Investing for Americans Abroad and U.S.…

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Navigating Brokerage Options as an Expat in 2025

Monday, June 23, 2025 • Duration 30:06

This episode of Gimme Some Truth International features a detailed discussion on the considerations involved in selecting a custodian or brokerage for U.S. expats and international investors. Hosts Syl Michelin, Stan Farmer, and Keith Poniewaz explore the regulatory, logistical, and practical factors that may affect investment accounts when living abroad.

Topics include the implications of changing residency, limitations on certain investment products, multi-currency account features, estate planning issues, and questions related to Transfer on Death (TOD) arrangements. The conversation is intended to highlight the range of potential variables expats may encounter and to provide a framework for evaluating available options.

This content is provided for informational purposes only and is not intended as investment, legal, or tax advice.

⏱️ Timestamps:

00:00 – Introduction

01:40 – Defining expat-friendly custodians

03:20 – Residency and account eligibility

05:10 – Account status after moving abroad

07:45 – Fund access limitations for expats

10:25 – Currency holding and transfer features

13:10 – Currency conversion fees and structures

15:55 – Mixed-nationality household considerations

18:35 – Estate planning for expats

21:50 – Transfer on Death accounts and jurisdiction

25:05 – Assessing custodial flexibility

27:30 – Closing thoughts

For more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/

Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com

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ADD US ON:

LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc

Facebook:https://facebook.com/usexpatinvesting

#ExpatFinance #InternationalInvesting #CustodianOptions #TransferOnDeath #MultiCurrencyAccounts #InvestmentLogistics #CrossBorderPlanning #GimmeSomeTruthPodcast

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Buying Property Abroad: Tax Rules, Risks & Smart Planning for Expats

Monday, June 2, 2025 • Duration 19:24

Thinking about buying property overseas? 🌍 This episode of Gimme Some Truth International dives into the complexities and opportunities of real estate investment abroad. From mortgage challenges in countries like the UAE 🇦🇪 to navigating U.S. tax laws for expats, this conversation with financial advisors, Syl Michelin, Stan Farmer, and Keith Poniewaz offers valuable insights for global investors.

📋 Topics covered include:

How to finance homes abroad and the pros/cons of cash vs. mortgage

U.S. tax obligations on foreign property gains

Differences in real estate markets around the world

Local inheritance laws, estate taxes, and titling tips

Strategic estate planning for international property owners

💼 Whether you're planning retirement overseas or just exploring property investment options, this video offers tips for smart financial planning.

⏱️ Timestamps:

0:00 – Introduction to real estate abroad

1:30 – Risks and benefits of buying property overseas

3:00 – Mortgage availability and financing issues

5:15 – Paying cash vs. getting a mortgage abroad

7:00 – Age-related lending restrictions for expats

9:00 – U.S. vs. foreign mortgage market comparison

11:30 – Example: Dubai property market and consequences of default

14:00 – Tax implications: property tax, capital gains, IRS rules

17:00 – Estate planning, probate laws, and local inheritance rules

Adventures in International Living: Tips, Challenges, and Real-Life Stories

Monday, January 13, 2025 • Duration 31:09

Join us as we explore the challenges and rewards of international living. In this episode, our international team members share personal stories of moving abroad, adapting to new cultures, overcoming language barriers, and navigating the unique aspects of expat life. Learn about living in countries like Germany, Angola, Switzerland, and Dubai, with insights into financial planning, cultural integration, and lessons from global adventures. Introduction and purpose of the podcast: 00:00:04 Insights on team international backgrounds: 00:00:34 Talia's journey to Germany: 00:02:41 Overcoming German language challenges: 00:04:15 Navigating expat bubbles and integration: 00:05:49 Stan's move to Angola and ambitions in the financial sector: 00:07:53 Economic boom and bust in Dubai: 00:08:55 Swiss rental inspections: 00:23:00 Challenges in Portuguese bureaucracy: 00:25:40 Dreaming of future international living: 00:27:45

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UK Tax Overhaul Explained: Key Changes for U.S. Expats and Investors

Monday, December 9, 2024 • Duration 22:58

📢 In this episode of "Gimme Some Truth International," we dive deep into the latest updates on UK tax laws! 🚨 This episode offers valuable insights for anyone navigating the UK financial system—whether you're an investor, expat, or tax professional. Stay informed about how these changes could impact you or your clients. 💼 Key Topics Discussed: Major Tax Law Changes: Discover the transition from remittance-based taxation to the Foreign Incoming Gains (FIG) regime. Capital Gains Tax Hike: Learn about the new capital gains tax rates and their implications for investors. Inheritance Tax Overhaul: Understand the impact of domicile changes and the new residency-based test. Implications for Expats: How these updates affect US citizens living or investing in the UK. Practical Tips: Expert advice on navigating the evolving tax landscape. 🕒 Timestamps for Quick Navigation: Here are the timestamps with times displayed at the end: Introduction to UK Tax Law Updates (00:00:07) Changes in Remittance-Based Taxation (00:01:10) Key Tax Adjustments (00:02:16) Impact on Wealthy Individuals (00:03:17) Transition to Residency-Based Test (00:04:52) Capital Gains Tax Changes (00:10:38) Challenges in Financial Planning (00:12:45) Temporary Remittance Facility (00:13:16) Inheritance Tax Reforms (00:14:51) Closing Remarks (00:21:11) 💡 Why Watch? This episode offers valuable insights for anyone navigating the UK financial system—whether you're an investor, expat, or tax professional. Stay informed about how these changes could impact you or your clients. 👍 If you found this content helpful, like, comment, and subscribe for more updates on global finance and investment strategies! 🔔. @usexpatinvesting 🎙️ Podcast Hosts: Keith Poniewaz, Stan Farmer, and Syl Michelin 📍 Brought to you by Walker Condon Financial Advisors Disclaimer: The information presented is for educational purposes only and does not constitute financial or legal advice. For more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/ Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com

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Wealth Taxes 101 for U.S. Expats

Monday, November 25, 2024 • Duration 20:35

This episode of Gimme Some Truth for Expats dives into wealth taxes and their implications for expats living abroad. Discover how wealth taxes differ from income taxes, explore policies in countries like France, Spain, and Portugal, and learn how offshore assets are taxed. We also cover strategies for navigating international tax systems effectively. A must-watch for expats managing finances across borders. #WealthTaxes #Expats #InternationalTaxes #OffshoreAssets #TaxPlanning #GlobalFinance

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Tax Considerations When Splitting Your Time Between the U.S. and Other Countries

Monday, November 11, 2024 • Duration 13:23

With remote work on the rise, many digital nomads and international families split their time across countries, navigating complex tax laws and residency rules. In this episode of Gimme Some Truth, we explore common tax pitfalls of global living, why the "183-day rule" might not provide full protection, and essential insights for those balancing lives across borders. Tune in to learn how to plan effectively, reduce tax surprises, and make the most of a cross-border lifestyle.

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Give All Your Money Away: Expat Wrinkles

Monday, October 28, 2024 • Duration 21:09

Much is changing in the world of U.S. Estate Planning with regards to the possible sunsetting of the increased estate exemption in the United States in 2025. In this podcast, the International Team at Walkner Condon discuss how these possible changes will effect American expats and how they plan for their children: given the lower estate exemption amounts in many European countries, these may not have a major effect, but can for those in other jurisdictions with no estate tax.

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What Happens If You Die While Living Abroad

Monday, October 14, 2024 • Duration 40:37

David Luzon from Barclay Damon joins the Walkner Condon team to discuss estate planning issues affecting US expats and cross-border families. Topics covered include probate jurisdiction, wills, inheritance/estate tax, transfer certificates, and other practical planning considerations expats need to be aware of.

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How Much International Exposure Do I Need?

Monday, September 30, 2024 • Duration 19:11

In this episode of Gimme Some Truth, Syl, Keith and Stan discuss the importance of international allocation in portfolios. Despite years of US outperformance, international markets remain a pillar of a well diversified allocation, in both equity and fixed income. In this discussion, we share insight and look at index data to help investors with their own international allocation decisions.

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Caution: Implementing Roth Strategies Abroad

Monday, September 16, 2024 • Duration 19:11

This Gimme Some Truth episode explores the nuances of Roth conversion strategies for Americans abroad. For most Americans, the decision to roll over a Roth IRA is governed by the calculus of US Tax Rates and their age. However, many foreign countries either treat the Roth IRA like a traditional brokerage account or a traditional IRA. Therefore, Americans living abroad (or thinking about it) should proceed carefully and fully analyze how their prospective destination(s) will treat Roth IRAs and their withdrawals.

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Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for Expats – Details, episodes & analysis

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Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for Expats – Details, episodes & analysis

Podcast details

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Youtube18

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Apple Podcasts

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Youtube18

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