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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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 to explain what replaced NHR, how the citizenship timeline changed, the real difference between Portugal's visa options, and a real client case involving the Golden Visa and an unexpected US tax classification.
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CHAPTER TIMESTAMPS
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05:51 - What replaced NHR and why the original program ended
11:35 - The Golden Visa, D2, D7, and D8 visas explained
19:31 - A real client case: the Golden Visa's hidden US tax problem
24:21 - Why Portugal's citizenship path changed from 5 years to 10
28:25 - The split-year tax residency window and the pre-tax to after-tax shift
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ABOUT THE GUEST
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Ricardo Jesus is a financial advisor with Liberty Atlantic Advisors, based in the Algarve, specializing in cross-border financial planning for Americans moving to or living in Portugal and Spain. Born and raised in Portugal, he moved to the US on a Division I tennis scholarship before returning to Europe, giving him a cross-border perspective from both directions.
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ABOUT YOUR HOST
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Arielle Tucker, CFP® & IRS Enrolled Agent with Connected Financial Planning, is a cross-border financial planner based in Switzerland helping Americans living abroad navigate U.S. taxes, international investments, and cross-border financial planning.
──────────────────────────────────────────
LOVE THIS EPISODE?
──────────────────────────────────────────
Follow the show and leave a rating on Apple Podcasts or Spotify, it's the single biggest thing you can do to help other cross-border families find this show.
──────────────────────────────────────────
ABOUT PASSPORT TO WEALTH®
──────────────────────────────────────────
Passport To Wealth® is the platform for current and aspiring US expats. We connect globally mobile Americans with vetted, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad.
Find Ricardo Jesus in the Passport To Wealth® Directory: https://www.passporttowealth.com/ricardo-jesus
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This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions.
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Mentioned in this episode:
Passport to Wealth is a proud member of the SwissCast Network
Discover more podcasts for English-speaking Switzerland
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 citizens specifically can and cannot buy as non-EU/EFTA residents, and why local relationships matter as much as paperwork.
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CHAPTER TIMESTAMPS
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00:00 - Why a Swiss-born, globally-experienced team focuses on serving expats
02:36 - The biggest misconception Americans have about Swiss apartment hunting
09:36 - Why most clients secure permanent housing before ever going temporary
18:27 - Who is actually allowed to buy property in Switzerland
20:45 - The difference between a B permit and a C permit for property rights
22:40 - What to know before applying to rent or buy in Switzerland
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ABOUT THE GUEST
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Özgür Ogulkanmis is the founder of Swiss Expat Realtor and Swiss Agency Immobilien, a Zurich-based team of former expats helping international families, including Americans, navigate Swiss real estate, immigration paperwork, and school placement.
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ABOUT YOUR HOST
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Arielle Tucker, CFP® & IRS Enrolled Agent with Connected Financial Planning, is a cross-border financial planner based in Switzerland helping Americans living abroad navigate U.S. taxes, international investments, and cross-border financial planning.
How France Taxes US Living Trusts
Saison 4 · Épisode 17
mardi 20 octobre 2026 • Durée 24:37
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, joins the show to explain how France treats US trust structures, why French tax residence cannot be determined by a day count alone, and how a formal written position from French tax authorities can address specific situations before committing to a move.
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CHAPTER TIMESTAMPS
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00:00 - Why a French tax lawyer builds his practice around US-connected clients
05:25 - The planning gap FATCA created between US and French systems
08:23 - The common mistake of optimizing your old state's plan instead of coordinating with the new one
19:03 - How France treats US living trusts
23:15 - Requesting a formal written position from French tax authorities
25:36 - Why French tax residence is not just a day count
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ABOUT THE GUEST
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Thomas Dubanchet is a French tax lawyer admitted to the Nice Bar and founder of Bespoke, a French tax law firm advising US-connected individuals and families on relocation, French tax residence, trusts, and estate planning. He works with clients' US tax and legal advisers to coordinate planning across both countries. He is a member of the Passport To Wealth® Directory.
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ABOUT YOUR HOST
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Your Indian Bank Account Has to Become an NRO Account
Saison 4 · Épisode 16
mardi 13 octobre 2026 • Durée 28:28
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 what happens when two entirely separate financial systems collide.
Amol Desai, CFP® and CFA and founder of Perceptive Wealth Advisors, joins the podcast to unpack exactly this, drawing on his own journey as a first-generation immigrant from India and the cross-border planning practice he built around it.
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CHAPTER TIMESTAMPS
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00:00 - From engineering student to cross-border financial advisor
03:17 - The wealth and education assumptions behind first-generation immigrants
05:45 - Why NRIs are legally required to convert their Indian bank accounts
08:30 - NRE versus NRO: what each account is actually for
12:15 - How Indian mutual funds became a US tax problem nobody saw coming
15:36 - A $180,000 lesson in gifting versus waiting for inheritance
27:24 - What to ask before hiring a cross-border advisor
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ABOUT THE GUEST
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Amol Desai is a CFP® and CFA, founder of Perceptive Wealth Advisors, and a member of the Passport To Wealth® Directory. He specializes in US-India cross-border financial planning for first-generation immigrants, work he began after navigating these exact challenges himself.
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ABOUT YOUR HOST
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The Expat Money Playbook Launch Week Special
Saison 4 · Épisode 15
mardi 6 octobre 2026 • Durée 26:44
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 in US tax compliance during the exact week FATCA hit Swiss banks, and why she wrote this book collaboratively rather than alone. Then she reads Chapter One: starting with why, the Values First Expat Exercise, and the SMART goals framework.
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CHAPTER TIMESTAMPS
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00:00 - From bored 24-year-old to trailing spouse in Switzerland
03:17 - Landing in US tax compliance the exact week FATCA hit
06:00 - Why she wrote this book with dozens of contributors, not alone
09:00 - Chapter One: starting with why, not logistics
15:36 - The Values First Expat Exercise
20:38 - SMART goals: turning a dream into an actual plan
24:34 - Where to find the book and the free companion toolkit
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ABOUT THE BOOK
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The Expat Money Playbook, published by Wiley, is Arielle Tucker's first book, written with contributions from dozens of cross-border professionals. Available now wherever books are sold .
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ABOUT YOUR HOST
──────────────────────────────────────────
Arielle Tucker, CFP® & IRS Enrolled Agent, is a cross-border financial planner based in Switzerland helping Americans living abroad navigate U.S. taxes, international investments, and cross-border financial planning.
How to Register to Vote From Abroad
Saison 4 · Épisode 14
mardi 29 septembre 2026 • Durée 30:48
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 option existed.
Ada Shen from votefromabroad.org, who has spent over two decades helping Americans overseas register, request, and return a ballot, joins the podcast for a fully nonpartisan, procedural walkthrough of how voting from abroad actually works.
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CHAPTER TIMESTAMPS
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00:00 - Yes, Americans abroad can vote, and here's what's actually on the ballot
01:32 - The one form that registers you, requests your ballot, and updates your info
04:43 - Why "last resided" isn't a choice, it's a rule
09:27 - Getting your ballot by email, and the deadlines that matter this cycle
15:07 - The backup ballot almost nobody knows they can use
25:14 - Clearing up the biggest misconception: voting and taxes are separate
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ABOUT THE GUEST
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Ada Shen has spent over two decades helping Americans overseas navigate voter registration and absentee voting through VoteFromAbroad.org, guiding voters through registration, ballot requests, and the specific rules that apply to citizens living outside the United States.
──────────────────────────────────────────
ABOUT YOUR HOST
──────────────────────────────────────────
Arielle Tucker, CFP® & IRS Enrolled Agent with Connected Financial Planning, is a cross-border financial planner based in Switzerland helping Americans living abroad navigate U.S. taxes, international investments, and cross-border financial planning.
The Path From Work Visa to German Passport
Saison 4 · Épisode 13
mardi 22 septembre 2026 • Durée 29:42
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 American-German citizen and content creator, joins the podcast to walk through his path from dependent visa to self-employment to citizenship, and what he'd tell anyone considering the same route.
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CHAPTER TIMESTAMPS
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00:00 - Quitting two jobs, traveling nine months, and landing in Germany by chance
02:43 - COVID and the moment "backup plan" stopped being hypothetical
08:10 - What Germany's self-employment visa actually required, dollar for dollar
21:18 - Why becoming self-employed meant giving up his wife's EU Blue Card
23:11 - The real bureaucratic weight of running a business in two countries at once
27:35 - Why he pursued German citizenship as insurance, not just a milestone
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ABOUT THE GUEST
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Donnie Ashburn is a dual American-German citizen and content creator living in Germany's Pfalz region. He built a YouTube channel documenting life as an American in Germany, later turned that platform into a self-employment visa, and became a naturalized German citizen in 2025. He now helps other content creators navigate Germany's self-employment visa route.
──────────────────────────────────────────
ABOUT YOUR HOST
──────────────────────────────────────────
Arielle Tucker, CFP® & IRS Enrolled Agent with Connected Financial Planning, is a cross-border financial planner based in Switzerland helping Americans living abroad navigate U.S. taxes, international investments, and cross-border financial planning.
How to Prepare for Long-Distance Financial Caregiving
Saison 4 · Épisode 12
mardi 15 septembre 2026 • Durée 27:27
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 Mother's Money: A Guide to Financial Caregiving."
Beth, a CFP and award-winning journalist, joins the podcast to walk through what financial caregiving actually looks like day to day, why one family member usually ends up doing it whether or not they agreed to, and what changes when the people involved live in different countries.
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CHAPTER TIMESTAMPS
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00:00 - The distance every caregiver feels, whether it's states or oceans away
01:26 - How a "temporary" trip turned into nine months of caregiving
06:22 - Big-picture money talks versus the daily bill-paying reality
09:19 - Why one person always ends up "the doer" in every family
11:59 - What changes when trustees and heirs live in different countries
21:14 - The power of attorney fight that took three appointments at the bank, and the one document every family needs before a crisis
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ABOUT THE GUEST
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Beth Pinsker is a CFP and award-winning journalist who has covered personal finance for outlets including MarketWatch and The Wall Street Journal. She managed her own mother's care and finances from several states away and wrote about the experience in "My Mother's Money: A Guide to Financial Caregiving."
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ABOUT YOUR HOST
Estate Planning for Americans Retiring in France
Saison 4 · Épisode 11
mardi 8 septembre 2026 • Durée 27:46
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 Bortoli, a French tax attorney and STEP member whose clients are now almost entirely American, joins the podcast to explain how the US-France tax treaty actually works, why France has no legal concept of an "estate," and why a US trust can quietly turn a 0 percent tax situation into a 31.4 percent one.
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CHAPTER TIMESTAMPS
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00:00 - Why Americans are moving to France right now
02:35 - Inside the US-France tax treaty: pensions, IRAs, and Roth accounts taxed at zero
07:31 - Why dying in France is never a good idea, tax-wise
10:22 - Inheriting from a US parent while living in France, and the six-year tax holiday
13:47 - The one-euro filing rule most Americans don't know about
17:56 - Why French tax authorities almost always come after a US trust
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ABOUT THE GUEST
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Vincent Berthier de Bortoli is a French tax attorney and STEP member based in the French Alps. He has practiced tax for nearly a decade, founded his own French tax practice in October 2023, and now advises a clientele that is roughly 90 percent American families relocating to France. He also is a member of the Passport To Wealth® community.
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Can You Use a 529 Plan for a University Abroad
Saison 4 · Épisode 10
mardi 1 septembre 2026 • Durée 32:29
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 money.
Kaitlin Krozel, CPA and founder of Krozel Capital, joins the podcast to walk through how 529 plans work for American families abroad, what qualifies as an eligible foreign university, the new K-12 withdrawal rule, and the wealth tax risk a 529 can create once a family moves to certain countries.
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CHAPTER TIMESTAMPS
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00:00 - Can a 529 actually pay for university abroad?
02:11 - What a 529 plan is, and why state choice affects your deduction
09:50 - How living abroad changes 529 strategy in real time
14:42 - The new $20,000-a-year rule for K-12 international school tuition
18:09 - How to check if a foreign university actually qualifies
24:25 - The wealth tax risk most families do not see coming
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ABOUT THE GUEST
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Kaitlin Krozel, CPA, is the founder of Krozel Capital, where she works with American families living abroad on cross-border tax and college planning. Kaitlin has spent years helping expat parents figure out how 529 plans hold up once a family leaves the United States, and she is raising her own two children across multiple countries.
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ABOUT YOUR HOST
──────────────────────────────────────────
Arielle Tucker, CFP® & IRS Enrolled Agent with Connected Financial Planning, is a cross-border financial planner based in Switzerland helping Americans living abroad navigate U.S. taxes, international investments, and cross-border financial planning.
──────────────────────────────────────────
LOVE THIS EPISODE?
──────────────────────────────────────────
Follow the show and leave a rating on Apple Podcasts or Spotify, it's the single biggest thing you can do to help other cross-border families find this show.
──────────────────────────────────────────
ABOUT PASSPORT TO WEALTH®
──────────────────────────────────────────
Passport To Wealth® is the platform for current and aspiring US expats. We connect globally mobile Americans with vetted, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad.
This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions.
Arielle Tucker, CFP® & IRS Enrolled Agent with Connected Financial Planning, is a cross-border financial planner based in Switzerland helping Americans living abroad navigate U.S. taxes, international investments, and cross-border financial planning.
──────────────────────────────────────────
LOVE THIS EPISODE?
──────────────────────────────────────────
Follow the show and leave a rating on Apple Podcasts or Spotify, it's the single biggest thing you can do to help other cross-border families find this show.
──────────────────────────────────────────
ABOUT PASSPORT TO WEALTH®
──────────────────────────────────────────
Passport To Wealth® is the platform for current and aspiring US expats. We connect globally mobile Americans with vetted, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad.
Find Thomas Dubanchet in the Passport To Wealth® Directory: https://www.passporttowealth.com/thomas-dubanchet
──────────────────────────────────────────
This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions.
Arielle Tucker, CFP® & IRS Enrolled Agent with Connected Financial Planning, is a cross-border financial planner based in Switzerland helping Americans living abroad navigate U.S. taxes, international investments, and cross-border financial planning.
──────────────────────────────────────────
LOVE THIS EPISODE?
──────────────────────────────────────────
Follow the show and leave a rating on Apple Podcasts or Spotify, it's the single biggest thing you can do to help other cross-border families find this show.
──────────────────────────────────────────
ABOUT PASSPORT TO WEALTH®
──────────────────────────────────────────
Passport To Wealth® is the platform for current and aspiring US expats. We connect globally mobile Americans with vetted, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad.
This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions.
This Tuesday, October 6, 1:00 PM EDT, join Arielle and a panel of cross-border experts live for a full AMA, simulcast on Facebook and YouTube. Bring your questions about the book, moving abroad, or cross-border planning.
──────────────────────────────────────────
ABOUT PASSPORT TO WEALTH®
──────────────────────────────────────────
Passport To Wealth® is the platform for current and aspiring US expats. We connect globally mobile Americans with vetted, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad.
This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions.
Follow the show and leave a rating on Apple Podcasts or Spotify, it's the single biggest thing you can do to help other cross-border families find this show.
──────────────────────────────────────────
ABOUT PASSPORT TO WEALTH®
──────────────────────────────────────────
Passport To Wealth® is the platform for current and aspiring US expats. We connect globally mobile Americans with vetted, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad.
This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions.
Follow the show and leave a rating on Apple Podcasts or Spotify, it's the single biggest thing you can do to help other cross-border families find this show.
──────────────────────────────────────────
ABOUT PASSPORT TO WEALTH®
──────────────────────────────────────────
Passport To Wealth® is the platform for current and aspiring US expats. We connect globally mobile Americans with vetted, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad.
Subscribe to Donnie's YouTube channel: https://www.youtube.com/@PassportTwo
──────────────────────────────────────────
This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions.
Follow the show and leave a rating on Apple Podcasts or Spotify, it's the single biggest thing you can do to help other cross-border families find this show.
──────────────────────────────────────────
ABOUT PASSPORT TO WEALTH®
──────────────────────────────────────────
Passport To Wealth® is the platform for current and aspiring US expats. We connect globally mobile Americans with vetted, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad.
This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions.
Follow the show and leave a rating on Apple Podcasts or Spotify, it's the single biggest thing you can do to help other cross-border families find this show.
──────────────────────────────────────────
ABOUT PASSPORT TO WEALTH®
──────────────────────────────────────────
Passport To Wealth® is the platform for current and aspiring US expats. We connect globally mobile Americans with vetted, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad.
This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions.
Follow the show and leave a rating on Apple Podcasts or Spotify, it's the single biggest thing you can do to help other cross-border families find this show.
──────────────────────────────────────────
ABOUT PASSPORT TO WEALTH®
──────────────────────────────────────────
Passport To Wealth® is the platform for current and aspiring US expats. We connect globally mobile Americans with vetted, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad.
This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions.
Mentioned in this episode:
Passport to Wealth is a proud member of the SwissCast Network
Discover more podcasts for English-speaking Switzerland
Découvrez des podcasts liées à Passport To Wealth®. Explorez des podcasts avec des thèmes, sujets, et formats similaires. Ces similarités sont calculées grâce à des données tangibles, pas d'extrapolations !
