Passport To Wealth®

In Switzerland, the landlord chooses you, not the other way around.Özgür Ogulkanmis, founder of Swiss Expat Realtor and Swiss Agency Immobilien, joins the show to explain why the Swiss rental application process is so demanding, what US citizens specifically can and cannot buy as non-EU/EFTA residents, and why local relationships matter as much as paperwork.──────────────────────────────────────────CHAPTER TIMESTAMPS──────────────────────────────────────────00:00 - Why a Swiss-born, globally-experienced team focuses on serving expats02:36 - The biggest misconception Americans have about Swiss apartment hunting09:36 - Why most clients secure permanent housing before ever going temporary18:27 - Who is actually allowed to buy property in Switzerland20:45 - The difference between a B permit and a C permit for property rights22:40 - What to know before applying to rent or buy in Switzerland──────────────────────────────────────────ABOUT THE GUEST──────────────────────────────────────────Özgür Ogulkanmis is the founder of Swiss Expat Realtor and Swiss Agency Immobilien, a Zurich-based team of former expats helping international families, including Americans, navigate Swiss real estate, immigration paperwork, and school placement.──────────────────────────────────────────ABOUT YOUR HOST──────────────────────────────────────────Arielle Tucker, CFP® & IRS Enrolled Agent with Connected Financial Planning, is a cross-border financial planner based in Switzerland helping Americans living abroad navigate U.S. taxes, international investments, and cross-border financial planning.──────────────────────────────────────────LOVE THIS EPISODE?──────────────────────────────────────────Follow the show and leave a rating on Apple Podcasts or Spotify, it's the single biggest thing you can do to help other cross-border families find this show.──────────────────────────────────────────ABOUT PASSPORT TO WEALTH®──────────────────────────────────────────Passport To Wealth® is the platform for current and aspiring US expats. We connect globally mobile Americans with vetted, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad.──────────────────────────────────────────LINKS & RESOURCES──────────────────────────────────────────Website: https://www.passporttowealth.comInstagram: https://www.instagram.com/passporttowealthofficialLinkedIn: https://www.linkedin.com/company/passport-to-wealthFollow Swiss Expat Realtor on LinkedIn: https://www.linkedin.com/company/swissexpatrealtorVisit Swiss Expat Realtor: https://www.swissexpatrealtor.com──────────────────────────────────────────This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions.──────────────────────────────────────────Mentioned in this episode:Find your cross-border expert on the Passport To Wealth® directoryPassport to Wealth is a proud member of the SwissCast NetworkDiscover more podcasts for English-speaking SwitzerlandSwissCast NetworkOrder "The Expat Money Playbook"Click here to subscribe to our newsletterOrder "The Expat Money Playbook"

A US living trust can create unexpected French tax and reporting consequences once someone moves to France, and French tax residence is not determined the way most people assume.Thomas Dubanchet, a French tax lawyer and founder of Bespoke, joins the show to explain how France treats US trust structures, why French tax residence cannot be determined by a day count alone, and how a formal written position from French tax authorities can address specific situations before committing to a move.──────────────────────────────────────────CHAPTER TIMESTAMPS──────────────────────────────────────────00:00 - Why a French tax lawyer builds his practice around US-connected clients05:25 - The planning gap FATCA created between US and French systems08:23 - The common mistake of optimizing your old state's plan instead of coordinating with the new one19:03 - How France treats US living trusts23:15 - Requesting a formal written position from French tax authorities25:36 - Why French tax residence is not just a day count──────────────────────────────────────────ABOUT THE GUEST──────────────────────────────────────────Thomas Dubanchet is a French tax lawyer admitted to the Nice Bar and founder of Bespoke, a French tax law firm advising US-connected individuals and families on relocation, French tax residence, trusts, and estate planning. He works with clients' US tax and legal advisers to coordinate planning across both countries. He is a member of the Passport To Wealth® Directory.──────────────────────────────────────────ABOUT YOUR HOST──────────────────────────────────────────Arielle Tucker, CFP® & IRS Enrolled Agent with Connected Financial Planning, is a cross-border financial planner based in Switzerland helping Americans living abroad navigate U.S. taxes, international investments, and cross-border financial planning.──────────────────────────────────────────LOVE THIS EPISODE?──────────────────────────────────────────Follow the show and leave a rating on Apple Podcasts or Spotify, it's the single biggest thing you can do to help other cross-border families find this show.──────────────────────────────────────────ABOUT PASSPORT TO WEALTH®──────────────────────────────────────────Passport To Wealth® is the platform for current and aspiring US expats. We connect globally mobile Americans with vetted, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad.──────────────────────────────────────────LINKS & RESOURCES────────────────────────────────────────── Website: https://www.passporttowealth.comInstagram: https://www.instagram.com/passporttowealthofficialLinkedIn: https://www.linkedin.com/company/passport-to-wealthFind Thomas Dubanchet in the Passport To Wealth® Directory: https://www.passporttowealth.com/thomas-dubanchet──────────────────────────────────────────This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions.──────────────────────────────────────────Mentioned in this episode:Find your cross-border expert on the Passport To Wealth® directoryOrder "The Expat Money Playbook"Click here to subscribe to our newsletterOrder "The Expat Money Playbook"Passport to Wealth is a proud member of the SwissCast NetworkDiscover more podcasts for English-speaking SwitzerlandSwissCast Network

A US citizen inherits a family property in India. A mutual fund he's held for years suddenly won't accept him as an investor anymore. His old Indian bank account becomes illegal to keep in its original form. None of this is a mistake, it's what happens when two entirely separate financial systems collide.Amol Desai, CFP® and CFA and founder of Perceptive Wealth Advisors, joins the podcast to unpack exactly this, drawing on his own journey as a first-generation immigrant from India and the cross-border planning practice he built around it.──────────────────────────────────────────CHAPTER TIMESTAMPS──────────────────────────────────────────00:00 - From engineering student to cross-border financial advisor03:17 - The wealth and education assumptions behind first-generation immigrants05:45 - Why NRIs are legally required to convert their Indian bank accounts08:30 - NRE versus NRO: what each account is actually for12:15 - How Indian mutual funds became a US tax problem nobody saw coming15:36 - A $180,000 lesson in gifting versus waiting for inheritance27:24 - What to ask before hiring a cross-border advisor──────────────────────────────────────────ABOUT THE GUEST──────────────────────────────────────────Amol Desai is a CFP® and CFA, founder of Perceptive Wealth Advisors, and a member of the Passport To Wealth® Directory. He specializes in US-India cross-border financial planning for first-generation immigrants, work he began after navigating these exact challenges himself.──────────────────────────────────────────ABOUT YOUR HOST──────────────────────────────────────────Arielle Tucker, CFP® & IRS Enrolled Agent with Connected Financial Planning, is a cross-border financial planner based in Switzerland helping Americans living abroad navigate U.S. taxes, international investments, and cross-border financial planning.──────────────────────────────────────────LOVE THIS EPISODE?──────────────────────────────────────────Follow the show and leave a rating on Apple Podcasts or Spotify, it's the single biggest thing you can do to help other cross-border families find this show.──────────────────────────────────────────ABOUT PASSPORT TO WEALTH®──────────────────────────────────────────Passport To Wealth® is the platform for current and aspiring US expats. We connect globally mobile Americans with vetted, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad.──────────────────────────────────────────LINKS & RESOURCES──────────────────────────────────────────Website: https://www.passporttowealth.comInstagram: https://www.instagram.com/passporttowealthofficialLinkedIn: https://www.linkedin.com/company/passport-to-wealthConnect with Amol on LinkedIn: https://www.linkedin.com/in/amol-desaiVisit Amol's Directory page: https://www.passporttowealth.com/amol-desai──────────────────────────────────────────This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions.Mentioned in this episode:Find your cross-border expert on the Passport To Wealth® directoryClick here to subscribe to our newsletterOrder "The Expat Money Playbook"Order "The Expat Money Playbook"Passport to Wealth is a proud member of the SwissCast NetworkDiscover more podcasts for English-speaking SwitzerlandSwissCast Network

The Expat Money Playbook is officially out today. In this launch week special, Arielle Tucker steps away from the usual guest format to share her own story and read Chapter One aloud.She covers her own path to Switzerland, how she landed in US tax compliance during the exact week FATCA hit Swiss banks, and why she wrote this book collaboratively rather than alone. Then she reads Chapter One: starting with why, the Values First Expat Exercise, and the SMART goals framework.──────────────────────────────────────────CHAPTER TIMESTAMPS──────────────────────────────────────────00:00 - From bored 24-year-old to trailing spouse in Switzerland03:17 - Landing in US tax compliance the exact week FATCA hit06:00 - Why she wrote this book with dozens of contributors, not alone09:00 - Chapter One: starting with why, not logistics15:36 - The Values First Expat Exercise20:38 - SMART goals: turning a dream into an actual plan24:34 - Where to find the book and the free companion toolkit──────────────────────────────────────────ABOUT THE BOOK──────────────────────────────────────────The Expat Money Playbook, published by Wiley, is Arielle Tucker's first book, written with contributions from dozens of cross-border professionals. Available now wherever books are sold .──────────────────────────────────────────ABOUT YOUR HOST──────────────────────────────────────────Arielle Tucker, CFP® & IRS Enrolled Agent, is a cross-border financial planner based in Switzerland helping Americans living abroad navigate U.S. taxes, international investments, and cross-border financial planning.──────────────────────────────────────────JOIN THE LIVE AMA──────────────────────────────────────────This Tuesday, October 6, 1:00 PM EDT, join Arielle and a panel of cross-border experts live for a full AMA, simulcast on Facebook and YouTube. Bring your questions about the book, moving abroad, or cross-border planning.──────────────────────────────────────────ABOUT PASSPORT TO WEALTH®──────────────────────────────────────────Passport To Wealth® is the platform for current and aspiring US expats. We connect globally mobile Americans with vetted, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad.──────────────────────────────────────────LINKS & RESOURCES──────────────────────────────────────────Website: https://www.passporttowealth.comInstagram: https://www.instagram.com/passporttowealthofficialLinkedIn: https://www.linkedin.com/company/passport-to-wealthYouTube: https://www.youtube.com/@PassportToWealthOfficial──────────────────────────────────────────This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions.Mentioned in this episode:Order "The Expat Money Playbook"Passport to Wealth is a proud member of the SwissCast NetworkDiscover more podcasts for English-speaking SwitzerlandSwissCast NetworkClick here to subscribe to our newsletter

Every American living abroad has the right to vote in federal elections, yet every cycle, a meaningful number of ballots never make it home, not from apathy, but from a form that arrived late, a lost ballot, or simply not knowing a backup option existed.Ada Shen from votefromabroad.org, who has spent over two decades helping Americans overseas register, request, and return a ballot, joins the podcast for a fully nonpartisan, procedural walkthrough of how voting from abroad actually works.──────────────────────────────────────────CHAPTER TIMESTAMPS──────────────────────────────────────────00:00 - Yes, Americans abroad can vote, and here's what's actually on the ballot01:32 - The one form that registers you, requests your ballot, and updates your info04:43 - Why "last resided" isn't a choice, it's a rule09:27 - Getting your ballot by email, and the deadlines that matter this cycle15:07 - The backup ballot almost nobody knows they can use25:14 - Clearing up the biggest misconception: voting and taxes are separate──────────────────────────────────────────ABOUT THE GUEST──────────────────────────────────────────Ada Shen has spent over two decades helping Americans overseas navigate voter registration and absentee voting through VoteFromAbroad.org, guiding voters through registration, ballot requests, and the specific rules that apply to citizens living outside the United States.──────────────────────────────────────────ABOUT YOUR HOST──────────────────────────────────────────Arielle Tucker, CFP® & IRS Enrolled Agent with Connected Financial Planning, is a cross-border financial planner based in Switzerland helping Americans living abroad navigate U.S. taxes, international investments, and cross-border financial planning.──────────────────────────────────────────LOVE THIS EPISODE?──────────────────────────────────────────Follow the show and leave a rating on Apple Podcasts or Spotify, it's the single biggest thing you can do to help other cross-border families find this show.──────────────────────────────────────────ABOUT PASSPORT TO WEALTH®──────────────────────────────────────────Passport To Wealth® is the platform for current and aspiring US expats. We connect globally mobile Americans with vetted, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad.──────────────────────────────────────────LINKS & RESOURCES──────────────────────────────────────────Website: https://www.passporttowealth.comInstagram: https://www.instagram.com/passporttowealthofficialLinkedIn: https://www.linkedin.com/company/passport-to-wealthVisit VoteFromAbroad.org: https://www.votefromabroad.org──────────────────────────────────────────This episode is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions.──────────────────────────────────────────Mentioned in this episode:Order "The Expat Money Playbook"Passport to Wealth is a proud member of the SwissCast NetworkDiscover more podcasts for English-speaking SwitzerlandSwissCast NetworkClick here to subscribe to our newsletterOrder "The Expat Money Playbook"Find your cross-border expert on the Passport To Wealth® directory