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Artwork for Investing for Americans Abroad and U.S. Expats

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

Walkner Condon Financial Advisors for U.S. Expats
Estate Planning
Wealth Taxes
U.S. Estate Tax
Financial Planning
Probate
Tax Treaties
Expats
Property Tax
Citizenship
Residency
Domicile
Trusts
Capital Gains Tax
Blended Families
U.S. Tax Residency
UK Tax Laws
Federal Reserve
Roth IRA
Income Taxes
Brokerage Accounts

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... more

PublishesTwice monthlyEpisodes76Founded4 years ago
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Artwork for Investing for Americans Abroad and U.S. Expats

Latest Episodes

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... more

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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... more

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🌍 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. more

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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 e... more

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Key Facts

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Recent Guests

Patricia Brooks
Founder and President of The Courage Catalyst, helping individuals navigate the challenges of moving abroad
The Courage Catalyst
Episode: Relocating to Europe: Overcoming Challenges & Thriving Abroad
David Luzon
Trust and estate practicing attorney with over 25 years of experience.
Barclay Damon
Episode: What Happens If You Die While Living Abroad
Andrew Opdyke
Economist at First Trust specializing in economic data analysis
First Trust
Episode: Economic and Market Update Featuring Andrew Opdyke, CFA - Economist

Hosts

Keith Poniewaz
Co-host and expert advisor on financial matters for U.S. expatriates, emphasizing practical insights into global finance and investment strategies.
Syl Michelin
Co-host and financial planning expert for expatriates, with a focus on addressing tax and investment challenges faced by Americans abroad.
Stan Farmer
Co-host and financial strategist specializing in investment and tax issues for U.S. expatriates, offering a rounded perspective on international finance.

Reviews

4.5 out of 5 stars from 9 ratings
  • New Zealand “Wealth Tax”

    You didn’t include New Zealand in your recent episode on countries that have a “wealth tax”. NZ taxes the unrealised value of foreign held investments. It’s called Foreign Investment Fund (FIF). And you can’t get credit for it on US taxes. Definitely something for people to consider before migrating there.

    Apple Podcasts
    5
    Alyeska in NZ
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The hosts are praised for their expertise and the clear presentation of complicated financial topics.
Listeners appreciate the show's in-depth exploration of financial challenges tied to living abroad, citing the practical advice offered to navigate complex regulations.
Some feedback emphasizes a desire for more personal anecdotes to complement the professional insights offered.

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Talking Points

Recent interactions between the hosts and their guests.

Are US Stocks Overvalued? Tariffs, AI, & Market Risk Debate
Q: Do you worry about the risk of a protracted long-term dollar devaluation?
Syl believes that tariffs and trade policy changes could hurt the dollar, increasing risk in currency valuation.
Are US Stocks Overvalued? Tariffs, AI, & Market Risk Debate
Q: Do you share the same viewpoints that fiscal policy recently enacted is likely to be stimulative?
Syl agrees that the recent tax bill is stimulative and a key factor in not being bearish on the market.
Are US Stocks Overvalued? Tariffs, AI, & Market Risk Debate
Q: Do you think it's safe to say that at this point, tariff ramifications and repercussions haven't necessarily been priced in?
Stan thinks the market has not accounted for tariff implications fully, which act as a drag on earnings.
Are US Stocks Overvalued? Tariffs, AI, & Market Risk Debate
Q: Why do you believe stock prices can continue to rise or at least stabilize despite these elevated multiples?
Syl believes stocks can stabilize due to several factors including fiscal stimulus and previous market performance that showed resilience despite high P/E ratios.
Relocating to Europe: Overcoming Challenges & Thriving Abroad
Q: Can you talk a little bit about that process and how you found that visa?
Patricia initially came on a visitor visa and later converted to a profession liberal visa to open her business, requiring documentation and a business plan.

Audience Metrics

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

The content focuses on the financial and investment challenges faced by Americans living abroad and U.S. expatriates. With a blend of expertise and personal experience, the hosts discuss various vital topics, such as tax implications, real estate considerations, charitable giving, and strategies for currency diversification. Unique insights are often drawn from their professional backgrounds in finance, making complex finance topics accessible for their audience. The emphasis on practical advice aims to empower expatriates to navigate their financial landscape effectively, providing them with the tools they need to avoid common pitfalls and make informed decisions while living abroad.

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1. Money For Couples with Ramit Sethi
2. Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
3. The Prof G Pod with Scott Galloway
4. Marketplace
5. Pivot

How many episodes of this podcast are there?

this podcast launched 4 years ago and published 76 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Patricia Brooks
2. David Luzon
3. Andrew Opdyke

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