Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for Expats

In this episode of Gimme Some Truth, the Nate and Clint discuss the 2026 Market Outlook, Walkner Condon’s annual market outlook publication, and the key themes shaping the year ahead.Read the 2026 Market Outlook here: ⁠https://walknercondon.com/market-outlook-guide-2026/ ⁠The conversation explores insights from the 2026 Market Outlook, including diversification, concentration risk, taxation, and the evolving role of artificial intelligence in financial markets. Listeners are encouraged to evaluate their portfolios against these factors and consider how emerging risks and uncertainties may impact long-term strategy.This episode offers context around the thinking behind Walkner Condon’s 2026 Market Outlook and how investors can use it as a framework for navigating changing market conditions.00:00 Introduction and Early-Year Market Reflections00:33 Market Sentiment and Recent Financial Developments01:36 2026 Market Outlook Overview01:54 Building the 2026 Market Outlook Guide04:13 Key Themes: Diversification, Risk, and Taxation06:25 AI and Market Implications11:43 Preparing Portfolios for Market Uncertainty14:16 Conclusion and Invitation for FeedbackFor more on this topic and others check out the blog on our website: ⁠https://walknercondon.com/blog/ ⁠Visit our website for more financial planning resources and educational information: ⁠https://www.walknercondon.com⁠ ————————————————ADD US ON:LinkedIn: ⁠https://linkedin.com/company/walkner-condon-financial-advisors-llc ⁠Facebook: ⁠https://facebook.com/walknercondon

Portugal’s NHR 2.0 tax regime is changing the landscape for expats—and especially Americans—looking to relocate, invest, or build businesses abroad. In this episode of Gimme Some Truth, hosts Nate Condon and Stan sit down with Zeev Fisher, founder of Fresh Portugal, to break down what the new Non-Habitual Resident (NHR 2.0) program really means.We explore the history and evolution of Portugal’s NHR program, how the updated version impacts foreign residents, and what expats need to know about tax benefits, immigration strategy, and compliance. Zeev shares real-world insights from working with international clients, including American expats, entrepreneurs, and digital professionals navigating Portugal’s legal and tax systems.This conversation also dives into:-The pros and cons of NHR 2.0-Common mistakes expats make when moving to Portugal-How Portugal is becoming a European tech and startup hub-Cultural adaptation and lifestyle considerations-Practical advice for tax planning, residency, and long-term relocationWhether you’re considering moving to Portugal, optimizing your international tax strategy, or exploring opportunities in Europe, this episode delivers expert guidance and actionable insights.Learn more about Fresh Portugal at https://freshportugal.com⏱️ Timestamps00:00 Introduction & Guest Overview00:26 Discovering Fresh Portugal01:03 What Is Portugal’s NHR 2.0?02:09 How Fresh Portugal Helps Expats05:22 Challenges of Relocating to Portugal07:57 Deep Dive Into NHR 2.010:28 Cultural Differences & Integration13:30 NHR 2.0: Implementation & Real Impact23:03 Portugal’s Startup & Tech Opportunities28:05 Final Thoughts & What’s NextRead the blog - 🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement:👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon 🌐 Learn More About Walkner Condon Financial Advisors:Visit: https://walknercondon.com🌍 Are You a U.S. Expat?We specialize in financial planning for Americans abroad:Explore our dedicated expat site: https://usexpatinvesting.com📣 Connect with Us on Social Media:LinkedIn: https://www.linkedin.com/company/walknercondonFacebook: https://www.facebook.com/walknercondonInstagram: https://www.instagram.com/walknercondon/#PortugalNHR #NHR2 #MoveToPortugal #PortugalExpat #PortugalTaxes #AmericanExpats #TaxPlanning #PortugalResidency #DigitalNomadPortugal #GimmeSomeTruth

In this episode of Gimme Some Truth, Nate, Andrew, and Clint take a deep dive into the rapidly growing world of prediction markets—a space sitting at the intersection of investing, betting, and financial innovation.We explore how prediction markets first emerged from political forecasting and academic research, how companies like Kalshi and Polymarket are shaping the U.S. landscape, and what the regulatory environment looks like today.The conversation also covers how prediction markets actually work, their impact on sports betting and investment portfolios, and whether they could eventually disrupt traditional gambling platforms and investment products.From potential returns and real-world use cases to risks, volatility, and long-term outlook, this episode breaks down everything investors need to know about this evolving asset class.Timestamps:00:00 — Introduction to Prediction Markets00:36 — Origins in Politics & Academia01:49 — U.S. Regulation & Emerging Companies03:51 — Evolution & Future of Prediction Markets09:06 — Are Prediction Markets Investing or Gambling?11:16 — Key Risks & Considerations13:30 — Final Thoughts & TakeawaysRead the blog - https://walknercondon.com/blog/how-prediction-markets-could-disrupt-gambling-sports-betting-and-traditional-investing/🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement:👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon 🌐 Learn More About Walkner Condon Financial Advisors:Visit: https://walknercondon.com🌍 Are You a U.S. Expat?We specialize in financial planning for Americans abroad:Explore our dedicated expat site: https://usexpatinvesting.com📣 Connect with Us on Social Media:LinkedIn: https://www.linkedin.com/company/walknercondonFacebook: https://www.facebook.com/walknercondonInstagram: https://www.instagram.com/walknercondon/Twitter/X: https://twitter.com/walknercondon

In this episode of Gimme Some Truth, Clint, Keith, and Nate take a deep dive into one of the most debated topics in finance today: investment bubbles. From historical manias to the modern AI boom, this episode unpacks how bubbles form, why they burst, and what investors should watch for in today’s elevated market environment.We explore classic examples like Tulip Mania, the Dot-Com Bubble, and other notable periods of irrational market enthusiasm. The team also examines current concerns surrounding AI valuations, cryptocurrency speculation, and whether today's market dynamics mirror past bubbles.You’ll learn:What defines a financial bubbleHow investor psychology, FOMO, and high valuations fuel unsustainable growthWhether modern trends like AI and crypto show signs of bubble behaviorHow bubbles can form even during strong economic conditionsPractical strategies for navigating “frothy” marketsWhy diversification and discipline matter more than everTimestamps:00:00 — Introduction to Investment Bubbles00:37 — What Creates a Financial Bubble?02:04 — Valuation Factors & Market Psychology05:40 — Historical Bubbles: Tulip Mania09:45 — Lessons from the Dot-Com Bubble14:38 — Are Today’s AI & Crypto Trends Bubbles?17:50 — Final Thoughts & Practical Investment AdviceIf you’re trying to understand whether markets are overheated—or want tools to help you navigate volatility—this episode offers clear insights and grounded perspective.👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon 🌐 Learn More About Walkner Condon Financial Advisors:Visit: https://walknercondon.com🌍 Are You a U.S. Expat?We specialize in financial planning for Americans abroad:Explore our dedicated expat site: https://usexpatinvesting.com📣 Connect with Us on Social Media:LinkedIn: https://www.linkedin.com/company/walknercondonFacebook: https://www.facebook.com/walknercondonInstagram: https://www.instagram.com/walknercondon/Twitter/X: https://twitter.com/walknercondon

🌍 Thinking about investing internationally? In this episode of Gimme Some Truth, the Walkner Condon team breaks down American Depositary Receipts (ADRs) — what they are, how they work, and when they make sense for investors seeking global exposure.Learn the benefits and risks of ADRs, plus discover alternative ways to invest internationally, from buying shares directly on foreign exchanges to managing portfolios across multiple currencies.Our advisors also share insights into the unique challenges U.S. expats face when building global portfolios — including regulatory hurdles and custodial complexities — and how Walkner Condon provides tailored, client-focused solutions for international investors.⏱️ Chapters & Key Topics00:00 Introduction to ADRs00:25 Understanding ADRs and Their Benefits01:28 Challenges and Considerations with ADRs05:17 Alternative Investment Options09:13 Walkner Condon’s Unique Offerings12:00 Conclusion and Final Thoughts💡 What You’ll LearnWhat are ADRs (American Depositary Receipts) and how do they work?- The pros and cons of using ADRs for international investing- How to diversify globally through direct foreign investments- Key considerations for U.S. expat investors managing multi-currency portfolios- How Walkner Condon’s global expertise supports international clients👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon 🌐 Learn More About Walkner Condon Financial Advisors:Visit: https://walknercondon.com🌍 Are You a U.S. Expat?We specialize in financial planning for Americans abroad:Explore our dedicated expat site: https://usexpatinvesting.com📣 Connect with Us on Social Media:LinkedIn: https://www.linkedin.com/company/walknercondonFacebook: https://www.facebook.com/walknercondon

In this episode of Gimme Some Truth, hosts Clint Walkner, Stan Farmer, and Ian Beardsley are joined by Meb Faber, Chief Investment Officer of Cambria Investment Management, for an in-depth discussion on utilizing Section 351 to seed newly launching exchange-traded funds—a mechanism that can provide a tax-efficient approach to diversifying concentrated stock and ETF positions.The conversation explores the mechanics, potential benefits, and use cases for these funds, and how they may fit into broader portfolio management and diversification strategies. Meb also shares his perspective on global investing themes, market observations, and future developments in the investment landscape.🕒 Episode Chapters00:00 – Introduction & Guest Overview01:03 – Understanding Section 351 Funds01:50 – Meb Faber’s Experience and Insights03:45 – Use Cases and Fund Mechanics06:21 – Diversification & Portfolio Structure09:24 – Real-World Context & Applications14:25 – Broader Market Perspectives28:02 – Closing Thoughts & Disclaimers🎙️ Connect with Meb FaberWebsite (Cambria Investment Management): ⁠https://cambriafunds.com⁠Podcast – The Meb Faber Show: ⁠https://mebfaber.com/podcast⁠Twitter/X: ⁠https://twitter.com/MebFaber⁠🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement:👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon 🌐 Learn More About Walkner Condon Financial Advisors:Visit: ⁠https://walknercondon.com⁠🌍 Are You a U.S. Expat?We specialize in financial planning for Americans abroad:Explore our dedicated expat site: ⁠https://usexpatinvesting.com⁠📣 Connect with Us on Social Media:LinkedIn: ⁠https://www.linkedin.com/company/walknercondon⁠Facebook: ⁠https://www.facebook.com/walknercondon⁠Instagram: ⁠https://www.instagram.com/walknercondon/

How does Epic's employee stock program work—and what do you need to know about taxes, loans, 83(b) elections, and long-term planning?In this episode of Gimme Some Truth, financial professionals Clint Walkner, Alicia Vande Ven, CFP® (former Epic HR), and Mitch DeWitt, CFP®, break down the complexities of Epic employee stock, including vesting, tax implications, exit planning, and risk management. Whether you're an Epic employee, former staffer, or simply navigating equity compensation, this episode offers structured insight into managing your equity in 2025 and beyond.Check out our new Epic Stock Financial Planning Guide⁠www.walknercondon.com/epic⁠🔎 Topics include:Epic stock structure and evolutionUnderstanding 83(b) electionsManaging stock loans and riskUsing direct indexing and donor-advised fundsPlanning for vesting, exit, and retirementThis content is for informational purposes only and not intended as tax or investment advice.⏱️ Timestamps:00:00 – Intro: What makes Epic stock unique01:00 – Alicia’s background at Epic and initial exposure to equity02:15 – How Epic’s stock plan has changed over time04:30 – Why it's important to understand what you own06:00 – Vesting, taxation, and the W-2 surprise07:45 – 83(b) election explained: benefits and risks10:30 – Exit planning: start early to expand your options12:45 – When Epic stock becomes "real money"14:10 – Investment strategy: what to consider before leaving15:40 – Direct indexing for tax efficiency17:00 – Donor-Advised Funds: grouping charitable giving19:00 – Planning around fluctuating income and loan terms21:15 – Why family and spouse income must be considered23:00 – The role of personal goals in equity planning24:30 – How to prepare for a financial planning meetingRead our blog post on Donor-Advised Funds: ⁠https://walknercondon.com/blog/what-is-a-donor-advised-fund/⁠Read our blog post on Direct Indexing: ⁠https://walknercondon.com/blog/introduction-to-direct-indexing/ ⁠#EpicStock #EquityCompensation #83BElection #TaxPlanning2025 #DirectIndexing #DonorAdvisedFunds #GimmeSomeTruthPodcast #ExitPlanning #EmployeeStockPlans #EpicSystemsFor more on this topic and others check out the blog on our website: ⁠https://walknercondon.com/blog/ ⁠Visit our website for more financial planning resources and educational information: https://www.walknercondon.com ————————————————ADD US ON:LinkedIn: ⁠https://linkedin.com/company/walkner-condon-financial-advisors-llc⁠ Facebook: ⁠https://facebook.com/walknercondon

In this episode of Gimme Some Truth, Clint, Nate, and Syl break down the Q3 market recap and share their Q4 stock market outlook. They discuss the continued strength of U.S. and international equities, the resilience of the economy despite tariffs and global challenges, and how potential Federal Reserve rate cuts may shape the months ahead.They also dive into currency pressures, inflation trends, consumer spending, and real estate dynamics—plus the growing influence of AI and reshoring initiatives on the broader economy. Packed with insights for both experienced investors and new market participants, this episode is a must-listen for anyone navigating the final quarter of the year.Key Topics CoveredQ3 Market Recap – Momentum in U.S. and international stocksGlobal Market Trends – International equities and broader outlookEconomic Resilience – How the economy withstands tariffs and headwindsFederal Reserve & Rates – Possible interest rate cuts and their impactInflation & Currency Shifts – Managing volatility in a changing marketConsumer Spending & Housing – Real estate trends shaping demandQ4 Outlook – Key themes and expectations for the coming quarterEpisode Timestamps00:00 – Introduction and Overview00:37 – Q3 Market Recap01:52 – International Stocks and Broader Market Trends03:11 – Economic Resilience and Tariffs05:19 – Federal Reserve Policies and Interest Rates07:58 – Currency and Inflation Concerns12:17 – Consumer Spending and Real Estate14:18 – Q4 Outlook and Themes19:22 – Conclusion and Final ThoughtsREAD THE BLOG POST FOR MORE INFO: https://usexpatinvesting.com/blog/2025-q3-investment-summary/🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement:👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon 🌐 Learn More About Walkner Condon Financial Advisors:Visit: https://walknercondon.com🌍 Are You a U.S. Expat?We specialize in financial planning for Americans abroad:Explore our dedicated expat site: https://usexpatinvesting.com📣 Connect with Us on Social Media:LinkedIn: https://www.linkedin.com/company/walknercondonFacebook: https://www.facebook.com/walknercondonInstagram: https://www.instagram.com/walknercondon/Twitter/X: https://twitter.com/walknercondon

In this episode of Gimme Some Truth, Nate, Mitch, and Stan discuss recent changes to Portugal’s Non-Habitual Residence (NHR) tax program and their impact on US expats.They cover the origins and benefits of the NHR program, the implications of the US–Portugal tax treaty, and why a recent arbitration ruling confirmed that US citizens should not be taxed on capital gains in Portugal due to the treaty’s savings clause.The conversation also includes practical guidance on working with accountants, understanding new tax rules, and preparing for life abroad. For Americans living in Portugal—or considering the move—this episode delivers essential insights into the evolving international tax landscape.Timestamps00:00 – Introduction to the Episode00:30 – Understanding NHR: What It Is and Why It Matters01:12 – The Rise and Fall of the Original NHR Program01:38 – Tax Implications for US Expats in Portugal03:26 – The Capital Gains Tax Controversy07:58 – Recent Developments and Legal Challenges10:23 – Practical Advice for Expats17:57 – Conclusion and Final Thoughts18:43 – Disclaimer and Additional Information🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement:👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon 🌐 Learn More About Walkner Condon Financial Advisors:Visit: https://walknercondon.com🌍 Are You a U.S. Expat?We specialize in financial planning for Americans abroad:Explore our dedicated expat site: https://usexpatinvesting.com📣 Connect with Us on Social Media:LinkedIn: https://www.linkedin.com/company/walknercondonFacebook:https://www.facebook.com/usexpatinvesting/Instagram: https://www.instagram.com/walknercondon/Twitter/X: https://twitter.com/walknercondon

In this episode of Gimme Some Truth, hosts Clint Walkner and Keith Poniewaz break down the fast-changing world of cryptocurrency and stablecoins, focusing on how the new GENIUS Act legislation affects expats and global investors.We cover everything from the basics of crypto and stablecoins to their real-world applications, highlighting the benefits, challenges, and risks these digital assets bring. Learn how the GENIUS Act is reshaping cross-border transactions, what it means for international remittances, and the tax implications and regulatory concerns expats should prepare for.Whether you’re an expat managing money abroad, a crypto-curious investor, or simply interested in the future of digital currencies, this episode will give you valuable insights into how cryptocurrency and stablecoins may transform financial planning and global investing.Read the blog post for more information on the GENIUS Act: https://usexpatinvesting.com/blog/what-the-genius-act-means-for-us-expats/ Episode Breakdown:00:00 – Introduction and Today’s Topic00:38 – Understanding Crypto and Stablecoins05:29 – Legislation and the GENIUS Act Explained07:39 – Practical Uses and Challenges of Stablecoins17:45 – Tax Implications and Regulatory Concerns22:04 – Investment Perspectives and Final ThoughtsFor more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/ Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com ————————————————ADD US ON:LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/usexpatinvesting#expatfinance #InternationalInvesting #CustodianOptions #TransferOnDeath #MultiCurrencyAccounts #InvestmentLogistics #CrossBorderPlanning #GimmeSomeTruthPodcast

In this episode of Gimme Some Truth, our investment committee hosts a spirited financial debate on some of today’s most pressing topics:📈 U.S. stock market valuations💰 Tariffs as hidden taxes🧠 The future of artificial intelligence (AI) in investingWatch Sunny Syl vs. Skeptical Stan as they share bullish and bearish views on the economy, recession risks, and fiscal policy. Hosted by Clint Walkner, this point-counterpoint format brings insight on navigating market volatility and uncovering opportunities in uncertain times.🔍 Key topics include:Are U.S. stocks overvalued?How tariffs are impacting the economyTreasury bonds and dollar strengthAI's potential to reshape markets and investing strategies🕒 Timestamps:00:00 Introduction00:30 Investment Committee Dynamics01:49 Stock Market Valuations04:23 Economic Impact of Tariffs12:58 Treasury Bonds & Dollar Outlook22:33 AI and Future Market Predictions31:41 Final Thoughts💬 Don’t forget to like, comment, and subscribe for more on economic trends, investment strategy, and financial market insights. @walknercondon   @usexpatinvesting  #StockMarket #Tariffs #ArtificialIntelligence #InvestingDebate #USEconomy #MarketOutlook #FinancialPlanning #RecessionRisk #TreasuryYields #aiinvesting

This episode of Gimme Some Truth International features a detailed discussion on the considerations involved in selecting a custodian or brokerage for U.S. expats and international investors. Hosts Syl Michelin, Stan Farmer, and Keith Poniewaz explore the regulatory, logistical, and practical factors that may affect investment accounts when living abroad.Topics include the implications of changing residency, limitations on certain investment products, multi-currency account features, estate planning issues, and questions related to Transfer on Death (TOD) arrangements. The conversation is intended to highlight the range of potential variables expats may encounter and to provide a framework for evaluating available options.This content is provided for informational purposes only and is not intended as investment, legal, or tax advice.⏱️ Timestamps:00:00 – Introduction01:40 – Defining expat-friendly custodians03:20 – Residency and account eligibility05:10 – Account status after moving abroad07:45 – Fund access limitations for expats10:25 – Currency holding and transfer features13:10 – Currency conversion fees and structures15:55 – Mixed-nationality household considerations18:35 – Estate planning for expats21:50 – Transfer on Death accounts and jurisdiction25:05 – Assessing custodial flexibility27:30 – Closing thoughtsFor more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/ Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com ————————————————ADD US ON:LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook:https://facebook.com/usexpatinvesting#ExpatFinance #InternationalInvesting #CustodianOptions #TransferOnDeath #MultiCurrencyAccounts #InvestmentLogistics #CrossBorderPlanning #GimmeSomeTruthPodcast

Thinking about buying property overseas? 🌍 This episode of Gimme Some Truth International dives into the complexities and opportunities of real estate investment abroad. From mortgage challenges in countries like the UAE 🇦🇪 to navigating U.S. tax laws for expats, this conversation with financial advisors, Syl Michelin, Stan Farmer, and Keith Poniewaz offers valuable insights for global investors.📋 Topics covered include:How to finance homes abroad and the pros/cons of cash vs. mortgageU.S. tax obligations on foreign property gainsDifferences in real estate markets around the worldLocal inheritance laws, estate taxes, and titling tipsStrategic estate planning for international property owners💼 Whether you're planning retirement overseas or just exploring property investment options, this video offers tips for smart financial planning.⏱️ Timestamps:0:00 – Introduction to real estate abroad1:30 – Risks and benefits of buying property overseas3:00 – Mortgage availability and financing issues5:15 – Paying cash vs. getting a mortgage abroad7:00 – Age-related lending restrictions for expats9:00 – U.S. vs. foreign mortgage market comparison11:30 – Example: Dubai property market and consequences of default14:00 – Tax implications: property tax, capital gains, IRS rules17:00 – Estate planning, probate laws, and local inheritance rules📢 Don't forget to like, subscribe, and share for more insights on global financial planning. Have questions? Drop them in the comments or reach out to our expert team.#RealEstateAbroad #Expats #InvestingOverseas #USTaxes #EstatePlanning #ForeignMortgages #FinancialPlanningFor more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/ Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com ————————————————ADD US ON:LinkedInFacebook

This episode of Gimme Some Truth, International edition, explores recent discussions surrounding the weakening of the US dollar and the role of currency diversification in managing financial risk. Topics include changes in global markets, impacts on investments, and practical approaches to building diversified portfolios without requiring international relocation.Timestamps:00:00 – Introduction to US Dollar Trends00:31 – Currency Diversification and Historical Context01:55 – Cash Flows and Currency Exposure Abroad04:07 – Impact of Dollar Weakness on Retirees and Expats06:17 – Types of Dollar vs. Non-Dollar Assets09:04 – Dollar-Hedged vs. Unhedged Investments10:44 – Gold, Commodities, and Currency Hedges13:24 – Preparing for Dollar Decline vs. Reacting to It15:35 – Portfolio Construction for Currency Diversification18:32 – Misconceptions About Diversification Strategies20:00 – Concluding Observations on Currency Risk✅ Subscribe for detailed discussions on markets, diversification, and financial risk management.SUBSCRIBE  @walknercondon   @usexpatinvesting  For more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/ Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com ————————————————ADD US ON:LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/usexpatinvesting

This episode of Gimme Some Truth International discusses the key market movements and economic developments in Q2 2025. Topics include global volatility, shifting investor sentiment, changes in international stock and bond markets, and the role of diversification during uncertain times. Emphasis is placed on understanding broad trends rather than short-term reactions.Timestamps:00:00 – Introduction and Overview of Recent Volatility01:32 – Day-to-Day Market Swings and Short-Term Sentiment03:04 – Information Gaps and Global Trade Concerns06:01 – Investor Psychology and Volatility Responses08:19 – Diversification Strategies in Uncertain Markets11:24 – International vs. US Market Shifts13:40 – Germany's Economic Stimulus and Implications16:30 – International Stocks vs. US Stocks Performance18:45 – Importance of Global Portfolio Diversification20:55 – Final Thoughts on Market Trends and Adaptability✅ Subscribe for in-depth market discussions, portfolio insights, and financial analysis updates.SUBSCRIBE  @walknercondon   @usexpatinvesting  For more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/ Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com ————————————————ADD US ON:LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/usexpatinvesting

Are you a U.S. expat looking to make charitable donations while maximizing tax benefits? 🌍 In this video, we break down international charitable giving, including how to donate tax-efficiently, the role of donor-advised funds (DAFs), and strategies for giving to foreign charities.What You'll Learn:✅ How U.S. expats can donate to charities abroad✅ Tax deductions for charitable contributions✅ Using donor-advised funds (DAFs) for global giving✅ Pitfalls of international giving & how to avoid penalties✅ The impact of foreign tax credits on charitable donations💰 Want to maximize your tax savings while giving back? Watch now to learn how to navigate cross-border philanthropy effectively!🔔 Subscribe for more financial tips for U.S. expats & hit the like button if you found this helpful! #CharitableGiving #USExpats #DonorAdvisedFunds #TaxSavings #Philanthropy #ExpatFinance #InternationalDonations #TaxPlanningSUBSCRIBE @usexpatinvesting @walknercondon For more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/ Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com ————————————————ADD US ON:LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/usexpatinvesting0:00 - Introduction to Charitable Gifting for U.S. Expats1:11 - U.S. Charitable Gifting Laws and Tax Benefits1:44 - Standard Deduction Increase and Itemizing Donations2:16 - Importance of Tax Efficiency in Philanthropy2:48 - Tax Planning: Giving Every Other Year3:18 - Donor-Advised Funds Explained3:49 - How Donor-Advised Funds Work for Expats4:21 - Challenges of Giving to Foreign Charities4:52 - Methods to Donate to Non-U.S. Charities5:23 - Dual-Registered Charities for International Giving5:56 - Giving to Charities with U.S. Affiliates6:27 - Complexities of Charitable Giving While Living Abroad7:01 - Local Tax Implications of Charitable Giving7:32 - Using Excess Foreign Tax Credits for Charitable Deductions8:03 - Differences in Tax Deductions Across Countries8:34 - Charitable Giving in High-Tax vs. Low-Tax Countries9:04 - Limits on Deductible Charitable Contributions9:36 - Importance of Consulting Tax Professionals10:08 - Making Donations to Large Organizations Like UNICEF10:41 - Church and Religious Donations in Europe11:12 - Double Taxation Considerations for U.S. Expats11:44 - Ensuring Tax Deductibility of International Donations12:16 - Pitfalls of Donating Without Checking Tax Laws12:47 - Risks of Non-Deductible Donations for Expats13:19 - Differences in Tax Treatment of Foreign Charities13:51 - Donating Appreciated Stock Instead of Cash14:23 - Tax Benefits of Donating Securities14:54 - How Countries Value Stock Donations Differently15:26 - Cross-Border Tax Implications of Donations15:58 - Maximizing Generosity Through Tax Efficiency16:29 - Mistakes That Can Cost Donors Money17:01 - Gift Tax Risks in Certain Countries17:32 - Large Donations and Unintended Tax Consequences18:04 - Final Thoughts and Summary18:35 - Like, Subscribe, and Follow for More Content

🚨 After an 18-year wait, final IRS regulations provide guidance on how to comply with the Section 2801 tax on gifts and bequests made to U.S. persons from certain expatriates. 🔍 Topics Covered:✅ Who qualifies as a covered expatriate?✅ How the tax works✅ What Form 708 is & when to file it✅ Legal ways to avoid unnecessary taxation📌 Timestamps for Quick Navigation:00:00 - Intro: What is the foreign gift tax?01:02 - Can you receive tax-free gifts in the U.S.?03:15 - The 40% expatriation tax explained09:45 - Who qualifies as a covered expatriate?12:05 - Form 708 & filing requirements14:30 - How to reduce tax liability16:45 - IRS privacy concerns & new rules18:30 - Final thoughts & tax planning tips🔔 Like & Subscribe for expert tax insights! #ForeignGifts #ExpatriationTax #IRS #taxlaw SUBSCRIBE  @walknercondon  @usexpatinvesting For more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/ Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com ————————————————ADD US ON:LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/usexpatinvesting

🎉 Meet Tahlia Micoley, the newest addition to Walkner Condon Financial Advisors! From studying finance to navigating international taxation, she brings a unique perspective—plus a Sharpie-fueled approach to note-taking! 🖊️.🎙️ Meet Tahlia! – Introduction & background (0:38)🌍 Living Abroad Challenges – Banking, visas, and dealing with bureaucracy (1:10)📖 The Power of Writing for Learning – Why handwriting notes is better than typing (3:45)🏦 Studying Finance & Career Growth – Transitioning from university to wealth management (6:29)💡 Working in Financial Advisory – Key insights from the job & what surprised her (9:57)💰 Understanding International Taxation – How tax rules differ across countries (14:03)🇫🇷 Why France’s Tax Treaty is Surprisingly Good – Unique aspects of France’s tax system (17:25)📊 What Expats Need to Know Before Moving Abroad – Financial planning tips (21:07)📝 Learning from Tax Treaties – The most interesting and complex ones (24:42)🚀 Career Goals & Future Plans – What’s next for Tahlia in finance & wealth management (26:50)SUBSCRIBE @usexpatinvesting  For more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/ Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com ————————————————ADD US ON:LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/usexpatinvesting

Thinking about moving abroad? 🌍 In this episode of Gimme Some Truth International Edition, we talk with Patricia Brooks, founder of The Courage Catalyst, about her journey moving to France and helping others make the leap. Whether you're seeking adventure, career change, or a fresh start, this episode covers the mindset, planning, and practical steps needed for a successful relocation.🔗 Key Topics & Timestamps: 0:00 - Welcome & guest introduction1:10 - Patricia’s story: Moving to 🇫🇷 France in 20183:30 - Overcoming fears & mental barriers in relocation5:45 - Why mindset is key to moving abroad7:50 - Challenges single women face when relocating10:30 - The practical side: Letting go of physical & emotional baggage13:00 - Visa considerations & financial planning15:40 - Creating a structured relocation process18:00 - The reality of adjusting to life in a new country20:45 - Patricia’s advice for aspiring expats💡 Want to connect with Patricia?📌 Instagram, Facebook & YouTube: https://thecouragecatalyst.comhttps://www.youtube.com/@PatriciaBrooksCourageCatalysthttps://www.instagram.com/thecouragecatalyst/https://www.linkedin.com/in/patriciacbrooks/👉 Like, subscribe, and comment below! What’s your biggest concern about moving abroad? 💬✈️SUBSCRIBE  @usexpatinvesting  @walknercondon For more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/ Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com ————————————————ADD US ON:LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llcFacebook: https://facebook.com/usexpatinvesting

The Corporate Transparency Act (CTA) is a new federal law requiring millions of businesses to report their beneficial ownership to the Financial Crimes Enforcement Network (FinCEN). But who needs to file? What are the penalties for non-compliance? And why has the CTA been challenged in court?In this video, we cover:✅ Who must file under the CTA (LLCs, Corporations, and Foreign Entities)✅ Key deadlines & reporting requirements✅ Potential penalties for non-compliance✅ Why 93% of businesses are unaware of this law✅ Legal challenges and the possibility of repealDon’t get caught off guard—learn how the CTA impacts small businesses, foreign investors, and corporate compliance in 2025 and beyond.🏛️ What is the Corporate Transparency Act (CTA)? – Overview & why it was passed (0:38)📜 Who enforces the CTA? – FinCEN’s role in compliance & penalties (1:10)⚖️ Supreme Court Challenges & Legal Issues – Why enforcement is uncertain (3:45)📊 Who is required to file? – Over 33 million U.S. businesses affected (6:29)🏦 How does the CTA shift financial compliance? – From banks to businesses (9:57)🚨 Small Business Risks & Awareness Issues – 93% of businesses unaware of the law (14:03)💰 What are the penalties for non-compliance? – Fines & criminal consequences (17:25)🌍 Does the CTA affect foreign investors? – Global impact & real estate implications (21:07)🔍 Could the CTA be repealed? – Congressional opposition & potential legal rollback (24:42)📅 Final Takeaways: How to Stay Compliant – Steps to protect your business (26:50)