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From Scientist to CPA with Emily Haines
In this episode, we are joined by Emily Haines (https://www.linkedin.com/in/emilyhaines/), CPA, and founder of Xpatax Solutions (https://xpataxsolutions.com/). Emily is an expert in U.S. taxation for expats, with years of experience helping
Run Toward Something: Mickelle Weber on Building a Life Abroad
In this episode we welcome Mickelle Weber (https://www.linkedin.com/in/mickelleweber/), an angel investor, storyteller, serial entrepreneur, and founder. She is the host of the House of Peregrine (https://www.houseofperegrine.com/podcast) p
Buying Property in Switzerland with Peter Bloemsma
In this episode, we’re joined by Peter Bloemsma, founder of Swiss Advisory Services. With over 20 years of experience helping clients navigate relocation and real estate transactions, Peter is a trusted expert in purchasing property in Swit
Choosing Your Roots: Travel, Culture & Home with Flavia Cornejo
In this episode, we welcome Flavia Cornejo (https://www.linkedin.com/in/flavia-cornejo-b9526345/), a multicultural travel expert, digital nomad, and founder of Latina Traveler (https://latinatraveller.com/about-me/), a platform created to i
From Military Contracting to Expat Life: A Conversation with Jordan Vlastuin
In this episode, we sit down with Jordan Vlastuin (https://www.linkedin.com/in/jordan-vlastuin/), Certified Financial Planner (CFP®) and founder of Make the Memory Financial Planning (https://www.mtmplanning.com/about-us). Jordan’s firm foc
WEP is Out What Happens Next with Chad Hatalla
In this episode, we’re joined by Chad Hatalla (https://www.linkedin.com/in/chad-hatalla-ustax/), a U.S. tax expert who specializes in financial planning and tax strategies for both inpats and expats. With extensive experience guiding U.S. a
2024 US Tax Updates with Emily Haines
In this episode, we are joined by Emily Haines (https://www.linkedin.com/in/emilyhaines/), CPA and founder of Xpatax Solutions (https://xpataxsolutions.com/). Emily is an expert in U.S. taxation for expats, with years of experience helping
Escaping the US: How to Settle Into Your New Home Abroad
In this episode of the Escaping the US series, we guide you through settling into a new country and making it feel like home. From setting up internet and utilities to registering with local authorities, opening a bank account, and navigati
From Sponsored Expat to Business Owner: Katrina Nacci’s Inspiring Move Abroad
In this episode, we chat with Katrina Nacci (https://www.linkedin.com/in/katrina-nacci-cpa/), a cross-border CPA and US expat, who shares her journey of moving overseas, navigating work sponsorship, and ultimately founding her own internati
Windfall Elimination Provision Repealed: What It Means for US Expats
In this episode, we break down what the WEP repeal means, who is affected, and how it could change your retirement planning and Social Security payments. This repeal could have a significant impact on expats who receive foreign pensions and
From Expat to Entrepreneur: Nathalie Goldstein’s Journey to Europe
In this episode we chat with Nathalie Goldstein co-founder of MyExpatTaxes about her journey to Europe and entrepreneurship. We discuss how she made the move abroad, transferred within her company to a foreign office, navigated language and
Living Abroad in Portugal: U.S. Tax Insights, Multicultural Parenting & Expat Life with Sasha Young da Silva
In this episode, we chat with Sasha Young da Silva, an American tax and estate planning attorney based in Portugal. Sasha shares the journey that led her to Portugal, the inspiration behind her move, and the unique benefits of holding multi
Ultimate Guide to Setting Financial Goals
In this episode, we dive into practical tips and strategies for setting meaningful financial goals tailored to your unique expat journey. We break it down into three essential steps: reflecting on what matters most to you, setting clear and
New Year, New Goals: Setting SMART Intentions for 2025
In this episode, we dive into the power of setting SMART goals, those that are Specific, Measurable, Achievable, Relevant, and Time-bound. We explore why these types of goals are especially important for expats navigating new environments a
Living the Pura Vida: Shannon Weinstein’s Costa Rica Journey
In this episode, we sit down with Shannon Weinstein, a fractional CFO for business owners looking to scale or sell their business. She hosts the top 1% podcast, Keep What You Earn, where her real talk and relatable examples make financial i
Navigating IRA Contributions for US Expats
In this episode, we dive into making IRA contributions as an American living abroad. We explore the basics of IRAs and why they are important for expats, how the Foreign Earned Income Exclusion (FEIE) affects contribution eligibility, and k
2024 End-of-Year Tax and Financial Planning for Expats
In this episode, we cover key end-of-year tax and financial planning strategies for those living abroad. We dive into: • Charitable Giving: Learn about strategies like charitable bunching and qualified charitable distributions (QCDs). You c
Exploring South America with the MoneySmart Travelnista Sandra Morno
In this episode, we welcome Sandra Morno, a seasoned tax strategist and adventurous MoneySmart Travelnista with over 15 years of experience. Sandra is dedicated to helping female entrepreneurs and expats navigate the complexities of cross-b
Nurturing Relationships While Living Abroad
In this episode, we explore practical strategies for maintaining meaningful connections with friends and family while living abroad. From navigating time zone differences and leveraging technology to scheduling virtual activities, we cover
Building a Life Abroad: Career, Visas, and Entrepreneurship in France with Claire Naughton
In this episode, we welcome Claire Naughton, a seasoned content and marketing consultant with a passion for helping expats, travel enthusiasts, and financial service providers. As a US expat now thriving in France, Claire shares her journey
Bringing Home a Taste of the US: Our Shopping List Essentials
In this episode, we’re diving into a fun and relatable topic for expats: the ultimate US shopping list! We’ll share what’s on our must-buy list, how we navigate shopping trips when stateside, and the best tips for packing up and bringing th
US Election Results 2024: What They Mean for Americans Abroad
With the US election results just announced, we explore how the outcome could affect Americans living abroad. In this episode, we dive into potential shifts in tax policy, immigration updates, and the ongoing debate around ending double tax
Escaping the US: How to Find and Secure Housing Abroad
In this episode of the Escaping the US series, we dive into the essential steps for finding housing after moving abroad. We start by exploring how to secure temporary accommodations for a smooth transition, whether you’re relocating to Euro
Escaping the US: A Complete Guide to Moving Your Belongings Abroad
In this episode of Escaping the US, we dive into the logistics of moving your belongings overseas. We cover everything from deciding what to take with you and managing sentimental items, to evaluating the costs of shipping versus rebuying f
Escaping the US: How to Cut Ties and Manage Your Financial Accounts Abroad
In this episode of the Escaping the US series, we explore how to successfully cut ties with the U.S. and prepare for a smooth transition abroad. We'll cover important topics like consolidating your accounts, how the length of your stay impa
Escaping the US: Choosing a Location and Visa Considerations
Welcome to the Escaping the US series! We will dive into the various steps of how to plan and implement a move abroad. In this episode, we discuss how to choose a location and visa considerations when moving abroad. This includes ideal clim
Staying Steady: Navigating Your Finances During Election Season
In this episode, we explore how to manage your finances during election seasons. We break down the myth that stocks underperform in election years, analyze how the election of a new candidate can influence markets, and discuss the best stra
How Arielle Landed in Europe
In this episode, Arielle shares her story of how she ended up living in Europe. She discusses taking a semester off college to backpack across Europe, her itch to escape her comfortable life stateside, and how she ended up living in Switzer
Voting from Overseas: How U.S. Citizens Abroad Can Make Their Voices Heard
In this episode, we dive into the importance of U.S. expats participating in elections and how their vote can impact tax laws that impact them while living abroad. If you’re living outside the U.S., your vote can influence policies that dir
Staying Ahead of Foreign Tax Law Changes: Strategies for Expats
In this episode, we discuss how to navigate foreign tax policy changes and how they can impact your US tax filing. We begin with a high-level review of the Foreign Tax Credit (FTC), which we broke down in full in another episode here: https
