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

Thinking about moving abroad? 🌍 In this episode of Gimme Some Truth International Edition, we talk with Patricia Brooks, founder of The Courage Catalyst, about her journey moving to France and helping others make the leap. Whether you're seeking adventure, career change, or a fresh start, this episode covers the mindset, planning, and practical steps needed for a successful relocation.

🔗 Key Topics & Timestamps:

0:00 - Welcome & guest introduction

1:10 - Patricia’s story: Moving to 🇫🇷 France in 2018

3:30 - Overcoming fears & mental barriers in relocation

5:45 - Why mindset is key to moving abroad

7:50 - Challenges single women face when relocating

10:30 - The practical side: Letting go of physical & emotional baggage

13:00 - Visa considerations & financial planning

15:40 - Creating a structured relocation process

18:00 - The reality of adjusting to life in a new country

20:45 - Patricia’s advice for aspiring expats

💡 Want to connect with Patricia?

📌 Instagram, Facebook & YouTube: https://thecouragecatalyst.com

https://www.youtube.com/@PatriciaBrooksCourageCatalyst

https://www.instagram.com/thecouragecatalyst/

https://www.linkedin.com/in/patriciacbrooks/

👉 Like, subscribe, and comment below! What’s your biggest concern about moving abroad? 💬✈️

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For more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/ Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com ————————————————

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The Corporate Transparency Act (CTA) is a new federal law requiring millions of businesses to report their beneficial ownership to the Financial Crimes Enforcement Network (FinCEN). But who needs to file? What are the penalties for non-compliance? And why has the CTA been challenged in court?In this video, we cover:✅ Who must file under the CTA (LLCs, Corporations, and Foreign Entities)✅ Key deadlines & reporting requirements✅ Potential penalties for non-compliance✅ Why 93% of businesses are unaware of this law✅ Legal challenges and the possibility of repealDon’t get caught off guard—learn how the CTA impacts small businesses, foreign investors, and corporate compliance in 2025 and beyond.🏛️ What is the Corporate Transparency Act (CTA)? – Overview & why it was passed (0:38)📜 Who enforces the CTA? – FinCEN’s role in compliance & penalties (1:10)⚖️ Supreme Court Challenges & Legal Issues – Why enforcement is uncertain (3:45)📊 Who is required to file? – Over 33 million U.S. businesses affected (6:29)🏦 How does the CTA shift financial compliance? – From banks to businesses (9:57)🚨 Small Business Risks & Awareness Issues – 93% of businesses unaware of the law (14:03)💰 What are the penalties for non-compliance? – Fines & criminal consequences (17:25)🌍 Does the CTA affect foreign investors? – Global impact & real estate implications (21:07)🔍 Could the CTA be repealed? – Congressional opposition & potential legal rollback (24:42)📅 Final Takeaways: How to Stay Compliant – Steps to protect your business (26:50)

Stay informed on the latest UK tax updates with Stan Farmer and Syl Michelin! In this episode, they discuss significant changes to remittance-based taxation and the introduction of the Temporary Repatriation Facility (TRF). Learn how these updates affect US-UK taxpayers, strategies to optimize your finances, and why now is the time to act on unremitted income and gains.

Join us as we explore the challenges and rewards of international living. In this episode, our international team members share personal stories of moving abroad, adapting to new cultures, overcoming language barriers, and navigating the unique aspects of expat life. Learn about living in countries like Germany, Angola, Switzerland, and Dubai, with insights into financial planning, cultural integration, and lessons from global adventures.

📢 In this episode of "Gimme Some Truth International," we dive deep into the latest updates on UK tax laws! 🚨 This episode offers valuable insights for anyone navigating the UK financial system—whether you're an investor, expat, or tax professional. Stay informed about how these changes could impact you or your clients.

This episode of Gimme Some Truth for Expats dives into wealth taxes and their implications for expats living abroad. Discover how wealth taxes differ from income taxes, explore policies in countries like France, Spain, and Portugal, and learn how offshore assets are taxed. We also cover strategies for navigating international tax systems effectively. A must-watch for expats managing finances across borders.

With remote work on the rise, many digital nomads and international families split their time across countries, navigating complex tax laws and residency rules. In this episode of Gimme Some Truth, we explore common tax pitfalls of global living, why the "183-day rule" might not provide full protection, and essential insights for those balancing lives across borders. Tune in to learn how to plan effectively, reduce tax surprises, and make the most of a cross-border lifestyle.

Much is changing in the world of U.S. Estate Planning with regards to the possible sunsetting of the increased estate exemption in the United States in 2025.  In this podcast, the International Team at Walkner Condon discuss how these possible changes will effect American expats and how they plan for their children: given the lower estate exemption amounts in many European countries, these may not have a major effect, but can for those in other jurisdictions with no estate tax.

David Luzon from Barclay Damon joins the Walkner Condon team to discuss estate planning issues affecting US expats and cross-border families. Topics covered include probate jurisdiction, wills, inheritance/estate tax, transfer certificates, and other practical planning considerations expats need to be aware of.

In this episode of Gimme Some Truth, Syl, Keith and Stan discuss the importance of international allocation in portfolios. Despite years of US outperformance, international markets remain a pillar of a well diversified allocation, in both equity and fixed income. In this discussion, we share insight and look at index data to help investors with their own international allocation decisions.