Passport To Wealth®

By Arielle TuckerSociety & Culture Education Self-Improvement Places & Travel How To

Passport To Wealth® episodes

October 06The Expat Money Playbook Launch Week Special
The Expat Money Playbook is officially out today. In this launch week special, Arielle Tucker steps away from the usual guest format to share her own story and read Chapter One aloud.
She covers her own path to Switzerland, how she landed in US tax compliance during the exact week FATCA hit Swiss banks, and why she wrote this book collaboratively rather than alone. Then she reads Chapter One: starting with why, the Values First Expat Exercise, and the SMART goals framework.
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CHAPTER TIMESTAMPS
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00:00 - From bored 24-year-old to trailing spouse in Switzerland
03:17 - Landing in US tax compliance the exact week FATCA hit
06:00 - Why she wrote this book with dozens of contributors, not alone
09:00 - Chapter One: starting with why, not logistics
15:36 - The Values First Expat Exercise
20:38 - SMART goals: turning a dream into an actual plan
24:34 - Where to find the book and the free companion toolkit
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ABOUT THE BOOK
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The Expat Money Playbook, published by Wiley, is Arielle Tucker's first book, written with contributions from dozens of cross-border professionals. Available now wherever books are sold .
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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.
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JOIN THE LIVE AMA
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This Tuesday, October 6, 1:00 PM EDT, join Arielle and a panel of cross-border experts live for a full AMA, simulcast on Facebook and YouTube. Bring your questions about the book, moving abroad, or cross-border planning.
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ABOUT PASSPORT TO WEALTH®
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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.
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LINKS & RESOURCES
──────────────────────────────────────────
Website: https://www.passporttowealth.com
Instagram: https://www.instagram.com/passporttowealthofficial
LinkedIn: https://www.linkedin.com/company/passport-to-wealth
YouTube: https://www.youtube.com/@PassportToWealthOfficial

──────────────────────────────────────────
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:
Order "The Expat Money Playbook"
Passport to Wealth is a proud member of the SwissCast Network
Discover more podcasts for English-speaking Switzerland
SwissCast Network
Click here to subscribe to our newsletter
27 min
September 29 How to Register to Vote From Abroad
Every American living abroad has the right to vote in federal elections, yet every cycle, a meaningful number of ballots never make it home, not from apathy, but from a form that arrived late, a lost ballot, or simply not knowing a backup option existed.
Ada Shen from votefromabroad.org, who has spent over two decades helping Americans overseas register, request, and return a ballot, joins the podcast for a fully nonpartisan, procedural walkthrough of how voting from abroad actually works.
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CHAPTER TIMESTAMPS
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00:00 - Yes, Americans abroad can vote, and here's what's actually on the ballot
01:32 - The one form that registers you, requests your ballot, and updates your info
04:43 - Why "last resided" isn't a choice, it's a rule
09:27 - Getting your ballot by email, and the deadlines that matter this cycle
15:07 - The backup ballot almost nobody knows they can use
25:14 - Clearing up the biggest misconception: voting and taxes are separate
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ABOUT THE GUEST
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Ada Shen has spent over two decades helping Americans overseas navigate voter registration and absentee voting through VoteFromAbroad.org, guiding voters through registration, ballot requests, and the specific rules that apply to citizens living outside the United States.
──────────────────────────────────────────
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
──────────────────────────────────────────
Website: https://www.passporttowealth.com
Instagram: https://www.instagram.com/passporttowealthofficial
LinkedIn: https://www.linkedin.com/company/passport-to-wealth
Visit VoteFromAbroad.org: https://www.votefromabroad.org
──────────────────────────────────────────
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:
Order "The Expat Money Playbook"
Passport to Wealth is a proud member of the SwissCast Network
Discover more podcasts for English-speaking Switzerland
SwissCast Network
Click here to subscribe to our newsletter
Order "The Expat Money Playbook"
Find your cross-border expert on the Passport To Wealth® directory
31 min
September 22 The Path From Work Visa to German Passport
A YouTuber built a channel documenting American life in Germany, then leveraged it into an actual self-employment visa, and eventually German citizenship, without ever going through a traditional employer sponsor.
Donnie Ashburn, a dual American-German citizen and content creator, joins the podcast to walk through his path from dependent visa to self-employment to citizenship, and what he'd tell anyone considering the same route.
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CHAPTER TIMESTAMPS
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00:00 - Quitting two jobs, traveling nine months, and landing in Germany by chance
02:43 - COVID and the moment "backup plan" stopped being hypothetical
08:10 - What Germany's self-employment visa actually required, dollar for dollar
21:18 - Why becoming self-employed meant giving up his wife's EU Blue Card
23:11 - The real bureaucratic weight of running a business in two countries at once
27:35 - Why he pursued German citizenship as insurance, not just a milestone
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ABOUT THE GUEST
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Donnie Ashburn is a dual American-German citizen and content creator living in Germany's Pfalz region. He built a YouTube channel documenting life as an American in Germany, later turned that platform into a self-employment visa, and became a naturalized German citizen in 2025. He now helps other content creators navigate Germany's self-employment visa route.
──────────────────────────────────────────
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
──────────────────────────────────────────
Website: https://www.passporttowealth.com
Instagram: https://www.instagram.com/passporttowealthofficial
LinkedIn: https://www.linkedin.com/company/passport-to-wealth
Subscribe to Donnie's YouTube channel: https://www.youtube.com/@PassportTwo
──────────────────────────────────────────
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 newsletter
Order "The Expat Money Playbook"
Passport to Wealth is a proud member of the SwissCast Network
Discover more podcasts for English-speaking Switzerland
SwissCast Network
Find your cross-border expert on the Passport To Wealth® directory
Order "The Expat Money Playbook"
30 min
September 15 How to Prepare for Long-Distance Financial Caregiving
A valid, properly signed power of attorney still isn't a guarantee a bank will honor it. Beth Pinsker found that out the hard way while managing her mother's care and finances from several states away, an experience she turned into "My Mother's Money: A Guide to Financial Caregiving."
Beth, a CFP and award-winning journalist, joins the podcast to walk through what financial caregiving actually looks like day to day, why one family member usually ends up doing it whether or not they agreed to, and what changes when the people involved live in different countries.
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CHAPTER TIMESTAMPS
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00:00 - The distance every caregiver feels, whether it's states or oceans away
01:26 - How a "temporary" trip turned into nine months of caregiving
06:22 - Big-picture money talks versus the daily bill-paying reality
09:19 - Why one person always ends up "the doer" in every family
11:59 - What changes when trustees and heirs live in different countries
21:14 - The power of attorney fight that took three appointments at the bank, and the one document every family needs before a crisis
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ABOUT THE GUEST
──────────────────────────────────────────
Beth Pinsker is a CFP and award-winning journalist who has covered personal finance for outlets including MarketWatch and The Wall Street Journal. She managed her own mother's care and finances from several states away and wrote about the experience in "My Mother's Money: A Guide to Financial Caregiving."
──────────────────────────────────────────
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
──────────────────────────────────────────
Website: https://www.passporttowealth.com
Instagram: https://www.instagram.com/passporttowealthofficial
LinkedIn: https://www.linkedin.com/company/passport-to-wealth
Order My Mother's Money: https://bethpinsker.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:
Find your cross-border expert on the Passport To Wealth® directory
Passport to Wealth is a proud member of the SwissCast Network
Discover more podcasts for English-speaking Switzerland
SwissCast Network
Order "The Expat Money Playbook"
Order "The Expat Money Playbook"
Click here to subscribe to our newsletter
28 min
September 08 Estate Planning for Americans Retiring in France
France can tax an American's retirement income at zero. It can also be one of the least forgiving countries in the world to die in. Both are true, and most families only learn the second half after they've already moved.
Vincent Berthier de Bortoli, a French tax attorney and STEP member whose clients are now almost entirely American, joins the podcast to explain how the US-France tax treaty actually works, why France has no legal concept of an "estate," and why a US trust can quietly turn a 0 percent tax situation into a 31.4 percent one.
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CHAPTER TIMESTAMPS
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00:00 - Why Americans are moving to France right now
02:35 - Inside the US-France tax treaty: pensions, IRAs, and Roth accounts taxed at zero
07:31 - Why dying in France is never a good idea, tax-wise
10:22 - Inheriting from a US parent while living in France, and the six-year tax holiday
13:47 - The one-euro filing rule most Americans don't know about
17:56 - Why French tax authorities almost always come after a US trust
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ABOUT THE GUEST
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Vincent Berthier de Bortoli is a French tax attorney and STEP member based in the French Alps. He has practiced tax for nearly a decade, founded his own French tax practice in October 2023, and now advises a clientele that is roughly 90 percent American families relocating to France. He also is a member of the Passport To Wealth® community.
──────────────────────────────────────────
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
──────────────────────────────────────────
Website: https://www.passporttowealth.com
Instagram: https://www.instagram.com/passporttowealthofficial
LinkedIn: https://www.linkedin.com/company/passport-to-wealth
VBDB Website: https://www.vbdbtax.com/en/international-tax-attorney
Vincent's LinkedIn: https://www.linkedin.com/in/vincentbdb
──────────────────────────────────────────
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:
Order "The Expat Money Playbook"
Click here to subscribe to our newsletter
Order "The Expat Money Playbook"
Passport to Wealth is a proud member of the SwissCast Network
Discover more podcasts for English-speaking Switzerland
SwissCast Network
Find your cross-border expert on the Passport To Wealth® directory
28 min
September 01 Can You Use a 529 Plan for a University Abroad
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.
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CHAPTER TIMESTAMPS
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00:00 - Can a 529 actually pay for university abroad?
02:11 - What a 529 plan is, and why state choice affects your deduction
09:50 - How living abroad changes 529 strategy in real time
14:42 - The new $20,000-a-year rule for K-12 international school tuition
18:09 - How to check if a foreign university actually qualifies
24:25 - The wealth tax risk most families do not see coming
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ABOUT THE GUEST
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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 MENTIONED
Website: https://www.passporttowealth.com
Instagram: https://www.instagram.com/passporttowealthofficial
LinkedIn: https://www.linkedin.com/company/passport-to-wealth
Check Student Aid Eligibility: https://www.studentaid.gov
List of Eligible Foreign Universities: https://www.savingforcollege.com
Find 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 Network
Discover more podcasts for English-speaking Switzerland
SwissCast Network
Order "The Expat Money Playbook"
Find your cross-border expert on the Passport To Wealth® directory
Order "The Expat Money Playbook"
Click here to subscribe to our newsletter
33 min
August 25 Cross-Border Financial Planning for Americans in Singapore
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.
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CHAPTER TIMESTAMPS
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00:52 — How Ann Marie built a fiduciary practice for Americans in Singapore
06:21 — MAS financial advisor license vs capital markets license
10:32 — Why a US-based advisor eventually stops working from abroad
16:48 — The Roth conversion window Americans in Singapore are not using
22:00 — CPF: excellent for Singaporeans, problematic for US taxpayers
28:06 — The most common financial mistakes US expats make in Singapore
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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 CONNECTED
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.
30 min
August 18 Raising Kids Across Three Countries as an Expat Parent
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.
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CHAPTER TIMESTAMPS
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00:00 – Becoming a Parent in Three Different Countries: One Expat Mom's Story
01:15 – Becoming a First-Time Mom in Paris, Far from Family
05:56 – French Parental Leave for Business Owners: What to Expect
08:15 – Navigating Conflicting Parenting Advice Across Two Cultures
16:03 – Advocating for a Child Who Doesn't Fit the Local School System
19:32 – Why Your Child's Age Changes What School Works Best Abroad
24:41 – Why "Home" Abroad Has Less to Do with Location Than You'd Think
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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 CONNECTED
Follow Sasha on Instagram: https://www.instagram.com/sasharomaryparenting/
Book a Free 30-min Parenting Call: https://www.sasharomary.com/parent-coaching
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:
Click here to subscribe to our newsletter
Find your cross-border expert on the Passport To Wealth® directory
Passport to Wealth is a proud member of the SwissCast Network
Discover more podcasts for English-speaking Switzerland
SwissCast Network
Order "The Expat Money Playbook"
Order "The Expat Money Playbook"
25 min
August 11 Understanding Your Why Before an International Move
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.
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CHAPTER TIMESTAMPS
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00:00 – Moving Abroad for a Spouse's Job: What Families Need to Know First
03:22 – Why Most Families Move Abroad Before Running the Numbers
05:42 – Giving Yourself Permission to Relocate Your Family Abroad
09:44 – How Family Reactions Impact Estate Planning and Gifting Before You Move
12:52 – 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 CONNECTED
Order Mark's Book: https://www.thelifearbitrage.com
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:
Order "The Expat Money Playbook"
Find your cross-border expert on the Passport To Wealth® directory
Passport to Wealth is a proud member of the SwissCast Network
Discover more podcasts for English-speaking Switzerland
SwissCast Network
Order "The Expat Money Playbook"
Click here to subscribe to our newsletter
25 min
August 04 International Tax Planning for Marriage, Divorce, and Inheritance
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.
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CHAPTER TIMESTAMPS
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00:00 - Cross-border Estate Planning: Who Needs It and Why
05:55 - US Estate Tax vs. Inheritance Tax Abroad
09:30 - How an Unplanned Inheritance Becomes Taxable in the US
12:38 - Why Your Prenup Might Not Hold Up After Moving Abroad
18:09 - Dividing Foreign Company Shares in a Divorce Settlement
26:20 - Why US Trust Structures Often Fail Once You Move Abroad
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ABOUT THE GUEST
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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 CONNECTED
Connect with Christine on LinkedIn: https://www.linkedin.com/in/christineaconcepcion
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:
Order "The Expat Money Playbook"
Passport to Wealth is a proud member of the SwissCast Network
Discover more podcasts for English-speaking Switzerland
SwissCast Network
Find your cross-border expert on the Passport To Wealth® directory
Order "The Expat Money Playbook"
Click here to subscribe to our newsletter
29 min

About Passport To Wealth®

From the publisher's feed

Whether you're a U.S. expat, a digital nomad, or someone with ties to the US looking to explore opportunities abroad, join us on Passport to Wealth®. Here we dive into the nuances of cross-border living as a US citizen living abroad.