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

For many Americans, living abroad is the dream. But the reality of being a U.S. expat, particularly when it comes to finances and attempting to invest from outside of the United States, can quickly turn into a nightmare with the complexities involved. With first-hand expat experience and their professional background in working with U.S. expats, financial advisors Keith Poniewaz, PhD.; Stan Farmer, CFP®, J.D.; and Syl Michelin, CFP®, cover an assortment of key topics U.S. expats and Americans abroad should know about investing and finances, whether they're already abroad or planning a move.

Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for Expats is a business podcast hosted by Unknown Host, with 69 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for Expats, a business show with 69 episodes published.

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

  UK Tax Changes 2026: What US Business Owners & LLC Owners Need to Know Before Moving Abroad

  Sep 14, 202615 min

  Thinking about moving to the UK, Ireland, or Spain? The UK is reconsidering major tax reforms that could dramatically affect American business owners, LLC holders, and law firm partners relocating overseas. In this episode of Gimme Some Truth, Nate Condon, Keith Poniewaz, and Syl Michelin break down the UK's shift away from remittance-based taxation, the new 4-year rule, double taxation risks for US LLC owners, and the return of golden visa programs for high-net-worth investors — plus why US LLCs and trusts often "don't travel" well internationally. If you're a US citizen considering a move abroad, this conversation covers the cross-border tax pitfalls you need to understand before making the leap. ⏱️ TIMESTAMPS 0:00 – Intro: UK tax changes and why they matter for those moving abroad 0:30 – Background: UK's shift from remittance-based taxation 2:13 – Real estate and investment slowdown effects in London 2:23 – Softening the blow for foreign investors 2:59 – Hypothetical changes still under discussion 5:57 – How US LLCs are taxed vs. UK corporate taxation 6:24 – Wait, four years? Increased double taxation risk 9:39 – Cross-border tax complexity for US LLCs and hybrid entities 13:23 – Why you need specialized US/UK tax and legal advice 15:12 – Real examples of costly assumptions people make 17:00 – Trusts don't travel: entity structures across borders 19:24 – Finding professionals who understand both US and UK law 23:37 – Golden visa programs: how they've changed in the UK 26:09 – Golden visas around the world (NZ, Poland, Italy, Portugal, Spain) 28:57 – Why understanding your options matters even when laws aren't final 32:12 – Wrapping up and looking ahead Considering a move abroad and need US/UK tax guidance? Reach out — we'd love to help. Learn more: https://www.walknercondon.com #UKTax #ExpatFinance #USLLC #InternationalTax #GoldenVisa #MovingAbroad #CrossBorderTax #FinancialPlanning Subscribe to our channel and never miss an episode of Gimme Some Truth- @usexpatinvesting and @walknercondon Learn More About Walkner Condon Financial Advisors: Visit: https://walknercondon.com Are You a U.S. Expat? We specialize in financial planning for Americans abroad: Explore our dedicated expat site: https://usexpatinvesting.com Connect with Us on Social Media: LinkedIn: https://www.linkedin.com/company/walknercondon Facebook: https://www.facebook.com/walknercondon

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

  Big Announcements: New HQ, a Promotion & a Retirement | Gimme Some Truth

  Aug 31, 202622 min

  Walkner Condon's Managing Partners, Clint Walkner and Nate Condon sit down in their brand-new podcast studio to break down the biggest changes at Walkner Condon Financial Advisors this year— from a stunning new headquarters that brings four offices together under one roof, to major staff promotions, a retirement announcement, and the philosophy behind sustainable, client-first growth as the firm surpasses $1.25 billion in assets under management. In this episode of Gimme Some Truth, you'll hear about the team's new state-of-the-art studio and building, Alicia's promotion to partner, Evan's promotion, Andy King's upcoming retirement, how Walkner Condon structures its advisory teams for redundancy and collaboration, and why the firm has no "finish line" when it comes to growth. Timestamps: 0:00 – Welcome back & new studio reveal 0:34 – Behind the scenes of the new studio design 1:48 – New building: bringing four offices into one 3:54 – Staff update: Alicia promoted to partner 5:27 – Big news: Andy King announces retirement 10:00 – Why team structure & collaboration matter 15:35 – Philosophy on growth: no finish line 19:46 – Hitting $1.25 billion in assets under management 20:47 – Thank you to clients & closing thoughts Subscribe @walknercondon Visit our website for more financial planning resources and educational information: https://www.walknercondon.com ———————————————— ADD US ON: LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/walknercondon

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

  Americans Moving to Europe: The Financial Pitfalls You Don't See Coming

  Jun 1, 202620 min

  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. Whether you're planning a move to France, Germany, the Netherlands, or anywhere in the EU, this video covers what you need to know about 529 plans, IRAs, 401(k)s, TSP rollovers, tax treaties, and building a portable investment portfolio. 🔑 Key topics covered: — Why you need to talk to a financial advisor BEFORE you move — How 529 plans and custodial accounts create problems overseas — IRA and 401(k) rollover strategies for expats — Country-by-country tax rules across Europe — The TSP rollover trap (and the major tax savings opportunity most people miss) — How to choose the right advisor for an international move 📌 Chapters: 0:00 – Introduction & Overview 0:27 – Why Timing Matters: Contact an Advisor Before You Move 1:32 – Three Categories of Common Mistakes 2:27 – US-Specific Account Structures: 529 Plans & Custodial Accounts 5:34 – Why 529 Plans Are a Problem in Europe 7:47 – IRAs, 401(k)s & Retirement Account Rollovers 9:27 – Country-by-Country Tax Rules in Europe 11:14 – Tax Treaties & Government Pension Plans 14:39 – The TSP Rollover Trap: A Major Tax Savings Opportunity 16:31 – Investment Holdings & Portability of Portfolios 18:03 – Choosing the Right Advisor for International Moves 20:23 – Disclaimers 📩 Thinking about moving abroad? Reach out to Walkner Condon for guidance on your specific situation. #MovingToEurope #AmericanExpat #ExpatFinance #ExpatTaxes #401k #IRA #TSP #529Plan #InternationalTax #FinancialPlanning #ExpatLife #movingabroad 🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement: 👉 Subscribe to our channel and never miss an episode of Gimme Some Truth- @usexpatinvesting and @walknercondon 🌐 Learn More About Walkner Condon Financial Advisors: Visit: https://walknercondon.com 🌍 Are You a U.S. Expat? We specialize in financial planning for Americans abroad: Explore our dedicated expat site: https://usexpatinvesting.com 📣 Connect with Us on Social Media: LinkedIn: https://www.linkedin.com/company/walknercondon Facebook: https://www.facebook.com/walknercondon

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

  Moving to France? Estate Planning, Inheritance Tax & Real Estate Tips for Americans

  May 11, 202627 min

  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 France — from inheritance taxes that can reach 45–60% to forced heirship rules that may override your U.S. estate plan. We cover practical strategies like usufruct (division of ownership), how to structure property purchases (share deal vs. asset deal), and why the difference between a holiday home and a primary residence matters more than you think. We also unpack a common source of confusion: the U.S.–France income tax treaty vs. the estate tax treaty, and why mixing them up can be costly. Plus, Philippe explains how French law treats U.S. trusts (spoiler: not the way you'd expect) and why you should always get your own notary and attorney when buying property in France. Whether you're planning a permanent move, purchasing a vacation home, or just exploring your options, this episode gives you the framework to make smarter decisions — ideally before you sign anything. Key topics covered: French inheritance tax rates (45–60%) and how to reduce your exposure Usufruct and division of ownership strategies Do Americans need a French will? Understanding forced heirship rules Electing U.S. law in a French will U.S.– France income tax treaty vs. estate tax treaty How trusts are taxed under French law Buying property in France: holiday home vs. primary residence structuring Share deal vs. asset deal when acquiring French real estate Why you must plan before you buy Choosing your own notary and legal counsel 📩 Contact Philippe Henky at Squair Law: https://www.squairlaw.com/en Timestamps: 0:00 – Introduction & Philippe's background 2:27 – French inheritance tax overview (rates up to 45–60%) 3:15 – Usufruct/division of ownership strategy 4:23 – Income tax vs. inheritance tax in France 5:26 – Do you need a French will? Forced heirship rules 7:33 – Electing U.S. law in your French will 16:12 – U.S.–France income tax treaty vs. estate tax treaty 17:40 – How trusts are taxed in France 19:21 – Real estate: planning before you buy 20:09 – Holiday home vs. primary residence structuring 21:47 – Share deals vs. asset deals for French property 23:04 – Always get your own notary and counsel 23:57 – Closing thoughts & key takeaways 🌐 Learn More About Walkner Condon Financial Advisors:Visit: https://walknercondon.com 🌍 Are You a U.S. Expat?Explore our dedicated expat site: https://usexpatinvesting.com 📣 Connect with Us on Social Media: LinkedIn: https://www.linkedin.com/company/walknercondon Facebook: https://www.facebook.com/walknercondon

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

  Q1 2026 Analysis: Geopolitical Tensions, The Saas Selloff, and Volatility Returns

  Apr 20, 202619 min

  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 value vs. growth repricing, they analyze what matters most for your portfolio in 2026. Whether you're evaluating US mega cap tech valuations after the selloff, considering international diversification, or wondering if bonds deserve a place in your portfolio, this episode delivers data-driven market analysis you can act on. Topics covered: Q1 2026 market recap, geopolitical risk and market corrections, oil prices in historical context, AI energy demand and infrastructure, SaaS creative destruction, value vs. growth investing, crypto and gold performance, market timing pitfalls, bond investing in 2026, international stocks vs. US stocks, non-USD diversification strategies. 📌 Chapters: 0:00 – Introduction & Q1 2026 Market Overview 0:29 – Disconnect Between Headlines & Market Reality 1:27 – Geopolitical Tensions & the 10% Market Correction 2:35 – Oil Prices in Historical Context 3:55 – AI Infrastructure & the Energy Demand Problem 7:20 – The SaaS Apocalypse & Creative Destruction 9:55 – Value vs. Growth Repricing in Q1 2026 10:40 – US Mega Cap Tech Valuations After the Selloff 11:10 – Crypto & Gold Selloff Explained 13:54 – Why Timing the Market Around Events Fails 16:34 – International Stocks vs. US Stocks 17:57 – The Case for Bonds in 2026 18:54 – International Bonds & Non-USD Diversification 🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement: 👉 Subscribe to our channel and never miss an episode of Gimme Some Truth- @usexpatinvesting and @walknercondon 🌐 Learn More About Walkner Condon Financial Advisors: Visit: https://walknercondon.com 🌍 Are You a U.S. Expat? We specialize in financial planning for Americans abroad: Explore our dedicated expat site: https://usexpatinvesting.com 📣 Connect with Us on Social Media: LinkedIn: https://www.linkedin.com/company/walknercondon Facebook: https://www.facebook.com/walknercondon

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