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Artwork for Investing for Americans Abroad and U.S. Expats

Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for Expats

Walkner Condon Financial Advisors for U.S. Expats
Estate Planning
Wealth Taxes
U.S. Estate Tax
Financial Planning
Probate
Tax Treaties
Expats
Property Tax
Citizenship
Residency
Domicile
Trusts
Capital Gains Tax
Blended Families
U.S. Tax Residency
UK Tax Laws
Federal Reserve
Roth IRA
Income Taxes
Brokerage Accounts

For 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

PublishesMonthlyEpisodes70Founded4 years ago
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Artwork for Investing for Americans Abroad and U.S. Expats

Latest Episodes

In this episode of Gimme Some Truth, Nate, Mitch, and Stan discuss recent changes to Portugal’s Non-Habitual Residence (NHR) tax program and their impact on US expats.

They cover the origins and benefits of the NHR program, the implications of the U... more

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In this episode of Gimme Some Truth, hosts Clint Walkner and Keith Poniewaz break down the fast-changing world of cryptocurrency and stablecoins, focusing on how the new GENIUS Act legislation affects expats and global investors.

We cover everything... more

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In this episode of Gimme Some Truth, our investment committee hosts a spirited financial debate on some of today’s most pressing topics:

📈 U.S. stock market valuations

💰 Tariffs as hidden taxes

🧠 The future of artificial intelligence (AI) in in... more

This episode of Gimme Some Truth International features a detailed discussion on the considerations involved in selecting a custodian or brokerage for U.S. expats and international investors. Hosts Syl Michelin, Stan Farmer, and Keith Poniewaz explor... more

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Recent Guests

Patricia Brooks
Founder and President of The Courage Catalyst, helping individuals navigate the challenges of moving abroad
The Courage Catalyst
Episode: Relocating to Europe: Overcoming Challenges & Thriving Abroad
David Luzon
Trust and estate practicing attorney with over 25 years of experience.
Barclay Damon
Episode: What Happens If You Die While Living Abroad
Andrew Opdyke
Economist at First Trust specializing in economic data analysis
First Trust
Episode: Economic and Market Update Featuring Andrew Opdyke, CFA - Economist

Hosts

Syl Michelin
Host and financial advisor specializing in expatriate financial issues, offering firsthand experience and insights into effective investment and tax strategies for Americans abroad.
Keith Poniewaz
Co-host and experienced financial advisor with expertise in U.S. tax laws and investment strategies for expatriates, focusing on aligning financial goals for those living abroad.
Stan Farmer
Co-host and financial advisor with a focus on adherence to U.S. tax regulations and investment planning for Americans living outside the country, known for practical and actionable advice.

Reviews

4.5 out of 5 stars from 8 ratings
  • 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 Podcasts
    5
    Alyeska in NZ
    United States8 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the wealth of knowledge provided by the hosts, particularly regarding the complexities of financial planning for U.S. expats. They find the discussions to be insightful and necessary for navigating investment strategies abroad. Feedback often highlights the blend of personal experiences and professional advice, making the content relatable and actionable.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Are US Stocks Overvalued? Tariffs, AI, & Market Risk Debate
Q: Do you worry about the risk of a protracted long-term dollar devaluation?
Syl believes that tariffs and trade policy changes could hurt the dollar, increasing risk in currency valuation.
Are US Stocks Overvalued? Tariffs, AI, & Market Risk Debate
Q: Do you share the same viewpoints that fiscal policy recently enacted is likely to be stimulative?
Syl agrees that the recent tax bill is stimulative and a key factor in not being bearish on the market.
Are US Stocks Overvalued? Tariffs, AI, & Market Risk Debate
Q: Do you think it's safe to say that at this point, tariff ramifications and repercussions haven't necessarily been priced in?
Stan thinks the market has not accounted for tariff implications fully, which act as a drag on earnings.
Are US Stocks Overvalued? Tariffs, AI, & Market Risk Debate
Q: Why do you believe stock prices can continue to rise or at least stabilize despite these elevated multiples?
Syl believes stocks can stabilize due to several factors including fiscal stimulus and previous market performance that showed resilience despite high P/E ratios.
Relocating to Europe: Overcoming Challenges & Thriving Abroad
Q: Can you talk a little bit about that process and how you found that visa?
Patricia initially came on a visitor visa and later converted to a profession liberal visa to open her business, requiring documentation and a business plan.

Audience Metrics

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

The episodes explore the intricate financial landscape faced by U.S. expatriates, focusing on investment strategies and the complexities that come with managing finances from abroad. Key topics include navigating currency risks, tax implications, and the importance of diversification in portfolios. The hosts leverage their personal experiences as expats alongside their professional expertise in financial advising to provide insightful discussions tailored for Americans living outside the U.S. Notably, the podcast emphasizes the unique challenges and solutions for tax compliance, estate planning, and adapting investment approaches to international markets, making it a valuable resource for both current and prospective expats.

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These podcasts share a similar audience with this podcast:

1. The Clark Howard Podcast
2. 10% Happier with Dan Harris
3. The Diary Of A CEO with Steven Bartlett
4. The American Citizens Abroad Podcast
5. The Mel Robbins Podcast

How many episodes of this podcast are there?

this podcast launched 4 years ago and published 70 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. Patricia Brooks
2. David Luzon
3. Andrew Opdyke

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