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Showing episodes and shows of
Jay Boekeloo, CFP
Shows
For The Wealth of It
Wealth without Borders: Financial Planning for US Expats with Arielle Tucker, CFP®, EA
Join us for an inspiring conversation with Arielle Tucker, CFP®, a financial planner and enrolled agent who specializes in cross-border financial planning for US expats living in Europe. After feeling trapped by the predictable suburban American lifestyle, Arielle and her husband made the bold decision to move to Switzerland, where she discovered her passion for helping Americans navigate the complex world of international finances.In this episode, Arielle shares her personal journey from travel agent to specialized financial planner, explaining the unique challenges US citizens face when living abroad - from dual tax filing requirements to...
2025-05-30
1h 06