Passport To Wealth®

Can You Use a 529 Plan for a University Abroad

Can a 529 plan actually pay for university outside the United States? Some foreign schools qualify for tax-free withdrawals. Most do not, and most families do not find ou

Cross-Border Financial Planning for Americans in Singapore

Americans living in Singapore sit inside one of the most favorable tax environments for Roth conversions anywhere in the world. No capital gains tax, no dividend tax, and

Raising Kids Across Three Countries as an Expat Parent

Her mother-in-law's advice was that crying helps babies develop their lungs. The advice from home was the opposite. Sasha Romary was raising her first child in Paris, cau

Understanding Your Why Before an International Move

He'd spent years as a certified financial planner telling clients that the numbers matter. Then he moved his own family to Portugal, and found out the numbers were never

International Tax Planning for Marriage, Divorce, and Inheritance

Most people never ask what happens to their estate plan, their prenup, or their inheritance if they move to another country, and that assumption can cost families everyth

Raising Bilingual Kids in Colombia as an American Family

A safety incident at her kids' school was the last straw. Within months, one family had traded the US for Medellín, Colombia, and started building a life around a complet

Trump Accounts Explained: Who Qualifies for the $1,000 Deposit Abroad

A Trump Account, officially called a 530A account, is a new federal retirement account for children, funded by a $1,000 seed deposit for every eligible US citizen baby bo

Why Americans in Europe Can't Buy US ETFs (And the Workaround That Does)

Can you keep buying US ETFs after you move to Europe? Austin Davidson found out the answer is more complicated than it should be. Most Americans moving to Europe don't r

Using AI to Prepare for a Cross-Border Move

Can ChatGPT replace a cross-border financial advisor? Aditi Kapadia, CFA, CFP® says not yet. Most people using AI for a cross-border move are getting confident, plausibl

What's Ahead for Americans Building a Life Abroad: Season 4 Kickoff!

Season 4 of Passport To Wealth™ is here, and it's picking up right where the conversation matters most: what actually happens to your money, your family, and your identit

How Americans Build a Life Abroad: Carl Richards on Risk & Mindset

Carl Richards is a certified financial planner, the New York Times Sketch Guy, and the author of Your Money: Reimagining Wealth in 101 Simple Sketches. He moved from Utah

Moving to Europe as a US Expat: Taxes, Incentives, and the Mistakes That Are Hardest to Fix

Christian Gulizzi is a cross-border tax advisor licensed in the United States as a CPA, in Germany as a Steuerberater, and in Italy as a Dottore Commercialista. He was bo

Visas, Taxes & Healthcare in France: A Paris Immigration Attorney Explains

Daniel Tostado is a naturalized French citizen, a dual-qualified attorney (US and France), and the founder of Tostado Avocats, an immigration law firm dedicated to helpin

The $60K Estate Tax Trap for Non-US Citizens Holding US Assets

Hui-chin Chen, CFP®, is the managing partner of Jade & Cowry and has spent her career working with globally mobile families across Asia-Pacific; including her own, as the

Moving to Italy as a US Expat: Italian Tax Incentives, Raising Kids Abroad, and the $25K Tax Mistake

What does it actually cost — financially and logistically — to move to Italy as a US expat and raise a family there? In this episode of Passport to Wealth, financial plan

Americans Moving to Canada in 2026: Taxes, Healthcare and Money

US retirement accounts, estate plans, and investment structures do not automatically survive a move to Canada. The two countries share a border and a language but operate

Cross-Border Investing: What Changes When US Expats Move Abroad

US investment accounts do not automatically follow a move abroad. Custodians have their own policies for international clients, and many of them are more restrictive than

US Expats in France: Real Life After 8 Years and What to Expect

What does it really take to build a life in France as an American expat? In this episode of Passport to Wealth™, we explore the practical and personal side of moving abr

Moving to Germany: Expat Taxes, Visas, and Money Tips

Thinking about moving to Germany? In this episode of Passport to Wealth™, Arielle Tucker, CFP®, EA, sits down with fellow cross-border financial planner Jordan Vlastuin,

Retiring Abroad: Hidden Tax and Currency Risks for Americans

Retiring abroad sounds like the dream. For Americans, the financial reality is far more complex.In this episode of Passport To Wealth™, Arielle Tucker, CFP®, EA, is joine