In this episode, we chat with Sasha Young da Silva, an American tax and estate planning attorney based in Portugal. Sasha shares the journey that led her to Portugal, the inspiration behind her move, and the unique benefits of holding multiple passports.

We explore her experience adjusting to life abroad, navigating the cultural and identity shifts that come with learning a new language, and raising a child with a multicultural background. Sasha offers insightful perspectives on third-culture kids and adapting to different work environments.

She also delves into her professional work serving American expats in Portugal, addressing the complexities of U.S. tax and estate planning issues for those living abroad, and how she discovered her passion for this niche. Connect with Sasha on LinkedIn or through her company website.

In this episode, we dive into practical tips and strategies for setting meaningful financial goals tailored to your unique expat journey. We break it down into three essential steps: reflecting on what matters most to you, setting clear and specific goals, and understanding your current financial landscape.

Building on insights from our previous episode on SMART goals, we discuss how to prioritize immediate goals, explore budgeting apps to help you stay on track, and share methods to hold yourself accountable.

We also cover common financial goals that may resonate with expats and offer advice on tackling one of the toughest challenges... staying motivated.

Life as an expat is ever-changing, making flexibility key to crafting a sustainable and adaptable financial plan.

In this episode, we dive into the power of setting SMART goals, those that are Specific, Measurable, Achievable, Relevant, and Time-bound.

We explore why these types of goals are especially important for expats navigating new environments and life changes. You’ll hear examples of SMART goals tailored to expats, tips for staying on track, and a peek into some of our own personal goals.

Whether you’re planning for career growth, personal development, or settling into your new life abroad, this episode will help you make 2025 your best year yet!

In this episode, we sit down with Shannon Weinstein, a fractional CFO for business owners looking to scale or sell their business. She hosts the top 1% podcast, Keep What You Earn, where her real talk and relatable examples make financial information a source of inspiration, not intimidation. She is a financial literacy advocate, volunteer, donor, investor and a sought-after speaker for masterminds and business communities. 

Shannon shares the thought process behind her decision to take the leap and move to Costa Rica. We dive into her experience of settling into a new country, navigating the visa process and housing markets, building a sense of community, and making Costa Rica feel like home. 

You can contact her on her website or find her on LinkedIn if you want to connect. 

In this episode, we dive into making IRA contributions as an American living abroad. We explore the basics of IRAs and why they are important for expats, how the Foreign Earned Income Exclusion (FEIE) affects contribution eligibility, and key considerations for Traditional IRA deductibility. We also discuss Roth IRAs, including income thresholds for contributions, and examine how access to US retirement plans may influence your options. Finally, we share practical tips for navigating IRA contributions while living overseas.

In this episode, we cover key end-of-year tax and financial planning strategies for those living abroad. We dive into:

• Charitable Giving: Learn about strategies like charitable bunching and qualified charitable distributions (QCDs). You can explore a list of qualified charitable organizations here.
• Capital Gains and Losses: Discover ways to optimize your investments through tax-loss harvesting and portfolio rebalancing.
• Retirement Planning: Maximize your year-end opportunities with tips on IRA contributions, Roth conversions, and catch-up contributions.
• Additional Strategies: We also discuss managing currency exchange rates and efficient gift and estate planning.

Tune in to make the most of 2024 and start 2025 with a strong financial foundation.

In this episode, we welcome Sandra Morno, a seasoned tax strategist and adventurous MoneySmart Travelnista with over 15 years of experience. Sandra is dedicated to helping female entrepreneurs and expats navigate the complexities of cross-border taxes and make smart financial choices while living and working internationally. Her passion lies in simplifying taxes and empowering her clients to hold onto more of their hard-earned income.

Sandra shares her inspiring journey of living and traveling across South America, offering insights into building a social network abroad and the invaluable life lessons she’s gained along the way. Tune in as she provides her top tips for relocating overseas, covering both personal and professional strategies to help you thrive in your global adventure.

You can contact her via her website or find her on LinkedIn if you want to connect.

In this episode, we explore practical strategies for maintaining meaningful connections with friends and family while living abroad. 

From navigating time zone differences and leveraging technology to scheduling virtual activities, we cover tips for staying close despite the distance. We also discuss setting healthy boundaries with loved ones back home, evaluating relationships to ensure they continue to enrich your life, and managing holidays when travel isn’t an option. Finally, we share ideas for staying connected to U.S. traditions through local events and organizations, as well as preserving ties to your culture and roots.

In this episode, we welcome Claire Naughton, a seasoned content and marketing consultant with a passion for helping expats, travel enthusiasts, and financial service providers. As a US expat now thriving in France, Claire shares her journey of creating a fulfilling life abroad. Claire also shares her experiences and insights on her popular blog, the Millennial Abroad.

We explore her move to France, the challenges of navigating visa requirements, finding meaningful work, and transitioning to a long-term expat lifestyle. Claire opens up about launching her own consulting business and sheds light on the growing trend of young entrepreneurs seeking to establish roots in France.

Join us as we dive into her unique insights on career development, cultural adaptation, and living life on your own terms. If you’ve ever dreamed of turning a love for travel into a sustainable lifestyle, this episode is for you!

In this episode, we’re diving into a fun and relatable topic for expats: the ultimate US shopping list!

We’ll share what’s on our must-buy list, how we navigate shopping trips when stateside, and the best tips for packing up and bringing those items back abroad.