Episodios

  • U.S Expat Life in Italy: Taxes, Culture, and Planning Smarter

    U.S Expat Life in Italy: Taxes, Culture, and Planning Smarter
    Sep 9 2025
    In this episode of Passport to Wealth™, host Arielle Tucker, CFP®, EA sits down with Alex Ingrim, CEO of Liberty Atlantic Advisors, to unpack the realities of living abroad as an American in Italy. From navigating U.S. expat taxes and avoiding costly cross-border mistakes, to understanding Italy’s tax incentives like the 7% flat tax and impatriate regime, Alex brings his insider expertise to help you plan smarter.Together, Arielle and Alex discuss what everyday life in Italy looks like: family rhythms, financial culture, and the slower pace that often surprises new expats. They dive into the most common financial planning mistakes Americans make when moving to Italy, how U.S. assets are taxed abroad, and what proactive strategies can make the transition smoother.If you’re considering a move to Italy, or already there but feeling overwhelmed, this episode is full of actionable expat advice to help you build a more secure and fulfilling life overseas.
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    29 m
  • U.S. Expat Tax Burden: How the Residence-Based Taxation Movement Could Change Everything

    U.S. Expat Tax Burden: How the Residence-Based Taxation Movement Could Change Everything
    Sep 2 2025
    In this episode of Passport to Wealth™, Arielle Tucker, CFP®, EA, interviews Brandon Mitchener, Executive Director of Tax Fairness for Americans Abroad, to unpack the urgent fight for residence-based taxation.
    Brandon shares his personal story of living more than 35 years in Europe while still being subject to citizenship-based taxation (CBT) a system that forces millions of Americans abroad to file and pay U.S. taxes despite earning no U.S. income.
    Together, they explore the financial discrimination expats face, from banking restrictions and compliance costs to lost retirement opportunities and gender inequities.
    Listeners will learn why citizenship-based taxation is outdated, how residence-based taxation (RBT) works in the rest of the world, and what legislative efforts are underway in Congress to finally bring fairness to Americans abroad. Brandon explains the current progress of the Residence-Based Taxation for Americans Abroad Act, the bipartisan support behind it, and why expats must share their stories with Congress to help push reform over the finish line.
    If you’re a U.S. citizen living abroad struggling with unfair tax obligations, this conversation will show you that change is possible and how you can be part of it.
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    25 m
  • Your Sign to Siesta: Bethany Stevens on Building a Slower, Richer Life in Spain

    Your Sign to Siesta: Bethany Stevens on Building a Slower, Richer Life in Spain
    Aug 26 2025
    In this episode of Passport to Wealth™, Arielle Tucker, CFP®, EA sits down with Bethany Stevens, founder of Your Sign to Siesta, to discuss how burnout, big life changes, and a desire for deeper alignment can spark a life abroad.

    Bethany opens up about leaving the U.S. to escape the hustle and have more time for what really matters. She explains why she chose Spain as her new home, and how her experience inspired her to launch a platform dedicated to helping other Americans reimagine rest and reinvention overseas.

    From navigating Spain’s Non-Lucrative Visa to learning to slow down in a new culture, Bethany shares relatable insights for expats, creatives, and anyone craving more balance in life. This is a must-listen for anyone who’s ever dreamed of stepping away from the hustle and toward a life rooted in well-being, clarity, and intentional living.

    Whether you're exploring a sabbatical, planning your move to Spain, or just need a little push to rethink your pace of life, this episode is your sign to siesta.
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    26 m
  • Reinventing Yourself Abroad: From Creative Burnout to CEO in France

    Reinventing Yourself Abroad: From Creative Burnout to CEO in France
    Aug 19 2025
    In this episode of Passport to Wealth™, Arielle Tucker, CFP®, EA sits down with Céline Flores-Tavukcuoglu, founder and CEO of Céline Concierge, a bespoke luxury concierge service based in Paris. Originally from Texas, Céline shares how a one-way ticket to France turned into a 12-year journey building a thriving business and life in the City of Light.

    Céline walks us through her transition from film production to entrepreneurship, the realities of French bureaucracy, and the visa challenges many Americans overlook when moving abroad. Together, she and Arielle dive into the complexities of cross-border taxes, self-employment, and starting a business as a U.S. citizen in France.

    Whether you're a dreamer planning your move to Paris or already navigating expat life, this episode delivers real talk and expert insight.
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    32 m
  • U.S. Expat Tax Mistakes, Business Structures & Life in Spain with Nicolás Castillo, CPA

    U.S. Expat Tax Mistakes, Business Structures & Life in Spain with Nicolás Castillo, CPA
    Aug 12 2025
    In this episode of Passport to Wealth™, Arielle Tucker, CFP®, EA sits down with Nicolás Castillo, CPA, founder of Rook International CPAs and Advisors, to demystify the tax complexities U.S. expats face abroad. From setting up a business in Spain to navigating Social Security agreements and international tax filings, Nicolás shares practical advice for digital nomads, remote workers, and entrepreneurs building global lives.

    U.S. expat taxation is notoriously complicated, but Nicolás breaks down everything from the Beckham Law and self-employment pitfalls to how tax treaties and reporting thresholds really work. Learn how to avoid the most common filing mistakes, why most Americans still need to file a tax return abroad, and how to legally reduce your tax burden while living in Spain, France, Italy, and beyond. If you're a U.S. citizen managing income across borders.

    Whether you're planning your move or already living overseas, this episode is packed with tax-smart strategies you can't afford to miss.
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    28 m
  • How to Move Abroad with Confidence: GTFO Tours Founder Bethany Quinn Shares Her Expat Journey

    How to Move Abroad with Confidence: GTFO Tours Founder Bethany Quinn Shares Her Expat Journey
    Aug 5 2025
    In this episode of Passport to Wealth™, host Arielle Tucker, CFP®, EA, welcomes Bethany Quinn, founder of GTFO Tours, for a candid conversation about relocation, reinvention, and what’s driving more Americans especially women and LGBTQ+ folks to seriously consider life abroad.

    Bethany shares how her own political and professional burnout in the U.S. led her to make a bold leap to the Netherlands, where she now helps others navigate their own exits. What started as a personal move turned into a full-fledged movement: GTFO Tours now provides community, coaching, and in-person support for Americans ready to start a new chapter overseas.

    Together, Arielle and Bethany explore everything from visa logistics (including the Dutch-American Friendship Treaty) to relocation trends for 2025 and beyond, cultural shocks, and the emotional experience of being a first-time immigrant. Whether you’re dreaming of beaches in Panama or building a life in Europe, this episode is equal parts inspiration and practical roadmap.

    Listen now and discover what’s possible when you stop waiting and start planning your ideal life abroad.
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    27 m
  • The PFIC Problem: Expert Guidance from Matthew Hitchcock, CPA

    The PFIC Problem: Expert Guidance from Matthew Hitchcock, CPA
    Jul 29 2025
    In this episode of Passport to Wealth™, Arielle Tucker, CFP®, EA sits down with Matthew Hitchcock, CPA and founder of Hitchcock & Partner GmbH, to demystify one of the most complex and misunderstood parts of expat taxes: Passive Foreign Investment Companies (PFICs).

    Whether you're investing in a foreign mutual fund or unknowingly triggering PFIC rules through a local retirement account, Matthew breaks down exactly how PFICs work, why they exist, and the real risks of getting it wrong, including harsh tax penalties and indefinite IRS examination windows.

    If you’re a U.S. citizen living abroad and investing globally, this episode is a must-listen. Learn how to avoid costly mistakes, stay compliant, and build a tax strategy that supports your long-term financial freedom.
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    26 m
  • Why U.S. Academics Are Leaving: Dr. Jonah Otto on Life in German Academia

    Why U.S. Academics Are Leaving: Dr. Jonah Otto on Life in German Academia
    Jul 22 2025
    What would make an American academic sell everything and move across the world for a new career? In this episode of Passport to Wealth™, Arielle Tucker, CFP®, EA sits down with Dr. Jonah Otto, Assistant Professor at the University of Augsburg, to unpack what’s driving more U.S. scholars to consider international academic careers particularly in Germany.

    Jonah shares his personal journey from Indiana to Europe, where a partnership between universities turned into a fully funded PhD opportunity, a civil servant academic position, and eventually German citizenship. Together, Arielle and Jonah explore the major differences between U.S. and German university systems, from the way academic roles are structured to the surprising amount of autonomy and research freedom afforded to professors abroad.

    They also dive into the concept of the “academic brain drain,” the push and pull factors influencing scholars today, and why long-term planning, especially around residency and citizenship, is becoming essential for academics looking to thrive outside the U.S.

    Whether you’re curious about teaching abroad, interested in earning a PhD overseas, or simply exploring more fulfilling career paths, this conversation offers a refreshingly honest look at what’s possible. If you're interested in Jonah's research you can find it here.
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    27 m