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 | 86 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
Moving to Europe? Before you pack your bags, make sure your finances are ready.
In this episode of Gimme Some Truth, Nate, Stan, and Syl break down the most common — and costly — financial mistakes Americans make when moving abroad. From mishandling... more
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
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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?
A practical, cross-border money guide for Americans living abroad, with a strong emphasis on investing, taxes, estate planning, and real estate. Episodes frequently pair U.S. expat-specific tax rules with European and other jurisdictional frameworks, highlighting missteps to avoid when accounts, pensions, and investments move overseas. Guests range from expat-focused financial advisors to cross-border law and policy experts, offering actionable planning steps, real-world examples, and up-to-date regulatory context. The show stands out for its hands-on guidance tailored to the US-expat experience, stressing proactive planning and professional help to navigate complex treaties, residency rules, and nuanced tax regimes across multiple countrie... more
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Which podcasts are similar to this podcast?
These podcasts share a similar audience with this podcast:
1. The Rational Reminder Podcast
2. Risk Parity Radio
3. The Psychology of Money with Morgan Housel
4. The Long View
5. Afford Anything | Get Smarter With Money
How many episodes of this podcast are there?
this podcast launched 5 years ago and published 86 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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What guests have appeared on this podcast?
Recent guests on this podcast include:
1. Felipe Quaassdorff
2. Kevin Warsh
3. Zeev Fisher
4. Meb Faber
5. Patricia Brooks
6. David Luzon
7. Andrew Opdyke
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