US spouses can gift unlimited assets to each other without gift tax. But that strategy does not work the same way in Canada. In this episode, Lucas Wennersten, CFA, CFP® (Canada), CFP® (USA) explains how Canada’s income attribution rules can cause investment income from gifted assets to be taxed back…
If you’re navigating life, work, or investments between the US. and Canada, this episode is for you. In this episode of Passport To Wealth™, host Arielle Tucker, CFP®, EA interviews Lucas Wennersten, CFA, CFP® (Canada), CFP® (US.A.), a leading expert in US.–Canada cross-border financial planning and founder of 49th Parallel…
Is healthcare actually cheaper in Canada than the US? Lucas Wennersten, CFA, CFP® (Canada), CFP® (USA) shares his real numbers after raising four children across both systems. In the US, his family paid about $2,000 per month in Affordable Care Act premiums, plus a deductible around $13,000 to $14,000. That…
LISTEN UP! US Expats Waiting to Invest Are Losing Time Many Americans living abroad make the biggest investing mistake: waiting for the perfect moment. They wait to understand every rule, wait for the “right” account, or wait until life feels completely settled. In this episode, Blair Hoover shares a simple…
FIRE Abroad for US Expats: Mindset, Money, and Starting Now Can U.S. expats achieve FIRE (Financial Independence, Retire Early)? Yes — but it takes more than spreadsheets. In this powerful episode of Passport To Wealth™, host Arielle Tucker, EA, CFP® sits down with Blair Hoover, an expat financial independence coach…
Should US Expats Exit Offshore Investment Plans? Are you a U.S. citizen living abroad and feeling trapped in an offshore investment or insurance-backed savings plan? 🌍 Here’s the hard truth: paying the surrender fee might actually be the smarter financial move. In this insightful preview from our upcoming episode, Blair…
How US Expats Can Find the Right Cross Border Tax Accountant Hiring the wrong tax preparer as a US expat can cost you time, money, and serious stress. In this episode, Aditi Kapadia CFA®, CFP® shares practical tips on how to find a qualified cross-border tax accountant and what red…
What US Expats in Canada Need to Know About Financial Planning Cross-border financial planning made clear. Arielle Tucker, CFP®, EA talks with Aditi Kapadia CFA®, CFP® about managing taxes, investments, and money between the US and Canada. If you’re a U.S. citizen living in Canada 🇨🇦🇺🇸, financial planning can quickly…
Moving From Canada to the US With Rental Property What You Must Know Leaving Canada but planning to keep your rental property? 🇨🇦➡️🇺🇸 Many soon-to-be U.S. expats are surprised to learn that the Canada Revenue Agency (CRA) may require 25% withholding on gross rental income — not profit. That means…
Foreign companies ≠ U.S. LLCs. In this @PassportToWealthOfficial clip, Arielle Tucker and Alex McGowin @McGowinTax explain why assuming U.S. rules apply abroad is one of the most expensive expat mistakes. Their advice: ✔ Get help on the front end ✔ Run a draft return ✔ Understand country-specific rules That’s where…
Thinking about buying property abroad as a US expat or future expat? Before you sign anything, there are major tax traps you need to understand. In this episode of Passport To Wealth™, Arielle Tucker, EA, CFP, sits down with Alex McGowin, CPA, (@McGowinTax) an international tax specialist, to unpack the…
Most expat tax problems don’t start with bad strategies they start with missed or incorrect filings. In this teaser from an upcoming Passport To Wealth™ episode, international tax expert Alex McGowin explains the real order of tax planning: 1️⃣ File the right forms on time 2️⃣ Structure correctly 3️⃣ Then…
Thinking about moving abroad? 👉 Don’t make this mistake. “Do your research and be informed before you make that move.” — Melissa Groves, CPA For U.S. expats, “research” means more than blogs and TikTok: ✔ How taxes work in your new country ✔ Whether your investments still make sense ✔…
One Big Beautiful Bill: Key Takeaways for Americans Abroad In this episode of Passport to Wealth, host Arielle Tucker, CFP®, EA interviews Melissa Groves, a US CPA with extensive experience in helping Americans navigate their finances abroad. They discuss the One Big Beautiful Bill, its implications for US expats, and…
The Big Beautiful Bill introduced “no tax on tips” and overtime but for Americans living abroad, this provision often does not deliver real relief. Even if the US does not tax that income, your country of residence likely still will. For many Americans abroad, especially in Europe, this simply results…
What school looks like abroad can be a major adjustment for expat families. In Norway, early childhood education (ages 1–6) centers on nature, independence, and emotional development and it often surprises American parents. In this clip, @wanderwildfamilyretreats explains how families adapt to life abroad and what it really takes to…
Raising a Family Abroad: A Guide for American Expats Working Overseas What Americans working abroad need to know about raising a family overseas. In this episode of Passport To Wealth™, Arielle Tucker CFP®, EA speaks with Monica Virga Alborno (@wanderwildfamilyretreats ) expat family life, working abroad with children, visas, and…
Is the American way the only way? What if the US could learn vital lessons from how other countries prioritize efficiency and quality of life? In this essential preview from Passport To Wealth™, host, Arielle Tucker CFP®, EA, sits down for a compelling conversation with Monica Virgo Alborno @wanderwildfamilyretreats. They…
Life abroad is not less busy, it is just different. Jordan Tarver shares the reality of living nomadically in Europe and why moving abroad changes the type of stress, not the presence of it. Living abroad as a U.S. citizen? 🌍 Learn how to simplify U.S. expat taxes, build wealth…
No one talks about this part of the nomad lifestyle 👇 Building community takes time. And when you’re moving every few months, depth doesn’t always happen right away. In this clip, Jordan Tarver shares the most honest truth about living nomadically in Europe 👉 it’s not about having lots of…
Author Jordan Tarver joins Arielle Tucker CFP®, EA on Passport To Wealth™ to discuss living nomadically in Europe as an American. Learn about visas, dual citizenship, mindset shifts, and building a meaningful life abroad as a US expat. Living abroad as a U.S. citizen? 🌍 Learn how to simplify U.S.…
Season 3 of Passport To Wealth™ is here. Host Arielle Tucker CFP®, EA dives into US expat taxes, international financial planning, visas, and the realities of moving abroad as an American. Featuring expert insights, real expat stories, and trusted fiduciary resources for Americans living overseas. Living abroad as a U.S.…
Meet the founding members of the Passport to Wealth Directory. 🌍 This group of experts spans continents, industries, and disciplines — but they all share one thing in common: a deep commitment to guiding Americans abroad with clear, actionable, and experience-backed advice. From cross-border tax and financial planning to legal,…
Foreign investments come with complex US tax rules. PFIC reporting and compliance often only make sense for high net worth US expats. Watch the full PFIC episode from Season 2 linked Living abroad as a U.S. citizen? 🌍 Learn how to simplify U.S. expat taxes, build wealth overseas, and navigate…
