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.
The Expat Sage Podcast
Latest Episodes
How The U.S.-Italy Social Security Agreement Decides Where You Pay
For detailed information, visit US-Italy Social Security Totalization AgreementYour retirement plan can get rewritten by a treaty clause you’...
How Portugal Taxes Your Roth IRA (Audio Overview)
For detailed information, visit How Portugal Taxes Your Roth IRA (2026).You can spend 30 years building a Roth IRA, follow every IRS rule, and still watch the “tax-free fo...
The Mega Backdoor Roth For Expats
The IRS has a weird loophole-like “empty space” that many Americans abroad never touch and it can be worth $37,500 per year in 2026. We walk through the Mega Backdoor Roth 401k, a legal strategy that lets you push money beyond normal IRA limits...