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 • 37 episodes
The Expat Sage Podcast
Latest Episodes
PFIC Rules, Real Risks, Smart Moves
A simple foreign fund should not blow up a decade of savings—yet for U.S. citizens abroad, the PFIC regime can turn a plain ETF into a financial trap. We pull back the curtain on how ordinary investments meet an extraordinary tax system, why th...
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17:15
How UK Reforms And U.S. OBBBA Reshape Every Financial Move For Americans In Britain
Finance rarely flips overnight, but 2026 comes close. Two permanent shifts collide: the UK ends the non‑dom era, and the U.S. OBBA cements the 2017 tax architecture, forcing Americans in Britain to rethink every choice around income, investment...
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13:13
The UK Rewrote Tax For Newcomers, And Your First Four Years Could Define Your Financial Future
The UK recently rewired tax for global movers, and the clock starts the day you land. We unpack the Foreign Income and Gains regime, which replaces the non-dom concept with a hard four-year window during which foreign income and gains are exemp...
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13:47
How Sticky States, like California, New York and Virginia, Keep Tax Claims After You Move Abroad
Planning a move abroad and feeling good about the federal side? The real fight may be back home. We unpack how California, New York, and Virginia use domicile and statutory residency to claim your worldwide income long after you’ve crossed an o...
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15:47
From Golden Visas To Tax Traps: Portugal, Italy, Spain Compared
The ground has shifted under European residency, and the shortcuts are gone. We pull apart the new reality for Americans eyeing Portugal, Italy, and Spain, showing where mobility still works, where it doesn’t, and why structure now matters more...
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13:17