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
Italy 7% Retiree Flat Tax
For more detailed information, read Italy's 7% Flat Tax: A Guide for International Retirees.A move to a quiet Italian town can look like...
Will Europe Tax Your Roth IRA?
For more information visit "Will Europe Tax Your Roth IRA?" Your Roth IRA can feel like the cleanest deal in personal finance: pay t...
The Expat Backdoor Roth Blueprint
You can do everything “right” for retirement and still get blindsided the moment you move abroad. We walk through the Backdoor Roth IRA strategy for American expats and explain why the usual U.S. playbook breaks the second the Foreign Earned In...
When TOD (Transfer On Death) Goes Wrong Abroad
A transfer on death form feels like the cleanest financial shortcut you can take: type a name, skip probate, and move on with your life. But when you’re an American expat, that same TOD or POD designation can turn into a cross-border mess that ...