Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
With the right financial advice, landmines that threaten expat wealth can be avoided. Often encountered by US-connected expats, these financial landmines are more numerous, more hazardous, and less understood than almost anywhere else in the world. As a result, non-cross border professionals, wealth advisors, and even international advisors are often unaware of them. But don’t worry, Expat Wealth has you covered. Expat Wealth is dedicated to helping ambitious US-connected expats and immigrants...
Notable Guests
Episodes (105)
101. Cross Border, Cross Country: Meet the British Financial Planner Taking on A...
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
100. The Next 100 Episodes: What We've Learned and Where We're Going
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
99. [Re-Release] Moving to Europe as an American: The Tax Mistakes That Can Cost...
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
98. Weak Dollar Policy, Oil Reserve Crisis & Why the Mag Seven Stumble Matters
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
97. Tax Loss Harvesting for Expats: The Direct Indexing Upgrade Nobody Talks Abo...
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
96. FBAR, PFICs & Penalty Stacking: The Real Cost of Getting US Tax Wrong as a B...
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
95. Markets, Globalisation and Diversification: Are Investors Looking in the Wro...
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
94. How Long-Term Care Insurance Works: Costs, Coverage, and Options for Expats
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
93. Plan First, Invest Second: How Globally Mobile Brits Actually Retire Well
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
92. PFICs, State Taxes and Costly Mistakes for Americans Moving to Britain
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
91. The Great IPO Boom: SpaceX, OpenAI and the Future of Investing
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
90. Golden Visa or Regular Visa? Getting Real About Moving to Portugal
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
89. UK Pension Risks, SpaceX’s IPO Frenzy and America’s Housing Crisis
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
88. Portugal for American Expats: Golden Visas, Tax Traps and Big Rule Changes
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
87. Oil, Inflation and Immigration: Why the World Feels Increasingly Unstable
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
86. US Citizenship Abroad: The Hidden Costs and Why Some Expats Walk Away
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
85. Markets, Retirement Tax Strategies and Plan First Wealth Updates: Our Latest...
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
84. How to Get a Second Passport: Citizenship, Residency and Why Timing Matters
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
83. Moving to America: Avoid These Costly US Tax Mistakes with Pre-Immigration P...
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
82. Inflation, Oil and Markets: What You Need to Know Right Now
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
81. Moving to Europe as an American: The Tax Mistakes That Can Cost You Dearly
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
80. Roth IRAs, Market Chaos and Why Expats Are Leaving America
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
79. Demats, PFICs and Provident Funds: What Indians Moving to America Need to Kn...
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
78. Oil Shocks, Dollar Moves and Private Debt: What Expats Should Watch Now
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
77. Building a Post-Retirement Career: How Expats Can Start Crafting Their Portf...
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
76. Self-Invested Personal Pensions and Inheritance Tax: Why UK Pensions Are Mov...
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
75. The Green Card Exit Guide: How to Avoid Surprise Taxes When Moving Away From...
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
74. Why Gold Is Soaring and the US Dollar Is Losing Its Grip: Decoding Today’s F...
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
73. UK Pension and Inheritance Tax: What Legislative Changes in 2027 Mean for Br...
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
72. Removing Tax Season Stress: The Hidden Risks of DIY Cross-Border Taxes
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
71. The Exclusive Citizenship Act of 2025: Inaction Could Mean Losing Your US Ci...
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
70. Understanding Macroeconomics in 2026: What a Weaker Dollar and Global Turmoi...
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
69. Retiring Abroad: Will Your UK Tax-Free Lump Sum Be Taxed in the US?
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
68. Introducing Expat Wealth
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
Trailer – Expat Wealth
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
67. For Americans Considering a Move Outside the US: Guidance to Become an Expat...
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
66. Lower Taxes and Better Wine: Feel Confident About Your Decision to Move Abro...
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
65. Navigating Estate Planning: How Expats Can Avoid Unexpected Taxes | Moving t...
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
64. Investing from Abroad: How Americans Should Protect Their Assets from Overse...
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
63. What Americans Need to Know Before Starting a New Life Abroad: Diving Deep i...
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
62. The Complexities of Having a UK Pension in the US: Navigating Pension Commen...
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
61. Annuities and Insurance: How British Expats Can Protect Themselves | Ask An...
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
60. Bull Market or AI Bubble? How to Invest When Hype Meets Reality | From the T...
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
59. Building the Right Team for Your International Move: Integrated Financial Pl...
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
58. Filing Taxes as a British Expat in America: Why Professional Advice Matters...
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
57. How To Successfully Expand Your Business Into The US: Avoid The Pitfalls And...
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
56. Losing Someone is Hard and Navigating Cross-Border Inheritance Taxes Doesn’t...
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
55. Statutes of Limitations & Tax Compliance: Are You Really Ready to File? | As...
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
54: A Story Of Good Intentions, Bad Investments, And Why Doing “Some Research” I...
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
53. How The UK’s Statutory Residence Test Works, And How You Can Stay Compliant...
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
