Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for Expats

By Walkner Condon Financial Advisors for U.S. Expats

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Category: Investing

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Episodes: 45

Description

For many Americans, living abroad is the dream. But the reality of being a U.S. expat, particularly when it comes to finances and attempting to invest from outside of the United States, can quickly turn into a nightmare with the complexities involved. With first-hand expat experience and their professional background in working with U.S. expats, financial advisors Keith Poniewaz, PhD.; Stan Farmer, CFP®, J.D.; and Syl Michelin, CFP®, cover an assortment of key topics U.S. expats and Americans abroad should know about investing and finances, whether they're already abroad or planning a move.

Episode Date
Starting Your Expat Journey Stateside
May 06, 2024
State of European Markets with Leonardo DeCosta
Apr 20, 2024
Vetting Expat Brokerages 2024 Edition
Apr 05, 2024
The Hurdles of Banking as an Expat
Mar 22, 2024
Charitable Giving with Anna January - Market Report 2024
Mar 08, 2024
Timing the Market - 2024 Market Report
Mar 01, 2024
Housing Market "New Normal" - Market Report 2024
Feb 23, 2024
Soft Landing and Bonds - Market Report 2024
Feb 16, 2024
Recency Bias - Market Report 2024
Feb 09, 2024
Advantages of Citizenship Diversification with Henley and Partners
Feb 06, 2024
What Year Is It? - Market Report 2024
Jan 29, 2024
Gimme Some Truth: Updates to Portugal
Dec 08, 2023
Kuberas' Roadmap: A Talk with Rohit Nadhani
Nov 22, 2023
Changes to Portugals NHR Program
Nov 21, 2023
Finding Opportunities in the Global Bond Market with PIMCO's Tina Adatia
Sep 07, 2023
The Realities of Retirement: Have a plan!
Aug 31, 2023
Luxury Travel
Aug 23, 2023
Court Cases that Impact Expats with Mishkin Santa from The Wolf Group
Jul 05, 2023
Mid-ish Year Market Review
Jun 15, 2023
Debt Ceiling Deadline? What does it ALL mean?
May 25, 2023
3 Tax-Friendly Off-The-Radar European Countries for Expats!
May 16, 2023
Portugal: It's Like California in the 60s!
Mar 22, 2023
Financial Planning Considerations Americans Need to Know Before Moving to the United Kingdom
Mar 13, 2023
A Review of Early Market Outcomes in 2023 with Stan and Keith
Feb 07, 2023
A "Guide to the Markets" with J.P.Morgan Asset Management
Feb 06, 2023
Year-End Financial Planning: Tax Loss Harvesting for U.S. Expats & Americans Abroad
Dec 16, 2022
Intro to Expatriation Ep. 3: Should I Really Expatriate?
Nov 18, 2022
Previewing the Qatar 2022 World Cup & USMNT, featuring Jake Landau from It's Called Soccer
Oct 19, 2022
College Savings for U.S. Expats and Americans Living Abroad
Sep 23, 2022
Intro to Expatriation Pt. 2: Financial Consequences of Covered Expat Status
Sep 09, 2022
Investing in the U.S. for Non-Americans
Aug 25, 2022
What is Expatriation? An Introduction to Covered vs. Uncovered Expat Status
Aug 15, 2022
The Rise of the Dollar: Exploring the Factors at Play in the Renewed Strength of the Dollar
Jul 30, 2022
Becoming a Digital Nomad: Countries, Complications and Consequences of Working Outside the U.S. in a Remote-Work Age
Jul 08, 2022
From the Expat Archives: Discussing Digital Nomad Visas With Glenn Jones, CEO of Bermuda Tourism Authority
Jun 03, 2022
Can I Contribute to an IRA (or Roth IRA) as an Expat?
May 06, 2022
Taxes for U.S. Expats and Americans in Portugal, with Mark Van der Linden - Cross Border Tax Law
Mar 25, 2022
American Moving to Switzerland: Financial Planning and Investing Factors to Know as a U.S. Expat
Mar 11, 2022
Top 5 Destinations for U.S. Expats in 2022 – Best Countries for Investing as an American Abroad
Feb 11, 2022
2022 Market & Investment Outlook for U.S. Expats
Jan 28, 2022
Moving to Germany as a U.S. Expat - Financial & Investing Considerations to Keep in Mind
Dec 23, 2021
Moving to the UK as an American: Financial Implications for U.S. Expats in the United Kingdom
Dec 17, 2021
Taxes for Americans Abroad & U.S. Expats with Leo Zimny, CPA & Tax Director at Expat U.S. Tax
Dec 08, 2021
What is the Best Brokerage for Expats?
Nov 30, 2021
An Introduction to Financial Planning & Investing for U.S. Expats: The Top Financial Issues for Americans Abroad
Nov 19, 2021