In this episode, we discuss itemized deductions and how you can use them to decrease your US tax bill. 

We discuss what itemizing your deductions means, what itemized deductions you are eligible to take, how to itemize your deductions, and considerations for expats. 

In this episode, we discuss the standard deduction and how it it used to reduce your taxable income.

We discuss how this deduction works, how it changes on an annual basis, who is eligible to use the deduction, why you should use the deduction, and a brief intro to itemized deductions. 

Tune in next week to hear how you can itemize your deductions.

In this epsiode, Savannah shares her story of how she ended up living in Europe. 

She dives into how she formulated a plan to move abroad, the job application process, visa considerations, and how her and Arielle met.

As mentioned in the episode, you can find if your higher education is accepted in Germany here: https://anabin.kmk.org/anabin.html.

Are you considering leaving the US and moving abroad?

In this episode, we discuss our initial tips and factors you should consider when planning a move abroad. We cover account consolidation, potentially changing brokerages, foreign bank account considerations, foreign pensions, and basic tax considerations. 

While not all-encompassing, this episode should start helping you understand the factors you need to consider to plan a successful move.

As a US expat, there are two main tax benefits available to reduce your US tax balance and avoid double taxation. In this episode, we discuss one of those benefits, the Foreign Tax Credit (FTC).

We will discuss how the foreign tax credit works, the various "buckets" in which different income sources fall, what kind of foreign taxes are eligible to be used, and how it works in combination with the Foreign Earned Income Exclusion (FEIE).

As a US expat, there are two main tax benefits available to reduce your US tax balance and avoid double taxation. In this episode, we discuss one of those benefits, the Foreign Earned Income Exclusion (FEIE).

We will discuss who qualifies for the exclusion, how much you can exclude, additional exclusion for foreign housing expenses, what income can be excluded, how to claim the exclusion, and how it can impact your eligibility to take other credits.

We will cover the other expat tax benefit, the Foreign Tax Credit (FTC) next week!

Most foreign countries have pension plans that are offered to employees living and working in that country. These plans are to ensure that residents are saving for and set up for a successful retirement.

However, these plans become increasingly complex for US citizens or those with a US filing requirement, as the tax treatment can differ from the treatment in the resident country. 

In this episode, we discuss the basics of these foreign pensions, how they can be treated in the US, and steps you should take to ensure they are properly reported. 

Leaving your home country and moving abroad can be an isolating experience. In this episode, we discuss our top tips for meeting friends and developing a community abroad. 

As an American living abroad, filing your US taxes can be challenging. In this episode, we walk through charitable contributions and how you may be eligible to use these contributions to lower your US tax balance. 

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://api.spreaker.com/v2/episodes/60883407/download.mp3.

As an example, we discuss a recent tax policy change in Switzerland which raised the deduction you are eligible to claim for your childcare expenses. While this change reduces your Swiss tax bill, it can lead to an unexpected tax bill when filing your US tax return, as your FTC amount is reduced. 

Keeping updated on tax laws is important for everyone, especially expats! We provide some strategies for staying on top of tax law changes. 

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 directly affect your finances as an American abroad.

We’ll guide you through the process of registering to vote from overseas, including how to request absentee ballots, meet state-specific registration deadlines and requirements, and how to cast your vote. Stay informed and ensure your voice is heard, no matter where you live!

Resources:
Federal Voting Assistance Program
votefromabroad.org

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 Switzerland. She dives into the visa she received allowing her to work, how she landed her first job, finding a permanent apartment, and her advice for others looking to take the leap and move abroad. 

If you are thinking of moving abroad, it is possible! Take the leap. 

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 strategies for investors to navigate these changes.

While elections can bring volatility, we explain why these market fluctuations are often temporary—and why staying calm and focused on your long-term goals is key.

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 climate, lifestyle preferences, cost of living, and potential visa options. 

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 impacts your planning, and the best brokerages and banks for U.S. expats. We'll also discuss choosing foreign financial institutions, managing currency conversions, severing ties with your current U.S. state, and offer tips for families moving with children (or pets!).

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 tips for staying close despite the distance. We also discuss setting healthy boundaries with loved ones back home, evaluating relationships to ensure they continue to enrich your life, and managing holidays when travel isn’t an option. Finally, we share ideas for staying connected to U.S. traditions through local events and organizations, as well as preserving ties to your culture and roots.

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 of creating a fulfilling life abroad. Claire also shares her experiences and insights on her popular blog, the Millennial Abroad.

We explore her move to France, the challenges of navigating visa requirements, finding meaningful work, and transitioning to a long-term expat lifestyle. Claire opens up about launching her own consulting business and sheds light on the growing trend of young entrepreneurs seeking to establish roots in France.

Join us as we dive into her unique insights on career development, cultural adaptation, and living life on your own terms. If you’ve ever dreamed of turning a love for travel into a sustainable lifestyle, this episode is for you!

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 those items back 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 taxation. We also discuss how a new presidency might impact international tax treaties—and share our hopes for changes that could benefit expats globally.

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 Europe, Asia, or beyond. From there, we cover strategies for finding long-term housing through top online platforms, what to look for during viewings, and the key questions to ask landlords or agents. Learn how to craft a personalized rental application, understand what to expect after you’re approved, and get tips on settling into your new home. 

Whether you're a digital nomad or a more long-term expat, this episode is packed with advice on navigating the rental market abroad and making your new space feel like home.

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 furniture and electronics abroad. We'll also discuss options for storing items in the U.S., donating what you no longer need (and the potential tax benefits!), and the practical steps for shipping your belongings to your new home.

Whether you're moving a few boxes or a whole household, this episode will help you navigate the process with ease!

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 can explore a list of qualified charitable organizations here.
• Capital Gains and Losses: Discover ways to optimize your investments through tax-loss harvesting and portfolio rebalancing.
• Retirement Planning: Maximize your year-end opportunities with tips on IRA contributions, Roth conversions, and catch-up contributions.
• Additional Strategies: We also discuss managing currency exchange rates and efficient gift and estate planning.

Tune in to make the most of 2024 and start 2025 with a strong financial foundation.

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-border taxes and make smart financial choices while living and working internationally. Her passion lies in simplifying taxes and empowering her clients to hold onto more of their hard-earned income.

Sandra shares her inspiring journey of living and traveling across South America, offering insights into building a social network abroad and the invaluable life lessons she’s gained along the way. Tune in as she provides her top tips for relocating overseas, covering both personal and professional strategies to help you thrive in your global adventure.

You can contact her via her website or find her on LinkedIn if you want to connect.

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 key considerations for Traditional IRA deductibility. We also discuss Roth IRAs, including income thresholds for contributions, and examine how access to US retirement plans may influence your options. Finally, we share practical tips for navigating IRA contributions while living overseas.

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 specific goals, and understanding your current financial landscape.

Building on insights from our previous episode on SMART goals, we discuss how to prioritize immediate goals, explore budgeting apps to help you stay on track, and share methods to hold yourself accountable.

We also cover common financial goals that may resonate with expats and offer advice on tackling one of the toughest challenges... staying motivated.

Life as an expat is ever-changing, making flexibility key to crafting a sustainable and adaptable financial plan. 

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 and life changes. You’ll hear examples of SMART goals tailored to expats, tips for staying on track, and a peek into some of our own personal goals.

Whether you’re planning for career growth, personal development, or settling into your new life abroad, this episode will help you make 2025 your best year yet!

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 information a source of inspiration, not intimidation. She is a financial literacy advocate, volunteer, donor, investor and a sought-after speaker for masterminds and business communities. 

Shannon shares the thought process behind her decision to take the leap and move to Costa Rica. We dive into her experience of settling into a new country, navigating the visa process and housing markets, building a sense of community, and making Costa Rica feel like home. 

You can contact her on her website or find her on LinkedIn if you want to connect. 

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 multiple passports.

We explore her experience adjusting to life abroad, navigating the cultural and identity shifts that come with learning a new language, and raising a child with a multicultural background. Sasha offers insightful perspectives on third-culture kids and adapting to different work environments.

She also delves into her professional work serving American expats in Portugal, addressing the complexities of U.S. tax and estate planning issues for those living abroad, and how she discovered her passion for this niche. Connect with Sasha on LinkedIn or through her company website.

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 were previously subject to reduced benefits. We discuss how this shift impacts Americans abroad, key considerations for maximizing benefits, and what expats should do next to ensure financial security. If you’re a US citizen living overseas, this update could reshape your retirement strategy.

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 cultural differences, built a family, and launched a globally recognized firm.

Nathalie Goldstein, founder and CEO of MyExpatTaxes, is revolutionizing tax services for US expats. Originally from California, Nathalie moved to Austria where she built a successful business and embraced the expat lifestyle. With a degree in Finance and International Business, Nathalie combines her expertise as an enrolled agent to simplify the complexities of US expat taxes. Recognized on the Forbes 30 Under 30 list, she’s dedicated to helping Americans abroad navigate their financial challenges with ease.

In this episode, we are joined by Emily Haines, CPA and founder of Xpatax Solutions. Emily is an expert in U.S. taxation for expats, with years of experience helping individuals navigate the complexities of cross-border tax compliance. She specializes in making tax planning more accessible and stress-free, especially for Americans living in or connected to Germany.

We dive into the key 2024 tax updates that could impact your filing this year. While most of the changes were relatively minor, adjustments to the standard deduction and the foreign earned income exclusion due to inflation are worth noting. We also look ahead to potential major tax changes expected in 2025.

Other topics covered include how to set up an ID.me account, which you can read more about here, important tax deadlines to keep on your radar, and updates on Beneficial Ownership Information reporting and its evolving deadlines.

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 navigating transportation, we cover everything you need to make your transition smooth. We also dive into key topics like bringing medications, finding healthcare, and building a community so you can feel at home faster.

Whether you’re a first-time expat or a seasoned traveler, these tips will help you hit the ground running.

In this episode, we chat with Katrina Nacci, a cross-border CPA and US expat, who shares her journey of moving overseas, navigating work sponsorship, and ultimately founding her own international accounting firm.

We dive into her experiences navigating immigration in different countries, career changes, building a business as an expat, and the lessons she learned along the way. As the founder of KN Tax, she offers valuable insights into US expat taxes, the realities of cross-border careers, the entrepreneurial mindset, and how to find success while living abroad.

If you’re curious about the expat lifestyle, cross-border careers, or starting a business in a foreign country, this episode is packed with inspiration and practical advice. 

In this episode we welcome Mickelle Weber, an angel investor, storyteller, serial entrepreneur, and founder. She is the host of the House of Peregrine podcast, where she explores the power of storytelling and shares insights from global leaders. Originally from the U.S. and now based in the Netherlands, Mickelle offers a unique perspective on what it means to be a global digital native.

Mickelle shares the story of how she landed in the Netherlands and emphasizes the importance of building intentional connections within the international community. One of her key messages is to "run toward something, not away," highlighting the value of having a clear vision for the life you are creating abroad. She speaks candidly about navigating tough moments, including the emotional challenge of being far from family, and why being in the right place makes all the difference.

We also dive into how Mickelle’s business opportunities evolved after her move and how she rebuilt her network from the ground up. Her advice is to recognize that you may never fully "fit in" anywhere again—and that’s okay. The most important thing is to stay confidently and authentically yourself.

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 Switzerland.

We dive into the process of buying a holiday home in Switzerland and what U.S. citizens need to know before taking the plunge. From Swiss legal restrictions for non-residents to the unique advantages of securing a Swiss mortgage, Peter walks us through the most important steps and considerations.

At the heart of it all: know what you're looking for, set a realistic budget, and be ready to act when the right opportunity comes.

In this episode, we welcome Flavia Cornejo, a multicultural travel expert, digital nomad, and founder of Latina Traveler, a platform created to inspire Latinas to explore the world with confidence and curiosity. Flavia shares her personal travel adventures, practical tips, and powerful insights from her journey.

She talks about her evolution from expat to travel blogger and travel guide, and how she’s cultivated a strong community through shared travel experiences. Flavia also opens up about how her love for travel began, and how living abroad aligns more closely with the future and quality of life she envisions for herself.

As a third-culture kid, Flavia reflects on how it’s helped her adapt more easily to new places, while also touching on the challenges of finding a sense of rootedness. She shares how, as an adult, she learned that you can choose where your roots grow.

We also dive into the realities of navigating visa and government processes across countries, and she shares the highs and lows of it all. If you’re considering a move abroad, Flavia encourages you to thoroughly research and understand the specific requirements for living legally and comfortably in your destination country.

In this episode, we sit down with Jordan Vlastuin, Certified Financial Planner (CFP®) and founder of Make the Memory Financial Planning. Jordan’s firm focuses on helping people use their finances to maximize life experiences.

Jordan shares his journey of moving abroad, offers a brief overview of financial planning considerations for military families, and talks about adapting to cultural differences between countries. He also discusses the transition from military contracting to living abroad as a resident, the complexities of navigating taxes as a military contractor, and the challenges of opening financial accounts as a U.S. person living overseas.

If you are a current or aspiring expat, be bold! 

In this episode, we’re joined by Chad Hatalla, a U.S. tax expert who specializes in financial planning and tax strategies for both inpats and expats. With extensive experience guiding U.S. and non-U.S. citizens through the complexities of cross-border taxation and Social Security, Chad helps clients stay compliant while maximizing tax efficiency.

We dive into the recent repeal of the Windfall Elimination Provision and what it means for Americans living abroad. Chad breaks down who stands to benefit from the changes, how Social Security payments work across borders, and what expats should keep in mind when planning for retirement outside the United States.

Welcome back to Passport To Wealth! I'm Arielle Tucker CFP®, EA, and today’s episode is a short but meaningful send-off to our very first season.

When Savannah and I launched this podcast, our mission was clear: to inform, empower, and support U.S. expats navigating life and money abroad.From cross-border taxes and cultural transitions to entrepreneurship and investing overseas, Season 1 covered a wide range of real-life topics with stories from around the globe. I’m so grateful to Savannah for co-hosting this journey with me and to you, our listeners, for tuning in. 

Season 2 is coming this July, with an exciting lineup of expat voices, finance experts, and more global insights you won’t want to miss. 

Follow us on Instagram @Passporttowealthofficial
Explore more at Passport To Wealth™ 

Subscribe now so you don’t miss what’s next.Until then, stay curious and remember: wherever you go, you can build wealth, live well, and feel at home. 

In this episode, we are joined by Emily Haines, CPA, and founder of Xpatax Solutions. Emily is an expert in U.S. taxation for expats, with years of experience helping individuals navigate the complexities of cross-border tax compliance. She specializes in making tax planning more accessible and stress-free, especially for Americans living in or connected to Germany.

We dive into Emily’s personal journey, from how she ended up in Germany to how she fell in love with the country and eventually built her company. She shares what it was like to integrate into a new culture, build a community, and transition her career as an expat. We also explore her experiences living in both Berlin and London, and the distinct differences between the two.

Throughout the conversation, Emily emphasizes the importance of understanding cultural nuances and local systems, key elements that can make or break a successful expat experience.

In this episode of Passport to Wealth™, Arielle Tucker, CFP®, EA sits down with Matthew Hitchcock, CPA and founder of Hitchcock & Partner GmbH, to demystify one of the most complex and misunderstood parts of expat taxes: Passive Foreign Investment Companies (PFICs).

Whether you're investing in a foreign mutual fund or unknowingly triggering PFIC rules through a local retirement account, Matthew breaks down exactly how PFICs work, why they exist, and the real risks of getting it wrong, including harsh tax penalties and indefinite IRS examination windows.

If you’re a U.S. citizen living abroad and investing globally, this episode is a must-listen. Learn how to avoid costly mistakes, stay compliant, and build a tax strategy that supports your long-term financial freedom.

What would make an American academic sell everything and move across the world for a new career? In this episode of Passport to Wealth™, Arielle Tucker, CFP®, EA sits down with Dr. Jonah Otto, Assistant Professor at the University of Augsburg, to unpack what’s driving more U.S. scholars to consider international academic careers particularly in Germany.

Jonah shares his personal journey from Indiana to Europe, where a partnership between universities turned into a fully funded PhD opportunity, a civil servant academic position, and eventually German citizenship. Together, Arielle and Jonah explore the major differences between U.S. and German university systems, from the way academic roles are structured to the surprising amount of autonomy and research freedom afforded to professors abroad.

They also dive into the concept of the “academic brain drain,” the push and pull factors influencing scholars today, and why long-term planning, especially around residency and citizenship, is becoming essential for academics looking to thrive outside the U.S. 

Whether you’re curious about teaching abroad, interested in earning a PhD overseas, or simply exploring more fulfilling career paths, this conversation offers a refreshingly honest look at what’s possible. If you're interested in Jonah's research you can find it here. 

In this episode of Passport to Wealth™, Vivian Najib, founder of FTB Home and creator of The Expat Diaries newsletter, sits down with us to explore what it really takes to build a life you love in a new country.

Vivian’s journey began with a one-way ticket to Thailand and unfolded into a 9-year global adventure through Cambodia, Vietnam, and long-term house-sitting across Europe before finally landing in Portugal. She shares what it was like to navigate culture shock, secure legal residency, and slowly build a version of home that felt true to her.

This candid conversation is full of wisdom, laughter, and hard-earned insight whether you’re still dreaming of expat life or deep in the process of figuring it out.

In this episode of Passport to Wealth™, host Arielle Tucker, CFP®, EA, welcomes Bethany Quinn, founder of GTFO Tours, for a candid conversation about relocation, reinvention, and what’s driving more Americans especially women and LGBTQ+ folks to seriously consider life abroad.

Bethany shares how her own political and professional burnout in the U.S. led her to make a bold leap to the Netherlands, where she now helps others navigate their own exits. What started as a personal move turned into a full-fledged movement: GTFO Tours now provides community, coaching, and in-person support for Americans ready to start a new chapter overseas.

Together, Arielle and Bethany explore everything from visa logistics (including the Dutch-American Friendship Treaty) to relocation trends for 2025 and beyond, cultural shocks, and the emotional experience of being a first-time immigrant. Whether you’re dreaming of beaches in Panama or building a life in Europe, this episode is equal parts inspiration and practical roadmap. 

Listen now and discover what’s possible when you stop waiting and start planning your ideal life abroad.

In this episode of Passport to Wealth™, Arielle Tucker, CFP®, EA sits down with Céline Flores-Tavukcuoglu, founder and CEO of Céline Concierge, a bespoke luxury concierge service based in Paris. Originally from Texas, Céline shares how a one-way ticket to France turned into a 12-year journey building a thriving business and life in the City of Light.

Céline walks us through her transition from film production to entrepreneurship, the realities of French bureaucracy, and the visa challenges many Americans overlook when moving abroad. Together, she and Arielle dive into the complexities of cross-border taxes, self-employment, and starting a business as a U.S. citizen in France.

Whether you're a dreamer planning your move to Paris or already navigating expat life, this episode delivers real talk and expert insight.

In this episode of Passport to Wealth™, Arielle Tucker, CFP®, EA sits down with Nicolás Castillo, CPA, founder of Rook International CPAs and Advisors, to demystify the tax complexities U.S. expats face abroad. From setting up a business in Spain to navigating Social Security agreements and international tax filings, Nicolás shares practical advice for digital nomads, remote workers, and entrepreneurs building global lives. 

U.S. expat taxation is notoriously complicated, but Nicolás breaks down everything from the Beckham Law and self-employment pitfalls to how tax treaties and reporting thresholds really work. Learn how to avoid the most common filing mistakes, why most Americans still need to file a tax return abroad, and how to legally reduce your tax burden while living in Spain, France, Italy, and beyond. If you're a U.S. citizen managing income across borders.

Whether you're planning your move or already living overseas, this episode is packed with tax-smart strategies you can't afford to miss. 

In this episode of Passport to Wealth™, Arielle Tucker, CFP®, EA, interviews Brandon Mitchener, Executive Director of Tax Fairness for Americans Abroad, to unpack the urgent fight for residence-based taxation.
Brandon shares his personal story of living more than 35 years in Europe while still being subject to citizenship-based taxation (CBT) a system that forces millions of Americans abroad to file and pay U.S. taxes despite earning no U.S. income.
Together, they explore the financial discrimination expats face, from banking restrictions and compliance costs to lost retirement opportunities and gender inequities.
Listeners will learn why citizenship-based taxation is outdated, how residence-based taxation (RBT) works in the rest of the world, and what legislative efforts are underway in Congress to finally bring fairness to Americans abroad. Brandon explains the current progress of the Residence-Based Taxation for Americans Abroad Act, the bipartisan support behind it, and why expats must share their stories with Congress to help push reform over the finish line.
If you’re a U.S. citizen living abroad struggling with unfair tax obligations, this conversation will show you that change is possible and how you can be part of it. 

In this episode of Passport to Wealth™, Arielle Tucker, CFP®, EA sits down with Bethany Stevens, founder of Your Sign to Siesta, to discuss how burnout, big life changes, and a desire for deeper alignment can spark a life abroad.

Bethany opens up about leaving the U.S. to escape the hustle and have more time for what really matters. She explains why she chose Spain as her new home, and how her experience inspired her to launch a platform dedicated to helping other Americans reimagine rest and reinvention overseas.

From navigating Spain’s Non-Lucrative Visa to learning to slow down in a new culture, Bethany shares relatable insights for expats, creatives, and anyone craving more balance in life. This is a must-listen for anyone who’s ever dreamed of stepping away from the hustle and toward a life rooted in well-being, clarity, and intentional living.

Whether you're exploring a sabbatical, planning your move to Spain, or just need a little push to rethink your pace of life, this episode is your sign to siesta.

In this episode of Passport to Wealth™, host Arielle Tucker, CFP®, EA sits down with Alex Ingrim, CEO of Liberty Atlantic Advisors, to unpack the realities of living abroad as an American in Italy. From navigating U.S. expat taxes and avoiding costly cross-border mistakes, to understanding Italy’s tax incentives like the 7% flat tax and impatriate regime, Alex brings his insider expertise to help you plan smarter.Together, Arielle and Alex discuss what everyday life in Italy looks like: family rhythms, financial culture, and the slower pace that often surprises new expats. They dive into the most common financial planning mistakes Americans make when moving to Italy, how U.S. assets are taxed abroad, and what proactive strategies can make the transition smoother.If you’re considering a move to Italy, or already there but feeling overwhelmed, this episode is full of actionable expat advice to help you build a more secure and fulfilling life overseas.

Dreaming of starting a new life in Germany? In this episode of Passport to Wealth™, Arielle Tucker, CFP®, EA, sits down with immigration and relocation specialists Hannah S. and Hena Vega Larios of Start Relocation to unpack the realities of moving abroad as a U.S. citizen. From navigating German immigration laws to securing a visa, finding housing, and adjusting to the culture, they share practical insights that make the transition to life in Germany smoother and more successful.
The conversation highlights the new Opportunity Card visa, a game-changing option for job seekers, and breaks down what Americans need to know about preparing documents such as translations, apostilles, and degree recognition. Hannah and Hena also explain why planning ahead is critical, how to avoid common immigration mistakes, and what everyday costs look like when comparing life in Germany versus the United States. They stress the importance of learning German early to ease cultural adjustment and share personal stories that reveal the challenges and rewards of international relocation.
Whether you’re moving for a company transfer, following love, or simply seeking a fresh start abroad, this episode provides the essential knowledge US expats need to confidently plan their move and thrive in Germany.