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 deduction09:50 - How living abroad changes 529 strategy in real time14:42 - The new $20,000-a-year rule for K-12 international school tuition18:09 - How to check if a foreign university actually qualifies24:25 - 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 MENTIONEDWebsite: https://www.passporttowealth.comInstagram: https://www.instagram.com/passporttowealthofficialLinkedIn: https://www.linkedin.com/company/passport-to-wealthCheck Student Aid Eligibility: https://www.studentaid.govList of Eligible Foreign Universities: https://www.savingforcollege.comFind 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 NetworkDiscover more podcasts for English-speaking SwitzerlandSwissCast NetworkPre-order "The Expat Money Playbook"Find your cross-border expert on the Passport To Wealth™ directoryPre-order "The Expat Money Playbook"Click here to subscribe to our newsletter

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 Singapore06:21 — MAS financial advisor license vs capital markets license10:32 — Why a US-based advisor eventually stops working from abroad16:48 — The Roth conversion window Americans in Singapore are not using22:00 — CPF: excellent for Singaporeans, problematic for US taxpayers28:06 — 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 CONNECTEDWebsite: 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.

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 Story01:15 – Becoming a First-Time Mom in Paris, Far from Family05:56 – French Parental Leave for Business Owners: What to Expect08:15 – Navigating Conflicting Parenting Advice Across Two Cultures16:03 – Advocating for a Child Who Doesn't Fit the Local School System19:32 – Why Your Child's Age Changes What School Works Best Abroad24:41 – 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 CONNECTEDFollow Sasha on Instagram: https://www.instagram.com/sasharomaryparenting/Book a Free 30-min Parenting Call: https://www.sasharomary.com/parent-coachingWebsite: 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 newsletterFind your cross-border expert on the Passport To Wealth™ directoryPassport to Wealth is a proud member of the SwissCast NetworkDiscover more podcasts for English-speaking SwitzerlandSwissCast NetworkPre-order "The Expat Money Playbook"Pre-order "The Expat Money Playbook"

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 First03:22 – Why Most Families Move Abroad Before Running the Numbers05:42 – Giving Yourself Permission to Relocate Your Family Abroad09:44 – How Family Reactions Impact Estate Planning and Gifting Before You Move12:52 – 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 CONNECTEDOrder Mark's Book: https://www.thelifearbitrage.comWebsite: https://www.passporttowealth.comInstagram: https://www.instagram.com/passporttowealthofficialLinkedIn: 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™ directoryPassport to Wealth is a proud member of the SwissCast NetworkDiscover more podcasts for English-speaking SwitzerlandSwissCast NetworkPre-order "The Expat Money Playbook"Click here to subscribe to our newsletter

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 Why05:55 - US Estate Tax vs. Inheritance Tax Abroad09:30 - How an Unplanned Inheritance Becomes Taxable in the US12:38 - Why Your Prenup Might Not Hold Up After Moving Abroad18:09 - Dividing Foreign Company Shares in a Divorce Settlement26:20 - 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 CONNECTEDConnect with Christine on LinkedIn: https://www.linkedin.com/in/christineaconcepcionWebsite: 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 NetworkDiscover more podcasts for English-speaking SwitzerlandSwissCast NetworkFind your cross-border expert on the Passport To Wealth™ directoryPre-order "The Expat Money Playbook"Click here to subscribe to our newsletter

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 Is04:36 – The Safety Incident That Pushed One Family to Leave the US09:33 – How to Choose a Walkable City with Easy Access to Nature14:28 – What Daily Life and Safety Actually Look Like in Colombia20:33 – How to Get Residency in Colombia Through Your Children23:07 – 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 CONNECTEDFollow 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 NetworkDiscover more podcasts for English-speaking SwitzerlandSwissCast NetworkPre-order "The Expat Money Playbook"Find your cross-border expert on the Passport To Wealth™ directoryClick here to subscribe to our newsletter

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 Deposit05:16 – How to Open a Trump Account from Outside the US16:07 – Funding a Trump Account Without a US Bank Account20:12 – Trump Account vs. 529, Roth IRA, and UTMA: What's the Difference25:09 – 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 CONNECTEDWebsite: 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 NetworkDiscover more podcasts for English-speaking SwitzerlandSwissCast NetworkPre-order "The Expat Money Playbook"Find your cross-border expert on the Passport To Wealth™ directoryClick here to subscribe to our newsletter

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 ETFs05:48 – MiFID II and the Professional Investor Exemption Explained09:33 – Investing Options for Americans Blocked From US ETFs15:01 – How to Learn Options Trading for Cross-Border Investors19:18 – The Legal Way to Acquire US ETFs Using Cash-Secured Puts26:01 – 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 MENTIONEDOptions Education: https://www.optionseducation.org/strategies/acquire-stockSMB Capital's Channel: https://www.youtube.com/watch?v=Kg0ts5NGr0o&t=207s──────────────────────────────────────────STAY CONNECTEDWebsite: 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 newsletterPre-order "The Expat Money Playbook"Passport to Wealth is a proud member of the SwissCast NetworkDiscover more podcasts for English-speaking SwitzerlandSwissCast NetworkFind your cross-border expert on the Passport To Wealth™ directory

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 WealthIQ01:08 – From robo-advisors to cross-border planning03:36 – Why clients now show up with "I asked ChatGPT" already in hand04:48 – ChatGPT connecting directly to bank accounts05:57 – How accurate is AI really — and why the question matters more than the answer08:29 – Cross-border planning as a series of "ginormous decisions" AI can't prioritize12:32 – Compliance, client data, and moving carefully on AI16:30 – The hidden cost of DIY cross-border tax planning17:38 – How to use ChatGPT to prepare for your first advisor meeting20:07 – "Is my situation complex enough for cross-border planning?"22:20 – Why the most "optimal" AI answer isn't always the right one for you26:06 – 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 CONNECTEDWebsite: 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™ directoryPre-order "The Expat Money Playbook"Passport to Wealth is a proud member of the SwissCast NetworkDiscover more podcasts for English-speaking SwitzerlandSwissCast NetworkClick here to subscribe to our newsletter

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:US Social Security for expats: what you need to know before and after you leaveCurrency exchange and currency risk for globally mobile familiesThe promise and the limits of AI when it comes to answering complex cross-border tax, legal, and immigration questionsCross-border planning in SingaporeBuilding a family life in ColombiaCaring for aging parents who live on a different continentPractical tax and financial planning guidance for anyone who is already abroad, planning a move, or just trying to understand what life outside the US could look likeThis 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 NetworkDiscover more podcasts for English-speaking SwitzerlandSwissCast Network