Shows
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 #movingabroad2023-09-1237 min
Gimme Some Truth for Expats | Financial Planning & Investing for Americans AbroadTaxes 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
Gimme Some Truth for Expats | Financial Planning & Investing for Americans AbroadAmerican 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
Gimme Some Truth for Expats | Financial Planning & Investing for Americans AbroadTop 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
Gimme Some Truth for Expats | Financial Planning & Investing for Americans Abroad2022 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
Gimme Some Truth for Expats | Financial Planning & Investing for Americans AbroadMoving 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
Gimme Some Truth for Expats | Financial Planning & Investing for Americans AbroadFinancial Planning & Investing as a U.S. Expat in the United Kingdom (UK)While 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
Gimme Some Truth for Expats | Financial Planning & Investing for Americans AbroadTaxes 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
Gimme Some Truth for Expats | Financial Planning & Investing for Americans AbroadWhat 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
Gimme Some Truth for Expats | Financial Planning & Investing for Americans AbroadAn 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/message2019-01-2823 min