SwissCast Shows: Where Swiss Life Meets English Voices

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.

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CHAPTER TIMESTAMPS

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00:00 – Introduction: Aditi Kapadia, CFA, CFP®, founder of WealthIQ

01:08 – From robo-advisors to cross-border planning

03:36 – Why clients now show up with "I asked ChatGPT" already in hand

04:48 – ChatGPT connecting directly to bank accounts

05:57 – How accurate is AI really — and why the question matters more than the answer

08:29 – Cross-border planning as a series of "ginormous decisions" AI can't prioritize

12:32 – Compliance, client data, and moving carefully on AI

16:30 – The hidden cost of DIY cross-border tax planning

17:38 – How to use ChatGPT to prepare for your first advisor meeting

20:07 – "Is my situation complex enough for cross-border planning?"

22:20 – Why the most "optimal" AI answer isn't always the right one for you

26:06 – The one thing AI can't give you: accountability

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ABOUT THE GUEST

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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.

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ABOUT YOUR HOST

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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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LOVE THIS EPISODE?

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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.

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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.

STAY CONNECTED

Website: https://www.passporttowealth.com/

Instagram: https://www.instagram.com/passporttowealthofficial/

LinkedIn: https://www.linkedin.com/company/passport-to-wealth/

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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.

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Find your cross-border expert on the Passport To Wealth® directory

Order "The Expat Money Playbook"

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Summer is starting, and many moms in business are about to go silent on social media and emails for the next two months.

Then September comes, and suddenly it’s scramble time. You’re trying to get back on top of things, remember where the heck you left off, and rebuild the visibility you lost over the summer.

Sound familiar?The long break can make us mompreneurs feel like we are failing in two directions at once: guilty when we work, and guilty when we step away from our business. In this episode, I’m sharing how to create your Summer Visibility Minimum so you can slow down without going silent.

• Why summer visibility is not a consistency problem, but a rhythm problem
• How to decide what pauses, what stays visible, and what support you need
• Why repurposing content and building a visibility buffer can help you protect your summer fun

You can slow down without going silent. Your business does not need you to post constantly all summer, but it does need enough visibility so people can still remember what you do, what you stand for, and how to take the next step with you. And so that in September, you don’t feel like you’re starting from scratch.

💡Dive deeper here: www.HeyBossMama.com/029

• How can mompreneurs stay visible during summer break without burning out?

You can stay visible during summer break by creating a Summer Visibility Minimum: a simple plan that focuses on doing enough instead of trying to maintain a full content rhythm. This can include choosing one conversation topic, repurposing existing content, sending occasional emails, and keeping key offers or resources visible while protecting family time and time for yourself.

• What should I post during summer if I have less time for my business?

Instead of trying to post about everything, choose one focused conversation you want your audience to remember. Then repurpose existing content around that theme, such as old posts, emails, podcast episodes, client questions, or freebies. The goal is not to create more content, but to stay memorable with less effort.

• How do I stop feeling guilty about working less during summer break?

Start by accepting that summer has a different rhythm. Your childcare, schedule, energy, and mental load may all change, so your business plan needs to change too. Decide what pauses, what stays visible, when you will be offline, and what support you can ask for. Planning around your actual capacity helps you protect both your business and your summer fun.

🍓CONNECT WITH MANOUCHKA

Instagram

LinkedIn

The Mompreneur Space Facebook Group

Website

👋 WHO AM I?

Hey, I'm Manouchka Elefant, a business coach for mompreneurs with 15+ years in marketing and a specialization in positive psychology. After becoming a mom, I quickly realized that building a business with kids in the mix takes more than ambition. It takes clear strategy, honest support, and the kind of accountability that helps you actually follow through.

That's what led me to create Hey Boss Mama, a space where we talk honestly about business, motherhood, mindset, and what it really takes to stop doubting and start executing. If you're into real talk, smarter marketing, and support that helps you keep moving forward, hit follow for the latest Hey Boss Mama episodes.

I'm based in Switzerland, coaching mompreneurs everywhere English is spoken.

00:00 Why summer break visibility feels so hard for mompreneurs

06:05 Create your summer visibility minimum

09:34 Plan around your summer rhythm

12:48 Ask for support and choose what to pause

16:28 Repurpose content and build a visibility buffer

21:12 Protect summer fun and refuse the guilt

Mentioned in this episode:

More 👀 on your business!

Want more clients to find your business, but your marketing still feels reactive?

SAVE YOUR SPOT 🔥Back to Business MASTERMIND

You don’t have to be a “podcast person” to start a podcast. In this episode, Linda shares the behind-the-scenes truth of Season 1 and the simple system that helped them ship ten episodes, even with perfectionism in the room.

What You'll Learn:

The Hook: Why “I don’t even listen to podcasts” can still be the start of a podcast.

Reality Check: The honest constraints: no commute, no headphones, and a brain that needs quiet to think.

The Shift: The moment it clicked that voice carries nuance text can’t, and support makes the hard parts doable.

The Move: A repeatable structure that makes short episodes easier to create:

• Reality Check
• The Shift
• The Move

Plus a practical recording workflow: draft → read out loud → tweak → reduce to keywords → record (standing up, hands included).

The Wrap: Done is uncomfortable, but it’s the only path to getting better and building something real.

Key Takeaway: A simple structure and a little support can carry you past perfectionism and into publishing.

Connect with Linda on LinkedIn

Send Linda a Voicemail

The SwissCast Podcast Network is here to amplify the diverse voices and unique stories of Switzerland—all in English. Whether you're a Swiss local fluent in English, an expat, or simply curious about Swiss culture, SwissCast offers engaging content that speaks directly to you.

Our mission is simple: to create a space where Swiss life and English voices connect, bringing you meaningful conversations, expert insights, and compelling stories from all over the country.

Our podcast shows are made by, for, or in Switzerland and range from Health, Business, Career, Travel, and more.

Mentioned in this episode:

Click to start your Business Reality Check

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Got 10 Minutes?

This one wasn't planned. Megan and Danna were just... talking. About uncomfortable bras. And overstimulation. And naps. And somehow it turned into one of the most relatable 10 minutes they've recorded. Turns out an ill-fitting bra on a walk can tell you a lot about your nervous system — and a 40-minute lie-down might be the most underrated health tool you're not using.

What You'll Learn:

1. The three types of overstimulation (spoiler: your bra might be one of them)
2. Why ADHD and sensory sensitivity are more connected than most people realise
3. How burnout can turn up your sensory volume — and why that's not in your head
4. Megan's case for napping as a full system reboot (ctrl+alt+delete for your brain)
5. How to actually nap if you're someone who "can't nap" — Danna is skeptical, Megan has a plan

Danna wakes up a raging bitch from naps. Megan is evangelical about them. Neither of them is wrong.

Check out the So Frickin' Healthy Website

Leave us a Voicemail

Join the So Frickin' Healthy Community

Watch us on YouTube

Connect with us on Substack

00:00 - Welcome and Setup

00:21 - Bras and Sensory Overload

02:21 - ADHD Spectrum and Burnout

04:00 - Naps as a Brain Reboot

05:53 - How to Train Power Naps

Mentioned in this episode:

So Frickin' Healthy is a proud member of and produced by the SwissCast Network

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Challenges and Opportunities in Transforming Healthcare Delivery.

In this first episode of Narratives of Purpose's special series from the 2026 HIMSS European Health Conference, host Claire Murigande reconnects with Hal Wolf, the President and CEO of HIMSS.

HIMSS (Healthcare Information and Management Systems Society) is a non-profit organization with a strong commitment to advancing global health through technology, supporting the transformation of the health ecosystem and fostering health equity.

In this conversation, Hal and Claire talk about the important role of information in modern healthcare technology, addressing workforce shortages through digital health innovations, and learning beyond borders to integrate global perspectives on healthcare.

Be sure to visit our podcast website for the full episode transcript.

LINKS:

• Learn more about HIMSS activities and events at himss.org
• Follow HIMSS on their social media channels: LinkedIn | Facebook | Instagram | YouTube | TikTok

• Follow our host Dr. Claire Murigande: WEBSITE | LINKEDIN
• Follow us: LinkedIn
• Connect with us: [email protected] | subscribe to our news
• Tell us what you think: write a review

CHAPTERS:

00:19 - Introduction to HIMSS Europe 2026 Special Series

02:41 - The Role of Information in Healthcare Technology

11:11 - Global Perspectives in Healthcare Innovation

15:49 - Challenges and Innovations in Healthcare

21:20 - The Transformation of Health Monitoring through Digital Tools

24:13 - Hal's Take on the Role of AI in Healthcare

Mentioned in this episode:

Narratives of Purpose is a proud member of the SwissCast Network

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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 leave
• Currency exchange and currency risk for globally mobile families
• The promise and the limits of AI when it comes to answering complex cross-border tax, legal, and immigration questions
• Cross-border planning in Singapore
• Building a family life in Colombia
• Caring for aging parents who live on a different continent
• Practical 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 like

This 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 Network

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Most tech founders treat pricing as a late-stage decision. Adriana Daragon of GTM Advantage explains why that's a costly habit — and what happens to trust when you discount to close. A sharp conversation about commercial thinking, go-to-market strategy, and the pricing signals founders consistently misread.

Reach out to Adrijana: https://gtmadvantage.ch/

Money. Just the word made Danna's face look like she'd been slapped with a cold, wet, rotten fish.

In this episode, we sit down with Arielle Tucker —certified financial planner, IRS enrolled agent, and fellow expat—to talk about the thing nobody wants to talk about: how financial stress is wrecking your health, and what to actually do about it.

Whether you're avoiding logging into your bank account, drowning in tax complexity as an American abroad, or just hoping retirement will somehow sort itself out—this one's for you.

What You'll Learn:

1. The top three money tasks people avoid (and why looking at your bank account feels physically threatening)
2. Why financial safety isn't just a number—it's a feeling, and you need both
3. How to figure out your cash flow and give every dollar a job
4. What a proper emergency fund actually looks like in Switzerland vs. the US
5. How to talk to aging parents about estate planning without it getting weird
6. The inheritance tax trap expats living in Europe don't see coming
7. What Arielle would tell every 22-year-old (and it's not "buy crypto")

Real Talk Moments: Danna opens up about growing up broke, then suddenly rich, with zero money education in between—and why that's haunted her ever since. Megan shares her dad's farm bankruptcy story and the gut punch of watching everything get auctioned off. And mid-episode, Danna officially retreats to the corner in tears when Arielle starts talking lake houses and $14 million inheritance thresholds.

Arielle's Parting Wisdom: "Progress over perfection. Just get started."

Connect with Arielle Tucker: Passport to Wealth (fellow SwissCast Network show—go check it out!)

Check out the So Frickin' Healthy Website

Leave us a Voicemail

Join the So Frickin' Healthy Community

Watch us on YouTube

Connect with us on Substack

00:00 Money Anxiety and Relief

01:29 Hosts Get Real About Money

05:30 Top Money Tasks We Avoid

12:51 Financial Safety and Runway

26:40 Family Planning and Getting Started

Mentioned in this episode:

Ready to hit reset without the boring juice-only drama?

The Urban Cleanse is calling your name — come see what it's all about!

Organilicious - Danna, Functional Medicine Health Coach

So Frickin' Healthy is a proud member of and produced by the SwissCast Network

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Thought you were building a team, but it still feels like everything depends on you? In this episode, Linda breaks down what actually has to change for your business to run without you and gives you a practical 90-day roadmap to make it real.

Link to Operational Assessment

Free Scoping Session with Linda

What You'll Learn:

The Hook: The real question isn’t “can you take a vacation?” It’s “would the business still function if you had to disappear for two weeks with no warning?”

Reality Check: A founder’s sudden family emergency revealed the hidden problem: the team wasn’t incompetent, they just didn’t have clarity on decisions, priorities, or what “good” looked like.

The Shift: A business that runs without you is built on three foundations: documentation, empowered people, and an operational rhythm that maintains itself.

The Move: A simple 90-day roadmap to build a business that doesn’t bottleneck at you:

• Month 1: Get it out of your head (brain dump + document one core process that the team actually uses)
• Month 2: Build the rhythm (weekly alignment meeting + issues list + five-number scorecard)
• Month 3: Transfer and test (delegate with clear success/decision/check-ins, then take 3 days fully off and fix what breaks)

The Wrap: Frameworks don’t run businesses. Implemented systems do. Pick the one operational problem that would free up the most time and energy and start there.

Key Takeaway: If your business can’t run without you, it can’t scale and it can’t give you the freedom you started it for.

Ready to build systems that set you free? Connect with Linda on LinkedIn for more leadership tools and insights.

Mentioned in this Episode

Ep. 4 Your Team Can't Read Your Mind

Ep. 5 Stop Measuring Everything

Ep. 7 The Meeting That Saves Me 10 Hours A Week

The SwissCast Podcast Network is here to amplify the diverse voices and unique stories of Switzerland—all in English. Whether you're a Swiss local fluent in English, an expat, or simply curious about Swiss culture, SwissCast offers engaging content that speaks directly to you.

Our mission is simple: to create a space where Swiss life and English voices connect, bringing you meaningful conversations, expert insights, and compelling stories from all over the country.

Our podcast shows are made by, for, or in Switzerland and range from Health, Business, Career, Travel, and more.

Mentioned in this episode:

Discover More Shows at SwissCast.Network

SwissCast Network

Start your Business Reality Check Now

You think you eat pretty well. You don't snack that much. You're basically fine. And then you keep a food diary for a week and suddenly — oh. OH. Danna and Megan break down why food diaries are one of the most underrated health tools out there, what they actually reveal (spoiler: the coffee with cream counts), and how to find the version that doesn't make you want to quit on day two.

What You'll Learn:

1. Why a food diary is a mirror, not a punishment
2. The spectrum from "red dot in your calendar" to full macro-tracking — and where you probably belong
3. What to track beyond food: sleep, stress, symptoms, and timing
4. Why your coach will always spot things you've normalised
5. How a CGM and a food diary together will blow your mind (in a good way)
6. The one thing Danna's still working on herself (hi, coffee with cream)

Want a full episode on this? Drop it in the comments — Megan is revved up and ready.

Check out the So Frickin' Healthy Website

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Join the So Frickin' Healthy Community

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Connect with us on Substack

00:00 Why Track Food

00:50 Easy Logging Tools

02:49 Aha Moments From Tracking

04:50 Food Diary Spectrum

07:54 Wearables And Wrap Up

Mentioned in this episode:

So Frickin' Healthy is a proud member of and produced by the SwissCast Network

Discover more great podcasts for English-speaking Switzerland

SwissCast Network