Whether you're a U.S. expat, a digital nomad, or someone with ties to the US looking to explore opportunities abroad, join us on Passport to Wealth®. Here we dive into the nuances of cross-border living as a US citizen living abroad.
We'll be delving into essential topics such as managing your money while living abroad, staying compliant with US tax regulations, and uncovering stories of fellow expats who have forged the path to financial freedom while living abroad.
So, grab your passport and join us on this journey!
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How to Prepare for Long-Distance Financial Caregiving
Season 4 · Episode 12
Tuesday, September 15, 2026 • Duration 27:27
A valid, properly signed power of attorney still isn't a guarantee a bank will honor it. Beth Pinsker found that out the hard way while managing her mother's care and finances from several states away, an experience she turned into "My Mother's Money: A Guide to Financial Caregiving."
Beth, a CFP and award-winning journalist, joins the podcast to walk through what financial caregiving actually looks like day to day, why one family member usually ends up doing it whether or not they agreed to, and what changes when the people involved live in different countries.
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CHAPTER TIMESTAMPS
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00:00 - The distance every caregiver feels, whether it's states or oceans away
01:26 - How a "temporary" trip turned into nine months of caregiving
06:22 - Big-picture money talks versus the daily bill-paying reality
09:19 - Why one person always ends up "the doer" in every family
11:59 - What changes when trustees and heirs live in different countries
21:14 - The power of attorney fight that took three appointments at the bank, and the one document every family needs before a crisis
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ABOUT THE GUEST
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Beth Pinsker is a CFP and award-winning journalist who has covered personal finance for outlets including MarketWatch and The Wall Street Journal. She managed her own mother's care and finances from several states away and wrote about the experience in "My Mother's Money: A Guide to Financial Caregiving."
Follow the show and leave a rating on Apple Podcasts or Spotify, it's the single biggest thing you can do to help other cross-border families find this show.
──────────────────────────────────────────
ABOUT PASSPORT TO WEALTH®
──────────────────────────────────────────
Passport To Wealth® is the platform for current and aspiring US expats. We connect globally mobile Americans with vetted, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad.
This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions.
France can tax an American's retirement income at zero. It can also be one of the least forgiving countries in the world to die in. Both are true, and most families only learn the second half after they've already moved.
Vincent Berthier de Bortoli, a French tax attorney and STEP member whose clients are now almost entirely American, joins the podcast to explain how the US-France tax treaty actually works, why France has no legal concept of an "estate," and why a US trust can quietly turn a 0 percent tax situation into a 31.4 percent one.
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CHAPTER TIMESTAMPS
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00:00 - Why Americans are moving to France right now
02:35 - Inside the US-France tax treaty: pensions, IRAs, and Roth accounts taxed at zero
07:31 - Why dying in France is never a good idea, tax-wise
10:22 - Inheriting from a US parent while living in France, and the six-year tax holiday
13:47 - The one-euro filing rule most Americans don't know about
17:56 - Why French tax authorities almost always come after a US trust
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ABOUT THE GUEST
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Vincent Berthier de Bortoli is a French tax attorney and STEP member based in the French Alps. He has practiced tax for nearly a decade, founded his own French tax practice in October 2023, and now advises a clientele that is roughly 90 percent American families relocating to France. He also is a member of the Passport To Wealth® community.
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Can You Use a 529 Plan for a University Abroad
Season 4 · Episode 10
Tuesday, September 1, 2026 • Duration 32:29
Can a 529 plan actually pay for university outside the United States? Some foreign schools qualify for tax-free withdrawals. Most do not, and most families do not find out which is true for them until they are already trying to spend the money.
Kaitlin Krozel, CPA and founder of Krozel Capital, joins the podcast to walk through how 529 plans work for American families abroad, what qualifies as an eligible foreign university, the new K-12 withdrawal rule, and the wealth tax risk a 529 can create once a family moves to certain countries.
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CHAPTER TIMESTAMPS
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00:00 - Can a 529 actually pay for university abroad?
02:11 - What a 529 plan is, and why state choice affects your deduction
09:50 - How living abroad changes 529 strategy in real time
14:42 - The new $20,000-a-year rule for K-12 international school tuition
18:09 - How to check if a foreign university actually qualifies
24:25 - The wealth tax risk most families do not see coming
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ABOUT THE GUEST
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Kaitlin Krozel, CPA, is the founder of Krozel Capital, where she works with American families living abroad on cross-border tax and college planning. Kaitlin has spent years helping expat parents figure out how 529 plans hold up once a family leaves the United States, and she is raising her own two children across multiple countries.
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ABOUT YOUR HOST
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Arielle Tucker, CFP® & IRS Enrolled Agent with Connected Financial Planning, is a cross-border financial planner based in Switzerland helping Americans living abroad navigate U.S. taxes, international investments, and cross-border financial planning.
Cross-Border Financial Planning for Americans in Singapore
Season 4 · Episode 9
Tuesday, August 25, 2026 • Duration 29:11
Americans living in Singapore sit inside one of the most favorable tax environments for Roth conversions anywhere in the world. No capital gains tax, no dividend tax, and the conversion itself isn't taxed locally. Most are not using it, and most of their advisors do not even know it is available.
Anne-Marie Regal founder of Avrio Wealth, built one of the first dual-licensed MAS and SEC fiduciary practices for US-connected families in Singapore. She shares what that planning opportunity looks like in practice, what the CPF gets wrong for Americans, and the financial mistakes she unwinds with new clients every week.
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CHAPTER TIMESTAMPS
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00:52 — How Ann Marie built a fiduciary practice for Americans in Singapore
06:21 — MAS financial advisor license vs capital markets license
10:32 — Why a US-based advisor eventually stops working from abroad
16:48 — The Roth conversion window Americans in Singapore are not using
22:00 — CPF: excellent for Singaporeans, problematic for US taxpayers
28:06 — The most common financial mistakes US expats make in Singapore
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ABOUT THE GUEST
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Anne-Marie Regal, CFP®, is the founder of Avrio Wealth, a fiduciary financial planning firm with offices in Singapore and New York City. Avrio is dual-licensed with the Monetary Authority of Singapore and the SEC, and focuses exclusively on US-connected globally mobile families. Ann Marie has been based in Singapore since 2007 and built one of the first fee-only cross-border planning practices for Americans in Asia.
Raising Kids Across Three Countries as an Expat Parent
Season 4 · Episode 8
Tuesday, August 18, 2026 • Duration 24:54
Her mother-in-law's advice was that crying helps babies develop their lungs. The advice from home was the opposite. Sasha Romary was raising her first child in Paris, caught between two cultures that agreed on almost nothing.
In this episode, Sasha shares what it was like becoming a mother in France, then Singapore, then Germany, and what pushed her to become a sleep and parenting coach: the isolation of getting contradictory advice in two languages, the shame of a crying baby in a quiet Parisian café, and the much harder fight to get a child who didn't fit the local school system the support he needed. She and Arielle also get into how a child's age changes what kind of school will actually work abroad, and why "home," for a family that moves often, ends up being less about the address and more about the traditions a family carries with them.
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CHAPTER TIMESTAMPS
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00:00 – Becoming a Parent in Three Different Countries: One Expat Mom's Story
01:15 – Becoming a First-Time Mom in Paris, Far from Family
05:56 – French Parental Leave for Business Owners: What to Expect
08:15 – Navigating Conflicting Parenting Advice Across Two Cultures
16:03 – Advocating for a Child Who Doesn't Fit the Local School System
19:32 – Why Your Child's Age Changes What School Works Best Abroad
24:41 – Why "Home" Abroad Has Less to Do with Location Than You'd Think
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ABOUT THE GUEST
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Sasha Romary is a parenting and sleep coach who became a first-time mother in Paris and went on to raise her two sons in Singapore and Germany before returning to France. She now other expat parents navigating parenthood across cultures.
Understanding Your Why Before an International Move
Season 4 · Episode 7
Tuesday, August 11, 2026 • Duration 24:52
He'd spent years as a certified financial planner telling clients that the numbers matter. Then he moved his own family to Portugal, and found out the numbers were never really the hard part.
In this episode, Mark Moberg shares what happened when his wife's company relocated the family to Lisbon: the six rough months his kids went through, the guilt of leaving an aging parent behind, and the concept from his book, The Life Arbitrage, that he now believes matters more than any spreadsheet, giving yourself permission to actually go through with the move.
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CHAPTER TIMESTAMPS
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00:00 – Moving Abroad for a Spouse's Job: What Families Need to Know First
03:22 – Why Most Families Move Abroad Before Running the Numbers
05:42 – Giving Yourself Permission to Relocate Your Family Abroad
09:44 – How Family Reactions Impact Estate Planning and Gifting Before You Move
12:52 – When Family and Friends Disagree About Your Move Abroad (and Why That's Normal)
22:41 – How Your Identity Changes When You Move Abroad
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ABOUT THE GUEST
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Mark Moberg is a certified financial planner who moved his own family from Tampa, Florida to Lisbon, Portugal for his wife's job. He now works with Americans planning their own moves and is the author of The Life Arbitrage: Permission to Have Dessert.
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ABOUT YOUR HOST
International Tax Planning for Marriage, Divorce, and Inheritance
Season 4 · Episode 6
Tuesday, August 4, 2026 • Duration 28:49
Most people never ask what happens to their estate plan, their prenup, or their inheritance if they move to another country, and that assumption can cost families everything. This episode digs into exactly that gap. International tax attorney Christine Concepción joins Arielle to unpack how residency rules, inheritance tax, prenups, and trust structures behave differently once a US family crosses a border.
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CHAPTER TIMESTAMPS
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00:00 - Cross-border Estate Planning: Who Needs It and Why
05:55 - US Estate Tax vs. Inheritance Tax Abroad
09:30 - How an Unplanned Inheritance Becomes Taxable in the US
12:38 - Why Your Prenup Might Not Hold Up After Moving Abroad
18:09 - Dividing Foreign Company Shares in a Divorce Settlement
26:20 - Why US Trust Structures Often Fail Once You Move Abroad
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ABOUT THE GUEST
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Christine Concepción is an international tax attorney whose practice covers cross-border tax planning, estate planning, pre-immigration planning, expatriation, FBAR compliance, and tax controversy for individuals, families, and closely held businesses.
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ABOUT YOUR HOST
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Arielle Tucker, CFP® & IRS Enrolled Agent with Connected Financial Planning, is a cross-border financial planner based in Switzerland helping Americans living abroad navigate U.S. taxes, international investments, and cross-border financial planning.
Raising Bilingual Kids in Colombia as an American Family
Season 4 · Episode 5
Tuesday, July 28, 2026 • Duration 27:11
A safety incident at her kids' school was the last straw. Within months, one family had traded the US for Medellín, Colombia, and started building a life around a completely different set of values.
Alyssa Bolaños grew up between cultures long before she ever considered leaving the US permanently. In this episode, she shares how she and her husband decided where to raise their two boys, why they picked Medellín specifically, what surprised them about safety once they arrived, and how they built their residency status around their children rather than a spousal visa.
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CHAPTER TIMESTAMPS
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00:00 – Raising Global Kids: How Expat Families Choose Where Home Is
04:36 – The Safety Incident That Pushed One Family to Leave the US
09:33 – How to Choose a Walkable City with Easy Access to Nature
14:28 – What Daily Life and Safety Actually Look Like in Colombia
20:33 – How to Get Residency in Colombia Through Your Children
23:07 – Healthcare Costs After Leaving the US Healthcare System
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ABOUT THE GUEST
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Alyssa Bolaños is the bilingual Latina creator behind Casa Belanos. She moved with her husband and two young boys from the US to Colombia, by way of a three-month world-schooling program in Uruguay, and shares the realities of raising global, bilingual kids online.
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ABOUT YOUR HOST
──────────────────────────────────────────
Arielle Tucker, CFP® & IRS Enrolled Agent, is a cross-border financial planner based in Switzerland helping Americans living abroad navigate U.S. taxes, international investments, and cross-border financial planning.
Trump Accounts Explained: Who Qualifies for the $1,000 Deposit Abroad
Season 4 · Episode 4
Tuesday, July 21, 2026 • Duration 26:43
A Trump Account, officially called a 530A account, is a new federal retirement account for children, funded by a $1,000 seed deposit for every eligible US citizen baby born between January 1, 2025 and December 31, 2028. For US expat families, the eligibility rules and account-opening process raise questions the law doesn't answer yet.
Cross-border tax advisor Christie DuChateau, EA, of BNC Tax joins host Arielle Tucker, CFP®, EA to break down who actually qualifies for the $1,000 seed deposit, what it takes to open and fund one from outside the US, and where the process breaks down for parents with a foreign address or a child without a US Social Security number.
Christie and Arielle also compare notes from opening their own accounts, one through the Trump Account app and one through the web at trumpaccounts.gov, with different results for foreign addresses and phone verification. They cover how a Trump Account stacks up against a 529 plan, a UTMA, and a kids' Roth IRA, and explain why it may be one of the only ways for a US citizen child living in Europe to legally hold a US ETF.
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CHAPTER TIMESTAMPS
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00:00 – What Is a Trump Account and Who Is It For?
02:31 – Who Qualifies for the $1,000 Trump Account Seed Deposit
05:16 – How to Open a Trump Account from Outside the US
16:07 – Funding a Trump Account Without a US Bank Account
20:12 – Trump Account vs. 529, Roth IRA, and UTMA: What's the Difference
25:09 – How a Trump Account Lets US Citizen Children Abroad Buy US ETFs
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ABOUT THE GUEST
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is a tax advisor with , based in the Netherlands, working with US expat families on cross-border tax planning.
Why Americans in Europe Can't Buy US ETFs (And the Workaround That Does)
Season 4 · Episode 3
Tuesday, July 14, 2026 • Duration 29:47
Can you keep buying US ETFs after you move to Europe? Austin Davidson found out the answer is more complicated than it should be.
Most Americans moving to Europe don't realize that a regulation called MiFID II can quietly cut off direct access to the ETFs they've always used. In this episode, Austin Davidson, an American investor living in Germany, shares exactly what happened when his brokerage account stopped working the way he expected, and Blair Hoover, founder of Choose Your Own Finance, breaks down why the restriction exists, who it actually targets, and what Austin did to start investing again.
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CHAPTER TIMESTAMPS
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00:00 – Why Americans Abroad Lose Access to US ETFs
05:48 – MiFID II and the Professional Investor Exemption Explained
09:33 – Investing Options for Americans Blocked From US ETFs
15:01 – How to Learn Options Trading for Cross-Border Investors
19:18 – The Legal Way to Acquire US ETFs Using Cash-Secured Puts
26:01 – Rebuilding a US ETF Portfolio After Losing Direct Access
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ABOUT THE GUESTS
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Austin Davidson is an American living in Germany who lost direct access to US ETFs when MiFID II came into force in 2019. He spent years exploring workarounds before learning to use options strategies to legally acquire US ETF shares again.
Blair Hoover is a financial independence coach and founder of Choose Your Own Finance, where she helps clients navigate the practical realities of cross-border investing and personal finance.
Follow the show and leave a rating on Apple Podcasts or Spotify, it's the single biggest thing you can do to help other cross-border families find this show.
──────────────────────────────────────────
ABOUT PASSPORT TO WEALTH®
──────────────────────────────────────────
Passport To Wealth® is the platform for current and aspiring US expats. We connect globally mobile Americans with vetted, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad.
This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions.
Follow the show and leave a rating on Apple Podcasts or Spotify, it's the single biggest thing you can do to help other cross-border families find this show.
──────────────────────────────────────────
ABOUT PASSPORT TO WEALTH®
──────────────────────────────────────────
Passport To Wealth® is the platform for current and aspiring US expats. We connect globally mobile Americans with vetted, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad.
This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions.
Mentioned in this episode:
Passport to Wealth is a proud member of the SwissCast Network
Discover more podcasts for English-speaking Switzerland
Arielle Tucker, CFP® & IRS Enrolled Agent with Connected Financial Planning, is a cross-border financial planner based in Switzerland helping Americans living abroad navigate U.S. taxes, international investments, and cross-border financial planning.
──────────────────────────────────────────
LOVE THIS EPISODE?
──────────────────────────────────────────
Follow the show and leave a rating on Apple Podcasts or Spotify, it's the single biggest thing you can do to help other cross-border families find this show.
──────────────────────────────────────────
ABOUT PASSPORT TO WEALTH®
──────────────────────────────────────────
Passport To Wealth® is the platform for current and aspiring US expats. We connect globally mobile Americans with vetted, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad.
This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions.
Arielle Tucker, CFP® & IRS Enrolled Agent, is a cross-border financial planner based in Switzerland helping Americans living abroad navigate U.S. taxes, international investments, and cross-border financial planning.
──────────────────────────────────────────
LOVE THIS EPISODE?
──────────────────────────────────────────
Follow the show and leave a rating on Apple Podcasts or Spotify, it's the single biggest thing you can do to help other cross-border families find this show.
──────────────────────────────────────────
ABOUT PASSPORT TO WEALTH™
──────────────────────────────────────────
Passport To Wealth™ is the platform for current and aspiring US expats. We connect globally mobile Americans with vetted, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad.
This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions.
Arielle Tucker, CFP® & IRS Enrolled Agent with Connected Financial Planning, is a cross-border financial planner based in Switzerland helping Americans living abroad navigate U.S. taxes, international investments, and cross-border financial planning.
──────────────────────────────────────────
LOVE THIS EPISODE?
──────────────────────────────────────────
Follow the show and leave a rating on Apple Podcasts or Spotify, it's the single biggest thing you can do to help other cross-border families find this show.
──────────────────────────────────────────
ABOUT PASSPORT TO WEALTH®
──────────────────────────────────────────
Passport To Wealth® is the platform for current and aspiring US expats looking for trusted, fiduciary support. We connect globally mobile Americans with expert, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad.
This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions.
Follow the show and leave a rating on Apple Podcasts or Spotify, it's the single biggest thing you can do to help other cross-border families find this show.
──────────────────────────────────────────
ABOUT PASSPORT TO WEALTH®
──────────────────────────────────────────
Passport To Wealth® is the platform for current and aspiring US expats. We connect globally mobile Americans with vetted, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad.
This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions.
Follow the show and leave a rating on Apple Podcasts or Spotify, it's the single biggest thing you can do to help other cross-border families find this show.
──────────────────────────────────────────
ABOUT PASSPORT TO WEALTH™
──────────────────────────────────────────
Passport To Wealth™ is the platform for current and aspiring US expats. We connect globally mobile Americans with vetted, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad.
This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions.
Mentioned in this episode:
Passport to Wealth is a proud member of the SwissCast Network
Discover more podcasts for English-speaking Switzerland
Follow the show and leave a rating on Apple Podcasts or Spotify; it's the single biggest thing you can do to help other cross-border families find this show.
──────────────────────────────────────────
ABOUT PASSPORT TO WEALTH™
──────────────────────────────────────────
Passport To Wealth™ is the platform for current and aspiring US expats. We connect globally mobile Americans with fiduciary, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad.
This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions.
Mentioned in this episode:
Passport to Wealth is a proud member of the SwissCast Network
Discover more podcasts for English-speaking Switzerland
Arielle Tucker, CFP® & IRS Enrolled Agent, is a cross-border financial planner based in Switzerland helping Americans living abroad navigate U.S. taxes, international investments, and cross-border financial planning.
──────────────────────────────────────────
LOVE THIS EPISODE?
──────────────────────────────────────────
Follow the show and leave a rating on Apple Podcasts or Spotify, it's the single biggest thing you can do to help other cross-border families find this show.
──────────────────────────────────────────
ABOUT PASSPORT TO WEALTH™
──────────────────────────────────────────
Passport To Wealth™ is the platform for current and aspiring US expats. We connect globally mobile Americans with vetted, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad.
This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions. Arielle Tucker, CFP® operates as a fiduciary in accordance with applicable professional regulations.
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