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. Portugal NHR Update: Potential Clarity on U.S. Expat Capital Gains

    22 THG 9

    Portugal NHR Update: Potential Clarity on U.S. Expat Capital Gains

    In this episode of Gimme Some Truth, Nate, Mitch, and Stan discuss recent changes to Portugal’s Non-Habitual Residence (NHR) tax program and their impact on US expats. They cover the origins and benefits of the NHR program, the implications of the US–Portugal tax treaty, and why a recent arbitration ruling confirmed that US citizens should not be taxed on capital gains in Portugal due to the treaty’s savings clause. The conversation also includes practical guidance on working with accountants, understanding new tax rules, and preparing for life abroad. For Americans living in Portugal—or considering the move—this episode delivers essential insights into the evolving international tax landscape. Timestamps 00:00 – Introduction to the Episode 00:30 – Understanding NHR: What It Is and Why It Matters 01:12 – The Rise and Fall of the Original NHR Program 01:38 – Tax Implications for US Expats in Portugal 03:26 – The Capital Gains Tax Controversy 07:58 – Recent Developments and Legal Challenges 10:23 – Practical Advice for Expats 17:57 – Conclusion and Final Thoughts 18:43 – Disclaimer and Additional Information 🔔 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/usexpatinvesting/ Instagram: https://www.instagram.com/walknercondon/ Twitter/X: https://twitter.com/walknercondon

    20 phút
  2. Crypto and Stablecoins Explained: What Expats Need to Know About the GENIUS Act

    19 THG 8

    Crypto and Stablecoins Explained: What Expats Need to Know About the GENIUS Act

    In this episode of Gimme Some Truth, hosts Clint Walkner and Keith Poniewaz break down the fast-changing world of cryptocurrency and stablecoins, focusing on how the new GENIUS Act legislation affects expats and global investors. We cover everything from the basics of crypto and stablecoins to their real-world applications, highlighting the benefits, challenges, and risks these digital assets bring. Learn how the GENIUS Act is reshaping cross-border transactions, what it means for international remittances, and the tax implications and regulatory concerns expats should prepare for. Whether you’re an expat managing money abroad, a crypto-curious investor, or simply interested in the future of digital currencies, this episode will give you valuable insights into how cryptocurrency and stablecoins may transform financial planning and global investing. Read the blog post for more information on the GENIUS Act: https://usexpatinvesting.com/blog/what-the-genius-act-means-for-us-expats/ Episode Breakdown: 00:00 – Introduction and Today’s Topic 00:38 – Understanding Crypto and Stablecoins 05:29 – Legislation and the GENIUS Act Explained 07:39 – Practical Uses and Challenges of Stablecoins 17:45 – Tax Implications and Regulatory Concerns 22:04 – Investment Perspectives and Final Thoughts For more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/ Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com ———————————————— ADD US ON: LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/usexpatinvesting #expatfinance #InternationalInvesting #CustodianOptions #TransferOnDeath #MultiCurrencyAccounts #InvestmentLogistics #CrossBorderPlanning #GimmeSomeTruthPodcast

    27 phút
  3. Are US Stocks Overvalued? Tariffs, AI, & Market Risk Debate

    21 THG 7

    Are US Stocks Overvalued? Tariffs, AI, & Market Risk Debate

    In this episode of Gimme Some Truth, our investment committee hosts a spirited financial debate on some of today’s most pressing topics: 📈 U.S. stock market valuations 💰 Tariffs as hidden taxes 🧠 The future of artificial intelligence (AI) in investing Watch Sunny Syl vs. Skeptical Stan as they share bullish and bearish views on the economy, recession risks, and fiscal policy. Hosted by Clint Walkner, this point-counterpoint format brings insight on navigating market volatility and uncovering opportunities in uncertain times. 🔍 Key topics include: Are U.S. stocks overvalued? How tariffs are impacting the economy Treasury bonds and dollar strength AI's potential to reshape markets and investing strategies 🕒 Timestamps: 00:00 Introduction 00:30 Investment Committee Dynamics 01:49 Stock Market Valuations 04:23 Economic Impact of Tariffs 12:58 Treasury Bonds & Dollar Outlook 22:33 AI and Future Market Predictions 31:41 Final Thoughts 💬 Don’t forget to like, comment, and subscribe for more on economic trends, investment strategy, and financial market insights.  @walknercondon   @usexpatinvesting  #StockMarket #Tariffs #ArtificialIntelligence #InvestingDebate #USEconomy #MarketOutlook #FinancialPlanning #RecessionRisk #TreasuryYields #aiinvesting

    33 phút
  4. Navigating Brokerage Options as an Expat in 2025

    23 THG 6

    Navigating Brokerage Options as an Expat in 2025

    This episode of Gimme Some Truth International features a detailed discussion on the considerations involved in selecting a custodian or brokerage for U.S. expats and international investors. Hosts Syl Michelin, Stan Farmer, and Keith Poniewaz explore the regulatory, logistical, and practical factors that may affect investment accounts when living abroad. Topics include the implications of changing residency, limitations on certain investment products, multi-currency account features, estate planning issues, and questions related to Transfer on Death (TOD) arrangements. The conversation is intended to highlight the range of potential variables expats may encounter and to provide a framework for evaluating available options. This content is provided for informational purposes only and is not intended as investment, legal, or tax advice. ⏱️ Timestamps: 00:00 – Introduction 01:40 – Defining expat-friendly custodians 03:20 – Residency and account eligibility 05:10 – Account status after moving abroad 07:45 – Fund access limitations for expats 10:25 – Currency holding and transfer features 13:10 – Currency conversion fees and structures 15:55 – Mixed-nationality household considerations 18:35 – Estate planning for expats 21:50 – Transfer on Death accounts and jurisdiction 25:05 – Assessing custodial flexibility 27:30 – Closing thoughts For more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/ Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com ———————————————— ADD US ON: LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook:https://facebook.com/usexpatinvesting #ExpatFinance #InternationalInvesting #CustodianOptions #TransferOnDeath #MultiCurrencyAccounts #InvestmentLogistics #CrossBorderPlanning #GimmeSomeTruthPodcast

    30 phút
  5. Buying Property Abroad: Tax Rules, Risks & Smart Planning for Expats

    2 THG 6

    Buying Property Abroad: Tax Rules, Risks & Smart Planning for Expats

    Thinking about buying property overseas? 🌍 This episode of Gimme Some Truth International dives into the complexities and opportunities of real estate investment abroad. From mortgage challenges in countries like the UAE 🇦🇪 to navigating U.S. tax laws for expats, this conversation with financial advisors, Syl Michelin, Stan Farmer, and Keith Poniewaz offers valuable insights for global investors. 📋 Topics covered include: How to finance homes abroad and the pros/cons of cash vs. mortgage U.S. tax obligations on foreign property gains Differences in real estate markets around the world Local inheritance laws, estate taxes, and titling tips Strategic estate planning for international property owners 💼 Whether you're planning retirement overseas or just exploring property investment options, this video offers tips for smart financial planning. ⏱️ Timestamps: 0:00 – Introduction to real estate abroad 1:30 – Risks and benefits of buying property overseas 3:00 – Mortgage availability and financing issues 5:15 – Paying cash vs. getting a mortgage abroad 7:00 – Age-related lending restrictions for expats 9:00 – U.S. vs. foreign mortgage market comparison 11:30 – Example: Dubai property market and consequences of default 14:00 – Tax implications: property tax, capital gains, IRS rules 17:00 – Estate planning, probate laws, and local inheritance rules 📢 Don't forget to like, subscribe, and share for more insights on global financial planning. Have questions? Drop them in the comments or reach out to our expert team. #RealEstateAbroad #Expats #InvestingOverseas #USTaxes #EstatePlanning #ForeignMortgages #FinancialPlanning For more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/ Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com ———————————————— ADD US ON: LinkedIn Facebook

    19 phút
  6. The Fall of King Dollar | Currency Diversification and US Dollar Trends (2025)

    5 THG 5

    The Fall of King Dollar | Currency Diversification and US Dollar Trends (2025)

    This episode of Gimme Some Truth, International edition, explores recent discussions surrounding the weakening of the US dollar and the role of currency diversification in managing financial risk. Topics include changes in global markets, impacts on investments, and practical approaches to building diversified portfolios without requiring international relocation. Timestamps: 00:00 – Introduction to US Dollar Trends 00:31 – Currency Diversification and Historical Context 01:55 – Cash Flows and Currency Exposure Abroad 04:07 – Impact of Dollar Weakness on Retirees and Expats 06:17 – Types of Dollar vs. Non-Dollar Assets 09:04 – Dollar-Hedged vs. Unhedged Investments 10:44 – Gold, Commodities, and Currency Hedges 13:24 – Preparing for Dollar Decline vs. Reacting to It 15:35 – Portfolio Construction for Currency Diversification 18:32 – Misconceptions About Diversification Strategies 20:00 – Concluding Observations on Currency Risk ✅ Subscribe for detailed discussions on markets, diversification, and financial risk management. SUBSCRIBE  @walknercondon   @usexpatinvesting  For more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/ Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com ———————————————— ADD US ON: LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/usexpatinvesting

    22 phút
  7. Market Update Q2 2025 | Volatility, Global Markets, and Diversification Insights

    1 THG 5

    Market Update Q2 2025 | Volatility, Global Markets, and Diversification Insights

    This episode of Gimme Some Truth International discusses the key market movements and economic developments in Q2 2025. Topics include global volatility, shifting investor sentiment, changes in international stock and bond markets, and the role of diversification during uncertain times. Emphasis is placed on understanding broad trends rather than short-term reactions. Timestamps: 00:00 – Introduction and Overview of Recent Volatility 01:32 – Day-to-Day Market Swings and Short-Term Sentiment 03:04 – Information Gaps and Global Trade Concerns 06:01 – Investor Psychology and Volatility Responses 08:19 – Diversification Strategies in Uncertain Markets 11:24 – International vs. US Market Shifts 13:40 – Germany's Economic Stimulus and Implications 16:30 – International Stocks vs. US Stocks Performance 18:45 – Importance of Global Portfolio Diversification 20:55 – Final Thoughts on Market Trends and Adaptability ✅ Subscribe for in-depth market discussions, portfolio insights, and financial analysis updates. SUBSCRIBE  @walknercondon   @usexpatinvesting  For more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/ Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com ———————————————— ADD US ON: LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/usexpatinvesting

    23 phút
  8. Charitable Giving for U.S. Expats: Maximize Tax Benefits & Avoid Pitfalls

    7 THG 4

    Charitable Giving for U.S. Expats: Maximize Tax Benefits & Avoid Pitfalls

    Are you a U.S. expat looking to make charitable donations while maximizing tax benefits? 🌍 In this video, we break down international charitable giving, including how to donate tax-efficiently, the role of donor-advised funds (DAFs), and strategies for giving to foreign charities. What You'll Learn: ✅ How U.S. expats can donate to charities abroad ✅ Tax deductions for charitable contributions ✅ Using donor-advised funds (DAFs) for global giving ✅ Pitfalls of international giving & how to avoid penalties ✅ The impact of foreign tax credits on charitable donations 💰 Want to maximize your tax savings while giving back? Watch now to learn how to navigate cross-border philanthropy effectively! 🔔 Subscribe for more financial tips for U.S. expats & hit the like button if you found this helpful! #CharitableGiving #USExpats #DonorAdvisedFunds #TaxSavings #Philanthropy #ExpatFinance #InternationalDonations #TaxPlanning SUBSCRIBE @usexpatinvesting @walknercondon For more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/ Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com ———————————————— ADD US ON: LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/usexpatinvesting 0:00 - Introduction to Charitable Gifting for U.S. Expats1:11 - U.S. Charitable Gifting Laws and Tax Benefits 1:44 - Standard Deduction Increase and Itemizing Donations 2:16 - Importance of Tax Efficiency in Philanthropy 2:48 - Tax Planning: Giving Every Other Year 3:18 - Donor-Advised Funds Explained 3:49 - How Donor-Advised Funds Work for Expats 4:21 - Challenges of Giving to Foreign Charities 4:52 - Methods to Donate to Non-U.S. Charities 5:23 - Dual-Registered Charities for International Giving 5:56 - Giving to Charities with U.S. Affiliates 6:27 - Complexities of Charitable Giving While Living Abroad 7:01 - Local Tax Implications of Charitable Giving 7:32 - Using Excess Foreign Tax Credits for Charitable Deductions 8:03 - Differences in Tax Deductions Across Countries 8:34 - Charitable Giving in High-Tax vs. Low-Tax Countries 9:04 - Limits on Deductible Charitable Contributions 9:36 - Importance of Consulting Tax Professionals 10:08 - Making Donations to Large Organizations Like UNICEF 10:41 - Church and Religious Donations in Europe 11:12 - Double Taxation Considerations for U.S. Expats 11:44 - Ensuring Tax Deductibility of International Donations 12:16 - Pitfalls of Donating Without Checking Tax Laws 12:47 - Risks of Non-Deductible Donations for Expats 13:19 - Differences in Tax Treatment of Foreign Charities 13:51 - Donating Appreciated Stock Instead of Cash 14:23 - Tax Benefits of Donating Securities 14:54 - How Countries Value Stock Donations Differently 15:26 - Cross-Border Tax Implications of Donations 15:58 - Maximizing Generosity Through Tax Efficiency 16:29 - Mistakes That Can Cost Donors Money 17:01 - Gift Tax Risks in Certain Countries 17:32 - Large Donations and Unintended Tax Consequences 18:04 - Final Thoughts and Summary 18:35 - Like, Subscribe, and Follow for More Content

    20 phút
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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.

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