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

Walkner Condon Financial Advisors for U.S. Expats
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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.

  1. Walkner Condon Releases Its 2026 Market Outlook: Key Considerations for Investors

    JAN 19

    Walkner Condon Releases Its 2026 Market Outlook: Key Considerations for Investors

    In this episode of Gimme Some Truth, the Nate and Clint discuss the 2026 Market Outlook, Walkner Condon’s annual market outlook publication, and the key themes shaping the year ahead. Read the 2026 Market Outlook here: ⁠https://walknercondon.com/market-outlook-guide-2026/ ⁠ The conversation explores insights from the 2026 Market Outlook, including diversification, concentration risk, taxation, and the evolving role of artificial intelligence in financial markets. Listeners are encouraged to evaluate their portfolios against these factors and consider how emerging risks and uncertainties may impact long-term strategy. This episode offers context around the thinking behind Walkner Condon’s 2026 Market Outlook and how investors can use it as a framework for navigating changing market conditions. 00:00 Introduction and Early-Year Market Reflections 00:33 Market Sentiment and Recent Financial Developments 01:36 2026 Market Outlook Overview 01:54 Building the 2026 Market Outlook Guide 04:13 Key Themes: Diversification, Risk, and Taxation 06:25 AI and Market Implications 11:43 Preparing Portfolios for Market Uncertainty 14:16 Conclusion and Invitation for Feedback For more on this topic and others check out the blog on our website: ⁠https://walknercondon.com/blog/ ⁠ Visit our website for more financial planning resources and educational information: ⁠https://www.walknercondon.com⁠ ———————————————— ADD US ON: LinkedIn: ⁠https://linkedin.com/company/walkner-condon-financial-advisors-llc ⁠ Facebook: ⁠https://facebook.com/walknercondon

    16 min
  2. Portugal's New Tax Incentives Under NHR 2.0: A Targeted Refresh, with Fresh Portugal's Zeev Fisher

    JAN 12

    Portugal's New Tax Incentives Under NHR 2.0: A Targeted Refresh, with Fresh Portugal's Zeev Fisher

    Portugal’s NHR 2.0 tax regime is changing the landscape for expats—and especially Americans—looking to relocate, invest, or build businesses abroad. In this episode of Gimme Some Truth, hosts Nate Condon and Stan sit down with Zeev Fisher, founder of Fresh Portugal, to break down what the new Non-Habitual Resident (NHR 2.0) program really means. We explore the history and evolution of Portugal’s NHR program, how the updated version impacts foreign residents, and what expats need to know about tax benefits, immigration strategy, and compliance. Zeev shares real-world insights from working with international clients, including American expats, entrepreneurs, and digital professionals navigating Portugal’s legal and tax systems. This conversation also dives into: -The pros and cons of NHR 2.0 -Common mistakes expats make when moving to Portugal -How Portugal is becoming a European tech and startup hub -Cultural adaptation and lifestyle considerations -Practical advice for tax planning, residency, and long-term relocation Whether you’re considering moving to Portugal, optimizing your international tax strategy, or exploring opportunities in Europe, this episode delivers expert guidance and actionable insights. Learn more about Fresh Portugal at https://freshportugal.com ⏱️ Timestamps 00:00 Introduction & Guest Overview 00:26 Discovering Fresh Portugal 01:03 What Is Portugal’s NHR 2.0? 02:09 How Fresh Portugal Helps Expats 05:22 Challenges of Relocating to Portugal 07:57 Deep Dive Into NHR 2.0 10:28 Cultural Differences & Integration 13:30 NHR 2.0: Implementation & Real Impact 23:03 Portugal’s Startup & Tech Opportunities 28:05 Final Thoughts & What’s Next Read the blog - 🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement: 👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon 🌐 Learn More About Walkner Condon Financial Advisors: Visit: https://walknercondon.com 🌍 Are You a U.S. Expat? We specialize in financial planning for Americans abroad: Explore our dedicated expat site: https://usexpatinvesting.com 📣 Connect with Us on Social Media: LinkedIn: https://www.linkedin.com/company/walknercondon Facebook: https://www.facebook.com/walknercondon Instagram: https://www.instagram.com/walknercondon/ #PortugalNHR #NHR2 #MoveToPortugal #PortugalExpat #PortugalTaxes #AmericanExpats #TaxPlanning #PortugalResidency #DigitalNomadPortugal #GimmeSomeTruth

    32 min
  3. Prediction Markets Explained: Investing or Just Gambling?

    12/08/2025

    Prediction Markets Explained: Investing or Just Gambling?

    In this episode of Gimme Some Truth, Nate, Andrew, and Clint take a deep dive into the rapidly growing world of prediction markets—a space sitting at the intersection of investing, betting, and financial innovation. We explore how prediction markets first emerged from political forecasting and academic research, how companies like Kalshi and Polymarket are shaping the U.S. landscape, and what the regulatory environment looks like today. The conversation also covers how prediction markets actually work, their impact on sports betting and investment portfolios, and whether they could eventually disrupt traditional gambling platforms and investment products. From potential returns and real-world use cases to risks, volatility, and long-term outlook, this episode breaks down everything investors need to know about this evolving asset class. Timestamps: 00:00 — Introduction to Prediction Markets 00:36 — Origins in Politics & Academia 01:49 — U.S. Regulation & Emerging Companies 03:51 — Evolution & Future of Prediction Markets 09:06 — Are Prediction Markets Investing or Gambling? 11:16 — Key Risks & Considerations 13:30 — Final Thoughts & Takeaways Read the blog - https://walknercondon.com/blog/how-prediction-markets-could-disrupt-gambling-sports-betting-and-traditional-investing/ 🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement: 👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon 🌐 Learn More About Walkner Condon Financial Advisors: Visit: https://walknercondon.com 🌍 Are You a U.S. Expat? We specialize in financial planning for Americans abroad: Explore our dedicated expat site: https://usexpatinvesting.com 📣 Connect with Us on Social Media: LinkedIn: https://www.linkedin.com/company/walknercondon Facebook: https://www.facebook.com/walknercondon Instagram: https://www.instagram.com/walknercondon/ Twitter/X: https://twitter.com/walknercondon

    16 min
  4. What Causes a Market Bubble? Psychology, FOMO & High Valuations

    11/24/2025

    What Causes a Market Bubble? Psychology, FOMO & High Valuations

    In this episode of Gimme Some Truth, Clint, Keith, and Nate take a deep dive into one of the most debated topics in finance today: investment bubbles. From historical manias to the modern AI boom, this episode unpacks how bubbles form, why they burst, and what investors should watch for in today’s elevated market environment. We explore classic examples like Tulip Mania, the Dot-Com Bubble, and other notable periods of irrational market enthusiasm. The team also examines current concerns surrounding AI valuations, cryptocurrency speculation, and whether today's market dynamics mirror past bubbles. You’ll learn: What defines a financial bubble How investor psychology, FOMO, and high valuations fuel unsustainable growth Whether modern trends like AI and crypto show signs of bubble behavior How bubbles can form even during strong economic conditions Practical strategies for navigating “frothy” markets Why diversification and discipline matter more than ever Timestamps: 00:00 — Introduction to Investment Bubbles 00:37 — What Creates a Financial Bubble? 02:04 — Valuation Factors & Market Psychology 05:40 — Historical Bubbles: Tulip Mania 09:45 — Lessons from the Dot-Com Bubble 14:38 — Are Today’s AI & Crypto Trends Bubbles? 17:50 — Final Thoughts & Practical Investment Advice If you’re trying to understand whether markets are overheated—or want tools to help you navigate volatility—this episode offers clear insights and grounded perspective. 👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon 🌐 Learn More About Walkner Condon Financial Advisors: Visit: https://walknercondon.com 🌍 Are You a U.S. Expat? We specialize in financial planning for Americans abroad: Explore our dedicated expat site: https://usexpatinvesting.com 📣 Connect with Us on Social Media: LinkedIn: https://www.linkedin.com/company/walknercondon Facebook: https://www.facebook.com/walknercondon Instagram: https://www.instagram.com/walknercondon/ Twitter/X: https://twitter.com/walknercondon

    20 min
  5. Investing Outside the U.S.: ADRs, Foreign Exchanges, and Currency Risk

    11/17/2025

    Investing Outside the U.S.: ADRs, Foreign Exchanges, and Currency Risk

    🌍 Thinking about investing internationally? In this episode of Gimme Some Truth, the Walkner Condon team breaks down American Depositary Receipts (ADRs) — what they are, how they work, and when they make sense for investors seeking global exposure. Learn the benefits and risks of ADRs, plus discover alternative ways to invest internationally, from buying shares directly on foreign exchanges to managing portfolios across multiple currencies. Our advisors also share insights into the unique challenges U.S. expats face when building global portfolios — including regulatory hurdles and custodial complexities — and how Walkner Condon provides tailored, client-focused solutions for international investors. ⏱️ Chapters & Key Topics 00:00 Introduction to ADRs 00:25 Understanding ADRs and Their Benefits 01:28 Challenges and Considerations with ADRs 05:17 Alternative Investment Options 09:13 Walkner Condon’s Unique Offerings 12:00 Conclusion and Final Thoughts 💡 What You’ll Learn What are ADRs (American Depositary Receipts) and how do they work? - The pros and cons of using ADRs for international investing - How to diversify globally through direct foreign investments - Key considerations for U.S. expat investors managing multi-currency portfolios - How Walkner Condon’s global expertise supports international clients 👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon 🌐 Learn More About Walkner Condon Financial Advisors: Visit: https://walknercondon.com 🌍 Are You a U.S. Expat? We specialize in financial planning for Americans abroad: Explore our dedicated expat site: https://usexpatinvesting.com 📣 Connect with Us on Social Media: LinkedIn: https://www.linkedin.com/company/walknercondon Facebook: https://www.facebook.com/walknercondon

    14 min
  6. Tax-Deferred Investment Diversification: Sec. 351 ETFs w/Meb Faber of Cambria Investment Management

    11/10/2025

    Tax-Deferred Investment Diversification: Sec. 351 ETFs w/Meb Faber of Cambria Investment Management

    In this episode of Gimme Some Truth, hosts Clint Walkner, Stan Farmer, and Ian Beardsley are joined by Meb Faber, Chief Investment Officer of Cambria Investment Management, for an in-depth discussion on utilizing Section 351 to seed newly launching exchange-traded funds—a mechanism that can provide a tax-efficient approach to diversifying concentrated stock and ETF positions. The conversation explores the mechanics, potential benefits, and use cases for these funds, and how they may fit into broader portfolio management and diversification strategies. Meb also shares his perspective on global investing themes, market observations, and future developments in the investment landscape. 🕒 Episode Chapters 00:00 – Introduction & Guest Overview 01:03 – Understanding Section 351 Funds 01:50 – Meb Faber’s Experience and Insights 03:45 – Use Cases and Fund Mechanics 06:21 – Diversification & Portfolio Structure 09:24 – Real-World Context & Applications 14:25 – Broader Market Perspectives 28:02 – Closing Thoughts & Disclaimers 🎙️ Connect with Meb Faber Website (Cambria Investment Management): ⁠https://cambriafunds.com⁠ Podcast – The Meb Faber Show: ⁠https://mebfaber.com/podcast⁠ Twitter/X: ⁠https://twitter.com/MebFaber⁠ 🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement: 👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon 🌐 Learn More About Walkner Condon Financial Advisors: Visit: ⁠https://walknercondon.com⁠ 🌍 Are You a U.S. Expat? We specialize in financial planning for Americans abroad: Explore our dedicated expat site: ⁠https://usexpatinvesting.com⁠ 📣 Connect with Us on Social Media: LinkedIn: ⁠https://www.linkedin.com/company/walknercondon⁠ Facebook: ⁠https://www.facebook.com/walknercondon⁠ Instagram: ⁠https://www.instagram.com/walknercondon/

    30 min
  7. Navigating Your Epic Equity: From Vesting to Exit Planning

    10/16/2025

    Navigating Your Epic Equity: From Vesting to Exit Planning

    How does Epic's employee stock program work—and what do you need to know about taxes, loans, 83(b) elections, and long-term planning? In this episode of Gimme Some Truth, financial professionals Clint Walkner, Alicia Vande Ven, CFP® (former Epic HR), and Mitch DeWitt, CFP®, break down the complexities of Epic employee stock, including vesting, tax implications, exit planning, and risk management. Whether you're an Epic employee, former staffer, or simply navigating equity compensation, this episode offers structured insight into managing your equity in 2025 and beyond. Check out our new Epic Stock Financial Planning Guide ⁠www.walknercondon.com/epic⁠ 🔎 Topics include: Epic stock structure and evolution Understanding 83(b) elections Managing stock loans and risk Using direct indexing and donor-advised funds Planning for vesting, exit, and retirement This content is for informational purposes only and not intended as tax or investment advice. ⏱️ Timestamps: 00:00 – Intro: What makes Epic stock unique 01:00 – Alicia’s background at Epic and initial exposure to equity 02:15 – How Epic’s stock plan has changed over time 04:30 – Why it's important to understand what you own 06:00 – Vesting, taxation, and the W-2 surprise 07:45 – 83(b) election explained: benefits and risks 10:30 – Exit planning: start early to expand your options 12:45 – When Epic stock becomes "real money" 14:10 – Investment strategy: what to consider before leaving 15:40 – Direct indexing for tax efficiency 17:00 – Donor-Advised Funds: grouping charitable giving 19:00 – Planning around fluctuating income and loan terms 21:15 – Why family and spouse income must be considered 23:00 – The role of personal goals in equity planning 24:30 – How to prepare for a financial planning meeting Read our blog post on Donor-Advised Funds: ⁠https://walknercondon.com/blog/what-is-a-donor-advised-fund/⁠ Read our blog post on Direct Indexing: ⁠https://walknercondon.com/blog/introduction-to-direct-indexing/ ⁠ #EpicStock #EquityCompensation #83BElection #TaxPlanning2025 #DirectIndexing #DonorAdvisedFunds #GimmeSomeTruthPodcast #ExitPlanning #EmployeeStockPlans #EpicSystems For more on this topic and others check out the blog on our website: ⁠https://walknercondon.com/blog/ ⁠ Visit our website for more financial planning resources and educational information: https://www.walknercondon.com ———————————————— ADD US ON: LinkedIn: ⁠https://linkedin.com/company/walkner-condon-financial-advisors-llc⁠ Facebook: ⁠https://facebook.com/walknercondon

    25 min
  8. Investor Insights: Q3 Recap and Q4 Themes to Watch

    10/06/2025

    Investor Insights: Q3 Recap and Q4 Themes to Watch

    In this episode of Gimme Some Truth, Clint, Nate, and Syl break down the Q3 market recap and share their Q4 stock market outlook. They discuss the continued strength of U.S. and international equities, the resilience of the economy despite tariffs and global challenges, and how potential Federal Reserve rate cuts may shape the months ahead. They also dive into currency pressures, inflation trends, consumer spending, and real estate dynamics—plus the growing influence of AI and reshoring initiatives on the broader economy. Packed with insights for both experienced investors and new market participants, this episode is a must-listen for anyone navigating the final quarter of the year. Key Topics Covered Q3 Market Recap – Momentum in U.S. and international stocks Global Market Trends – International equities and broader outlook Economic Resilience – How the economy withstands tariffs and headwinds Federal Reserve & Rates – Possible interest rate cuts and their impact Inflation & Currency Shifts – Managing volatility in a changing market Consumer Spending & Housing – Real estate trends shaping demand Q4 Outlook – Key themes and expectations for the coming quarter Episode Timestamps 00:00 – Introduction and Overview 00:37 – Q3 Market Recap 01:52 – International Stocks and Broader Market Trends 03:11 – Economic Resilience and Tariffs 05:19 – Federal Reserve Policies and Interest Rates 07:58 – Currency and Inflation Concerns 12:17 – Consumer Spending and Real Estate 14:18 – Q4 Outlook and Themes 19:22 – Conclusion and Final Thoughts READ THE BLOG POST FOR MORE INFO: https://usexpatinvesting.com/blog/2025-q3-investment-summary/ 🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement: 👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon 🌐 Learn More About Walkner Condon Financial Advisors: Visit: https://walknercondon.com 🌍 Are You a U.S. Expat? We specialize in financial planning for Americans abroad: Explore our dedicated expat site: https://usexpatinvesting.com 📣 Connect with Us on Social Media: LinkedIn: https://www.linkedin.com/company/walknercondon Facebook: https://www.facebook.com/walknercondon Instagram: https://www.instagram.com/walknercondon/ Twitter/X: https://twitter.com/walknercondon

    22 min
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Ratings & Reviews

4.4
out of 5
7 Ratings

About

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.

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