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
Roth IRA Meets European Tax Reality
Your Roth IRA feels bulletproof until you cross a border. The moment you become a tax resident in Europe, the account that the US treats as tax-free can get re-labeled as a plain offshore investment account, and that single shift can expose dec...
The UK Relocation Reality Check
One hour. That’s all it can take to turn a dream arrival at Heathrow into a four-month pet quarantine bill and a full-blown relocation crisis. We dig into the real machinery behind moving from the United States to the United Kingdom, using one ...
How The US Italy Social Security Agreement Prevents Double Taxes And Protects Your Pension
A two-year cash payout from the government for getting remarried sounds like a myth until you read the Italian rules. We open up the official US Italy Social Security totalization agreement and translate it into plain English so you can underst...
How The US-UK Estate Tax Treaty Prevents Double Taxation And Where It Fails
Imagine doing everything right: building a life across borders, buying property, investing carefully, supporting your family, and assuming the US-UK estate tax treaty will prevent double taxation when you’re gone. Then your heirs learn the wors...