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

Isabel 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

This 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/

Keith and Stan talk about the updates to the situation surrounding NHR policies in Portugal.

Keith sits down with the Founder of Kubera, Rohit Nadhani to talk about the platform and its beginnings.

The 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

Our 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...

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 ca...

#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.

Our 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...

Coming 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.

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!

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!

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.

London 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.

Stan 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? 

On 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 inves...

Year-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...

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 mea...

We 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 b...

Saving 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 ad...

We 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 expat...

Are 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...

As 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 – S...

This 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...

While 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 S...