Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for Expats
Walkner Condon Financial Advisors for U.S. ExpatsFor 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... more
| Publishes | Twice monthly | Episodes | 85 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
Thinking about moving to France or buying French real estate? In this episode of Gimme Some Truth, we talk with Philippe Henky from Squair Law, a French tax attorney with over 10 years of experience advising U.S. nationals on French tax law, estate p... more
Join hosts Syl Michelin, CFA and Clint Walkner as they break down the key market themes from Q1 2026. In this episode, Syl and Clint cut through the headlines to focus on what the market is actually telling investors — covering geopolitical tensions,... more
🇵🇹 Portugal just made two major moves in one week — and if you're pursuing residency, a Golden Visa, NHR 2.0 tax status, or citizenship, you need to hear this.
On March 31, Portugal's tax authority released pending decisions on NHR 2.0 (the succes... more
In this episode of Gimme Some Truth, we are thrilled to introduce the newest member of our team, Felipe Quaassdorff. Joining Stan Farmer, Felipe brings a powerhouse of international experience—moving from Chile to the U.S. and earning his CFA charter... more
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- New Zealand “Wealth Tax”
You didn’t include New Zealand in your recent episode on countries that have a “wealth tax”. NZ taxes the unrealised value of foreign held investments. It’s called Foreign Investment Fund (FIF). And you can’t get credit for it on US taxes. Definitely something for people to consider before migrating there.
Apple Podcasts5Alyeska in NZ
United Statesa year ago
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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
This program centers on practical investing and personal finance for Americans living abroad, with a strong emphasis on cross-border planning, tax considerations, and brokerage strategies for expats. Episodes frequently explore how living outside the U.S. affects custody, custody rules, FATCA-era compliance, currency risk, and the realities of building diversified portfolios across borders. A recurring strength is translating complex cross-border rules into actionable guidance, often through case-focused conversations with experienced financial professionals who work with expats. Noteworthy angles include expat-friendly custody options, international tax planning, and real-world planning for equity compensation and startup investments overs... more
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Which podcasts are similar to this podcast?
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1. Hidden Brain
2. Join Us in France Travel Podcast
3. Conan O’Brien Needs A Friend
4. The Ezra Klein Show
5. Radio Atlantic
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this podcast launched 5 years ago and published 85 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on this podcast include:
1. Kevin Warsh
2. Zeev Fisher
3. Meb Faber
4. Patricia Brooks
5. David Luzon
6. Andrew Opdyke
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