Shows
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsCrypto and Stablecoins Explained: What Expats Need to Know About the GENIUS ActIn 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 ex...
2025-08-1926 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsAre US Stocks Overvalued? Tariffs, AI, & Market Risk DebateIn 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 investingWatch 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:
2025-07-2133 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsNavigating Brokerage Options as an Expat in 2025This 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...
2025-06-2330 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsBuying Property Abroad: Tax Rules, Risks & Smart Planning for ExpatsThinking 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. mortgageU.S. tax obligations on foreign property gainsDifferences in real estate markets arou...
2025-06-0219 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsThe 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 Trends00:31 – Currency Diversification and Historical Context01:55 – Cash Flows and Currency Exposure Abroad04:07 – Impact of Dollar Weakness on Retirees and Expats06:17 – Types of Dollar vs. Non-Dollar Assets09:04 – Dollar-Hedged vs. Unhedged Investments
2025-05-0522 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsMarket Update Q2 2025 | Volatility, Global Markets, and Diversification InsightsThis 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 Volatility01:32 – Day-to-Day Market Swings and Short-Term Sentiment03:04 – Information Gaps and Global Trade Concerns06:01 – Investor Psychology and Volatility Responses08:19 – Diversification Strategies in Uncertain Markets11:24 – International vs. US Market Shifts13:40 – Ge...
2025-05-0122 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsCharitable Giving for U.S. Expats: Maximize Tax Benefits & Avoid PitfallsAre 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 ta...
2025-04-0719 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsAre Foreign Gifts Taxable in the U.S.? IRC Section 2801 Tax Explained🚨 After an 18-year wait, final IRS regulations provide guidance on how to comply with the Section 2801 tax on gifts and bequests made to U.S. persons from certain expatriates. 🔍 Topics Covered:✅ Who qualifies as a covered expatriate?✅ How the tax works✅ What Form 708 is & when to file it✅ Legal ways to avoid unnecessary taxation📌 Timestamps for Quick Navigation:00:00 - Intro: What is the foreign gift tax?01:02 - Can you receive tax-free gifts in the U.S.?03:15 - The 40% expatriation tax...
2025-03-2419 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsFrom Sharpie Notes to Living Abroad: Introducing Tahlia!🎉 Meet Tahlia Micoley, the newest addition to Walkner Condon Financial Advisors! From studying finance to navigating international taxation, she brings a unique perspective—plus a Sharpie-fueled approach to note-taking! 🖊️.🎙️ Meet Tahlia! – Introduction & background (0:38)🌍 Living Abroad Challenges – Banking, visas, and dealing with bureaucracy (1:10)📖 The Power of Writing for Learning – Why handwriting notes is better than typing (3:45)🏦 Studying Finance & Career Growth – Transitioning from university to wealth management (6:29)💡 Working in Financial Advisory – Key insights from the job & what surprised her (9:57)💰 Understanding International Taxation – How tax rules differ across countries (14:03)🇫🇷 Why France’s Tax Treaty is Surprisingly Good – Uniqu...
2025-03-1020 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsRelocating to Europe: Overcoming Challenges & Thriving AbroadThinking about moving abroad? 🌍 In this episode of Gimme Some Truth International Edition, we talk with Patricia Brooks, founder of The Courage Catalyst, about her journey moving to France and helping others make the leap. Whether you're seeking adventure, career change, or a fresh start, this episode covers the mindset, planning, and practical steps needed for a successful relocation.🔗 Key Topics & Timestamps: 0:00 - Welcome & guest introduction1:10 - Patricia’s story: Moving to 🇫🇷 France in 20183:30 - Overcoming fears & mental barriers in relocation5:45 - Why mindset is key to moving abroad7:50 - Ch...
2025-02-2423 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsCorporate Transparency Act (CTA) Explained: Who Needs to File & What It Means for BusinessesThe Corporate Transparency Act (CTA) is a new federal law requiring millions of businesses to report their beneficial ownership to the Financial Crimes Enforcement Network (FinCEN). But who needs to file? What are the penalties for non-compliance? And why has the CTA been challenged in court?In this video, we cover:✅ Who must file under the CTA (LLCs, Corporations, and Foreign Entities)✅ Key deadlines & reporting requirements✅ Potential penalties for non-compliance✅ Why 93% of businesses are unaware of this law✅ Legal challenges and the possibility of repealDon’t get caught off guard—learn how the CTA impacts small businesses, foreign investors, and corporate...
2025-02-1027 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsUK Tax Update 2025: Remittance Basis Taxation & Temporary Repatriation Facility (TRF) ExplainedStay informed on the latest UK tax updates with Stan Farmer and Syl Michelin! In this episode, they discuss significant changes to remittance-based taxation and the introduction of the Temporary Repatriation Facility (TRF). Learn how these updates affect US-UK taxpayers, strategies to optimize your finances, and why now is the time to act on unremitted income and gains.
📌 Topics Covered:
Changes in remittance basis taxation
Understanding the TRF and its benefits
Tax strategies for expats in the UK
Important deadlines and reduced tax rates
00:00 - Introduction: Overview of UK tax updates and remittance basis taxation.
00:33 - Key changes in UK...
2025-01-2715 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsAdventures in International Living: Tips, Challenges, and Real-Life StoriesJoin us as we explore the challenges and rewards of international living. In this episode, our international team members share personal stories of moving abroad, adapting to new cultures, overcoming language barriers, and navigating the unique aspects of expat life. Learn about living in countries like Germany, Angola, Switzerland, and Dubai, with insights into financial planning, cultural integration, and lessons from global adventures.
Introduction and purpose of the podcast: 00:00:04
Insights on team international backgrounds: 00:00:34
Talia's journey to Germany: 00:02:41
Overcoming German language challenges: 00:04:15
Navigating expat bubbles and integration: 00:05:49
Stan's move to Angola and ambitions in the financial sector: 00:07:53
Economic boom...
2025-01-1331 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsUK Tax Overhaul Explained: Key Changes for U.S. Expats and Investors📢 In this episode of "Gimme Some Truth International," we dive deep into the latest updates on UK tax laws! 🚨 This episode offers valuable insights for anyone navigating the UK financial system—whether you're an investor, expat, or tax professional. Stay informed about how these changes could impact you or your clients.
💼 Key Topics Discussed:
Major Tax Law Changes: Discover the transition from remittance-based taxation to the Foreign Incoming Gains (FIG) regime.
Capital Gains Tax Hike: Learn about the new capital gains tax rates and their implications for investors.
Inheritance Tax Overhaul: Understand the impact of domicile changes and the new residen...
2024-12-0922 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsWealth Taxes 101 for U.S. ExpatsThis episode of Gimme Some Truth for Expats dives into wealth taxes and their implications for expats living abroad. Discover how wealth taxes differ from income taxes, explore policies in countries like France, Spain, and Portugal, and learn how offshore assets are taxed. We also cover strategies for navigating international tax systems effectively. A must-watch for expats managing finances across borders.
#WealthTaxes #Expats #InternationalTaxes #OffshoreAssets #TaxPlanning #GlobalFinance
2024-11-2520 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsTax Considerations When Splitting Your Time Between the U.S. and Other CountriesWith remote work on the rise, many digital nomads and international families split their time across countries, navigating complex tax laws and residency rules. In this episode of Gimme Some Truth, we explore common tax pitfalls of global living, why the "183-day rule" might not provide full protection, and essential insights for those balancing lives across borders. Tune in to learn how to plan effectively, reduce tax surprises, and make the most of a cross-border lifestyle.
2024-11-1113 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsGive All Your Money Away: Expat WrinklesMuch is changing in the world of U.S. Estate Planning with regards to the possible sunsetting of the increased estate exemption in the United States in 2025. In this podcast, the International Team at Walkner Condon discuss how these possible changes will effect American expats and how they plan for their children: given the lower estate exemption amounts in many European countries, these may not have a major effect, but can for those in other jurisdictions with no estate tax.
2024-10-2821 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsWhat Happens If You Die While Living AbroadDavid Luzon from Barclay Damon joins the Walkner Condon team to discuss estate planning issues affecting US expats and cross-border families. Topics covered include probate jurisdiction, wills, inheritance/estate tax, transfer certificates, and other practical planning considerations expats need to be aware of.
2024-10-1440 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsHow Much International Exposure Do I Need?In this episode of Gimme Some Truth, Syl, Keith and Stan discuss the importance of international allocation in portfolios. Despite years of US outperformance, international markets remain a pillar of a well diversified allocation, in both equity and fixed income. In this discussion, we share insight and look at index data to help investors with their own international allocation decisions.
2024-09-3019 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsCaution: Implementing Roth Strategies AbroadThis Gimme Some Truth episode explores the nuances of Roth conversion strategies for Americans abroad. For most Americans, the decision to roll over a Roth IRA is governed by the calculus of US Tax Rates and their age. However, many foreign countries either treat the Roth IRA like a traditional brokerage account or a traditional IRA. Therefore, Americans living abroad (or thinking about it) should proceed carefully and fully analyze how their prospective destination(s) will treat Roth IRAs and their withdrawals.
2024-09-1619 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsTo Rollover or Not To Rollover: An Expat WrinkleIn this installment of Gimme Some Truth, Keith, Stan and Syl discuss how residing abroad can effect one of the most common decisions US investors make - rolling over their employer-sponsored retirement plan (401k, 403b, TSPP) to an IRA. While this decision is frequently presented as a "no brainer" for Americans in the US, the various tax treaties the US has with foreign countries frequently render this decision more complicated for Americans residing or thinking about residing abroad as certain countries will tax different types of plans differently.
2024-08-2921 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsQ2 2024 Review, Q3/4 Market Commentary and OutlookSyl and Clint discuss the domestic and international stock and bond markets, reviewing the second quarter of 2024 and touch on some themes for the rest of the year. Syl is seeing a few more headwinds for the remainder of the year, and both Syl and Clint are a bit skeptical that this recent stock market rally will persist.
2024-08-0112 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsNavigating Blended Families FinancesClint and Stan share practical advice on navigating the financial complexities of a blended family in our newest podcast episode. #BlendedFamilyTips #finance
2024-05-3125 minInvesting for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsEconomic and Market Update Featuring Andrew Opdyke, CFA - EconomistSyl Michelin and Nate Condon host an exciting economic commentary with feature guest Andrew Opdyke. Andrew is a CFA and economist for First Trust Portfolios and frequently speaks on macroeconomic topics and the current state of the markets. In this podcast, we discuss inflation and its impact on debt, the housing market, and the current health of multinational corporations. We hope that this podcast will help to provide some insight on the current state of the economy and how the Fed may navigate the remainder of 2024.
2024-05-1732 minInvesting for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsStarting Your Expat Journey StatesideKeith and Stan offer valuable guidance on starting your expat life from the US, highlighting the benefits this change brings. #ExpatLife #NewBeginnings
2024-05-0624 minInvesting for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsState of European Markets with Leonardo DeCostaWe are joined by Leonardo DeCosta from First Trust to discuss the environment of expats in Europes markets.
2024-04-2034 minInvesting for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsVetting Expat Brokerages 2024 EditionJoin Keith and Syl as they talk about how and when to select the right brokerage for your expat journey.
2024-04-0521 minInvesting for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsThe Hurdles of Banking as an ExpatIn this podcast, Walkner Condon’s team of International Advisors discuss the banking rules and regulations that face Americans moving abroad. They also discuss some of the additional banking options for Americans outside of the U.S.
2024-03-2228 minInvesting for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsCharitable Giving with Anna January - Market Report 2024In our latest podcast episode, Polly engages in a discussion with Anna January, who serves as the Director of Charitable Giving at Wisconsin Watch. Tune in as they explore the present and upcoming landscape of charitable contributions.
Read the 2024 Market Report here:
https://walknercondon.com/2024-market-outlook-2/
2024-03-0831 minInvesting for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsTiming the Market - 2024 Market ReportMitch and Alicia talk about Alicias article covering timing the market and why it can be the wrong choice.
2024-03-0121 minInvesting for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsHousing Market "New Normal" - Market Report 2024Clint and Nate sit down to talk about their articles for the 2024 Market Report. They cover the housing market and the low consumer sentiment surrounding the markets.
2024-02-2331 minInvesting for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsSoft Landing and Bonds - Market Report 2024Mitch and Keith are talking about their articles for our 2024 Market Report.
Keith talks about his piece on bonds and Mitch talks about piece on the possibility of a soft landing.
2024-02-1631 minInvesting for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsRecency Bias - Market Report 2024Stan and Syl continue our discussions about the articles in our 2024 Market Report. They discuss Stans article covering Recency Bias and its influence on the market.
Read the article here:
2024-02-0930 minInvesting for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsAdvantages of Citizenship Diversification with Henley and PartnersIsabel Quintero joins Keith, Stan, and Syl to discuss the services Henley and Partner offer their clients and the environment of international residency.
Connect with Henley and Partners:
isabel.quintero@henleyglobal.com
2024-02-0632 minInvesting for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsWhat Year Is It? - Market Report 2024This is our first podcast talking about our 2024 Market Outlook. Clint and Syl discuss Syl's article titled "What Year Is It?", a global macro piece.
Read the Walkner Condon 2024 Market Outlook here: https://walknercondon.com/2024-market-outlook-2/
2024-01-2933 minInvesting for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsGimme Some Truth: Updates to PortugalKeith and Stan talk about the updates to the situation surrounding NHR policies in Portugal.
2023-12-0825 minInvesting for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsKuberas' Roadmap: A Talk with Rohit NadhaniKeith sits down with the Founder of Kubera, Rohit Nadhani to talk about the platform and its beginnings.
2023-11-2226 minInvesting for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsChanges to Portugals NHR ProgramThe non-habitual residence program (NHR) is a special tax status that offers special tax treatment to non-residents who would like to establish permanent or temporary residence in Portugal.
The NHR scheme will end in 2024, meaning you may only have until the end of 2023 to apply.
#NHR #nhrprogram #expats #expatlife #portugal #portugalforexpats
2023-11-2127 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsFinding Opportunities in the Global Bond Market with PIMCO's Tina AdatiaOur expat team sat down with Tina Adatia from her London office. Ms. Adatia is an executive vice president and product strategist, focusing on global fixed income and ESG strategies at Pimco.
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. Our extensive resources, global presence and time-tested investment process are designed to help provide our clients with an edge as they pursue their long-term goals.
#globalbondmarket #bonds #pimco #fixedincome #expatlife #expats #investing #investingtips #movingabroad
2023-09-1237 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsFinding Opportunities in the Global Bond Market with PIMCO's Tina AdatiaOur expat team sat down with Tina Adatia from her London office. Ms. Adatia is an executive vice president and product strategist, focusing on global fixed income and ESG strategies at Pimco.
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. Our extensive resources, global presence and time-tested investment process are designed to help provide our clients with an edge as they pursue their long-term goals. #globalbondmarket #bonds #pimco #fixedincome
2023-09-0737 minInvesting for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsThe Realities of Retirement: Have a plan!The commercials will show you people walking on the beach hand-in-hand, gardening with a smile, even taking on high risk adventures. Eventually, the retirement luster can wear off. It is important to have a plan, figure out how you will spend your days. We see this all of the time with clients. The reality of retirement can be different than the dream. It is important to have a plan so that you can maximize your retirement satisfaction.
#retirement #retiring #seniorcitizens #retirementsavings #financialadvice
2023-08-3127 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsLuxury Travel#luxurytravel becomes an attainable goal with this helpful information from Scott Poniewaz, Head of EXEC.
EXEC is a highly curated hotel, travel, lifestyle, and business benefits program providing access to exceptional brands and experiences. It powers the benefits and perks programs of some of the world's leading associations and organizations.
2023-08-2326 minInvesting for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsCourt Cases that Impact Expats with Mishkin Santa from The Wolf GroupOur international expat team had a discussion with Mishkin Santa, JD, LLM, TEP from The Wolf Group about recent and relevant court cases that directly impact expats when it comes to tax filing. The Wolf Group thrives as an international tax accountant firm.
Mishkin is a Principal of The Wolf Group and oversees the firm’s international tax services in the areas of Offshore Voluntary Disclosure, US Exit Tax, foreign grantor and non-grantor trusts, nonresident alien taxation, international organization employee taxation, pre-immigration tax planning, and cryptocurrency.
He assists individuals and businesses with highly specialized and complex tax issues related to...
2023-07-0531 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsMid-ish Year Market ReviewComing up on the mid-year, Stan Farmer and Syl Michelin talk about the markets and what we might be able to expect in the second half.
2023-06-1517 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsDebt Ceiling Deadline? What does it ALL mean?Clint Walkner, Nate Condon, and Syl Michelin break down the looming Debt Ceiling Deadline. What does it ALL mean? Should you be nervous? Questions answered!
2023-05-2523 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for Expats3 Tax-Friendly Off-The-Radar European Countries for Expats!Americans flock to places like Portugal and France, but don't forget these hidden gems! Low cost of living, friendly tax rates, and loaded with culture and scenery. Let's talk Romania, Hungary, and Bulgaria. Expats, this is for you!
2023-05-1621 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsPortugal: It's Like California in the 60s!GST guest and local business owner Jonny Hoffner (Paper Antler, Good Lion Golf) joins Stan and Mitch in the booth to discuss the month he and his family spent in Portugal. They discuss how Portugal was the “edge of the old world”, why it is such an attractive place to visit or retire, and Jonny’s fun day at a Portuguese golf course.
2023-03-2236 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsFinancial Planning Considerations Americans Need to Know Before Moving to the United KingdomLondon has long been a truly international city and many Americans live and work in the greater metropolitan area. Whether you are considering a short, intermediate, or long-term move to the United Kingdom, there are a variety of financial planning topics that are best considered prior to making the move.
2023-03-1326 minInvesting for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsA Review of Early Market Outcomes in 2023 with Stan and KeithStan and Keith sit down to discuss the markets, touching on U.S. stock market before transitioning to a more substantive discussion on international markets. With recession still possible (and some say probable), how will the markets react?
2023-02-0720 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsA "Guide to the Markets" with J.P.Morgan Asset ManagementOn the heels of the release of Walkner Condon's 2023 Market Outlook, Keith & Mitch have a conversation with Jack Manley, Global Market Strategist, and Eric Lewis, ETF Specialist, both of J.P. Morgan Asset Management. Jack, as a contributing member of the team that produces the J.P. Morgan Guide to the Markets, talks about the data in the guide and how we can use it to make data-driven investment decisions. They discuss the state of inflation, macroeconomic trends, and positioning for U.S. and international markets going forward.
2023-02-0637 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsYear-End Financial Planning: Tax Loss Harvesting for U.S. Expats & Americans AbroadYear-end means many things: holidays, new year’s resolutions, and plenty of holiday-themed foods, which necessitate certain new year’s resolutions. But year-end in the financial world also means tax loss harvesting. In this episode, Stan Farmer, CFP, J.D., and Syl Michelin, CFA, explore the world of tax loss harvesting for U.S. expats and Americans abroad.
In a sentence, tax loss harvesting simply means selling certain investments at a loss to reduce your tax bill or offset capital gains. Capital gains – either short-term or long-term – come when investments are sold and have appreciated beyond the price at...
2022-12-1739 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsIntro to Expatriation Ep. 3: Should I Really Expatriate?We finish our ‘Introduction to Expatration’ series by taking into account what we've covered so far and asking the question, "Should you really expatriate?"
Our Expatriation 101 miniseries started by defining covered vs. uncovered expat status, while our second episode detailed the consequences of falling under the covered expat status. Now that we have a more complete picture of what it means to expatriate, Stan, Syl, and Keith dive into when it might make sense to do so.
Questions about this episode or topics you’d like us to cover in future episodes of our ‘Intro to Expatr...
2022-11-1926 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsPreviewing the Qatar 2022 World Cup & USMNT, featuring Jake Landau from It's Called SoccerWe take a break from our regularly scheduled expat investing programming to dive into a rapidly approaching international event that may be of interest to our audience of Americans abroad – the 2022 World Cup.
While financial advisors Stan Farmer, CFP®, J.D., and Keith Poniewaz, Ph.D., have quite the knowledge of soccer, with a particular focus on the U.S. Men's National Team, we wanted to bring in an outside guest with an even greater breadth of expertise on the subject. Enter Jake Landau of the It's Called Soccer YouTube channel. Coincidentally enough, Jake is an American who...
2022-10-1940 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsCollege Savings for U.S. Expats and Americans Living AbroadSaving for their children's college experience is often a financial goal that many of our clients living in the U.S. want to accomplish. But that goal becomes more convoluted when you're an American living outside the U.S. trying to send your child to university, whether they'll eventually be attending a school internationally or one in the U.S.
In this episode, our team of U.S. expat financial advisors – Stan Farmer, CFP®, J.D.; Syl Michelin, CFA; and Keith Poniewaz, Ph.D. – break out the lesson plan and teach you the basics about college savings and ho...
2022-09-2426 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsIntro to Expatriation Pt. 2: Financial Consequences of Covered Expat StatusWe continue our ‘Introduction to Expatration’ series with a deeper dive into the implications and consequences of covered expat status.
While our first episode of this miniseries focused on the definitions and differences of covered vs. uncovered expat status, this edition hones in on what it means financially if you find yourself in the group of covered expats. As with most things involving expatriation, it’s complex to be in the covered category. And as Stan Farmer, CFP, J.D., and Keith Poniewaz, Ph.D. explain, there are many financial (and tax components) to consider. They go more i...
2022-09-1025 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsInvesting in the U.S. for Non-AmericansAre you a nonresident alien or non-U.S. citizen looking to invest in the U.S.?
Whether you’re part of a cross-border family or simply a non-U.S. citizen trying to invest in the U.S., there are quite a few myths and misconceptions about investing in the U.S. as a non-American. We haven’t touched on this subject before, but we’ve still had a recent deluge of inquiries about investing in the U.S. as a foreigner. So we thought it was time to cover this subject more in-depth in what’s likely to be a...
2022-08-2535 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsWhat is Expatriation? An Introduction to Covered vs. Uncovered Expat StatusAs obvious as it sounds, one of the keys to U.S. expat status is the process itself of expatriation. Living as an American abroad is one thing, carrying its own set of financial and investing hurdles and complications. But truly renouncing your U.S. citizenship brings about its own set of obstacles.
In this episode of Gimme Some Truth for Expats, our team of U.S. expat financial advisors – Stan Farmer, CFP®, J.D.; Syl Michelin, CFA; and Keith Poniewaz, Ph.D. – delve into the subject of expatriation, the first of what is sure to be multipl...
2022-08-1528 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsThe Rise of the Dollar: Exploring the Factors at Play in the Renewed Strength of the DollarThis was an episode that first appeared on the Gimme Some Truth feed, but we felt the topic was just as important to U.S. expats and Americans living abroad. After all, the currency markets obviously carry international implications. And as Syl points out, the strength of the dollar means it's a great time to be an American traveling abroad (as long as you can get there in a somewhat inexpensive fashion).
Syl Michelin, a Chartered Financial Analyst and U.S. expat financial advisor, sits down with Nate Condon – one of the founding partners of Walkner Condon – to di...
2022-07-3031 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsBecoming a Digital Nomad: Countries, Complications and Consequences of Working Outside the U.S. in a Remote-Work AgeWhile many of the people who come to us are contemplating retiring or living outside the U.S. for an extended period of time, there's an entirely different group of Americans abroad in our tech-based, post-COVID era – the digital nomad.
Our team of U.S. expat financial advisors focused on Bermuda's lucrative, and rather inexpensive, digital nomad visa program on a previous episode of Gimme Some Truth for Expats. This time, we're zooming out to discuss digital nomad life from an introductory financial perspective. How should you consider where to go? What will the financial and investing com...
2022-07-0823 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsFrom the Expat Archives: Discussing Digital Nomad Visas With Glenn Jones, CEO of Bermuda Tourism AuthorityA long time ago – March 2021 to be exact – we brought a special guest, Glenn Jones of the Bermuda Tourism Authority, onto Gimme Some Truth to discuss an expat topic beginning to pick up steam – Digital Nomad Visas. As we progress into the third year with COVID still part of our lives, many workers are still working remotely full-time. In some cases, full-time remote work has become the standard (unless you're Elon Musk & Tesla). So with work-from-anywhere work still very much in the mix, we thought it would be worthwhile to drop this episode from the archives and bring it to this...
2022-06-0328 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsCan I Contribute to an IRA (or Roth IRA) as an Expat?Whether it's Reddit, a Facebook group, or any of the other myriad online discussion forums for U.S. expats, whether or not you – a U.S. expat – can contribute to an IRA is typically one of the most discussed topics for Americans living abroad. The simple answer is yes, you can, as long as you have employment income. Outside of that, no one rule prohibits a U.S. expat from contributing to an IRA. But as Keith Poniewaz, Ph.D., puts it so aptly in this episode, "Can you contribute to an IRA as an expat? Yes. Should you? Maybe...
2022-05-0625 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsTaxes for U.S. Expats and Americans in Portugal, with Mark Van der Linden - Cross Border Tax LawYou can’t spell ‘expat’ without tax. In all seriousness, and because of the complexities of being an American outside of the U.S., it can feel like life abroad revolves around taxes. While our team of financial advisors, who specialize in working with U.S. expats, have discussed taxes previously – not to mention the myriad acronyms – there are tax experts who specifically focus on tax consulting and preparation for expats. One of those experts is Cross Border Tax Law's Mark Vanderlinden, our featured guest on this episode.
A native of the Netherlands who lives in New York – an e...
2022-03-2527 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsAmerican Moving to Switzerland: Financial Planning and Investing Factors to Know as a U.S. ExpatNot only is Walkner Condon Financial Advisors' Syl Michelin, CFA, a native of France, but he also spent several years living in Switzerland and holds a Swiss passport. His wealth of knowledge on investing and financial planning as an American in Switzerland is perhaps exceeded only by the copious cliches about watches and chocolate (though, surprisingly, there was only one such reference in this episode). But, as Syl, Stan Farmer, and Keith Poniewaz make note of in this introduction to Switzerland – another in our series of episodes about key countries for U.S. expats – there is much more to life i...
2022-03-1125 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsTop 5 Destinations for U.S. Expats in 2022 – Best Countries for Investing as an American AbroadAre you an American seriously contemplating a move abroad? Or maybe you're closer to the early stages of that process, thinking about the possibilities of living somewhere outside of the U.S.?
Even if you fall into the latter group – and a move might not be imminent in 2022 – this episode seeks to unearth the most favorable destinations for U.S. expats. And while food, culture, and climate are important components to consider, our trio of U.S. expat financial advisors – Stan Farmer, Keith Poniewaz, and Syl Michelin – hones in on these locales from an investing perspective. After all, the fina...
2022-02-1130 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for Expats2022 Market & Investment Outlook for U.S. ExpatsAfter a holiday hiatus, and a lot of time spent on our 2022 Investment & Market Outlook Guide, our team of U.S. expat financial advisors is back with our first installment of Gimme Some Truth for Expats in 2022. Syl Michelin, our resident CFA® (Chartered Financial Analyst), again headlined this year’s guide with his market outlook piece, a comprehensive look at the year that was in 2021 and what may be on the horizon in 2022, along with factors to keep in mind.
Together, Syl; Syan Farmer, CFP®, J.D.; and Keith Poniewaz, Ph.D., dig deeper into Syl’s piece...
2022-01-2822 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsMoving to Germany as a U.S. Expat - Financial & Investing Considerations to Keep in MindWe continue our country-specific journey for U.S. expats with another stop in Western Europe – Germany. Though we haven't dedicated a lot of written content previously to Germany – it's one of our New Year's resolutions to change that! – we know from visitors to our website for U.S. expats that it must be right up there among top destinations. Including the U.S., Germany ranks as our third-highest source of visitors, behind only the U.K, which was our first country-specific destination in our most recent episode. And, several sources back that claim up, listing the number of Americans in Germ...
2021-12-2321 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsMoving to the UK as an American: Financial Implications for U.S. Expats in the United KingdomWhile our first three episodes have focused more broadly on the U.S. expat experience and the hangups that typically complicate life for Americans abroad, this installment seeks to hone in on a specific destination – the United Kingdom.
America's long, and somewhat tumultuous relationship with the UK – particularly Great Britain (*ahem* 1776) – makes it a logical place to start our journey of the key countries where U.S. expats wind up. And while the UK is more than one country (thanks to Ted Lasso for this phenomenal quip on the often befuddling breakdown of the UK), it's right up there...
2021-12-1720 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsTaxes for Americans Abroad & U.S. Expats with Leo Zimny, CPA & Tax Director at Expat U.S. TaxThough this episode originally aired on our main Gimme Some Truth feed prior to the launch of Gimme Some Truth for Expats, the topic of taxes is a vital one when it comes to the U.S. expat experience. That's why we felt it was imperative to include this introduction to U.S. expat taxes as part of the GST for Expats feed. You can read more about the episode below from the original description.
Walkner Condon international advisors Keith Poniewaz and Stan Farmer bring U.S. expat tax expert Leo Zimny, CPA, on the show to c...
2021-12-0827 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsWhat is the Best Brokerage for Expats?So what's the best brokerage for U.S. expats?
If that's not the question we hear most, then it certainly ranks right up there for the most-asked financial question when it comes to being an American abroad and trying to invest. Like any oft-searched, idiosyncratic inquiry, this question has no one right – or wrong – answer. The best version of a succinct response? "It depends."
Our team of expat advisors – Stan Farmer, CFP®, J.D.; Syl Michelin, CFA®; and Keith Poniewaz, Ph.D. – shed some light on a subject that can be frustrating and nerve-wracking, whether you're alread...
2021-11-3025 min
Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for ExpatsAn Introduction to Financial Planning & Investing for U.S. Expats: The Top Financial Issues for Americans AbroadIn our first episode of Gimme Some Truth for Expats, Keith Poniewaz (Ph.D.), Stan Farmer (CFP®, J.D.) and Syl Michelin (CFA®) bring their first-hand knowledge as expats to the table to set the stage for the podcast, as they outline the key financial complications for Americans outside of the U.S.
Unfortunately, being an American and moving abroad doesn't mean smooth sailing when it comes to avoiding Uncle Sam and those U.S. taxes. Keith, Stan, and Syl detail what citizenship-based taxation means, something that makes the U.S. particularly unique on the taxation front. As...
2021-11-1921 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsQuarter 2 Market Recap: Tech Gets Its Groove Back, Perplexing Price-to-Earnings, and Potential Impact of New PolicyClint teams up with Walkner Condon's Chartered Financial Analyst®, Syl Michelin, and Stan Farmer – a financial advisor for U.S. expats – to discuss the second quarter and look ahead to Q3 of 2021. In another good quarter that has seen the S&P hover around all-time highs, things started rather uneventfully but then changed in June, as the tech sector got its groove back. The trio takes a trip down memory lane, framing the current tech atmosphere in terms of the late 90s and early 2000s, including a comparison between the Bulletin Board System of internet yesteryear and the new age...
2021-07-1631 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsAn Intro to Taxes for Americans Abroad: Leo Zimny, Tax Director, Expat U.S. TaxWith tax deadline day coming, Walkner Condon international advisors Keith Poniewaz and Stan Farmer bring U.S. expat tax expert Leo Zimny, CPA, on the show to cover the basics of taxes for Americans abroad. While many people would prefer to steer clear of the topic of taxes, they are an integral part of a holistic financial plan, especially for U.S. expats and Americans considering a move abroad. Zimny, who is Tax Director for Expat U.S. Tax, touches on his career, which started with PwC, and his transition to working with international individuals, along with some key...
2021-04-0827 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsWorld Cup for Retirees: France vs. PortugalKeith welcomes Syl and Stan into the booth to examine two emerging places for US expats, France and Portugal. With Syl's French roots and Stan's knowledge of Portugal from his time living there, the duo compares and contrasts each country's case for attracting U.S. retirees.
2020-12-2322 min
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsPotential Pitfalls For Expat InvestingClint talks with Keith, the Director of International Advisory Services, on some important considerations for American expats and some potential pitfalls to avoid. There are a lot of complexities with international investing and they share a few items to consider.--- Send in a voice message: https://anchor.fm/walkner-condon/message
2019-01-2823 min