Explore every episode of the podcast Passport To Wealth®
| Title | Pub. Date | Duration | |
|---|---|---|---|
| How to Prepare for Long-Distance Financial Caregiving | 15 sept. 2026 | 00:27:27 | |
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. ────────────────────────────────────────── CHAPTER TIMESTAMPS ────────────────────────────────────────── 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 ────────────────────────────────────────── ABOUT THE GUEST ────────────────────────────────────────── 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." ────────────────────────────────────────── ABOUT YOUR HOST ────────────────────────────────────────── 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. ────────────────────────────────────────── LINKS & RESOURCES ────────────────────────────────────────── Website: https://www.passporttowealth.com Instagram: https://www.instagram.com/passporttowealthofficial LinkedIn: https://www.linkedin.com/company/passport-to-wealth Order My Mother's Money: https://bethpinsker.com ────────────────────────────────────────── 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: Find your cross-border expert on the Passport To Wealth™ directory Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland Pre-order "The Expat Money Playbook" | |||
| Estate Planning for Americans Retiring in France | 08 sept. 2026 | 00:27:46 | |
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. ────────────────────────────────────────── CHAPTER TIMESTAMPS ────────────────────────────────────────── 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 ────────────────────────────────────────── ABOUT THE GUEST ────────────────────────────────────────── 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. ────────────────────────────────────────── ABOUT YOUR HOST ────────────────────────────────────────── 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. ────────────────────────────────────────── LINKS & RESOURCES ────────────────────────────────────────── Website: https://www.passporttowealth.com Instagram: https://www.instagram.com/passporttowealthofficial LinkedIn: https://www.linkedin.com/company/passport-to-wealth VBDB Website: https://www.vbdbtax.com/en/international-tax-attorney Vincent's LinkedIn: https://www.linkedin.com/in/vincentbdb ────────────────────────────────────────── 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: Pre-order "The Expat Money Playbook" Click here to subscribe to our newsletter Pre-order "The Expat Money Playbook" Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland Find your cross-border expert on the Passport To Wealth™ directory | |||
| Can You Use a 529 Plan for a University Abroad | 01 sept. 2026 | 00:32:29 | |
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. ────────────────────────────────────────── CHAPTER TIMESTAMPS ────────────────────────────────────────── 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 ────────────────────────────────────────── ABOUT THE GUEST ────────────────────────────────────────── 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. ────────────────────────────────────────── ABOUT YOUR HOST ────────────────────────────────────────── 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. LINKS & RESOURCES MENTIONED Website: https://www.passporttowealth.com Instagram: https://www.instagram.com/passporttowealthofficial LinkedIn: https://www.linkedin.com/company/passport-to-wealth Check Student Aid Eligibility: https://www.studentaid.gov List of Eligible Foreign Universities: https://www.savingforcollege.com Find Krozel Capital: https://www.krozelcapital.com ────────────────────────────────────────── 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 Pre-order "The Expat Money Playbook" Find your cross-border expert on the Passport To Wealth™ directory | |||
| Cross-Border Financial Planning for Americans in Singapore | 25 août 2026 | 00:29:11 | |
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. ────────────────────────────────────────── CHAPTER TIMESTAMPS ────────────────────────────────────────── 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 ────────────────────────────────────────── ABOUT THE GUEST ────────────────────────────────────────── 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. ────────────────────────────────────────── ABOUT YOUR HOST ────────────────────────────────────────── 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. STAY CONNECTED Website: https://www.passporttowealth.com/ Instagram: https://www.instagram.com/passporttowealthofficial/ LinkedIn: https://www.linkedin.com/company/passport-to-wealth/ ────────────────────────────────────────── 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. | |||
| Raising Kids Across Three Countries as an Expat Parent | 18 août 2026 | 00:24:54 | |
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. ────────────────────────────────────────── CHAPTER TIMESTAMPS ────────────────────────────────────────── 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 ────────────────────────────────────────── ABOUT THE GUEST ────────────────────────────────────────── 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 supports other expat parents navigating parenthood across cultures. ────────────────────────────────────────── 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. ────────────────────────────────────────── 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. STAY CONNECTED Follow Sasha on Instagram: https://www.instagram.com/sasharomaryparenting/ Book a Free 30-min Parenting Call: https://www.sasharomary.com/parent-coaching Website: https://www.passporttowealth.com/ Instagram: https://www.instagram.com/passporttowealthofficial/ LinkedIn: https://www.linkedin.com/company/passport-to-wealth/ ────────────────────────────────────────── 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: Click here to subscribe to our newsletter Find your cross-border expert on the Passport To Wealth™ directory Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| Understanding Your Why Before an International Move | 11 août 2026 | 00:24:52 | |
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. ────────────────────────────────────────── CHAPTER TIMESTAMPS ────────────────────────────────────────── 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 ────────────────────────────────────────── ABOUT THE GUEST ────────────────────────────────────────── 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. ────────────────────────────────────────── ABOUT YOUR HOST ────────────────────────────────────────── 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. STAY CONNECTED Order Mark's Book: https://www.thelifearbitrage.com Website: https://www.passporttowealth.com Instagram: https://www.instagram.com/passporttowealthofficial LinkedIn: https://www.linkedin.com/company/passport-to-wealth ────────────────────────────────────────── 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: Pre-order "The Expat Money Playbook" Find your cross-border expert on the Passport To Wealth™ directory Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| International Tax Planning for Marriage, Divorce, and Inheritance | 04 août 2026 | 00:28:49 | |
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. ────────────────────────────────────────── CHAPTER TIMESTAMPS ────────────────────────────────────────── 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 ────────────────────────────────────────── ABOUT THE GUEST ────────────────────────────────────────── 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. ────────────────────────────────────────── ABOUT YOUR HOST ────────────────────────────────────────── 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. STAY CONNECTED Connect with Christine on LinkedIn: https://www.linkedin.com/in/christineaconcepcion Website: https://www.passporttowealth.com/ Instagram: https://www.instagram.com/passporttowealthofficial/ LinkedIn: https://www.linkedin.com/company/passport-to-wealth/ ────────────────────────────────────────── 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: Pre-order "The Expat Money Playbook" Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland Find your cross-border expert on the Passport To Wealth™ directory | |||
| Raising Bilingual Kids in Colombia as an American Family | 28 juil. 2026 | 00:27:11 | |
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. ────────────────────────────────────────── CHAPTER TIMESTAMPS ────────────────────────────────────────── 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 ────────────────────────────────────────── ABOUT THE GUEST ────────────────────────────────────────── 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. ────────────────────────────────────────── 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. ────────────────────────────────────────── 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. STAY CONNECTED Follow Alyssa on Instagram: https://www.instagram.com/casabolanos/ Website: https://www.passporttowealth.com/ Instagram: https://www.instagram.com/passporttowealthofficial/ LinkedIn: https://www.linkedin.com/company/passport-to-wealth/ ────────────────────────────────────────── 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 Pre-order "The Expat Money Playbook" Find your cross-border expert on the Passport To Wealth™ directory | |||
| Trump Accounts Explained: Who Qualifies for the $1,000 Deposit Abroad | 21 juil. 2026 | 00:26:43 | |
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. ────────────────────────────────────────── CHAPTER TIMESTAMPS ────────────────────────────────────────── 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 ────────────────────────────────────────── ABOUT THE GUEST ────────────────────────────────────────── Christie DuChateau is a tax advisor with BNC Tax, based in the Netherlands, working with US expat families on cross-border tax planning. ────────────────────────────────────────── ABOUT YOUR HOST ────────────────────────────────────────── Arielle Tucker, CFP® & IRS Enrolled Agent, is a cross-border financial planner with Connected Financial Planning, 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 fiduciary, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad. STAY CONNECTED Website: https://www.passporttowealth.com/ Instagram: https://www.instagram.com/passporttowealthofficial/ LinkedIn: https://www.linkedin.com/company/passport-to-wealth/ Follow Christie on Instagram: https://www.instagram.com/christietalkstax/ ────────────────────────────────────────── 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 Pre-order "The Expat Money Playbook" Find your cross-border expert on the Passport To Wealth™ directory | |||
| Why Americans in Europe Can't Buy US ETFs (And the Workaround That Does) | 14 juil. 2026 | 00:29:47 | |
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. ────────────────────────────────────────── CHAPTER TIMESTAMPS ────────────────────────────────────────── 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 ────────────────────────────────────────── ABOUT THE GUESTS ────────────────────────────────────────── 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. ────────────────────────────────────────── 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. ────────────────────────────────────────── 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. ────────────────────────────────────────── RESOURCES MENTIONED Options Education: https://www.optionseducation.org/strategies/acquire-stock SMB Capital's Channel: https://www.youtube.com/watch?v=Kg0ts5NGr0o&t=207s ────────────────────────────────────────── STAY CONNECTED Website: https://www.passporttowealth.com/ Instagram: https://www.instagram.com/passporttowealthofficial/ LinkedIn: https://www.linkedin.com/company/passport-to-wealth/ ────────────────────────────────────────── 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. Mentioned in this episode: Click here to subscribe to our newsletter Pre-order "The Expat Money Playbook" Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland Find your cross-border expert on the Passport To Wealth™ directory | |||
| Using AI to Prepare for a Cross-Border Move | 07 juil. 2026 | 00:26:54 | |
Can ChatGPT replace a cross-border financial advisor? Aditi Kapadia, CFA, CFP® says not yet. Most people using AI for a cross-border move are getting confident, plausible answers to the wrong questions. In this episode, Aditi Kapadia, a cross-border financial planner serving US-Canada families and one of the most AI-forward advisors in the industry, joins host Arielle Tucker, CFP®, EA to break down how AI is changing financial planning, where it's dangerously incomplete, and how to use it well before you ever book a call with an advisor. ────────────────────────────────────────── CHAPTER TIMESTAMPS ────────────────────────────────────────── 00:00 – Introduction: Aditi Kapadia, CFA, CFP®, founder of WealthIQ 01:08 – From robo-advisors to cross-border planning 03:36 – Why clients now show up with "I asked ChatGPT" already in hand 04:48 – ChatGPT connecting directly to bank accounts 05:57 – How accurate is AI really — and why the question matters more than the answer 08:29 – Cross-border planning as a series of "ginormous decisions" AI can't prioritize 12:32 – Compliance, client data, and moving carefully on AI 16:30 – The hidden cost of DIY cross-border tax planning 17:38 – How to use ChatGPT to prepare for your first advisor meeting 20:07 – "Is my situation complex enough for cross-border planning?" 22:20 – Why the most "optimal" AI answer isn't always the right one for you 26:06 – The one thing AI can't give you: accountability ────────────────────────────────────────── ABOUT THE GUEST ────────────────────────────────────────── Aditi Kapadia, CFA, CFP® is the founder of WealthIQ, where she serves US-Canada cross-border families. A Canadian living in the US, she previously built a robo-advisory investment product and is known as one of the most AI-forward voices in cross-border financial planning today. ────────────────────────────────────────── 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. ────────────────────────────────────────── 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. STAY CONNECTED Website: https://www.passporttowealth.com/ Instagram: https://www.instagram.com/passporttowealthofficial/ LinkedIn: https://www.linkedin.com/company/passport-to-wealth/ ────────────────────────────────────────── 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. Mentioned in this episode: Find your cross-border expert on the Passport To Wealth™ directory Pre-order "The Expat Money Playbook" Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| What's Ahead for Americans Building a Life Abroad: Season 4 Kickoff! | 30 juin 2026 | 00:02:38 | |
Season 4 of Passport To Wealth™ is here, and it's picking up right where the conversation matters most: what actually happens to your money, your family, and your identity once your life crosses a border. Host Arielle Tucker, CFP®, EA is a certified financial planner, IRS enrolled agent, and fellow US expat living in Switzerland. In this short kickoff episode, she previews everything coming this season. What's ahead in Season 4:
This season also marks a major milestone. Arielle's new book, The Expat Money Playbook, is now available for pre-order through Wiley. It's a practical roadmap for Americans navigating the financial, tax, and lifestyle decisions that come with moving abroad, full of checklists and frameworks to make the process less overwhelming. The goal of Passport To Wealth™ has never been just to help you move abroad. It's to help you build wealth and a life that actually aligns with your values, wherever in the world that life happens to be. Whether you're dreaming about leaving, already living overseas, raising a family abroad, planning for retirement, or just trying to make sense of the cross-border rules that follow Americans everywhere, this season is for you. Subscribe to Passport to Wealth wherever you listen to podcasts. Watch the full video conversations on YouTube. Pre-order The Expat Money Playbook at passporttowealth.com. Mentioned in this episode: Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| How Americans Build a Life Abroad: Carl Richards on Risk & Mindset | 26 mai 2026 | 00:29:38 | |
Carl Richards is a certified financial planner, the New York Times Sketch Guy, and the author of Your Money: Reimagining Wealth in 101 Simple Sketches. He moved from Utah to New Zealand with his family in a matter of weeks. His wife bought plane tickets ten days after hearing about a friend's available house. Ninety days later, they had moved. This episode covers:
Carl and host Arielle Tucker, CFP®, EA discuss why most of what we worry about never happens and why moving abroad does not require a perfect plan. Resources
Mentioned in this episode: Pre-order "The Expat Money Playbook" Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland Find your cross-border expert on the Passport To Wealth™ directory Stay up to date on what's happening globally.... | |||
| Moving to Europe as a US Expat: Taxes, Incentives, and the Mistakes That Are Hardest to Fix | 19 mai 2026 | 00:25:33 | |
Christian Gulizzi is a cross-border tax advisor licensed in the United States as a CPA, in Germany as a Steuerberater, and in Italy as a Dottore Commercialista. He was born to an Italian and German parent, grew up navigating cross-border complexity, and built his entire academic and professional career around it. He currently lives and works from the Italian Riviera. This episode covers:
We discuss the specific misconceptions that create the most expensive problems for Americans moving abroad, the legal incentive regimes Italy offers that most people never find in time to use, and why the country you choose to move to is itself a financial decision. Resources
Mentioned in this episode: Pre-order "The Expat Money Playbook" Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland Find your cross-border expert on the Passport To Wealth™ directory Stay up to date on what's happening globally.... | |||
| Visas, Taxes & Healthcare in France: A Paris Immigration Attorney Explains | 12 mai 2026 | 00:29:26 | |
Daniel Tostado is a naturalized French citizen, a dual-qualified attorney (US and France), and the founder of Tostado Avocats, an immigration law firm dedicated to helping Americans navigate the French legal system. He moved from San Diego to France in 2010, completed a French master's degree, passed the bar on both sides of the Atlantic, and has since built a practice focused exclusively on French visas, residency permits, and citizenship pathways. He also runs a winter homeless shelter for refugees in Paris. This episode covers:
We discuss the legal pathways Americans actually use to move to France, the tax and healthcare systems that await them, and the cultural realities of building a life in a country that does not automatically trust the stranger. Resources
Mentioned in this episode: Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland Find your cross-border expert on the Passport To Wealth™ directory Pre-order "The Expat Money Playbook" Stay up to date on what's happening globally.... | |||
| The $60K Estate Tax Trap for Non-US Citizens Holding US Assets | 05 mai 2026 | 00:29:15 | |
Hui-chin Chen, CFP®, is the managing partner of Jade & Cowry and has spent her career working with globally mobile families across Asia-Pacific; including her own, as the spouse of a US diplomat who has lived across multiple countries and tax systems. She is one of a small number of practitioners who understands both the technical US tax obligations that reach across borders and the cultural dynamics that make compliance so difficult to achieve. This episode covers the compliance traps that consistently catch non-US citizens, US-connected individuals, and globally mobile families who never anticipated owing anything to the IRS. In this episode
Resources
Mentioned in this episode: Stay up to date on what's happening globally.... Click here to subscribe to our newsletter Pre-order "The Expat Money Playbook" Find your cross-border expert on the Passport To Wealth™ directory Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| Moving to Italy as a US Expat: Italian Tax Incentives, Raising Kids Abroad, and the $25K Tax Mistake | 28 avr. 2026 | 00:29:06 | |
What does it actually cost — financially and logistically — to move to Italy as a US expat and raise a family there? In this episode of Passport to Wealth, financial planner Arielle Tucker, CFP®, EA sits down with Danielle Shumway, founder of Ciao Family Travel, to break down the real numbers: Italy's Rientro dei Cervelli tax incentive, US expat tax obligations, Italian healthcare and schools, and the $25K mistake that comes from not filing US tax returns abroad. Danielle Shumway moved to Italy in 2015 with her Italian husband, an 18-month-old, and a four-month-old. The original plan was five years: take advantage of Italy's Rientro dei Cervelli tax incentive, let the kids grow up bilingual, stay near family, and return to the US. A decade later, she has four children, Italian citizenship, and a family travel business called Ciao Family Travel — and she is still in Italy. In this episode, Arielle Tucker, CFP®, EA sits down with Danielle to cover the financial and logistical realities of raising a family in Italy as a US citizen. The conversation covers what the Italian tax incentive actually offers, why Danielle's husband stopped his US citizenship process the month he was set to sign the papers, and what it cost when years of unfiled US tax returns caught up with them. In this episode:
Resources
Mentioned in this episode: Stay up to date on what's happening globally.... Click here to subscribe to our newsletter Find your cross-border expert on the Passport To Wealth™ directory Pre-order "The Expat Money Playbook" Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| Americans Moving to Canada in 2026: Taxes, Healthcare and Money | 21 avr. 2026 | 00:29:57 | |
US retirement accounts, estate plans, and investment structures do not automatically survive a move to Canada. The two countries share a border and a language but operate under entirely separate financial and tax systems; and the decisions made before you leave determine whether your existing structures are protected or become expensive problems. In this episode, Arielle Tucker, CFP®, EA sits down with Brian Wruk, MBA, CFP® (US), CFP® (Canada), TEP, CIM, RFP®, founder of Transition Financial Advisors Group and author of The American in Canada. Brian is a dual citizen who moved his American wife to Canada, navigated the compliance requirements firsthand, and has been doing US-Canada cross-border planning since 1997. Topics covered, include:
The conversation covers the Roth conversion window that closes the moment Canadian residency begins, why TFSAs generate phantom US taxable income that foreign tax credits cannot offset, how revocable living trusts can trigger punitive Canadian taxation, and what Canadian healthcare actually delivers in 2026; including current wait times for primary care and what private options are beginning to emerge. Resources
Mentioned in this episode: Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland Stay up to date on what's happening globally.... | |||
| Cross-Border Investing: What Changes When US Expats Move Abroad | 14 avr. 2026 | 00:34:41 | |
US investment accounts do not automatically follow a move abroad. Custodians have their own policies for international clients, and many of them are more restrictive than most people expect. In this episode, Arielle Tucker, CFP®, EA sits down with Otto Rivera, EA, CFP®, founder of Mindful Wealth Planning and Emergent Tax Services. Otto spent years at Charles Schwab before becoming both an IRS Enrolled Agent and a CFP®, a combination that gives him a working view of custodial policy, tax law, and financial planning that most cross-border advisors cannot offer from a single seat. Topics covered, include:
Resources
Mentioned in this episode: Stay up to date on what's happening globally.... Click here to subscribe to our newsletter Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland Pre-order "The Expat Money Playbook" Find your cross-border expert on the Passport To Wealth™ directory | |||
| US Expats in France: Real Life After 8 Years and What to Expect | 07 avr. 2026 | 00:31:30 | |
What does it really take to build a life in France as an American expat? In this episode of Passport to Wealth™, we explore the practical and personal side of moving abroad, from navigating French visa requirements to finding meaningful work, building a career, and creating a sustainable long-term lifestyle in Europe. Our guests share their journey from the U.S. to France, including the realities of adapting to a new culture, launching a consulting business abroad, and finding professional purpose while living internationally. We also discuss the growing trend of younger Americans and aspiring expats looking beyond traditional career paths and exploring entrepreneurship as a way to create more flexibility, freedom, and stability overseas. Whether you’re dreaming of moving to France, already living abroad, or wondering how to turn a love of travel into a real life and career, this conversation offers practical insight, encouragement, and a behind-the-scenes look at what it takes to make expat life work. Resources Find a vetted cross-border financial advisor or tax professional at the Passport To Wealth Directory Are you a qualified professional serving US expats in France or Europe? Join the Passport To Wealth community here. Mentioned in this episode: Find your cross-border expert on the Passport To Wealth™ directory Pre-order "The Expat Money Playbook" Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| Moving to Germany: Expat Taxes, Visas, and Money Tips | 31 mars 2026 | 00:28:11 | |
Thinking about moving to Germany? In this episode of Passport to Wealth™, Arielle Tucker, CFP®, EA, sits down with fellow cross-border financial planner Jordan Vlastuin, CFP®, to unpack what Americans really need to know before relocating. From choosing the right visa to understanding German tax treaties, federal pensions, and the realities of setting up life abroad, this conversation is packed with insights for expats and future movers alike. Arielle and Jordan discuss the nuances of tax residency, planning before you move, currency risk, and how local advisors can make, or break, your financial plan overseas. Whether you’re living in Germany or just dreaming about it, you’ll walk away with actionable steps to make your transition smoother and your finances stronger. Passport to Wealth™ connects Americans living abroad with trusted cross-border financial experts. Visit passporttowealth.com to find vetted advisors, expat resources, and expert interviews. Mentioned in this episode: Pre-order "The Expat Money Playbook" Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| Retiring Abroad: Hidden Tax and Currency Risks for Americans | 24 mars 2026 | 00:29:17 | |
Retiring abroad sounds like the dream. For Americans, the financial reality is far more complex. In this episode of Passport To Wealth™, Arielle Tucker, CFP®, EA, is joined by Ramin Olson, founder of Nomad Financial and a cross border expert specializing in helping US citizens retire overseas. Drawing from his global career and personal experience living across Europe, Ramin breaks down the hidden financial risks that many Americans overlook when planning a life abroad. From unexpected tax exposure to currency risk that can quietly impact your purchasing power, this conversation highlights what you need to know before making a move. Whether you are actively planning your retirement abroad or just exploring the idea, this episode will help you understand what is at stake and how to plan with clarity and confidence. We cover:
Mentioned in this episode: Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| How Americans Can Move to Spain: Visas, Taxes, and Planning | 17 mars 2026 | 00:30:48 | |
Spain has become one of the most popular destinations for Americans looking to live abroad. But moving to Spain involves much more than choosing a city and applying for a visa. In this episode of Passport To Wealth™, Arielle Tucker, CFP®, EA, speaks with Carlos Lorenzo, J.D., LL.M., a Spain-based immigration and tax lawyer and founder of American Legal Spain. Carlos works closely with Americans planning a move to Spain, helping them navigate immigration law, tax planning, and long-term residency strategies. They discuss the most common visa pathways for Americans, how Spain’s tax system differs from the US, and why pre-planning is essential before relocating. Carlos also explains why many US business structures, such as LLCs and S corporations, may not work the same way in Spain and how digital nomads, retirees, and remote workers should think about structuring their move. If you are considering relocating to Spain, this episode highlights the legal and tax considerations you need to understand before making the move. In this episode you will learn:
Mentioned in this episode: Pre-order "The Expat Money Playbook" Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| Wealth Taxes in the Netherlands: What US Expats Need to Know | 10 mars 2026 | 00:27:23 | |
The Netherlands has long been one of the most attractive destinations for US expats in Europe. But recent and proposed tax changes could significantly impact how Americans living there build and protect wealth. In this episode of Passport To Wealth™, Arielle Tucker, CFP®, EA is joined by Kaitlin Krozel, CPA, founder of Krozel Capital, a firm specializing in tax and financial planning for US expats and globally mobile families. Together they unpack the Dutch tax system, including the controversial Box 3 wealth tax and proposed reforms that could tax unrealized investment gains. Kaitlin explains how the Netherlands’ approach differs from the US tax system and why Americans may face unexpected tax consequences on brokerage accounts, Roth IRAs, and even college savings plans. They also discuss the famous 30% ruling, recent policy changes affecting expats, and why pre-immigration tax planning has become more important than ever. If you are considering a move to the Netherlands or already living there, this conversation will help you understand the evolving tax landscape and how to prepare. In this episode, you will learn:
Mentioned in this episode: Pre-order "The Expat Money Playbook" Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| Understanding US and Canadian Financial Planning: A Comprehensive Guide | 03 mars 2026 | 00:30:15 | |
Navigating life and finances across the US.–Canada border can feel overwhelming especially when taxes, investments, citizenship, and estate planning collide. In this episode of Passport To Wealth™, host Arielle Tucker, CFP®, EA sits down with Lucas Wennersten, CFA, CFP® (Canada), CFP® (USA), founder of 49th Parallel Wealth Management, to unpack the real-world complexities of cross-border financial planning between the United States and Canada. Lucas shares his personal journey into cross-border planning, explains the key differences between the US. and Canadian tax systems, and highlights the most common (and costly) mistakes expats and globally mobile families make. From dual citizenship and tax treaties to deemed disposition taxes, estate planning pitfalls, healthcare costs, and retirement planning across borders. This episode is packed with practical insights for US. expats, Canadian snowbirds, dual citizens, and anyone considering a move across the border Takeaways:
If your life, family, or money touches more than one country, this conversation is essential listening. Mentioned in this episode: Pre-order "The Expat Money Playbook" Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| Achieving Financial Independence Abroad: Financial Coaching for Expats | 24 févr. 2026 | 00:32:22 | |
Financial independence is possible for US expats, but numbers alone are not enough. Your mindset, habits, and values matter just as much as your investment strategy. In this episode of Passport To Wealth™, Arielle Tucker, CFP®, EA talks with Blair Hoover, expat financial independence coach and educator, about what it really takes to pursue FIRE while living overseas. After losing money in an offshore savings plan early in her journey, Blair transformed that experience into the foundation of her financial education. Less than a decade later, she and her husband reached financial independence in their mid-40s. Blair explains why expats are frequently targeted with high fee products, how fear and shame keep many people stuck in cash, and why taking imperfect action is often better than waiting for the perfect plan. She also shares how frugality, relationships, and quality of life can coexist, and how spending in alignment with your values can make the journey sustainable. If you are dreaming about financial independence abroad but feel overwhelmed, uncertain, or behind, this conversation will show you a practical and human path forward. Takeaways:
Mentioned in this episode: Pre-order "The Expat Money Playbook" Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| What US Expats in Canada Need to Know About Financial Planning | 17 févr. 2026 | 00:33:41 | |
In this episode of Passport To Wealth™, Arielle Tucker, CFP®, EA sits down with Aditi Kapadia, CFA®, CFP®, founder of Wealth IQ and a cross-border financial planner specializing in US and Canada financial planning. Aditi shares her personal journey of moving to the US as a Canadian expat, navigating two tax systems, managing cross-border income, and rebuilding her financial framework from the ground up. Together, Arielle and Aditi break down the most common challenges globally mobile professionals face, including tax residency, investment alignment, compensation planning, and major life transitions across borders. This conversation focuses on clarity over complexity and provides practical, plain-English insights for anyone managing finances between the US and Canada. Whether you are planning a move, already living abroad, or working across borders, this episode offers essential guidance to help you make confident, informed financial decisions. For a trusted path to expert cross-border guidance don't forget to go to passporttowealth.com . Have a question? Leave us a voicemail Takeaways:
Chapters: 00:00 Introduction to Cross-Border Financial Planning 04:26 Navigating Currency and Exchange Rates 09:24 Understanding Credit History and Financial Systems 13:52 Common Mistakes in Cross-Border Financial Planning 22:51 Retirement Accounts and Property Ownership 27:22 The Importance of Hiring a Cross-Border Accountant Mentioned in this episode: Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| Buying Property in Costa Rica: Tax Traps US Expats Must Avoid | 10 févr. 2026 | 00:28:01 | |
Buying real estate abroad can be an exciting step for US expats and globally minded investors, but the tax mistakes can be costly without proper planning. In this episode of Passport To Wealth™, Arielle Tucker, EA, CFP, is joined by Alex McGowin, CPA, an international tax expert with deep experience advising US expats and Americans investing abroad. Together, they break down the most common tax traps US citizens face when purchasing property in countries like Costa Rica, Panama, and across Latin America. Alex explains why foreign LLCs rarely work the way Americans expect, how missed elections can turn capital gains into ordinary income, and why many expats unknowingly create controlled foreign corporations that lead to compliance headaches and unnecessary taxes. They also discuss rental properties, Airbnb income, personal use rules, and what happens when investors wait too long to get proper advice. If you are considering buying property abroad or already own foreign real estate, this episode will help you understand the hidden risks, planning opportunities, and why getting advice on the front end can protect your long term wealth. Takeaways
Mentioned in this episode: Pre-order "The Expat Money Playbook" Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| One Big Beautiful Bill: Key Takeaways for Americans Abroad | 03 févr. 2026 | 00:31:18 | |
In this episode of Passport To Wealth™, Arielle Tucker, CFP®, EA is joined by Melissa Groves, CPA of Blue Haven Tax to break down what the One Big Beautiful Bill Act actually means for Americans living abroad. Together, they unpack the reality behind the headlines and address a common misconception among US expats that this legislation would eliminate the requirement to file US tax returns while living overseas. Spoiler alert: it does not. The conversation dives into what has changed, what has not, and how updated income thresholds and filing rules may impact US citizens abroad. Arielle and Melissa also discuss why thoughtful planning and professional guidance remain essential when navigating US tax obligations as an expat. This episode offers clarity, context, and practical insight for Americans abroad who want to stay compliant while making informed financial decisions. It is a must listen for anyone looking to better understand how US tax policy continues to affect life beyond US borders. Key Takeaways:
Mentioned in this episode: Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| Raising a Family Abroad: A Guide for American Expats Working Overseas | 27 janv. 2026 | 00:29:57 | |
Raising a Family Abroad as American Expats: Working Overseas with Kids What does it really take to build a life abroad when you are not just moving for work, but raising a family at the same time? In this episode of Passport To Wealth™, Arielle Tucker CFP®,EA sits down with Monica Virga Alborno, an expert in supporting Americans working abroad, to unpack the realities of expat family life. Together, they explore how career decisions, immigration status, and long-term planning change when children are part of the picture. Monica shares practical insights on navigating international moves with a family, balancing professional opportunities with stability, and understanding how visas, work authorization, and residency rules impact both parents and children. The conversation highlights the often-overlooked emotional and logistical challenges expat families face, from schooling decisions to maintaining continuity while living internationally. This episode is essential listening for Americans working abroad, globally mobile professionals, and families considering an international move who want clarity, realistic expectations, and a stronger foundation for long-term success overseas. Takeaways:
Mentioned in this episode: Pre-order "The Expat Money Playbook" Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| How to Live As a Digital Nomad in Europe | 20 janv. 2026 | 00:25:27 | |
In this episode of Passport To Wealth™, Arielle Tucker CFP®, EA sits down with international bestselling author and speaker Jordan Tarver to explore what it truly means to choose a nomadic life abroad as an American. After surviving a life changing car accident, Jordan made a conscious decision to stop living on autopilot and begin designing a life rooted in intention, awareness, and personal alignment. That decision ultimately led him to leave the US and live nomadically across Europe. Jordan shares the mindset shifts that helped him embrace uncertainty, redefine success, and navigate the emotional realities of building a life outside the United States. The conversation explores the internal work required to make bold life changes, including cultivating stillness, journaling, and developing clarity around what is trying to emerge in your life. The episode also addresses the practical realities Americans face when living abroad, including visa limitations, citizenship through ancestry, and the logistical considerations of long term life in Europe. This conversation offers both inspiration and grounded guidance for Americans considering a move abroad or rethinking what a meaningful life can look like beyond traditional expectations. Takeaways:
Mentioned in this episode: Pre-order "The Expat Money Playbook" Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| Building Wealth Beyond Borders: Season Three Launch | 15 janv. 2026 | 00:02:57 | |
Season 3 of Passport To Wealth™ marks an exciting next chapter focused on the real financial, tax, and immigration challenges Americans face when living abroad. Hosted by Arielle Tucker CFP®, EA, this season goes beyond surface level advice to deliver practical guidance on US expat taxes, cross border financial planning, visas, and relocation strategy. Listeners will hear from trusted experts and real US expats navigating life overseas, alongside the launch of Passport To Wealth™’s growing network of vetted fiduciary advisors. The goal is simple and powerful: to give Americans abroad the clarity, tools, and support they need to confidently build a life beyond US borders. Mentioned in this episode: Pre-order "The Expat Money Playbook" Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| U.S. Expat Taxes: Year-End Strategies You Can't Miss | 09 déc. 2025 | 00:25:18 | |
Moving abroad is exciting, but navigating US taxes as an expat can be overwhelming, confusing, and full of expensive pitfalls. In this episode, we sit down with Emily Haines, CPA, the CEO & Founder of Xpatax Solutions, and Arielle Tucker, CFP®, EA, to break down the biggest mistakes Americans make when living and working overseas and how to avoid them. Whether you're already an expat or preparing to move abroad, this episode gives you the clarity you need on topics like foreign tax credits (Form 1116), PFICs, foreign pensions, local retirement accounts, the Foreign Earned Income Exclusion (FEIE), and year-end tax planning for US citizens abroad. Emily and Arielle explain why the US and foreign tax systems often don’t align, how well-meaning expats unintentionally create long-term tax problems, and what you should review each year to stay compliant and optimize your global financial strategy. Mentioned in this episode: Pre-order "The Expat Money Playbook" Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| How to Thrive Abroad: A Psychologist’s Guide for US Expats | 18 nov. 2025 | 00:30:34 | |
What does it take to truly thrive abroad, not just survive?In this eye-opening episode, host Arielle Tucker CFP®, EA sits down with intercultural psychologist and expat coach Deborah Dahab to explore the deeper, often overlooked side of international relocation. Together, they unpack why moving abroad isn’t a magic fix and how Americans can better prepare emotionally and psychologically for the journey. Deborah shares personal stories from her own expat life, practical strategies for building resilience, and the importance of defining your own version of success. From understanding cultural shock to building a support system and aligning your goals with your move, this conversation is packed with valuable insights for anyone dreaming of a life overseas. Whether you’re planning your first move abroad or reevaluating life as a long-time expat, this episode will help you shift your mindset, clarify your purpose, and thrive wherever you land. Mentioned in this episode: Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| Moving to Spain from the US: What Americans Need to Know | 11 nov. 2025 | 00:29:55 | |
In this episode of Passport to Wealth™, host Arielle Tucker, CFP®, EA, sits down with Christopher J. Hughey, entrepreneur and founder of Americans Moving to Spain, to uncover what US citizens really need to know before taking the leap abroad. From navigating Spain’s digital nomad and non-lucrative visas to understanding how culture, bureaucracy, and lifestyle differ from the US, this episode pulls back the curtain on what life in Spain truly looks like for Americans. Christopher shares what inspired him to create a platform helping thousands of US expats move abroad, the most common mistakes Americans make when relocating to Spain, and how to prepare financially, emotionally, and logistically for your move. Whether you’re exploring retirement abroad, remote work in Spain, or simply dreaming of Mediterranean life, this conversation is packed with actionable insight, practical visa guidance, and hard-earned wisdom for anyone ready to start a new chapter overseas. For a trusted path to expert cross-border guidance don't forget to go to passporttowealth.com . Have a question? Leave us a voicemail Mentioned in this episode: Pre-order "The Expat Money Playbook" Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| Financial Planning Tips for US Expats & Global Professionals | 04 nov. 2025 | 00:29:53 | |
In this episode of Passport to Wealth™, host Arielle Tucker, CFP®, EA is joined by cross-border financial expert Jane Mepham, CFP®, founder of Elgon Financial Advisors and host of the International Money Cafe podcast. Together, they dive deep into the financial, legal, and tax challenges immigrants, expats, and globally mobile professionals face when moving to or from the United States. Whether you're entering the U.S. on a work visa like H-1B or L-1, or preparing to repatriate or retire abroad, this episode covers the real-world planning opportunities and pitfalls that could cost you thousands if overlooked. This episode is essential listening for immigrants, foreign nationals, and U.S. expats who want to make smarter financial decisions and avoid the common traps around taxation, compliance, and wealth preservation. Mentioned in this episode: Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| Would You Move Abroad for Love? One American's Journey to Italy | 28 oct. 2025 | 00:24:32 | |
In this episode of For a trusted path to expert cross-border guidance don't forget to go to passporttowealth.com . Have a question? Leave us a voicemail , host Arielle Tucker, CFP®, EA sits down with Ambika Mathur, model, creator, and founder of Travel with Amby, to explore her journey from Southern California to Naples, Italy. After dreaming of life abroad for years, Ambika took a leap of faith by booking a one-way ticket to Europe that led her not only to a new country but also to love.Today, she shares her honest insights about what it’s really like to move abroad as an American: from navigating visas and language barriers to finding belonging in a new culture. Together, Arielle and Ambika discuss the realities of expat life, the challenges of starting over, and the rewards of embracing uncertainty. Whether you’re considering your own move overseas or simply curious about life in Italy, this episode offers both inspiration and practical wisdom for your global journey. Mentioned in this episode: Pre-order "The Expat Money Playbook" Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| From Visas to Venture: How Tech Streamlines Global Relocation | 21 oct. 2025 | 00:37:16 | |
In this episode of the Passport to Wealth™, host Arielle Tucker, CFP®, EA, sits down with Saaya Sorrells-Weatherford, the CEO and co-founder of Emigreat, a regtech startup simplifying the global relocation process for companies and immigrants alike. Saaya shares her deeply personal story of navigating complex immigration systems across multiple countries, from her multicultural upbringing in Japan to building a purpose-driven tech company in Sweden. Together, Arielle and Saaya discuss the realities of moving abroad, the hidden challenges of cross-border living, and the rising global trends shaping immigration policy. This thoughtful conversation unpacks what it means to be an “accidental entrepreneur,” the biases immigrants face in international job markets, and how technology can make relocation fairer and more transparent. Whether you’re an aspiring expat, startup founder, or globally minded professional, this episode offers practical insights into resilience, adaptability, and building meaningful impact through innovation. Mentioned in this episode: Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| Raising Kids Abroad: Expert Tips for Creating Strong Expat Families | 14 oct. 2025 | 00:23:23 | |
Raising children abroad comes with unique rewards and challenges. In this episode, host Arielle Tucker, CFP® EA, sits down with Angela Vitiello MBA, MS Ed, founder of the Expat Parenting Collective, to explore how globally mobile families can thrive through transition. A coach, researcher, and expat parenting expert, Angela has lived in four countries across three continents and now helps families strengthen their communication, resilience, and relationships as they navigate expat life. From identity shifts and parental burnout to raising third culture kids and managing cross-cultural partnerships, Angela shares her research and lived experience to help parents build emotional awareness, stronger partnerships, and healthier family systems abroad. Whether you are preparing for your first international move or already raising your family overseas, this conversation will help you understand how to create stability, connection, and growth in your expat journey. Mentioned in this episode: Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| Moving to Europe After 30: Visas, Challenges, and Life Abroad | 07 oct. 2025 | 00:30:16 | |
Have you ever wondered if it’s too late to move abroad after 30? For many women, the idea of starting fresh overseas feels out of reach, but Cepee Tabibian, founder of She Hit Refresh, proves otherwise. At 35, she sold her belongings, left Texas, and moved to Spain, a dream she had been chasing since she first visited Madrid at 21. That leap changed her life and sparked a movement. Today, Cepee is the author of I’m Outta Here: An American’s Ultimate Visa Guide to Living in Europe, featured in Forbes as a trusted resource for Americans navigating the visa process. Through her masterclasses, her private membership community, and the She Hit Refresh social platforms, she has helped thousands of women over 30 take their own bold steps toward a life abroad. In this episode, Cepee talks about the real challenges US expats face, from housing and bureaucracy to finding lasting friendships. Cepee explains how digital nomad and retirement visas are opening new doors for US expats, why Albania is becoming a surprising destination, and how mindset and patience are just as important as logistics when you’re moving overseas. If you’re a woman dreaming of a new chapter in Spain, Portugal, Mexico, or beyond, Cepee’s story will inspire you to get clear on your vision and take practical steps toward building a life you love abroad. Mentioned in this episode: Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| Moving Abroad from the US: How to Choose and Plan Your New Life | 30 sept. 2025 | 00:28:58 | |
In this episode of Passport to Wealth™, host Arielle Tucker, CFP®, EA, sits down with Jen Barnett, co-founder of Expatsi. She shares her personal story of leaving Alabama for Mérida, Mexico, and how her journey inspired the creation of Expatsi’s country-matching test and upcoming app. Jen also shares how she built the Expatsi Test to match Americans with their ideal country and how Expatsi now supports people through every step of the move-abroad process. From ideation to paperwork, logistics, and settling in, Expatsi is helping thousands of Americans create intentional lives abroad. Jen also reveals insights into today’s expat trends, the countries most Americans are drawn to, and her ambitious goal of moving 1 million Americans overseas. Whether you’re seeking better cost of living, healthcare, community, or new adventures, this episode offers practical strategies and encouragement for building your dream life overseas. Mentioned in this episode: Pre-order "The Expat Money Playbook" Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| George Kinder: Redefining Retirement and Purpose for US Expats | 23 sept. 2025 | 00:26:37 | |
George Kinder, internationally recognized as the father of the Life Planning movement, joins Arielle Tucker, CFP®, EA on Passport to Wealth™ for a transformative conversation about money, purpose, and living intentionally abroad. Kinder is the founder of the Kinder Institute of Life Planning and the author of 12 books, including the groundbreaking The Seven Stages of Money Maturity, Lighting the Torch, and Life Planning for You. His pioneering work has inspired thousands of advisors and clients worldwide to center financial planning on people’s deepest values and life goals rather than just portfolios and spreadsheets. In this episode, George shares his own expat journey of relocating to London at age 77 on the prestigious UK Innovator Founder Visa, proving it’s never too late to start a bold new chapter. He discusses his philosophy of “fiduciary in all things,” the three life-changing questions he’s known for, and why mindfulness and intentionality are at the core of financial and personal fulfillment. For US expats and globally minded Americans, this episode offers a powerful reminder: true wealth is about aligning your money with your life’s purpose. Mentioned in this episode: Pre-order "The Expat Money Playbook" Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| How to Move to Germany as an American: Expert Visa & Relocation Tips | 16 sept. 2025 | 00:30:33 | |
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. Mentioned in this episode: Pre-order "The Expat Money Playbook" Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| U.S Expat Life in Italy: Taxes, Culture, and Planning Smarter | 09 sept. 2025 | 00:29:54 | |
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. Mentioned in this episode: Pre-order "The Expat Money Playbook" Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| U.S. Expat Tax Burden: How the Residence-Based Taxation Movement Could Change Everything | 02 sept. 2025 | 00:24:59 | |
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. Mentioned in this episode: Pre-order "The Expat Money Playbook" Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| Your Sign to Siesta: Bethany Stevens on Building a Slower, Richer Life in Spain | 26 août 2025 | 00:26:08 | |
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. Mentioned in this episode: Pre-order "The Expat Money Playbook" Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| Reinventing Yourself Abroad: From Creative Burnout to CEO in France | 19 août 2025 | 00:32:16 | |
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. Mentioned in this episode: Pre-order "The Expat Money Playbook" Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| U.S. Expat Tax Mistakes, Business Structures & Life in Spain with Nicolás Castillo, CPA | 12 août 2025 | 00:28:13 | |
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. Mentioned in this episode: Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| How to Move Abroad with Confidence: GTFO Tours Founder Bethany Quinn Shares Her Expat Journey | 05 août 2025 | 00:27:30 | |
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. Mentioned in this episode: Pre-order "The Expat Money Playbook" Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||
| The PFIC Problem: Expert Guidance from Matthew Hitchcock, CPA | 29 juil. 2025 | 00:26:00 | |
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. Mentioned in this episode: Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland | |||