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 Wealthยฎ. 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.ย
So, grab your passport and join us on this journey!
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Donnรฉes mises ร jour le 04/11/2026
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Dรฉtails sur Passport To Wealthยฎ, podcast de Arielle Tucker
What Replaced NHR in Portugal
Saison 4 ยท รpisode 19
mardi 3 novembre 2026 โข Durรฉe 27:26
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.
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.
Arielle Tucker, CFPยฎ & 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.
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.
Passport To Wealthยฎ 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.
In Switzerland, the landlord chooses you, not the other way around.
รzgรผr 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.
รzgรผr 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.
Arielle Tucker, CFPยฎ & 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 ยท รpisode 17
mardi 20 octobre 2026 โข Durรฉe 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.
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 Wealthยฎ Directory.
Your Indian Bank Account Has to Become an NRO Account
Saison 4 ยท รpisode 16
mardi 13 octobre 2026 โข Durรฉe 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, CFPยฎ 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.
Amol Desai is a CFPยฎ and CFA, founder of Perceptive Wealth Advisors, and a member of the Passport To Wealthยฎ Directory. He specializes in US-India cross-border financial planning for first-generation immigrants, work he began after navigating these exact challenges himself.
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.
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 .
Arielle Tucker, CFPยฎ & 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 ยท รpisode 14
mardi 29 septembre 2026 โข Durรฉe 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.
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.
Arielle Tucker, CFPยฎ & 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 ยท รpisode 13
mardi 22 septembre 2026 โข Durรฉe 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.
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.
Arielle Tucker, CFPยฎ & 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 ยท รpisode 12
mardi 15 septembre 2026 โข Durรฉe 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.
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."
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.
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 Wealthยฎ community.
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.
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.
Arielle Tucker, CFPยฎ & 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.
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.
Passport To Wealthยฎ 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, CFPยฎ & 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.
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.
Passport To Wealthยฎ 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, CFPยฎ & 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.
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.
Passport To Wealthยฎ 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.
Passport To Wealthยฎ 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.
Passport To Wealthยฎ 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.
Passport To Wealthยฎ 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.
Passport To Wealthยฎ 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.
Passport To Wealthยฎ 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.
Passport To Wealthยฎ 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
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