44 épisodes

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, CFP®, J.D.; and Syl Michelin, CFP®, cover an assortment of key topics U.S. expats and Americans abroad should know about investing and finances, whether they're already abroad or planning a move.

Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for Expats Walkner Condon Financial Advisors for U.S. Expats

    • Affaires

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, CFP®, J.D.; and Syl Michelin, CFP®, cover an assortment of key topics U.S. expats and Americans abroad should know about investing and finances, whether they're already abroad or planning a move.

    State of European Markets with Leonardo DeCosta

    State of European Markets with Leonardo DeCosta

    We are joined by Leonardo DeCosta from First Trust to discuss the environment of expats in Europes markets.


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    • 34 min
    Vetting Expat Brokerages 2024 Edition

    Vetting Expat Brokerages 2024 Edition

    Join Keith and Syl as they talk about how and when to select the right brokerage for your expat journey.


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    • 21 min
    The Hurdles of Banking as an Expat

    The Hurdles of Banking as an Expat

    In this podcast, Walkner Condon’s team of International Advisors discuss the banking rules and regulations that face Americans moving abroad. They also discuss some of the additional banking options for Americans outside of the U.S.


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    • 28 min
    Charitable Giving with Anna January - Market Report 2024

    Charitable Giving with Anna January - Market Report 2024

    In our latest podcast episode, Polly engages in a discussion with Anna January, who serves as the Director of Charitable Giving at Wisconsin Watch. Tune in as they explore the present and upcoming landscape of charitable contributions.

    Read the 2024 Market Report here:
    https://walknercondon.com/2024-market-outlook-2/


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    • 31 min
    Timing the Market - 2024 Market Report

    Timing the Market - 2024 Market Report

    Mitch and Alicia talk about Alicias article covering timing the market and why it can be the wrong choice.


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    • 21 min
    Housing Market "New Normal" - Market Report 2024

    Housing Market "New Normal" - Market Report 2024

    Clint and Nate sit down to talk about their articles for the 2024 Market Report. They cover the housing market and the low consumer sentiment surrounding the markets.


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    • 31 min

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