The Rise of the Dollar: Exploring the Factors at Play in the Renewed Strength of the Dollar
This was an episode (https://open.spotify.com/episode/4gZd0CpqYDGhV58FFP0Kfv?si=AylPNx0FTOWCzy8QjqCB0w) that first appeared on the Gimme Some Truth feed (https://open.spotify.com/show/7LqSUf8o0YOaLfQZwLNzk5?si=28756268a3594d35), but we felt
Becoming a Digital Nomad: Countries, Complications and Consequences of Working Outside the U.S. in a Remote-Work Age
While many of the people who come to us are contemplating retiring or living outside the U.S. for an extended period of time, there's an entirely different group of Americans abroad in our tech-based, post-COVID era – the digital nomad. Our
From the Expat Archives: Discussing Digital Nomad Visas With Glenn Jones, CEO of Bermuda Tourism Authority
A long time ago – March 2021 to be exact – we brought a special guest, Glenn Jones of the Bermuda Tourism Authority, onto Gimme Some Truth to discuss an expat topic beginning to pick up steam – Digital Nomad Visas. As we progress into the t
Can I Contribute to an IRA (or Roth IRA) as an Expat?
Whether it's Reddit (https://www.reddit.com/r/ExpatFinance/comments/tjgyv6/can_i_contribute_to_roth_ira_with_foreign_sourced/), a Facebook group, or any of the other myriad online discussion forums for U.S. expats, whether or not you – a U.
Taxes for U.S. Expats and Americans in Portugal, with Mark Van der Linden - Cross Border Tax Law
You can’t spell ‘expat’ without tax. In all seriousness, and because of the complexities of being an American outside of the U.S., it can feel like life abroad revolves around taxes. While our team of financial advisors, who specialize in w
American Moving to Switzerland: Financial Planning and Investing Factors to Know as a U.S. Expat
Not only is Walkner Condon Financial Advisors' Syl Michelin, CFA, a native of France, but he also spent several years living in Switzerland and holds a Swiss passport. His wealth of knowledge on investing and financial planning as an Americ
Top 5 Destinations for U.S. Expats in 2022 – Best Countries for Investing as an American Abroad
Are you an American seriously contemplating a move abroad? Or maybe you're closer to the early stages of that process, thinking about the possibilities of living somewhere outside of the U.S.? Even if you fall into the latter group – and a
2022 Market & Investment Outlook for U.S. Expats
After a holiday hiatus, and a lot of time spent on our 2022 Investment & Market Outlook Guide, our team of U.S. expat financial advisors is back with our first installment of Gimme Some Truth for Expats in 2022. Syl Michelin, our resident C
Moving to Germany as a U.S. Expat - Financial & Investing Considerations to Keep in Mind
We continue our country-specific journey for U.S. expats with another stop in Western Europe – Germany. Though we haven't dedicated a lot of written content previously to Germany – it's one of our New Year's resolutions to change that! – we
Moving to the UK as an American: Financial Implications for U.S. Expats in the United Kingdom
While our first three episodes have focused more broadly on the U.S. expat experience and the hangups that typically complicate life for Americans abroad, this installment seeks to hone in on a specific destination – the United Kingdom. Ame
Taxes for Americans Abroad & U.S. Expats with Leo Zimny, CPA & Tax Director at Expat U.S. Tax
Though this episode originally aired on our main Gimme Some Truth (https://walknercondon.com/podcast) feed prior to the launch of Gimme Some Truth for Expats, the topic of taxes is a vital one when it comes to the U.S. expat experience. Tha
What is the Best Brokerage for Expats?
So what's the best https://www.investopedia.com/terms/b/brokerage-company.asp for U.S. expats? If that's not the question we hear most, then it certainly ranks right up there for the most-asked financial question when it comes to being an A
