Gimme Some Truth for Expats | Financial Planning & Investing for Americans Abroad
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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..
Gimme Some Truth for Expats | Financial Planning & Investing for Americans Abroad
2M ago
Stan and Syl continue our discussions about the articles in our 2024 Market Report. They discuss Stans article covering Recency Bias and its influence on the market. Read the article here:
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Gimme Some Truth for Expats | Financial Planning & Investing for Americans Abroad
2M ago
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
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Gimme Some Truth for Expats | Financial Planning & Investing for Americans Abroad
3M ago
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/
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Gimme Some Truth for Expats | Financial Planning & Investing for Americans Abroad
4M ago
Keith and Stan talk about the updates to the situation surrounding NHR policies in Portugal.
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Gimme Some Truth for Expats | Financial Planning & Investing for Americans Abroad
5M ago
Keith sits down with the Founder of Kubera, Rohit Nadhani to talk about the platform and its beginnings.
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Gimme Some Truth for Expats | Financial Planning & Investing for Americans Abroad
5M ago
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
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Gimme Some Truth for Expats | Financial Planning & Investing for Americans Abroad
8M ago
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 our clients with an edge as they pursue their long-term goals. #globalbondmarket #bonds #pimco #fixedincome
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Gimme Some Truth for Expats | Financial Planning & Investing for Americans Abroad
8M ago
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 can maximize your retirement satisfaction. #retirement #retiring #seniorcitizens #retirementsavings #financialadvice
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Gimme Some Truth for Expats | Financial Planning & Investing for Americans Abroad
8M ago
#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.
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Gimme Some Truth for Expats | Financial Planning & Investing for Americans Abroad
10M ago
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 Exit Tax, foreign grantor and non-grantor trusts, nonresident alien taxation, international organization employee taxation, pre-immigration tax planning, and cryptocurrency. He assists individuals and ..read more