Passport To Wealth™

SwissCast Network
SwissCast Network
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Whether you're a U.S. expat, a digital nomad, or someone with ties to the US looking to explore opportunities abroad, join us on Passport to Wealth™. Here we dive into the nuances of cross-border living as a US citizen living abroad. We'll be delving into essential topics such as managing your money while living abroad, staying compliant with US tax regulations, and uncovering stories of fellow expats who have forged the path to financial freedom while living abroad.  So, grab your passport and join us on this journey!

  1. 2d ago

    International Tax Planning for Marriage, Divorce, and Inheritance

    Most people never ask what happens to their estate plan, their prenup, or their inheritance if they move to another country, and that assumption can cost families everything. This episode digs into exactly that gap. International tax attorney Christine Concepción joins Arielle to unpack how residency rules, inheritance tax, prenups, and trust structures behave differently once a US family crosses a border. ────────────────────────────────────────── CHAPTER TIMESTAMPS ────────────────────────────────────────── 00:00 - Cross-border Estate Planning: Who Needs It and Why 05:55 - US Estate Tax vs. Inheritance Tax Abroad 09:30 - How an Unplanned Inheritance Becomes Taxable in the US 12:38 - Why Your Prenup Might Not Hold Up After Moving Abroad 18:09 - Dividing Foreign Company Shares in a Divorce Settlement 26:20 - Why US Trust Structures Often Fail Once You Move Abroad ────────────────────────────────────────── ABOUT THE GUEST ────────────────────────────────────────── Christine Concepción is an international tax attorney whose practice covers cross-border tax planning, estate planning, pre-immigration planning, expatriation, FBAR compliance, and tax controversy for individuals, families, and closely held businesses. ────────────────────────────────────────── ABOUT YOUR HOST ────────────────────────────────────────── Arielle Tucker, CFP® & IRS Enrolled Agent with Connected Financial Planning, is a cross-border financial planner based in Switzerland helping Americans living abroad navigate U.S. taxes, international investments, and cross-border financial planning. ────────────────────────────────────────── LOVE THIS EPISODE? ────────────────────────────────────────── Follow the show and leave a rating on Apple Podcasts or Spotify, it's the single biggest thing you can do to help other cross-border families find this show. ────────────────────────────────────────── ABOUT PASSPORT TO WEALTH® ────────────────────────────────────────── Passport To Wealth® is the platform for current and aspiring US expats. We connect globally mobile Americans with vetted, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad. STAY CONNECTED Connect with Christine on LinkedIn: https://www.linkedin.com/in/christineaconcepcion Website: https://www.passporttowealth.com/ Instagram: https://www.instagram.com/passporttowealthofficial/ LinkedIn: https://www.linkedin.com/company/passport-to-wealth/ ────────────────────────────────────────── This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions. Mentioned in this episode: Pre-order "The Expat Money Playbook" Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland SwissCast Network Find your cross-border expert on the Passport To Wealth™ directory Pre-order "The Expat Money Playbook" Click here to subscribe to our newsletter

    International Tax Planning for Marriage, Divorce, and Inheritance

  2. Jul 28

    Raising Bilingual Kids in Colombia as an American Family

    A safety incident at her kids' school was the last straw. Within months, one family had traded the US for Medellín, Colombia, and started building a life around a completely different set of values. Alyssa Bolaños grew up between cultures long before she ever considered leaving the US permanently. In this episode, she shares how she and her husband decided where to raise their two boys, why they picked Medellín specifically, what surprised them about safety once they arrived, and how they built their residency status around their children rather than a spousal visa. ────────────────────────────────────────── CHAPTER TIMESTAMPS ────────────────────────────────────────── 00:00 – Raising Global Kids: How Expat Families Choose Where Home Is 04:36 – The Safety Incident That Pushed One Family to Leave the US 09:33 – How to Choose a Walkable City with Easy Access to Nature 14:28 – What Daily Life and Safety Actually Look Like in Colombia 20:33 – How to Get Residency in Colombia Through Your Children 23:07 – Healthcare Costs After Leaving the US Healthcare System ────────────────────────────────────────── ABOUT THE GUEST ────────────────────────────────────────── Alyssa Bolaños is the bilingual Latina creator behind Casa Belanos. She moved with her husband and two young boys from the US to Colombia, by way of a three-month world-schooling program in Uruguay, and shares the realities of raising global, bilingual kids online. ────────────────────────────────────────── ABOUT YOUR HOST ────────────────────────────────────────── Arielle Tucker, CFP® & IRS Enrolled Agent, is a cross-border financial planner based in Switzerland helping Americans living abroad navigate U.S. taxes, international investments, and cross-border financial planning. ────────────────────────────────────────── LOVE THIS EPISODE? ────────────────────────────────────────── Follow the show and leave a rating on Apple Podcasts or Spotify, it's the single biggest thing you can do to help other cross-border families find this show. ────────────────────────────────────────── ABOUT PASSPORT TO WEALTH™ ────────────────────────────────────────── Passport To Wealth™ is the platform for current and aspiring US expats. We connect globally mobile Americans with vetted, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad. STAY CONNECTED Follow Alyssa on Instagram: https://www.instagram.com/casabolanos/ Website: https://www.passporttowealth.com/ Instagram: https://www.instagram.com/passporttowealthofficial/ LinkedIn: https://www.linkedin.com/company/passport-to-wealth/ ────────────────────────────────────────── This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions. Mentioned in this episode: Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland SwissCast Network Pre-order "The Expat Money Playbook" Find your cross-border expert on the Passport To Wealth™ directory Click here to subscribe to our newsletter

    Raising Bilingual Kids in Colombia as an American Family

  3. Jul 21

    Trump Accounts Explained: Who Qualifies for the $1,000 Deposit Abroad

    A Trump Account, officially called a 530A account, is a new federal retirement account for children, funded by a $1,000 seed deposit for every eligible US citizen baby born between January 1, 2025 and December 31, 2028. For US expat families, the eligibility rules and account-opening process raise questions the law doesn't answer yet. Cross-border tax advisor Christie DuChateau, EA, of BNC Tax joins host Arielle Tucker, CFP®, EA to break down who actually qualifies for the $1,000 seed deposit, what it takes to open and fund one from outside the US, and where the process breaks down for parents with a foreign address or a child without a US Social Security number. Christie and Arielle also compare notes from opening their own accounts, one through the Trump Account app and one through the web at trumpaccounts.gov, with different results for foreign addresses and phone verification. They cover how a Trump Account stacks up against a 529 plan, a UTMA, and a kids' Roth IRA, and explain why it may be one of the only ways for a US citizen child living in Europe to legally hold a US ETF. ────────────────────────────────────────── CHAPTER TIMESTAMPS ────────────────────────────────────────── 00:00 – What Is a Trump Account and Who Is It For? 02:31 – Who Qualifies for the $1,000 Trump Account Seed Deposit 05:16 – How to Open a Trump Account from Outside the US 16:07 – Funding a Trump Account Without a US Bank Account 20:12 – Trump Account vs. 529, Roth IRA, and UTMA: What's the Difference 25:09 – How a Trump Account Lets US Citizen Children Abroad Buy US ETFs ────────────────────────────────────────── ABOUT THE GUEST ────────────────────────────────────────── Christie DuChateau is a tax advisor with BNC Tax, based in the Netherlands, working with US expat families on cross-border tax planning. ────────────────────────────────────────── ABOUT YOUR HOST ────────────────────────────────────────── Arielle Tucker, CFP® & IRS Enrolled Agent, is a cross-border financial planner with Connected Financial Planning, based in Switzerland, helping Americans living abroad navigate U.S. taxes, international investments, and cross-border financial planning. ────────────────────────────────────────── LOVE THIS EPISODE? ────────────────────────────────────────── Follow the show and leave a rating on Apple Podcasts or Spotify; it's the single biggest thing you can do to help other cross-border families find this show. ────────────────────────────────────────── ABOUT PASSPORT TO WEALTH™ ────────────────────────────────────────── Passport To Wealth™ is the platform for current and aspiring US expats. We connect globally mobile Americans with fiduciary, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad. STAY CONNECTED Website: https://www.passporttowealth.com/ Instagram: https://www.instagram.com/passporttowealthofficial/ LinkedIn: https://www.linkedin.com/company/passport-to-wealth/ Follow Christie on Instagram: https://www.instagram.com/christietalkstax/ ────────────────────────────────────────── This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions. Mentioned in this episode: Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland SwissCast Network Pre-order "The Expat Money Playbook" Find your cross-border expert on the Passport To Wealth™ directory Click here to subscribe to our newsletter

    Trump Accounts Explained: Who Qualifies for the $1,000 Deposit Abroad

  4. Jul 14

    Why Americans in Europe Can't Buy US ETFs (And the Workaround That Does)

    Can you keep buying US ETFs after you move to Europe? Austin Davidson found out the answer is more complicated than it should be. Most Americans moving to Europe don't realize that a regulation called MiFID II can quietly cut off direct access to the ETFs they've always used. In this episode, Austin Davidson, an American investor living in Germany, shares exactly what happened when his brokerage account stopped working the way he expected, and Blair Hoover, founder of Choose Your Own Finance, breaks down why the restriction exists, who it actually targets, and what Austin did to start investing again. ────────────────────────────────────────── CHAPTER TIMESTAMPS ────────────────────────────────────────── 00:00 – Why Americans Abroad Lose Access to US ETFs 05:48 – MiFID II and the Professional Investor Exemption Explained 09:33 – Investing Options for Americans Blocked From US ETFs 15:01 – How to Learn Options Trading for Cross-Border Investors 19:18 – The Legal Way to Acquire US ETFs Using Cash-Secured Puts 26:01 – Rebuilding a US ETF Portfolio After Losing Direct Access ────────────────────────────────────────── ABOUT THE GUESTS ────────────────────────────────────────── Austin Davidson is an American living in Germany who lost direct access to US ETFs when MiFID II came into force in 2019. He spent years exploring workarounds before learning to use options strategies to legally acquire US ETF shares again. Blair Hoover is a financial independence coach and founder of Choose Your Own Finance, where she helps clients navigate the practical realities of cross-border investing and personal finance. ────────────────────────────────────────── ABOUT YOUR HOST ────────────────────────────────────────── Arielle Tucker, CFP® & IRS Enrolled Agent, is a cross-border financial planner based in Switzerland helping Americans living abroad navigate U.S. taxes, international investments, and cross-border financial planning. ────────────────────────────────────────── LOVE THIS EPISODE? ────────────────────────────────────────── Follow the show and leave a rating on Apple Podcasts or Spotify, it's the single biggest thing you can do to help other cross-border families find this show. ────────────────────────────────────────── ABOUT PASSPORT TO WEALTH™ ────────────────────────────────────────── Passport To Wealth™ is the platform for current and aspiring US expats. We connect globally mobile Americans with vetted, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad. ────────────────────────────────────────── RESOURCES MENTIONED Options Education: https://www.optionseducation.org/strategies/acquire-stock SMB Capital's Channel: https://www.youtube.com/watch?v=Kg0ts5NGr0o&t=207s ────────────────────────────────────────── STAY CONNECTED Website: https://www.passporttowealth.com/ Instagram: https://www.instagram.com/passporttowealthofficial/ LinkedIn: https://www.linkedin.com/company/passport-to-wealth/ ────────────────────────────────────────── This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions. Arielle Tucker, CFP® operates as a fiduciary in accordance with applicable professional regulations. Mentioned in this episode: Click here to subscribe to our newsletter Pre-order "The Expat Money Playbook" Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland SwissCast Network Find your cross-border expert on the Passport To Wealth™ directory

    Why Americans in Europe Can't Buy US ETFs (And the Workaround That Does)

  5. Jul 7

    Using AI to Prepare for a Cross-Border Move

    Can ChatGPT replace a cross-border financial advisor? Aditi Kapadia, CFA, CFP® says not yet. Most people using AI for a cross-border move are getting confident, plausible answers to the wrong questions. In this episode, Aditi Kapadia, a cross-border financial planner serving US-Canada families and one of the most AI-forward advisors in the industry, joins host Arielle Tucker, CFP®, EA to break down how AI is changing financial planning, where it's dangerously incomplete, and how to use it well before you ever book a call with an advisor. ────────────────────────────────────────── CHAPTER TIMESTAMPS ────────────────────────────────────────── 00:00 – Introduction: Aditi Kapadia, CFA, CFP®, founder of WealthIQ 01:08 – From robo-advisors to cross-border planning 03:36 – Why clients now show up with "I asked ChatGPT" already in hand 04:48 – ChatGPT connecting directly to bank accounts 05:57 – How accurate is AI really — and why the question matters more than the answer 08:29 – Cross-border planning as a series of "ginormous decisions" AI can't prioritize 12:32 – Compliance, client data, and moving carefully on AI 16:30 – The hidden cost of DIY cross-border tax planning 17:38 – How to use ChatGPT to prepare for your first advisor meeting 20:07 – "Is my situation complex enough for cross-border planning?" 22:20 – Why the most "optimal" AI answer isn't always the right one for you 26:06 – The one thing AI can't give you: accountability ────────────────────────────────────────── ABOUT THE GUEST ────────────────────────────────────────── Aditi Kapadia, CFA, CFP® is the founder of WealthIQ, where she serves US-Canada cross-border families. A Canadian living in the US, she previously built a robo-advisory investment product and is known as one of the most AI-forward voices in cross-border financial planning today. ────────────────────────────────────────── ABOUT YOUR HOST ────────────────────────────────────────── Arielle Tucker, CFP® & IRS Enrolled Agent, is a cross-border financial planner based in Switzerland helping Americans living abroad navigate U.S. taxes, international investments, and cross-border financial planning. ────────────────────────────────────────── LOVE THIS EPISODE? ────────────────────────────────────────── Follow the show and leave a rating on Apple Podcasts or Spotify, it's the single biggest thing you can do to help other cross-border families find this show. ────────────────────────────────────────── ABOUT PASSPORT TO WEALTH™ ────────────────────────────────────────── Passport To Wealth™ is the platform for current and aspiring US expats. We connect globally mobile Americans with vetted, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad. STAY CONNECTED Website: https://www.passporttowealth.com/ Instagram: https://www.instagram.com/passporttowealthofficial/ LinkedIn: https://www.linkedin.com/company/passport-to-wealth/ ────────────────────────────────────────── This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions. Arielle Tucker, CFP® operates as a fiduciary in accordance with applicable professional regulations. Mentioned in this episode: Find your cross-border expert on the Passport To Wealth™ directory Pre-order "The Expat Money Playbook" Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland SwissCast Network Click here to subscribe to our newsletter

    Using AI to Prepare for a Cross-Border Move

  6. Season 4, Episode 1 Trailer

    What's Ahead for Americans Building a Life Abroad: Season 4 Kickoff!

    Season 4 of Passport To Wealth™ is here, and it's picking up right where the conversation matters most: what actually happens to your money, your family, and your identity once your life crosses a border. Host Arielle Tucker, CFP®, EA is a certified financial planner, IRS enrolled agent, and fellow US expat living in Switzerland. In this short kickoff episode, she previews everything coming this season. What's ahead in Season 4: US Social Security for expats: what you need to know before and after you leaveCurrency exchange and currency risk for globally mobile familiesThe promise and the limits of AI when it comes to answering complex cross-border tax, legal, and immigration questionsCross-border planning in SingaporeBuilding a family life in ColombiaCaring for aging parents who live on a different continentPractical tax and financial planning guidance for anyone who is already abroad, planning a move, or just trying to understand what life outside the US could look like This season also marks a major milestone. Arielle's new book, The Expat Money Playbook, is now available for pre-order through Wiley. It's a practical roadmap for Americans navigating the financial, tax, and lifestyle decisions that come with moving abroad, full of checklists and frameworks to make the process less overwhelming. The goal of Passport To Wealth™ has never been just to help you move abroad. It's to help you build wealth and a life that actually aligns with your values, wherever in the world that life happens to be. Whether you're dreaming about leaving, already living overseas, raising a family abroad, planning for retirement, or just trying to make sense of the cross-border rules that follow Americans everywhere, this season is for you. Subscribe to Passport to Wealth wherever you listen to podcasts. Watch the full video conversations on YouTube. Pre-order The Expat Money Playbook at passporttowealth.com. Mentioned in this episode: Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland SwissCast Network

    What's Ahead for Americans Building a Life Abroad: Season 4 Kickoff!

  7. May 26

    How Americans Build a Life Abroad: Carl Richards on Risk & Mindset

    Carl Richards is a certified financial planner, the New York Times Sketch Guy, and the author of Your Money: Reimagining Wealth in 101 Simple Sketches. He moved from Utah to New Zealand with his family in a matter of weeks. His wife bought plane tickets ten days after hearing about a friend's available house. Ninety days later, they had moved. This episode covers: How Carl became the New York Times sketch guy (a desperate drawing on a whiteboard)Why showing up and being consistent matters moreHow Carl's wife pulled the rescue cord and moved the family to New ZealandThe detox from US money and work culture that Carl did not see comingMoving teenagers abroad during a senior year of high schoolWhy New Zealanders ask about holidays and weekends, not jobsThe French cafe lesson: you think this is about money. It is about food.The worry list: a blank page. Nothing is helped by worrying.The cognitive load of a simple grocery store in a new countryCarl's daughter's advice: you thought you were going to have an adventure without it being hardWhy Carl would spend his savings again without thinking twice Carl and host Arielle Tucker, CFP®, EA discuss why most of what we worry about never happens and why moving abroad does not require a perfect plan. Resources Read Carl's latest book Your Money: Reimagining Wealth in 101 Simple SketchesSubscribe to the Passport to Wealth newsletter: passporttowealth.com/contactFind a vetted cross-border advisor: passporttowealth.com/directoryAre you a qualified professional serving US expats? Apply to passporttowealth.com/join Mentioned in this episode: Pre-order "The Expat Money Playbook" Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland SwissCast Network Find your cross-border expert on the Passport To Wealth™ directory Stay up to date on what's happening globally.... Click here to subscribe to our newsletter

  8. May 19

    Moving to Europe as a US Expat: Taxes, Incentives, and the Mistakes That Are Hardest to Fix

    Christian Gulizzi is a cross-border tax advisor licensed in the United States as a CPA, in Germany as a Steuerberater, and in Italy as a Dottore Commercialista. He was born to an Italian and German parent, grew up navigating cross-border complexity, and built his entire academic and professional career around it. He currently lives and works from the Italian Riviera. This episode covers: The biggest misconception Americans have about taxes when moving to EuropeWhy leaving money in US accounts does not protect it from European tax authoritiesThe 183-day rule and why it does not mean what most people thinkHow German residency can begin on day one simply by having a home thereWhy a US LLC provides no protection from the tax authority where you are physically workingItaly's €300,000 foreign flat tax for high net worth individualsThe 7% flat tax for retirees moving to southern Italian towns under 30,000 inhabitantsThe Impatriati regime: up to 90% income exemption for workers and researchersThe Forfettario regime: 5% flat tax for self-employed people earning under €85,000Why German courts have blocked tax incentive regimes as unconstitutionalItaly vs. Germany inheritance tax: €1 million exemption at 4% vs. €400,000 at 19-33%Christian's single most important piece of advice before any move to EuropeWhy pre-immigration planning is critical: fixing mistakes after residency is almost impossible We discuss the specific misconceptions that create the most expensive problems for Americans moving abroad, the legal incentive regimes Italy offers that most people never find in time to use, and why the country you choose to move to is itself a financial decision. Resources Connect with Christian on LinkedInSubscribe to the Passport to Wealth newsletter: passporttowealth.com/contactFind a vetted cross-border advisor: passporttowealth.com/directoryAre you a qualified professional serving US expats in Europe? Apply to passporttowealth.com/join Mentioned in this episode: Pre-order "The Expat Money Playbook" Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland SwissCast Network Find your cross-border expert on the Passport To Wealth™ directory Stay up to date on what's happening globally.... Click here to subscribe to our newsletter

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Whether you're a U.S. expat, a digital nomad, or someone with ties to the US looking to explore opportunities abroad, join us on Passport to Wealth™. Here we dive into the nuances of cross-border living as a US citizen living abroad. We'll be delving into essential topics such as managing your money while living abroad, staying compliant with US tax regulations, and uncovering stories of fellow expats who have forged the path to financial freedom while living abroad.  So, grab your passport and join us on this journey!

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