Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for Expats

Moving to Europe? Before you pack your bags, make sure your finances are ready. In this episode of Gimme Some Truth, Nate, Stan, and Syl break down the most common — and costly — financial mistakes Americans make when moving abroad. From mishandling US retirement accounts to holding the wrong investments in a foreign country, these errors can cost you thousands in unnecessary taxes and penalties....

Thinking about moving to France or buying French real estate? In this episode of Gimme Some Truth, we talk with Philippe Henky from Squair Law, a French tax attorney with over 10 years of experience advising U.S. nationals on French tax law, estate planning, and cross-border real estate transactions. Philippe walks through the biggest financial and legal pitfalls Americans face when relocating to...

Join hosts Syl Michelin, CFA and Clint Walkner as they break down the key market themes from Q1 2026. In this episode, Syl and Clint cut through the headlines to focus on what the market is actually telling investors — covering geopolitical tensions, energy prices, AI infrastructure spending, the SaaS selloff, crypto, gold, bonds, and international stocks. From the 10% market correction to the val...

🇵🇹 Portugal just made two major moves in one week — and if you're pursuing residency, a Golden Visa, NHR 2.0 tax status, or citizenship, you need to hear this. On March 31, Portugal's tax authority released pending decisions on NHR 2.0 (the successor to the Non-Habitual Resident regime), approving applications across the board. On April 1, parliament voted on a nationality reform bill that...

In this episode of Gimme Some Truth, we are thrilled to introduce the newest member of our team, Felipe Quaassdorff. Joining Stan Farmer, Felipe brings a powerhouse of international experience—moving from Chile to the U.S. and earning his CFA charter along the way. Being an expat isn't just a career path for Felipe; it’s a lived experience. We discuss the hurdles of starting from scratch in a...

Moving to Japan as an American? The "Land of the Rising Sun" offers incredible culture and lifestyle, but for US citizens, it also brings a web of financial and tax complexities. In this episode of Gimme Some Truth, we break down exactly what you need to know to protect your wealth and stay compliant. In this video, we cover:- The 5-Year "Grace Period": How Japan’s Non-Permanen...

Most American investors don't realize that their brokerage relationship often "breaks" the moment they move overseas. In this episode of Gimme Some Truth, we discuss why U.S. retail brokerages are closing expat accounts and how to choose the right custodian before you relocate. From FATCA compliance to the "liquidation-only" trap, we break down the complexities of being a U...

Kevin Warsh has been nominated as the next Federal Reserve Chair for 2026. What does this leadership shift mean for your wallet? In this episode of Gimme Some Truth, we analyze the Warsh nomination and its immediate impact on monetary policy, interest rates, and the global markets. As Jerome Powell prepares to hand over the gavel, Kevin Warsh brings a distinct philosophy to the FOMC—balancing a &q...

In this episode of Gimme Some Truth, the Nate and Clint discuss the 2026 Market Outlook, Walkner Condon’s annual market outlook publication, and the key themes shaping the year ahead. Read the 2026 Market Outlook here: ⁠https://walknercondon.com/market-outlook-guide-2026/ ⁠ The conversation explores insights from the 2026 Market Outlook, including diversification, concentration risk, taxation, and...

Portugal’s NHR 2.0 tax regime is changing the landscape for expats—and especially Americans—looking to relocate, invest, or build businesses abroad. In this episode of Gimme Some Truth, hosts Nate Condon and Stan sit down with Zeev Fisher, founder of Fresh Portugal, to break down what the new Non-Habitual Resident (NHR 2.0) program really means. We explore the history and evolution of Portugal’s N...

In this episode of Gimme Some Truth, Nate, Andrew, and Clint take a deep dive into the rapidly growing world of prediction markets—a space sitting at the intersection of investing, betting, and financial innovation. We explore how prediction markets first emerged from political forecasting and academic research, how companies like Kalshi and Polymarket are shaping the U.S. landscape, and what the...

In this episode of Gimme Some Truth, Clint, Keith, and Nate take a deep dive into one of the most debated topics in finance today: investment bubbles. From historical manias to the modern AI boom, this episode unpacks how bubbles form, why they burst, and what investors should watch for in today’s elevated market environment. We explore classic examples like Tulip Mania, the Dot-Com Bubble, and ot...

🌍 Thinking about investing internationally? In this episode of Gimme Some Truth, the Walkner Condon team breaks down American Depositary Receipts (ADRs) — what they are, how they work, and when they make sense for investors seeking global exposure. Learn the benefits and risks of ADRs, plus discover alternative ways to invest internationally, from buying shares directly on foreign exchanges to ma...

In this episode of Gimme Some Truth, hosts Clint Walkner, Stan Farmer, and Ian Beardsley are joined by Meb Faber, Chief Investment Officer of Cambria Investment Management, for an in-depth discussion on utilizing Section 351 to seed newly launching exchange-traded funds—a mechanism that can provide a tax-efficient approach to diversifying concentrated stock and ETF positions. The conversation expl...

How does Epic's employee stock program work—and what do you need to know about taxes, loans, 83(b) elections, and long-term planning? In this episode of Gimme Some Truth, financial professionals Clint Walkner, Alicia Vande Ven, CFP® (former Epic HR), and Mitch DeWitt, CFP®, break down the complexities of Epic employee stock, including vesting, tax implications, exit planning, and risk manageme...

In this episode of Gimme Some Truth, Clint, Nate, and Syl break down the Q3 market recap and share their Q4 stock market outlook. They discuss the continued strength of U.S. and international equities, the resilience of the economy despite tariffs and global challenges, and how potential Federal Reserve rate cuts may shape the months ahead. They also dive into currency pressures, inflation trends,...

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 treat...

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 brin...

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 Wa...

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 changin...

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....

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...

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 – Introduct...

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 contributio...

🚨 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...