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PODCAST

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.

business investing

All Episodes

7:16

Green Card Exit: Tax Traps Explained

The Expat Sage Podcast ·

2025/08/30

Surrendering your green card involves complex tax consequences that can lead to a significant exit tax. Timing is critical as the specific date you give up your Lawful Permanent Resident status directly impacts your tax situation and potential liabilities. • Form I-407 is the official document to abandon LPR status with no government fee • Timing of filing is crucial—mail from outside the US to control your expatriation date • Long-Term Resident (LTR) status applies after holding a green car...

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23:21

Navigating Portugal's Visa Maze: Your Complete Guide...

The Expat Sage Podcast ·

2025/08/22

Thinking about moving to Portugal? Before you start packing, you need to understand the critical two-step process that determines your success as an American relocating to this increasingly popular European destination. Portugal's immigration system isn't simply about getting a visa. It's a carefully structured journey that begins with obtaining a national D visa through Portuguese consulates or their partner VFS Global while still in the United States. This initial visa, however, is merely ...

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21:21

Tax-Efficient Investing for American Expats in Britain

The Expat Sage Podcast ·

2025/08/16

The financial tightrope walk between two tax systems creates unique investment challenges for Americans living in Britain. This comprehensive exploration cuts through the confusion, offering clarity on navigating the complex terrain of cross-border investing. We begin by uncovering perhaps the most significant danger in your investment portfolio: Passive Foreign Investment Companies (PFICs). These seemingly innocent non-US funds can trigger punishing tax rates of up to 37%, additional intere...

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17:33

Essential Planning for Americans Moving to Britain

The Expat Sage Podcast ·

2025/08/08

Dreaming of life across the pond? Our comprehensive guide breaks down the complex journey of relocating from the United States to the United Kingdom, making it more manageable by tackling the process step-by-step. We delve into the visa maze, exploring the most common pathways, including the Skilled Worker visa (requiring sponsorship from a licensed UK employer), the Health and Care Worker visa (for qualified medical professionals), Student visas, the prestigious Global Talent visa, and the ...

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18:32

The Regulatory Pincer: Investing in Germany as a US...

The Expat Sage Podcast ·

2025/08/01

We tackle the complex world of investing in Germany as a US expat, focusing on the "regulatory pincer" that creates significant financial challenges. Our deep dive reveals strategies for navigating dual taxation systems while avoiding costly investment traps that could derail your wealth-building efforts abroad. • US citizenship-based taxation combined with German residency-based taxation creates dual tax obligations • The Foreign Tax Credit (FTC) is generally better than the Foreign Earned ...

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6:48

Crossing the Atlantic: Moving From America to Germany

The Expat Sage Podcast ·

2025/07/26

Germany's immigration system underwent major changes in 2024, making it significantly easier for Americans to relocate and gain citizenship. These changes include allowing dual citizenship, reducing residency requirements for naturalization, and eliminating degree requirements for IT specialists applying for EU Blue Cards. • US citizens get 90-day visa-free entry to Germany to apply for residence permits • The Anmeldung (address registration) creates a catch-22 as you need housing to registe...

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8:32

From America to France: Navigating the Expat Journey

The Expat Sage Podcast ·

2025/07/18

We break down the essential steps for US citizens and green card holders looking to relocate to France, covering visa requirements, administrative processes, and cultural considerations to ensure a smooth transition. • US citizens can visit the Schengen area visa-free for up to 90 days, but longer stays require a pre-approved long-stay visa • Green card holders must follow visa rules based on their citizenship, not their US residency status • The Visitor visa (Visiteur) is for financially in...

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7:52

Escaping America: The Hidden Costs of Renouncing US...

The Expat Sage Podcast ·

2025/07/11

We tackle the profound and often misunderstood process of renouncing US citizenship, breaking down the legal complexities and significant tax implications. This critical decision impacts not just your relationship with America, but reshapes your entire financial legacy and how your family interacts with the US going forward. • Renunciation is a two-part process involving both the Department of State (nationality) and the IRS (taxes) • Must already hold citizenship in another country to avoid...

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6:33

What Every US-Italian Couple Should Know

The Expat Sage Podcast ·

2025/07/04

US citizens married to Italian citizens while living in Italy face complex financial challenges requiring deep understanding of both countries' tax systems, property laws, and estate planning requirements. Thoughtful navigation of these interconnected systems can prevent double taxation and create financial harmony across international borders. • US citizens must file US taxes on worldwide income regardless of living in Italy • Italian residency means being taxed by Italy on worldwide income...

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6:32

Tax Traps for British Investors

The Expat Sage Podcast ·

2025/06/28

We dive into US federal tax on investment income for British nationals who count as non-resident aliens (NRAs) for US tax purposes. This comprehensive guide covers crucial topics from determining your tax status to navigating the complex US-UK tax treaty benefits that can significantly reduce your tax burden. • Confirming your US tax status is the critical first step – NRA vs. resident status changes all the rules • US taxes NRA investment income differently based on type – FDAP income (divi...

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26:01

UK to US Relocation: The Essential Pre-Planning Roadmap

The Expat Sage Podcast ·

2025/06/20

Moving from the UK to the United States requires meticulous pre-planning across multiple fronts to ensure a smooth transition. We break down the essential preparation steps and potential challenges you'll face when relocating across the Atlantic. • Securing the right visa is your critical first step – options range from temporary non-immigrant visas to permanent immigrant visas leading to green cards • Your UK credit history doesn't transfer to the US, requiring you to build credit from scra...

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7:02

From Visa to Residency: What Americans Need to Know...

The Expat Sage Podcast ·

2025/06/13

We break down the two-step process of moving to Portugal for non-EU nationals, focusing on visa requirements and the often lengthy residency permit application process. The Portuguese immigration system demands careful planning, documentation, and patience with bureaucratic realities. • Moving to Portugal requires first obtaining a Type D visa through your home country's Portuguese consulate • This initial visa typically lasts about four months and simply allows legal entry with intent to st...

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13:05

Navigating US-UK Investment Strategies: A Guide for...

The Expat Sage Podcast ·

2025/06/07

We explore the complex world of investing as an expat moving between the US and UK, breaking down the crucial strategies for navigating two different tax systems while optimizing returns. • Core challenges include understanding the US-UK tax treaty to avoid double taxation • US expats must avoid PFICs (most non-US funds) due to punitive tax treatment up to 40.8% plus compound interest penalties • UK reporting funds offer simplified reporting and potential capital gains treatment for UK taxpa...

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13:05

The Hidden Costs of Ignorance: Smart Investing...

The Expat Sage Podcast ·

2025/05/30

Investing across borders presents unique challenges and opportunities for US and UK expats trying to navigate two different tax systems while optimizing their investment returns. • Understanding the US-UK tax treaty helps prevent double taxation • US expats must comply with strict reporting requirements for foreign assets (FATCA and FBAR) • PFICs (Passive Foreign Investment Companies) present a major tax trap for US citizens • PFIC investments face punitive tax treatment with ordinary income...

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17:33

UK Relocation Guide for US Citizens

The Expat Sage Podcast ·

2025/05/23

This episode offers essential guidance for US citizens planning a move to the UK, outlining crucial pre-planning steps across several key areas. It strongly emphasizes that securing the necessary visa and understanding immigration requirements is the critical first step before making irreversible plans. The episode also details essential considerations like financial planning (including complex tax obligations for expats and navigating banking options), housing (addressing challenges with ren...

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27:48

Moving to Portugal costs less, but taxes get...

The Expat Sage Podcast ·

2025/05/16

We tackle the essential financial aspects of relocating from the United States to Portugal, breaking down cost of living, banking requirements, tax implications, and ongoing US obligations. • Portugal offers 40-74% lower cost of living compared to the US, varying dramatically between expensive coastal cities and affordable inland regions • Housing costs reflect this split – Lisbon one-bedrooms average $1,200-1,500 while similar inland properties cost around $400-450 • Opening a Portuguese ba...

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49:01

Visa and Residency Requirements for US citizens...

The Expat Sage Podcast ·

2025/05/15

For individuals from outside the EU, EEA, or Switzerland, including US citizens, relocating to Portugal involves a two-step process: first obtaining a National Visa (Type D) for long-term stays and then securing a residence permit upon arrival. Various National Visas cater to different purposes, such as the D7 for those with passive income and the D8 for remote workers, each with specific eligibility criteria like income thresholds and required documentation. The Golden Visa program offers a ...

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37 results

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