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Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for Expats
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for Expats episodes
- The Realities of Retirement: Have a plan!
The commercials will show you people walking on the beach hand-in-hand, gardening with a smile, even taking on high risk adventures. Eventually, the retirement luster can wear off. It is important to have a plan, figure out how you will spend your days. We see this all of the time with clients. The reality of retirement can be different than the dream. It is important to have a plan so that you can maximize your retirement satisfaction.
#retirement #retiring #seniorcitizens #retirementsavings #financialadvice28 min - Luxury Travel
#luxurytravel becomes an attainable goal with this helpful information from Scott Poniewaz, Head of EXEC.
EXEC is a highly curated hotel, travel, lifestyle, and business benefits program providing access to exceptional brands and experiences. It powers the benefits and perks programs of some of the world's leading associations and organizations.27 min - Court Cases that Impact Expats with Mishkin Santa from The Wolf Group
Our international expat team had a discussion with Mishkin Santa, JD, LLM, TEP from The Wolf Group about recent and relevant court cases that directly impact expats when it comes to tax filing. The Wolf Group thrives as an international tax accountant firm.
Mishkin is a Principal of The Wolf Group and oversees the firm’s international tax services in the areas of Offshore Voluntary Disclosure, US Exit Tax, foreign grantor and non-grantor trusts, nonresident alien taxation, international organization employee taxation, pre-immigration tax planning, and cryptocurrency.He assists individuals and businesses with highly specialized and complex tax issues related to offshore corporations, family businesses, trusts, and retirement plans. As a former Attorney with the IRS Chief Counsel, Mishkin is well-positioned to guide clients on a range of reporting and disclosure issues. In addition, he speaks regularly at professional events sponsored by attorney and CPA groups in the US and abroad.32 min - Mid-ish Year Market Review
Coming up on the mid-year, Stan Farmer and Syl Michelin talk about the markets and what we might be able to expect in the second half.
18 min - Debt Ceiling Deadline? What does it ALL mean?
Clint Walkner, Nate Condon, and Syl Michelin break down the looming Debt Ceiling Deadline. What does it ALL mean? Should you be nervous? Questions answered!
24 min - 3 Tax-Friendly Off-The-Radar European Countries for Expats!
Americans flock to places like Portugal and France, but don't forget these hidden gems! Low cost of living, friendly tax rates, and loaded with culture and scenery. Let's talk Romania, Hungary, and Bulgaria. Expats, this is for you!
22 min - Portugal: It's Like California in the 60s!
GST guest and local business owner Jonny Hoffner (Paper Antler, Good Lion Golf) joins Stan and Mitch in the booth to discuss the month he and his family spent in Portugal. They discuss how Portugal was the “edge of the old world”, why it is such an attractive place to visit or retire, and Jonny’s fun day at a Portuguese golf course.
37 min - Financial Planning Considerations Americans Need to Know Before Moving to the United Kingdom
London has long been a truly international city and many Americans live and work in the greater metropolitan area. Whether you are considering a short, intermediate, or long-term move to the United Kingdom, there are a variety of financial planning topics that are best considered prior to making the move.
27 min - A Review of Early Market Outcomes in 2023 with Stan and Keith
Stan and Keith sit down to discuss the markets, touching on U.S. stock market before transitioning to a more substantive discussion on international markets. With recession still possible (and some say probable), how will the markets react?
21 min - A "Guide to the Markets" with J.P.Morgan Asset Management
On the heels of the release of Walkner Condon's 2023 Market Outlook, Keith & Mitch have a conversation with Jack Manley, Global Market Strategist, and Eric Lewis, ETF Specialist, both of J.P. Morgan Asset Management. Jack, as a contributing member of the team that produces the J.P. Morgan Guide to the Markets, talks about the data in the guide and how we can use it to make data-driven investment decisions. They discuss the state of inflation, macroeconomic trends, and positioning for U.S. and international markets going forward.
38 min
About Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for Expats
From the publisher's feed
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.