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Whether you're a U.S. expat, a digital nomad, or someone with ties to the US looking to explore opportunities abroad, join us on Passport to Wealth®. Here we dive into the nuances of cross-border living as a US citizen living abroad.
We'll be delving into essential topics such as managing your money while living abroad, staying compliant with US tax regulations, and uncovering stories of fellow expats who have forged the path to financial freedom while living abroad.
So, grab your passport and join us on this journey!
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What Replaced NHR in Portugal
NHR is gone, the path to Portuguese citizenship just got longer, and the visa most Americans assumed would work for them might not fit anymore. Ricardo Jesus, a financial advisor with Liberty Atlantic Advisors in the Algarve, joins the show
Buying Property in Switzerland as an American
In Switzerland, the landlord chooses you, not the other way around. Özgür Ogulkanmis, founder of Swiss Expat Realtor and Swiss Agency Immobilien, joins the show to explain why the Swiss rental application process is so demanding, what US ci
How France Taxes US Living Trusts
A US living trust can create unexpected French tax and reporting consequences once someone moves to France, and French tax residence is not determined the way most people assume. Thomas Dubanchet, a French tax lawyer and founder of Bespoke,
Your Indian Bank Account Has to Become an NRO Account
A US citizen inherits a family property in India. A mutual fund he's held for years suddenly won't accept him as an investor anymore. His old Indian bank account becomes illegal to keep in its original form. None of this is a mistake, it's
The Expat Money Playbook Launch Week Special
The Expat Money Playbook is officially out today. In this launch week special, Arielle Tucker steps away from the usual guest format to share her own story and read Chapter One aloud. She covers her own path to Switzerland, how she landed i
How to Register to Vote From Abroad
Every American living abroad has the right to vote in federal elections, yet every cycle, a meaningful number of ballots never make it home, not from apathy, but from a form that arrived late, a lost ballot, or simply not knowing a backup o
The Path From Work Visa to German Passport
A YouTuber built a channel documenting American life in Germany, then leveraged it into an actual self-employment visa, and eventually German citizenship, without ever going through a traditional employer sponsor. Donnie Ashburn, a dual Ame
How to Prepare for Long-Distance Financial Caregiving
A valid, properly signed power of attorney still isn't a guarantee a bank will honor it. Beth Pinsker found that out the hard way while managing her mother's care and finances from several states away, an experience she turned into "My Moth
Estate Planning for Americans Retiring in France
France can tax an American's retirement income at zero. It can also be one of the least forgiving countries in the world to die in. Both are true, and most families only learn the second half after they've already moved. Vincent Berthier de
Can You Use a 529 Plan for a University Abroad
Can a 529 plan actually pay for university outside the United States? Some foreign schools qualify for tax-free withdrawals. Most do not, and most families do not find out which is true for them until they are already trying to spend the mo
Cross-Border Financial Planning for Americans in Singapore
Americans living in Singapore sit inside one of the most favorable tax environments for Roth conversions anywhere in the world. No capital gains tax, no dividend tax, and the conversion itself isn't taxed locally. Most are not using it, and
Raising Kids Across Three Countries as an Expat Parent
Her mother-in-law's advice was that crying helps babies develop their lungs. The advice from home was the opposite. Sasha Romary (https://www.instagram.com/sasharomaryparenting/) was raising her first child in Paris, caught between two cult
Understanding Your Why Before an International Move
He'd spent years as a certified financial planner telling clients that the numbers matter. Then he moved his own family to Portugal, and found out the numbers were never really the hard part. In this episode, Mark Moberg (https://app.zephyr
International Tax Planning for Marriage, Divorce, and Inheritance
Most people never ask what happens to their estate plan, their prenup, or their inheritance if they move to another country, and that assumption can cost families everything. This episode digs into exactly that gap. International tax attorn
Raising Bilingual Kids in Colombia as an American Family
A safety incident at her kids' school was the last straw. Within months, one family had traded the US for Medellín, Colombia, and started building a life around a completely different set of values. Alyssa Bolaños grew up between cultures l
Trump Accounts Explained: Who Qualifies for the $1,000 Deposit Abroad
A Trump Account, officially called a 530A account, is a new federal retirement account for children, funded by a $1,000 seed deposit for every eligible US citizen baby born between January 1, 2025 and December 31, 2028. For US expat familie
Why Americans in Europe Can't Buy US ETFs (And the Workaround That Does)
Can you keep buying US ETFs after you move to Europe? Austin Davidson found out the answer is more complicated than it should be. Most Americans moving to Europe don't realize that a regulation called MiFID II can quietly cut off direct acc
Using AI to Prepare for a Cross-Border Move
Can ChatGPT replace a cross-border financial advisor? Aditi Kapadia, CFA, CFP® says not yet. Most people using AI for a cross-border move are getting confident, plausible answers to the wrong questions. In this episode, Aditi Kapadia, a cro
What's Ahead for Americans Building a Life Abroad: Season 4 Kickoff!
Season 4 of Passport To Wealth™ is here, and it's picking up right where the conversation matters most: what actually happens to your money, your family, and your identity once your life crosses a border. Host Arielle Tucker, CFP®, EA is a
How Americans Build a Life Abroad: Carl Richards on Risk & Mindset
Carl Richards (https://behaviorgap.com/about/) is a certified financial planner, the New York Times (https://www.nytimes.com/column/sketch-guy)Sketch Guy (https://www.nytimes.com/column/sketch-guy), and the author of Your Money: Reimagining
Moving to Europe as a US Expat: Taxes, Incentives, and the Mistakes That Are Hardest to Fix
Christian Gulizzi (https://gulizzi-consulting.com/) is a cross-border tax advisor licensed in the United States as a CPA, in Germany as a Steuerberater, and in Italy as a Dottore Commercialista. He was born to an Italian and German parent,
Visas, Taxes & Healthcare in France: A Paris Immigration Attorney Explains
Daniel Tostado (https://app.zephyrcms.com/$%7B%20zed.url(%7Bmodule:) is a naturalized French citizen, a dual-qualified attorney (US and France), and the founder of Tostado Avocats (https://www.danieltostado.com/), an immigration law firm de
The $60K Estate Tax Trap for Non-US Citizens Holding US Assets
Hui-chin Chen, CFP® (https://app.zephyrcms.com/$%7B%20zed.url(%7Bmodule:), is the managing partner of Jade & Cowry (https://jadeandcowrywealth.com/) and has spent her career working with globally mobile families across Asia-Pacific; includi
Moving to Italy as a US Expat: Italian Tax Incentives, Raising Kids Abroad, and the $25K Tax Mistake
What does it actually cost — financially and logistically — to move to Italy as a US expat and raise a family there? In this episode of Passport to Wealth, financial planner Arielle Tucker, CFP®, EA sits down with Danielle Shumway, founder
Americans Moving to Canada in 2026: Taxes, Healthcare and Money
US retirement accounts, estate plans, and investment structures do not automatically survive a move to Canada. The two countries share a border and a language but operate under entirely separate financial and tax systems; and the decisions
Cross-Border Investing: What Changes When US Expats Move Abroad
US investment accounts do not automatically follow a move abroad. Custodians have their own policies for international clients, and many of them are more restrictive than most people expect. In this episode, Arielle Tucker, CFP® (https://ap
US Expats in France: Real Life After 8 Years and What to Expect
What does it really take to build a life in France as an American expat? In this episode of Passport to Wealth™, we explore the practical and personal side of moving abroad, from navigating French visa requirements to finding meaningful wor
Moving to Germany: Expat Taxes, Visas, and Money Tips
Thinking about moving to Germany? In this episode of Passport to Wealth™, Arielle Tucker, CFP®, EA, sits down with fellow cross-border financial plannerJordan Vlastuin (https://www.passporttowealth.com/jordan-vlastuin-financial-planner-germ
Retiring Abroad: Hidden Tax and Currency Risks for Americans
Retiring abroad sounds like the dream. For Americans, the financial reality is far more complex. In this episode of Passport To Wealth™ (https://www.passporttowealth.com/), Arielle Tucker (https://www.linkedin.com/in/arielletucker/), CFP®,
How Americans Can Move to Spain: Visas, Taxes, and Planning
Spain has become one of the most popular destinations for Americans looking to live abroad. But moving to Spain involves much more than choosing a city and applying for a visa. In this episode of Passport To Wealth™ (https://www.passporttow
