Passport To Wealth™

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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. 1D AGO

    How Americans Can Move to Spain: Visas, Taxes, and Planning

    Spain has become one of the most popular destinations for Americans looking to live abroad. But moving to Spain involves much more than choosing a city and applying for a visa. In this episode of Passport To Wealth™, Arielle Tucker, CFP®, EA, speaks with Carlos Lorenzo, J.D., LL.M., a Spain-based immigration and tax lawyer and founder of American Legal Spain. Carlos works closely with Americans planning a move to Spain, helping them navigate immigration law, tax planning, and long-term residency strategies. They discuss the most common visa pathways for Americans, how Spain’s tax system differs from the US, and why pre-planning is essential before relocating. Carlos also explains why many US business structures, such as LLCs and S corporations, may not work the same way in Spain and how digital nomads, retirees, and remote workers should think about structuring their move. If you are considering relocating to Spain, this episode highlights the legal and tax considerations you need to understand before making the move. In this episode you will learn: The most common visa options for Americans moving to SpainHow Spain’s tax system differs from the USWhy LLCs and common US business structures can create tax issues abroadWhat digital nomads and remote workers should know before relocatingHow Spanish regions compete to attract residents through tax incentivesWhy pre-immigration tax planning is critical for US expats Mentioned in this episode: www.passporttowealth.com Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland SwissCast Network

    31 min

  2. MAR 10

    Wealth Taxes in the Netherlands: What US Expats Need to Know

    The Netherlands has long been one of the most attractive destinations for US expats in Europe. But recent and proposed tax changes could significantly impact how Americans living there build and protect wealth. In this episode of Passport To Wealth™, Arielle Tucker, CFP®, EA is joined by Kaitlin Krozel, CPA, founder of Krozel Capital, a firm specializing in tax and financial planning for US expats and globally mobile families. Together they unpack the Dutch tax system, including the controversial Box 3 wealth tax and proposed reforms that could tax unrealized investment gains. Kaitlin explains how the Netherlands’ approach differs from the US tax system and why Americans may face unexpected tax consequences on brokerage accounts, Roth IRAs, and even college savings plans. They also discuss the famous 30% ruling, recent policy changes affecting expats, and why pre-immigration tax planning has become more important than ever. If you are considering a move to the Netherlands or already living there, this conversation will help you understand the evolving tax landscape and how to prepare. In this episode, you will learn: How the Netherlands’ Box 3 wealth tax worksWhy unrealized investment gains may be taxedHow Dutch tax rules treat US retirement accountsWhy Roth IRAs and 529 plans may create unexpected issuesHow the 30% ruling has changed for expatsWhy tax planning before moving abroad is critical Mentioned in this episode: www.passporttowealth.com Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland SwissCast Network

    27 min

  3. MAR 3

    Understanding US and Canadian Financial Planning: A Comprehensive Guide

    Navigating life and finances across the US.–Canada border can feel overwhelming especially when taxes, investments, citizenship, and estate planning collide. In this episode of Passport To Wealth™, host Arielle Tucker, CFP®, EA sits down with Lucas Wennersten, CFA, CFP® (Canada), CFP® (USA), founder of 49th Parallel Wealth Management, to unpack the real-world complexities of cross-border financial planning between the United States and Canada. Lucas shares his personal journey into cross-border planning, explains the key differences between the US. and Canadian tax systems, and highlights the most common (and costly) mistakes expats and globally mobile families make. From dual citizenship and tax treaties to deemed disposition taxes, estate planning pitfalls, healthcare costs, and retirement planning across borders. This episode is packed with practical insights for US. expats, Canadian snowbirds, dual citizens, and anyone considering a move across the border Takeaways: In this episode, we discussed the complexities of cross-border financial planning, particularly between the United States and Canada.Lucas Vennersen emphasized the importance of understanding tax treaties, which can significantly impact clients' financial decisions.We highlighted that moving from Canada to the U.S. introduces deemed disposition taxes, affecting the taxation of assets.The podcast explored how dual citizenship can influence taxation and financial planning strategies for families and individuals.A critical takeaway was the necessity of advanced planning for those transitioning between countries, especially regarding tax implications.Finally, we concluded that consulting with experienced financial professionals can prevent costly mistakes in cross-border financial matters. If your life, family, or money touches more than one country, this conversation is essential listening. Mentioned in this episode: www.passporttowealth.com Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland SwissCast Network

    30 min

  4. FEB 24

    Achieving Financial Independence Abroad: Financial Coaching for Expats

    Financial independence is possible for US expats, but numbers alone are not enough. Your mindset, habits, and values matter just as much as your investment strategy.In this episode of Passport To Wealth™, Arielle Tucker, CFP®, EA talks with Blair Hoover, expat financial independence coach and educator, about what it really takes to pursue FIRE while living overseas. After losing money in an offshore savings plan early in her journey, Blair transformed that experience into the foundation of her financial education. Less than a decade later, she and her husband reached financial independence in their mid-40s. Blair explains why expats are frequently targeted with high fee products, how fear and shame keep many people stuck in cash, and why taking imperfect action is often better than waiting for the perfect plan. She also shares how frugality, relationships, and quality of life can coexist, and how spending in alignment with your values can make the journey sustainable. If you are dreaming about financial independence abroad but feel overwhelmed, uncertain, or behind, this conversation will show you a practical and human path forward. Takeaways:Blair Hoover transitioned from teaching to financial coaching after realizing the complexities of expat finances.Investing in proper financial education is crucial for expats to avoid losing money in bad investment schemes.Living frugally and saving aggressively can lead to financial independence in a shorter time frame.Social connections are important, and spending on relationships can be seen as an investment.Financial coaching focuses on behavior and values, not just numbers and investments.Starting your financial journey is more important than optimizing it from the beginning.Opportunity costs are significant, especially for expats who may have limited investment options.It's essential to seek professional advice when moving countries to navigate complex tax laws.Blair emphasizes the importance of ongoing support in financial coaching for sustained success.Retirement can be achieved earlier through strategic financial planning and disciplined saving. Mentioned in this episode: www.passporttowealth.com Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland SwissCast Network

    32 min

  5. FEB 17

    What US Expats in Canada Need to Know About Financial Planning

    In this episode of Passport To Wealth™, Arielle Tucker, CFP®, EA sits down with Aditi Kapadia, CFA®, CFP®, founder of Wealth IQ and a cross-border financial planner specializing in US and Canada financial planning. Aditi shares her personal journey of moving to the US as a Canadian expat, navigating two tax systems, managing cross-border income, and rebuilding her financial framework from the ground up. Together, Arielle and Aditi break down the most common challenges globally mobile professionals face, including tax residency, investment alignment, compensation planning, and major life transitions across borders. This conversation focuses on clarity over complexity and provides practical, plain-English insights for anyone managing finances between the US and Canada. Whether you are planning a move, already living abroad, or working across borders, this episode offers essential guidance to help you make confident, informed financial decisions. For a trusted path to expert cross-border guidance don't forget to go to passporttowealth.com . Takeaways: Aditi Kapadia is a dual citizen of Canada and the US.Understanding currency exchange rates is crucial for financial planning.Credit history in the US is vital and can be challenging for newcomers.Many people make the mistake of leaving their finances untouched after moving.Retirement accounts in Canada and the US cannot be combined.The TFSA in Canada does not provide the same benefits in the US.Property ownership in Canada has different tax implications than in the US.Hiring a cross-border accountant can save time and money.It's important to consult with professionals when moving across borders.Building a community of support is essential for expatriates. Chapters: 00:00 Introduction to Cross-Border Financial Planning 04:26 Navigating Currency and Exchange Rates 09:24 Understanding Credit History and Financial Systems 13:52 Common Mistakes in Cross-Border Financial Planning 22:51 Retirement Accounts and Property Ownership 27:22 The Importance of Hiring a Cross-Border Accountant Mentioned in this episode: Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland SwissCast Network www.passporttowealth.com

    34 min

  6. FEB 10

    Buying Property in Costa Rica: Tax Traps US Expats Must Avoid

    Buying real estate abroad can be an exciting step for US expats and globally minded investors, but the tax mistakes can be costly without proper planning.In this episode of Passport To Wealth™, Arielle Tucker, EA, CFP, is joined by Alex McGowin, CPA, an international tax expert with deep experience advising US expats and Americans investing abroad. Together, they break down the most common tax traps US citizens face when purchasing property in countries like Costa Rica, Panama, and across Latin America. Alex explains why foreign LLCs rarely work the way Americans expect, how missed elections can turn capital gains into ordinary income, and why many expats unknowingly create controlled foreign corporations that lead to compliance headaches and unnecessary taxes. They also discuss rental properties, Airbnb income, personal use rules, and what happens when investors wait too long to get proper advice. If you are considering buying property abroad or already own foreign real estate, this episode will help you understand the hidden risks, planning opportunities, and why getting advice on the front end can protect your long term wealth. TakeawaysSpecialization in international tax is crucial for providing value.Many clients are unaware of the complexities of foreign tax laws.Building a network of trusted professionals is essential.Real estate investments in Latin America come with unique challenges.Understanding local laws is key to successful property ownership.Tax compliance is a continuous process, not just a yearly task.Engaging with clients early can prevent costly mistakes.The US tax system often conflicts with foreign tax systems.Proper structuring of foreign investments can save taxes.Visiting potential investment locations is important before purchasing. Mentioned in this episode: www.passporttowealth.com Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland SwissCast Network

    28 min

  7. FEB 3

    One Big Beautiful Bill: Key Takeaways for Americans Abroad

    In this episode of Passport To Wealth™, Arielle Tucker, CFP®, EA is joined by Melissa Groves, CPA of Blue Haven Tax to break down what the One Big Beautiful Bill Act actually means for Americans living abroad. Together, they unpack the reality behind the headlines and address a common misconception among US expats that this legislation would eliminate the requirement to file US tax returns while living overseas. Spoiler alert: it does not. The conversation dives into what has changed, what has not, and how updated income thresholds and filing rules may impact US citizens abroad. Arielle and Melissa also discuss why thoughtful planning and professional guidance remain essential when navigating US tax obligations as an expat. This episode offers clarity, context, and practical insight for Americans abroad who want to stay compliant while making informed financial decisions. It is a must listen for anyone looking to better understand how US tax policy continues to affect life beyond US borders. Key Takeaways: Melissa Groves has over 17 years of experience in cross-border finance.The One Big Beautiful Bill aims to simplify tax codes but has minimal impact on expats.US citizens must file taxes regardless of where they earn their income.Filing thresholds have increased slightly for the 2025 tax year.Married filing jointly can be beneficial for US expats with non-US spouses.Self-employed individuals have low filing thresholds that can lead to compliance issues.Understanding filing statuses is crucial for tax planning.Expats should be aware of their tax obligations in both the US and their resident country.Researching tax implications is essential before moving abroad.Access to professional advice can significantly ease the transition for expats. Mentioned in this episode: Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland SwissCast Network www.passporttowealth.com

    31 min

  8. JAN 27

    Raising a Family Abroad: A Guide for American Expats Working Overseas

    Raising a Family Abroad as American Expats: Working Overseas with KidsWhat does it really take to build a life abroad when you are not just moving for work, but raising a family at the same time? In this episode of Passport To Wealth™, Arielle Tucker CFP®,EA sits down with Monica Virga Alborno, an expert in supporting Americans working abroad, to unpack the realities of expat family life. Together, they explore how career decisions, immigration status, and long-term planning change when children are part of the picture. Monica shares practical insights on navigating international moves with a family, balancing professional opportunities with stability, and understanding how visas, work authorization, and residency rules impact both parents and children. The conversation highlights the often-overlooked emotional and logistical challenges expat families face, from schooling decisions to maintaining continuity while living internationally. This episode is essential listening for Americans working abroad, globally mobile professionals, and families considering an international move who want clarity, realistic expectations, and a stronger foundation for long-term success overseas. Takeaways: Monica is a former Fortune 500 executive who now focuses on conscious family living.She has lived in multiple countries and values experiential learning.Norway offers a unique lifestyle that prioritizes work-life balance.Cultural shocks include the efficiency of public transport and strict work hours.Raising children in Norway provides access to excellent healthcare and education.The Norwegian parental leave policy is generous and supportive for families.Monica's children attend a nature-based preschool that emphasizes outdoor learning.Living in Norway has allowed Monica to create a stable home for her family.Understanding what you can contribute to a new country is crucial for expats.Exploring a country like a local can provide valuable insights before moving. Mentioned in this episode: www.passporttowealth.com Passport to Wealth is a proud member of the SwissCast Network Discover more podcasts for English-speaking Switzerland SwissCast Network

    30 min
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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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