The Expat Sage Podcast
Moving, Working, and Investing for Americans Abroad.
Pre-relocation planning advice and investment strategies for American citizens moving abroad.
Discover expert insights and comprehensive strategies for expats on investing in a dual taxation world, managing finances, and planning for retirement.
Podcasting since 2025 • 23 episodes
The Expat Sage Podcast
Latest Episodes
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Come to Italy, Keep More Money: The Tax Schemes You Need to Know
Wondering if Italy's tax incentives could be your ticket to la dolce vita? Today we unpack the four major tax schemes designed to attract specific types of new residents to Italy in 2024.The landscape has shifted dramatically. The popul...
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13:15
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Escape Double Taxation: Foreign Income Exclusion vs Tax Credit (FEIE vs FTC)
The nightmare of double taxation haunts countless Americans living abroad. That sinking feeling when tax season arrives—wondering if you'll truly have to pay taxes both in your new home and to the IRS—can overshadow the excitement of your inter...
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19:55
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Why your 'simple' TOD account might cost your heirs thousands in taxes
Ever wondered if those "simple" financial solutions actually create more problems than they solve? That's exactly what we discovered when examining Transfer on Death (TOD) and Payable on Death (POD) accounts for Americans living abroad....
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16:14
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When Uncle Sam Follows You to Dublin: Mastering Cross-Border Investing
The financial complexities faced by American investors in Ireland represent a perfect storm of conflicting tax systems, hidden pitfalls, and reporting burdens. Caught between US citizenship-based taxation and Irish residency-based rules, many e...
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17:46
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Navigating the US Expatriate Tax Labyrinth: Estate Planning Across Borders
Have you ever wondered what happens to everything you've built abroad when you're no longer around? For American expatriates, this question unlocks a labyrinth of complex tax implications that could dramatically affect your legacy.The U...
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6:33