Expat Chat Podcast

Atlas Wealth Management
  • 5.0 (4)
  • BUSINESS
  • UPDATED WEEKLY

The Expat Chat Podcast by Atlas Wealth Management, part of the Atlas Wealth Group, is a podcast for Aussie expats living overseas who want to learn more about managing their finances as an expat. Atlas Wealth Management is a specialist in providing Australian expat financial advice and planning and has been providing these services to Australian expats in over 50 countries

  1. Expat Chat Episode 159 - How Expats Can Invest for their Kids

    OCT 27

    Expat Chat Episode 159 - How Expats Can Invest for their Kids

    Welcome to the one hundred fifty-ninth episode of the #ExpatChat podcast, where we explore the latest tax, investment, and financial issues affecting #AustralianExpats. In this episode, Atlas Wealth Group Managing Directors Brett Evans and James Ridley unpack an important topic — How expats can invest for their kids. Brett highlights the importance of keeping investment strategies simple and tax-efficient for non-residents, while James explains the complexities of Australian tax structures for minors. Together, they encourage expats to finalise their financial plans before the end of the year to start 2026 with a clear, well-structured strategy. The discussion also explores different account types and investment options available to minors who are non-residents, along with practical tips for long-term planning and compliance. Links discussed in this episode: • Upcoming Seminars & Webinars – atlaswealth.com/events • Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum • Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/austra…ian-expat-podcast • Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast • Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcast If you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below. About Atlas Wealth Group: Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey. To learn more, visit www.atlaswealth.com Connect with us: Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthgroup

    18 min
  2. Expat Chat Episode 158 - Expat Group Q and A

    OCT 21

    Expat Chat Episode 158 - Expat Group Q and A

    Welcome to the one hundred fifty-eighth episode of #ExpatChat, where we explore the latest tax, investment, and financial issues affecting #AustralianExpats. In this episode, Atlas Wealth Group’s Managing Director - APAC, James Ridley is joined by guest co-host Martin Jack, one of our specialist financial planners based on the Gold Coast. Together, they unpack some of the most common and costly financial mistakes Australian expats make when moving overseas — and how to avoid them. Drawing from real-life questions submitted by members of the Australian Expat Facebook Group, James and Martin tackle key topics including: • The biggest financial mistake expats make before leaving Australia – and why preparation is everything. • The “PFIC trap” – why Australian ETFs and managed funds can trigger hefty US tax bills. • How restricted stock units (RSUs) are taxed in the US — and what high-income earners need to watch for. • Property ownership as a non-resident – should you keep or sell before moving abroad? • Planning for retirement when you don’t know where you’ll settle – managing tax and currency risks across borders. Packed with practical insights that every Australian abroad should know, this episode is a must-listen for anyone planning their next move or currently living overseas. Links discussed in this episode: • Upcoming Seminars & Webinars – atlaswealth.com/events • Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum • Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/australian-expat-podcast • Expat Mortgage Podcast – atlaswealth.com/news-media/australian-expat-mortgage-podcast • Weekly Recap Podcast – atlaswealth.com/news-media/atlas-weekly-recap-podcast If you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below. About Atlas Wealth Group: Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey. To learn more, visit www.atlaswealth.com Connect with us: Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthgroup

    26 min
  3. Expat Chat Episode 157 - When Should an Expat use a Trust

    OCT 10

    Expat Chat Episode 157 - When Should an Expat use a Trust

    Welcome to the one hundred fifty-seventh episode of the #ExpatChat podcast, where we explore the latest tax, investment, and financial issues affecting #AustralianExpats. In this episode, Atlas Wealth Group Managing Directors Brett Evans and James Ridley unpack an important topic — When Should an Expat use a Trust. Brett and James discuss the role of family trusts in financial planning and explain why these structures, while useful for Australian residents, can create unintended tax consequences for expats. They highlight that family trusts are generally treated as Australian tax residents, meaning non-resident expats could face unexpected capital gains tax liabilities when holding shares or assets within a trust. Whether you’re currently living overseas or planning an international move, this episode offers valuable guidance to help you make informed decisions about structuring and managing your wealth. Links discussed in this episode: • Upcoming Seminars & Webinars – atlaswealth.com/events • Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum • Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/australian-expat-podcast • Expat Mortgage Podcast – atlaswealth.com/news-media/australian-expat-mortgage-podcast • Weekly Recap Podcast – atlaswealth.com/news-media/atlas-weekly-recap-podcast If you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below. About Atlas Wealth Group: Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey. To learn more, visit www.atlaswealth.com Connect with us: Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthgroup

    15 min
  4. Expat Chat Episode 156 - Where is the Australian Dollar Heading?

    OCT 6

    Expat Chat Episode 156 - Where is the Australian Dollar Heading?

    Welcome to the one hundred fifty-sixth episode of the #ExpatChat podcast, where we explore the latest tax, investment, and financial issues affecting #AustralianExpats. In this episode, Atlas Wealth Group’s Managing Directors Brett Evans and James Ridley discuss Where is the Australian Dollar Heading — diving into forecasts, currency drivers, and strategies for managing exchange rate movements. Throughout the episode, Brett and James review differing forecasts from major banks, exploring whether the Australian dollar could climb toward the 67–71 cent range. They unpack the key factors influencing the Aussie dollar’s outlook, including US dollar weakness, Australia’s improving interest rate differential, and shifting commodity prices. The discussion also touches on the US Federal Reserve’s cautious approach to rate cuts, which has steadied the greenback and limited its depreciation against the AUD. Brett shares practical guidance on hedging and dollar-cost averaging when repatriating wealth — reminding expats not to stay anchored to historical exchange rates. Whether you’re managing income abroad, repatriating funds, or simply watching the markets, this episode offers valuable perspectives to help you navigate the Australian dollar with confidence. Links discussed in this episode: • Upcoming Seminars & Webinars – atlaswealth.com/events • Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum • Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/australian-expat-podcast • Expat Mortgage Podcast – atlaswealth.com/news-media/australian-expat-mortgage-podcast • Weekly Recap Podcast – atlaswealth.com/news-media/atlas-weekly-recap-podcast If you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below. About Atlas Wealth Group: Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey. To learn more, visit www.atlaswealth.com Connect with us: Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthgroup

    16 min
  5. Expat Chat Episode 155 - Answering Australian Expat Questions

    SEP 26

    Expat Chat Episode 155 - Answering Australian Expat Questions

    Welcome to the one hundred fifty fifth episode of the #ExpatChat podcast, where we explore the latest tax and financial issues affecting #AustralianExpats. In this episode, Atlas Wealth Group’s Managing Directors, Brett Evans and James Harper host a discussion on Answering Australian Expat Financial Questions. Specifically, they review questions from Facebook group, "Australian Expat Financial Forum". Throughout the episode, Brett & James cover key topics such as mortgage options for expats, forward exchange rate locks, brokerage accounts for global ETFs, medical insurance, and US tax implications for superannuation. They also provide clear guidance for expats navigating these financial matters, noting that most questions can be addressed directly with practical advice.  Whether you’re a new or seasoned Australian expat, this episode delivers insights and tips to help you manage your finances confidently across borders. Links that we discussed in this episode include: • Upcoming Seminars & Webinars - https://atlaswealth.com/events • Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum • Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/ • Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/ • Weekly Recap Podcast – https://atlaswealth.com/news-media/australian-expat-podcasts/weekly-recap-podcast-4/ If you enjoy the content, make sure you let us know by hitting the thumbs up and subscribing. Additionally, feel free to provide some feedback in the comments below. The Atlas Wealth Group was established to meet the growing demand from Australian expats for professional guidance. In particular, we are specialists in providing tax, financial planning, wealth management and mortgage services to every Australian expat. Moreover, whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience to provide essential financial services to the expatriate community. To find out more about Atlas Wealth Group visit www.atlaswealth.com, or to receive tailored information for your personal situation.  Make sure you connect with us on our respective social media channels: Facebook: www.facebook.com/atlaswealthmgmt  LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthgroup

    23 min
  6. Expat Chat Episode 154 - What Expats Need to Know About the Swiss Referendum

    SEP 22

    Expat Chat Episode 154 - What Expats Need to Know About the Swiss Referendum

    Welcome to the 154th episode of the #ExpatChat podcast, where we explore the latest tax and financial issues affecting #AustralianExpats. In this episode, What Expats Need to Know About the Swiss Referendum, Atlas Wealth Group’s Managing Director (EMEA), Brett Evans, and Patrick, Head of Advice – Switzerland, break down Switzerland’s upcoming property tax referendum and provide context on a system that has been in place since 1934. They explain how the current rules—where mortgage interest is deductible but homeowners are taxed on an “imputed rent”—can lead to unexpected outcomes, including high levels of debt and heavier tax bills for retirees. The conversation also covers proposed reforms, such as new deductions for first-time buyers, and what these changes could mean for expats living or investing in Switzerland. Brett and Patrick compare Swiss tax policies with those in Australia and the US, highlighting differences in federal and cantonal taxing powers and how lifestyle decisions often hinge on regional tax competitiveness. They also discuss cross-border living between Switzerland and France, driven by cost-of-living factors, and offer guidance on how expats can navigate potential policy changes following the September 28th vote. Links that we discussed in this episode include: • Upcoming events - https://atlaswealth.com/events • Facebook Group - Australian Expat Financial Forum Facebook Group - / australianexpatfinancialforum • Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/au... • Expat Mortgage Podcast - https://atlaswealth.com/news-media/au... • Alpine Aussies - This series showcases the journeys of Australian expats living and working in Switzerland - https://youtube.com/playlist?list=PLZnC6KM6iy44oFgOstuxK9rPo1p87Ews3&si=Fyy4n9nlLrh8aq8p If you like the content, make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below. The Atlas Wealth Group is a specialist in providing tax, financial planning, asset management and mortgage services to every Australian #expat. Whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience in providing essential financial services to the expatriate community. The Atlas Wealth Group was born out of the demand from Australian expats who wanted a professional to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas. To find out more about the Atlas Wealth Group and how we can help Australian expats please go to https://www.atlaswealth.com. Make sure you connect with us on our respective social media channels: Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-group Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthgroup

    21 min
  7. Expat Chat Episode 153 - How Expats Avoid Getting Caught up in Scams

    SEP 12

    Expat Chat Episode 153 - How Expats Avoid Getting Caught up in Scams

    Welcome to the one hundred and forty third episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat. In this episode, How Expats Avoid Getting Caught Up in Scams, Atlas Wealth Managing Directors James Ridley and Brett Evans, uncover the most common scams targeting expats and reveal practical ways to avoid them. Learn how seasoned expats recognise red flags, protect their finances, and stay safe while living abroad. Whether you’re new to expat life or a long-term traveler, this episode gives you the tools to steer clear of costly mistakes and enjoy your experience with confidence. Links that we discussed in this episode include: • Upcoming events - https://atlaswealth.com/events • Facebook Group - Australian Expat Financial Forum Facebook Group - / australianexpatfinancialforum • Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/au... • Expat Mortgage Podcast - https://atlaswealth.com/news-media/au... If you like the content, make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below. The Atlas Wealth Group is a specialist in providing tax, financial planning, asset management and mortgage services to every Australian #expat. Whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience in providing essential financial services to the expatriate community. The Atlas Wealth Group was born out of the demand from Australian expats who wanted a professional to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas. To find out more about the Atlas Wealth Group and how we can help Australian expats please go to https://www.atlaswealth.com. Make sure you connect with us on our respective social media channels: Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-group Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthgroup

    18 min
  8. Expat Chat Episode 152 - Tips for Australians Setting Up A Company in the UAE

    SEP 9

    Expat Chat Episode 152 - Tips for Australians Setting Up A Company in the UAE

    Welcome to the one hundred and forty second episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat. In this episode, Brett Evans, Managing Director - EMEA at Atlas Wealth Group, is joined by Carl Dowling, Partner at CSP Group, for an in-depth conversation on the key considerations for Australians looking to establish a business in the United Arab Emirates. Whether you're expanding an existing enterprise or launching a new venture in the region, Brett and Carl break down the practical realities of setting up shop in the UAE—cutting through the noise and misinformation to highlight what actually works. Carl also shares real-world examples—including a costly case study involving a major international firm—and provides practical guidance on choosing the right setup based on your business model and growth plans. Links that we discussed in this episode include: • Upcoming events - atlaswealth.com/events
 • Facebook Group - Australian Expat Financial Forum Facebook Group – / australianexpatfinancialforum 
 • Ask Atlas - Have your questions answered on the podcast by clicking this link - atlaswealth.com/news-media/au...
 • Expat Mortgage Podcast - atlaswealth.com/news-media/au... If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below. The Atlas Wealth Group is a specialist in providing tax, financial planning, asset management and mortgage services to every Australian #expat. Whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience in providing essential financial services to the expatriate community. The Atlas Wealth Group was born out of the demand from Australian expats who wanted a professional to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas. To find out more about the Atlas Wealth Group and how we can help Australian expats please go to www.atlaswealth.com. Make sure you connect with us on our respective social media channels: Facebook: www.facebook.com/atlaswealthmgmt
LinkedIn: www.linkedin.com/company/atlas-wealth-group
Twitter: www.twitter.com/atlaswealthmgmt
Instagram: www.instagram.com/atlaswealthgroup

    49 min
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Ratings & Reviews

5
out of 5
4 Ratings

About

The Expat Chat Podcast by Atlas Wealth Management, part of the Atlas Wealth Group, is a podcast for Aussie expats living overseas who want to learn more about managing their finances as an expat. Atlas Wealth Management is a specialist in providing Australian expat financial advice and planning and has been providing these services to Australian expats in over 50 countries

Information

  • Creator
    Atlas Wealth Management
  • Years Active
    2017 - 2025
  • Episodes
    175
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    Expat Chat Podcast

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