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

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

📢 Don't forget to like, subscribe, and share for more insights on global financial planning. Have questions? Drop them in the comments or reach out to our expert team.

#RealEstateAbroad #Expats #InvestingOverseas #USTaxes #EstatePlanning #ForeignMortgages #FinancialPlanning

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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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

📢 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

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

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.

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.

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.

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.

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.

In this installment of Gimme Some Truth, Keith, Stan and Syl discuss how residing abroad can effect one of the most common decisions US investors make - rolling over their employer-sponsored retirement plan (401k, 403b, TSPP) to an IRA. While this decision is frequently presented as a "no brainer" for Americans in the US, the various tax treaties the US has with foreign countries frequently render this decision more complicated for Americans residing or thinking about residing abroad as certain countries will tax different types of plans differently.

Syl and Clint discuss the domestic and international stock and bond markets, reviewing the second quarter of 2024 and touch on some themes for the rest of the year. Syl is seeing a few more headwinds for the remainder of the year, and both Syl and Clint are a bit skeptical that this recent stock market rally will persist.

This episode of Gimme Some Truth, International edition, explores recent discussions surrounding the weakening of the US dollar and the role of currency diversification in managing financial risk. Topics include changes in global markets, impacts on investments, and practical approaches to building diversified portfolios without requiring international relocation.

Timestamps:

00:00 – Introduction to US Dollar Trends

00:31 – Currency Diversification and Historical Context

01:55 – Cash Flows and Currency Exposure Abroad

04:07 – Impact of Dollar Weakness on Retirees and Expats

06:17 – Types of Dollar vs. Non-Dollar Assets

09:04 – Dollar-Hedged vs. Unhedged Investments

10:44 – Gold, Commodities, and Currency Hedges

13:24 – Preparing for Dollar Decline vs. Reacting to It

15:35 – Portfolio Construction for Currency Diversification

18:32 – Misconceptions About Diversification Strategies

20:00 – Concluding Observations on Currency Risk

✅ Subscribe for detailed discussions on markets, diversification, and financial risk management.

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

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Clint and Stan share practical advice on navigating the financial complexities of a blended family in our newest podcast episode. #BlendedFamilyTips #finance

Syl Michelin and Nate Condon host an exciting economic commentary with feature guest Andrew Opdyke. Andrew is a CFA and economist for First Trust Portfolios and frequently speaks on macroeconomic topics and the current state of the markets. In this podcast, we discuss inflation and its impact on debt, the housing market, and the current health of multinational corporations. We hope that this podcast will help to provide some insight on the current state of the economy and how the Fed may navigate the remainder of 2024.

Keith and Stan offer valuable guidance on starting your expat life from the US, highlighting the benefits this change brings. #ExpatLife #NewBeginnings

We are joined by Leonardo DeCosta from First Trust to discuss the environment of expats in Europes markets.

Join Keith and Syl as they talk about how and when to select the right brokerage for your expat journey.

In this podcast, Walkner Condon’s team of International Advisors discuss the banking rules and regulations that face Americans moving abroad. They also discuss some of the additional banking options for Americans outside of the U.S.

In our latest podcast episode, Polly engages in a discussion with Anna January, who serves as the Director of Charitable Giving at Wisconsin Watch. Tune in as they explore the present and upcoming landscape of charitable contributions. Read the 2024 Market Report here: https://walknercondon.com/2024-market-outlook-2/

Mitch and Alicia talk about Alicias article covering timing the market and why it can be the wrong choice.

Clint and Nate sit down to talk about their articles for the 2024 Market Report. They cover the housing market and the low consumer sentiment surrounding the markets.

Mitch and Keith are talking about their articles for our 2024 Market Report. Keith talks about his piece on bonds and Mitch talks about piece on the possibility of a soft landing.

This episode of Gimme Some Truth International discusses the key market movements and economic developments in Q2 2025. Topics include global volatility, shifting investor sentiment, changes in international stock and bond markets, and the role of diversification during uncertain times. Emphasis is placed on understanding broad trends rather than short-term reactions.

Timestamps:

00:00 – Introduction and Overview of Recent Volatility

01:32 – Day-to-Day Market Swings and Short-Term Sentiment

03:04 – Information Gaps and Global Trade Concerns

06:01 – Investor Psychology and Volatility Responses

08:19 – Diversification Strategies in Uncertain Markets

11:24 – International vs. US Market Shifts

13:40 – Germany's Economic Stimulus and Implications

16:30 – International Stocks vs. US Stocks Performance

18:45 – Importance of Global Portfolio Diversification

20:55 – Final Thoughts on Market Trends and Adaptability

✅ Subscribe for in-depth market discussions, portfolio insights, and financial analysis updates.

SUBSCRIBE  @walknercondon   @usexpatinvesting 

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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Stan and Syl continue our discussions about the articles in our 2024 Market Report. They discuss Stans article covering Recency Bias and its influence on the market. Read the article here:

Isabel Quintero joins Keith, Stan, and Syl to discuss the services Henley and Partner offer their clients and the environment of international residency.

Connect with Henley and Partners: isabel.quintero@henleyglobal.com

This is our first podcast talking about our 2024 Market Outlook. Clint and Syl discuss Syl's article titled "What Year Is It?", a global macro piece. Read the Walkner Condon 2024 Market Outlook here: https://walknercondon.com/2024-market-outlook-2/

Keith and Stan talk about the updates to the situation surrounding NHR policies in Portugal.

Keith sits down with the Founder of Kubera, Rohit Nadhani to talk about the platform and its beginnings.

The non-habitual residence program (NHR) is a special tax status that offers special tax treatment to non-residents who would like to establish permanent or temporary residence in Portugal. The NHR scheme will end in 2024, meaning you may only have until the end of 2023 to apply. #NHR #nhrprogram #expats #expatlife #portugal #portugalforexpats

Our expat team sat down with Tina Adatia from her London office. Ms. Adatia is an executive vice president and product strategist, focusing on global fixed income and ESG strategies at Pimco.

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. Our extensive resources, global presence and time-tested investment process are designed to help provide our clients with an edge as they pursue their long-term goals. #globalbondmarket #bonds #pimco #fixedincome

The commercials will show you people walking on the beach hand-in-hand, gardening with a smile, even taking on high risk adventures. Eventually, the retirement luster can wear off. It is important to have a plan, figure out how you will spend your days. We see this all of the time with clients. The reality of retirement can be different than the dream. It is important to have a plan so that you can maximize your retirement satisfaction. #retirement #retiring #seniorcitizens #retirementsavings #financialadvice

#luxurytravel becomes an attainable goal with this helpful information from Scott Poniewaz, Head of EXEC. EXEC is a highly curated hotel, travel, lifestyle, and business benefits program providing access to exceptional brands and experiences. It powers the benefits and perks programs of some of the world's leading associations and organizations.

Our international expat team had a discussion with Mishkin Santa, JD, LLM, TEP from The Wolf Group about recent and relevant court cases that directly impact expats when it comes to tax filing. The Wolf Group thrives as an international tax accountant firm. Mishkin is a Principal of The Wolf Group and oversees the firm’s international tax services in the areas of Offshore Voluntary Disclosure, US Exit Tax, foreign grantor and non-grantor trusts, nonresident alien taxation, international organization employee taxation, pre-immigration tax planning, and cryptocurrency. He assists individuals and businesses with highly specialized and complex tax issues related to offshore corporations, family businesses, trusts, and retirement plans. As a former Attorney with the IRS Chief Counsel, Mishkin is well-positioned to guide clients on a range of reporting and disclosure issues. In addition, he speaks regularly at professional events sponsored by attorney and CPA groups in the US and abroad.

Are you a U.S. expat looking to make charitable donations while maximizing tax benefits? 🌍 In this video, we break down international charitable giving, including how to donate tax-efficiently, the role of donor-advised funds (DAFs), and strategies for giving to foreign charities.

What You'll Learn:

✅ How U.S. expats can donate to charities abroad

✅ Tax deductions for charitable contributions

✅ Using donor-advised funds (DAFs) for global giving

✅ Pitfalls of international giving & how to avoid penalties

✅ The impact of foreign tax credits on charitable donations

💰 Want to maximize your tax savings while giving back? Watch now to learn how to navigate cross-border philanthropy effectively!

🔔 Subscribe for more financial tips for U.S. expats & hit the like button if you found this helpful!

#CharitableGiving #USExpats #DonorAdvisedFunds #TaxSavings #Philanthropy #ExpatFinance #InternationalDonations #TaxPlanning

SUBSCRIBE @usexpatinvesting @walknercondon

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

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0:00 - Introduction to Charitable Gifting for U.S. Expats1:11 - U.S. Charitable Gifting Laws and Tax Benefits

1:44 - Standard Deduction Increase and Itemizing Donations

2:16 - Importance of Tax Efficiency in Philanthropy

2:48 - Tax Planning: Giving Every Other Year

3:18 - Donor-Advised Funds Explained

3:49 - How Donor-Advised Funds Work for Expats

4:21 - Challenges of Giving to Foreign Charities

4:52 - Methods to Donate to Non-U.S. Charities

5:23 - Dual-Registered Charities for International Giving

5:56 - Giving to Charities with U.S. Affiliates

6:27 - Complexities of Charitable Giving While Living Abroad

7:01 - Local Tax Implications of Charitable Giving

7:32 - Using Excess Foreign Tax Credits for Charitable Deductions

8:03 - Differences in Tax Deductions Across Countries

8:34 - Charitable Giving in High-Tax vs. Low-Tax Countries

9:04 - Limits on Deductible Charitable Contributions

9:36 - Importance of Consulting Tax Professionals

10:08 - Making Donations to Large Organizations Like UNICEF

10:41 - Church and Religious Donations in Europe

11:12 - Double Taxation Considerations for U.S. Expats

11:44 - Ensuring Tax Deductibility of International Donations

12:16 - Pitfalls of Donating Without Checking Tax Laws

12:47 - Risks of Non-Deductible Donations for Expats

13:19 - Differences in Tax Treatment of Foreign Charities

13:51 - Donating Appreciated Stock Instead of Cash

14:23 - Tax Benefits of Donating Securities

14:54 - How Countries Value Stock Donations Differently

15:26 - Cross-Border Tax Implications of Donations

15:58 - Maximizing Generosity Through Tax Efficiency

16:29 - Mistakes That Can Cost Donors Money

17:01 - Gift Tax Risks in Certain Countries

17:32 - Large Donations and Unintended Tax Consequences

18:04 - Final Thoughts and Summary

18:35 - Like, Subscribe, and Follow for More Content

Coming up on the mid-year, Stan Farmer and Syl Michelin talk about the markets and what we might be able to expect in the second half.

Clint Walkner, Nate Condon, and Syl Michelin break down the looming Debt Ceiling Deadline. What does it ALL mean? Should you be nervous? Questions answered!

Americans flock to places like Portugal and France, but don't forget these hidden gems! Low cost of living, friendly tax rates, and loaded with culture and scenery. Let's talk Romania, Hungary, and Bulgaria. Expats, this is for you!

GST guest and local business owner Jonny Hoffner (Paper Antler, Good Lion Golf) joins Stan and Mitch in the booth to discuss the month he and his family spent in Portugal. They discuss how Portugal was the “edge of the old world”, why it is such an attractive place to visit or retire, and Jonny’s fun day at a Portuguese golf course.

London has long been a truly international city and many Americans live and work in the greater metropolitan area. Whether you are considering a short, intermediate, or long-term move to the United Kingdom, there are a variety of financial planning topics that are best considered prior to making the move.

Stan and Keith sit down to discuss the markets, touching on U.S. stock market before transitioning to a more substantive discussion on international markets. With recession still possible (and some say probable), how will the markets react? 

On the heels of the release of Walkner Condon's 2023 Market Outlook, Keith & Mitch have a conversation with Jack Manley, Global Market Strategist, and Eric Lewis, ETF Specialist, both of J.P. Morgan Asset Management. Jack, as a contributing member of the team that produces the J.P. Morgan Guide to the Markets, talks about the data in the guide and how we can use it to make data-driven investment decisions. They discuss the state of inflation, macroeconomic trends, and positioning for U.S. and international markets going forward.

Year-end means many things: holidays, new year’s resolutions, and plenty of holiday-themed foods, which necessitate certain new year’s resolutions. But year-end in the financial world also means tax loss harvesting. In this episode, Stan Farmer, CFP, J.D., and Syl Michelin, CFA, explore the world of tax loss harvesting for U.S. expats and Americans abroad.

In a sentence, tax loss harvesting simply means selling certain investments at a loss to reduce your tax bill or offset capital gains. Capital gains – either short-term or long-term – come when investments are sold and have appreciated beyond the price at which they were initially purchased. For example, you purchased Apple stock at $40.56 a share in 2018 and sold in 2022 when Apple was at $140.09. As is the case with many expat financial topics, tax loss harvesting becomes more complicated when you’re living outside the U.S. But it is still an important topic to explore.

Questions on tax loss harvesting as an expat? Or other topics you’d like us to cover in future episodes? Send us an email at podcast@walknercondon.com or book an appointment with one of our advisors.

LINKS
Walkner Condon's U.S. Expat YouTube Channel
Educational Materials for Expats
Contact Us
Meet with a U.S. Expat Financial Advisor

We finish our ‘Introduction to Expatration’ series by taking into account what we've covered so far and asking the question, "Should you really expatriate?" 

Our Expatriation 101 miniseries started by defining covered vs. uncovered expat status, while our second episode detailed the consequences of falling under the covered expat status. Now that we have a more complete picture of what it means to expatriate, Stan, Syl, and Keith dive into when it might make sense to do so.

Questions about this episode or topics you’d like us to cover in future episodes of our ‘Intro to Expatriation’ series? Let us know by sending an email to podcast@walknercondon.com.

LINKS
Watch on YouTube: https://youtu.be/4pk6uwyZfl4
Intro to Expatriation: Ep. 1
Intro to Expatriation: Ep. 2
Walkner Condon's U.S. Expat YouTube Channel
Educational Materials for Expats
Contact Us
Meet with a U.S. Expat Financial Advisor

We take a break from our regularly scheduled expat investing programming to dive into a rapidly approaching international event that may be of interest to our audience of Americans abroad – the 2022 World Cup.

While financial advisors Stan Farmer, CFP®, J.D., and Keith Poniewaz, Ph.D., have quite the knowledge of soccer, with a particular focus on the U.S. Men's National Team, we wanted to bring in an outside guest with an even greater breadth of expertise on the subject. Enter Jake Landau of the It's Called Soccer YouTube channel. Coincidentally enough, Jake is an American who recently returned to the United States after living abroad. So between his international living experience and love of soccer, he fits right in with our team.

In this episode, Stan and Keith get the lowdown from Jake on the USMNT ahead of the 2022 Qatar World Cup, break down Group B (the group the U.S. is in), make predictions, and more. To check out Jake's channel or to find our resources dedicated to investing and financial planning for U.S. expats, check out the link section below.

Feedback on this episode or topics you’d like us to cover in future episodes of Gimme Some Truth for Expats? Let us know by sending an email to podcast@walknercondon.com.

LINKS
It's Called Soccer - YouTube Channel
Watch on YouTube
Walkner Condon's U.S. Expat YouTube Channel
Educational Materials for Expats
Contact Us
Meet with a U.S. Expat Financial Advisor

🚨 After an 18-year wait, final IRS regulations provide guidance on how to comply with the Section 2801 tax on gifts and bequests made to U.S. persons from certain expatriates.

🔍 Topics Covered:

✅ Who qualifies as a covered expatriate?

✅ How the tax works

✅ What Form 708 is & when to file it

✅ Legal ways to avoid unnecessary taxation

📌 Timestamps for Quick Navigation:

00:00 - Intro: What is the foreign gift tax?

01:02 - Can you receive tax-free gifts in the U.S.?

03:15 - The 40% expatriation tax explained

09:45 - Who qualifies as a covered expatriate?

12:05 - Form 708 & filing requirements

14:30 - How to reduce tax liability

16:45 - IRS privacy concerns & new rules

18:30 - Final thoughts & tax planning tips

🔔 Like & Subscribe for expert tax insights! #ForeignGifts #ExpatriationTax #IRS #taxlaw

SUBSCRIBE  @walknercondon  @usexpatinvesting 

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Saving for their children's college experience is often a financial goal that many of our clients living in the U.S. want to accomplish. But that goal becomes more convoluted when you're an American living outside the U.S. trying to send your child to university, whether they'll eventually be attending a school internationally or one in the U.S.

In this episode, our team of U.S. expat financial advisors – Stan Farmer, CFP®, J.D.; Syl Michelin, CFA; and Keith Poniewaz, Ph.D. – break out the lesson plan and teach you the basics about college savings and how to navigate it as a subject. Unfortunately, the investment vehicles available to Americans living in the U.S. become considerably more complex when you move away. But there are still ways to work around those complications, which we delve into, as well. 

Questions about this episode or topics you’d like us to cover in future episodes of our ‘Intro to Expatriation’ series? Let us know by sending an email to info@walknercondon.com.

LINKS
Watch on YouTube
Walkner Condon's U.S. Expat YouTube Channel
Educational Materials for Expats
Contact Us
Meet with a U.S. Expat Financial Advisor

We continue our ‘Introduction to Expatration’ series with a deeper dive into the implications and consequences of covered expat status.

While our first episode of this miniseries focused on the definitions and differences of covered vs. uncovered expat status, this edition hones in on what it means financially if you find yourself in the group of covered expats. As with most things involving expatriation, it’s complex to be in the covered category. And as Stan Farmer, CFP, J.D., and Keith Poniewaz, Ph.D. explain, there are many financial (and tax components) to consider. They go more in-depth on what those considerations are, how different types of assets are treated when it comes to expatriation, and more.

Questions about this episode or topics you’d like us to cover in future episodes of our ‘Intro to Expatriation’ series? Let us know by sending an email to info@walknercondon.com.

LINKS
Watch on YouTube
Walkner Condon's U.S. Expat YouTube Channel
Educational Materials for Expats
Contact Us
Meet with a U.S. Expat Financial Advisor

Are you a nonresident alien or non-U.S. citizen looking to invest in the U.S.?

Whether you’re part of a cross-border family or simply a non-U.S. citizen trying to invest in the U.S., there are quite a few myths and misconceptions about investing in the U.S. as a non-American. We haven’t touched on this subject before, but we’ve still had a recent deluge of inquiries about investing in the U.S. as a foreigner. So we thought it was time to cover this subject more in-depth in what’s likely to be a multi-part series on the podcast.

In this episode, Keith, Stan & Syl cover the background on the topic and dive into the complications of investing in the U.S. as a non-American from both an inheritance perspective and income tax perspective. They also define U.S. situs assets and non-U.S. situs assets, and how the situs status can impact your portfolio.

Questions about investing in the U.S. as a non-U.S. citizen or nonresident alien? Send them to us, and we might feature them on a future episode of the podcast. You can also reach out to our team and speak directly with an advisor through the links section below.

LINKS
Watch on YouTube
Walkner Condon's U.S. Expat YouTube Channel
Educational Materials for Expats
Contact Us
Meet with a U.S. Expat Financial Advisor

As obvious as it sounds, one of the keys to U.S. expat status is the process itself of expatriation. Living as an American abroad is one thing, carrying its own set of financial and investing hurdles and complications. But truly renouncing your U.S. citizenship brings about its own set of obstacles. 

In this episode of Gimme Some Truth for Expats, our team of U.S. expat financial advisors – Stan Farmer, CFP®, J.D.; Syl Michelin, CFA; and Keith Poniewaz, Ph.D. – delve into the subject of expatriation, the first of what is sure to be multiple episodes on this subject (because there's a lot of ground to cover). Speaking of cover, this edition is primarily dedicated to going over what it means to be a covered expat, and the boxes you would have to check to reach covered expat status. There's enough there to warrant an entire episode, so while our trio briefly touches on how covered expat status may impact your financial situation, we'll go more in-depth on that specific subject in an upcoming episode. 

Questions about covered expat status? Or questions about your particular situation? Send us a message at podcast@walknercondon.com, and we may feature them on an upcoming episode – in addition to answering whatever your question might be. 

LINKS
Watch on YouTube
Walkner Condon's U.S. Expat YouTube Channel
Educational Materials for Expats
Contact Us
Meet with a U.S. Expat Financial Advisor