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 • 45 episodes
The Expat Sage Podcast
Latest Episodes
Portugal Can Cut Your Rate To 20% Only If You Prove You Build Innovation
Portugal used to look like the ultimate escape hatch for Americans who wanted sunshine, lower costs, and a lighter tax bill. That story breaks in 2026. We’re seeing a full inversion: Portugal tightens residency incentives around innovation, the...
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22:42
How Italy Taxes U.S. Social Security For American Expats
You’re finally retired, you’ve landed in Italy, and your espresso is perfect until one thought ruins it: who taxes your U.S. Social Security now that you live abroad? The answer isn’t a viral forum post or a vague “treaty loophole.” It’s a set ...
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19:30
Moving To Italy Can Cut Your Taxes In Half If You Clear The New Velvet Rope
Picture the sun in a Florence piazza and a tax bill that suddenly looks lighter—then meet the velvet rope guarding Italy’s 2026 impatriate regime. We break down how the policy pivoted from “tax tourism” to a talent-first strategy and why creden...
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14:07
Move To a Small Town In Southern Italy And Pay 7% On Foreign Income For Ten Years
Sunlit piazzas and stone facades set the scene, but the real story is a 7% twist: Italy’s Article 24-Ter invites qualifying retirees to settle in select small towns and pay a flat 7% on foreign-sourced income for ten tax years. We unpack how th...
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16:19
Inside Italy’s 2026 Flat Tax: Price Hike, Perks, And Pitfalls
A sunset in Tuscany is easy to picture; a 300,000-euro tax bill is not. We unpack Italy’s 2026 flat tax regime for high net worth newcomers with a clear-eyed look at price, value, and the traps hidden in the fine print. From the headline hike a...
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18:48