x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

20:24

A Practical Guide To Moving To Germany In 2026 As An...

The Expat Sage Podcast ·

2026/03/28

A bachelor’s degree, a packed suitcase, and zero German? Moving to Germany in 2026 is starting to look less like a bureaucratic endurance test and more like a designed pathway, but only if you understand the traps hidden behind the convenience. We walk through how US citizens can enter Germany visa-free for 90 days, why that still does not let you work, and how that single detail can wreck your timeline and finances if you plan to “figure it out after landing.” We also break down the b...

en-us

22:42

Portugal Can Cut Your Rate To 20% Only If You Prove...

The Expat Sage Podcast ·

2026/03/21

Portugal used to look like the ultimate escape hatch for Americans who wanted sunshine, lower costs, and a lighter tax bill. That story breaks in 2026. We’re seeing a full inversion: Portugal tightens residency incentives around innovation, the U.S. keeps taxing you by citizenship, and certain states act like you never left. We unpack what replaced the old NHR era, including the new innovation-focused regime that can still deliver a flat 20% rate on Portuguese-source earned income for a deca...

en-us

19:30

How Italy Taxes U.S. Social Security For American Expats

The Expat Sage Podcast ·

2026/03/13

You’re finally retired, you’ve landed in Italy, and your espresso is perfect until one thought ruins it: who taxes your U.S. Social Security now that you live abroad? The answer isn’t a viral forum post or a vague “treaty loophole.” It’s a set of hard rules in the U.S. Italy tax treaty, a saving clause that follows U.S. citizens worldwide, and a filing decision that can trigger or prevent an IRS notice while you’re thousands of miles away. We walk through the core treaty mechanics that shif...

en-us

14:07

Moving To Italy Can Cut Your Taxes In Half If You...

The Expat Sage Podcast ·

2026/03/07

Picture the sun in a Florence piazza and a tax bill that suddenly looks lighter—then meet the velvet rope guarding Italy’s 2026 impatriate regime. We break down how the policy pivoted from “tax tourism” to a talent-first strategy and why credentials, recognized degrees, and provable experience now decide who gets through the door. From dichiarazione di valore hurdles to a tax authority that refuses to pre-clear your skills, we unpack the high-reward, high-risk tradeoff baked into Italy’s new ...

en-us

16:19

Move To a Small Town In Southern Italy And Pay 7% On...

The Expat Sage Podcast ·

2026/02/28

Sunlit piazzas and stone facades set the scene, but the real story is a 7% twist: Italy’s Article 24-Ter invites qualifying retirees to settle in select small towns and pay a flat 7% on foreign-sourced income for ten tax years. We unpack how this substitute tax flips Italy’s reputation for high rates and heavy reporting into a targeted opportunity for people willing to trade city bustle for southern charm or a medieval hill town in central “seismic crater” zones. We break down the essentials...

en-us

18:48

Inside Italy’s 2026 Flat Tax: Price Hike, Perks, And...

The Expat Sage Podcast ·

2026/02/21

A sunset in Tuscany is easy to picture; a 300,000-euro tax bill is not. We unpack Italy’s 2026 flat tax regime for high net worth newcomers with a clear-eyed look at price, value, and the traps hidden in the fine print. From the headline hike and 50,000-euro family surcharge to the promise of non-retroactivity, we break down what actually changes and why the timing is no accident. We explain the core mechanics—what counts as foreign-source income under the substitute tax, what stays taxable ...

en-us

18:06

From Bargain To Luxury: Italy’s 2026 Tax Overhaul...

The Expat Sage Podcast ·

2026/02/14

Imagine watching the sun spark off the Mediterranean while your tax plan quietly does the heavy lifting. We pull back the curtain on Italy’s 2026 pivot from discount destination to premium club, and show exactly who still benefits, who pays more, and how to structure a smart move that lasts. The big swing is clear: the non-dom flat tax rises to 300,000 euro, dependent surcharges double, and yet for ultra–high net worth families with substantial foreign passive income, the effective rate can s...

en-us

16:37

Surviving 2026: U.S.–Germany Tax Shocks, Exit Traps,...

The Expat Sage Podcast ·

2026/02/07

The rules of the game just changed, and anyone living between the U.S. and Germany can feel the floor move. We unpack what actually shifted in 2026, why the headlines about a “1% transfer tax” missed the point, and how to build a defense that keeps more of what you earn. From business owners hit by NCTI to families blindsided by Germany’s new exit tax on ordinary funds, this conversation trades confusion for a clear plan. We start by killing the remittance panic with the banked exemption—dig...

en-us

9:45

Guida al Sistema Fiscale USA per Non-Residenti:...

The Expat Sage Podcast ·

2026/01/31

Ti sei mai chiesto come funzionano le tasse americane quando vivi all'estero ma possiedi una casa negli Stati Uniti o ricevi redditi da fonti USA? Il nostro episodio approfondisce questo labirinto fiscale, offrendo una bussola per orientarsi tra regole complesse e opportunità spesso sconosciute. Partiamo dalla distinzione fondamentale tra essere "resident alien" o "non-resident alien", una classificazione che determina completamente il tuo destino fiscale. Scoprirai la differenza cruciale tr...

en-us

17:15

PFIC Rules, Real Risks, Smart Moves

The Expat Sage Podcast ·

2026/01/23

A simple foreign fund should not blow up a decade of savings—yet for U.S. citizens abroad, the PFIC regime can turn a plain ETF into a financial trap. We pull back the curtain on how ordinary investments meet an extraordinary tax system, why the default rules punish long holding periods, and how to rebuild a portfolio that won’t collapse under Form 8621 and daily compounded interest. We start with the origin story: PFIC rules were crafted to shut down offshore shelters in 1986. The intent ta...

en-us

13:13

How UK Reforms And U.S. OBBBA Reshape Every Financial...

The Expat Sage Podcast ·

2026/01/16

Finance rarely flips overnight, but 2026 comes close. Two permanent shifts collide: the UK ends the non‑dom era, and the U.S. OBBA cements the 2017 tax architecture, forcing Americans in Britain to rethink every choice around income, investments, pensions, and estate planning. We unpack why the UK’s new foreign income and gains relief can quietly increase your IRS bill, how the temporary repatriation facility at 12% becomes a tool for deliberate credit harvesting, and where timing mismatches ...

en-us

13:47

The UK Rewrote Tax For Newcomers, And Your First Four...

The Expat Sage Podcast ·

2026/01/09

The UK recently rewired tax for global movers, and the clock starts the day you land. We unpack the Foreign Income and Gains regime, which replaces the non-dom concept with a hard four-year window during which foreign income and gains are exempt—no remittance gymnastics, no clean capital spreadsheets, and no offshore contortions. If you’ve been a non-UK resident for 10 straight tax years and arrive from April 2025, you can earn abroad and bring funds into the UK tax-free during your first fou...

en-us

15:47

How Sticky States, like California, New York and...

The Expat Sage Podcast ·

2026/01/02

Planning a move abroad and feeling good about the federal side? The real fight may be back home. We unpack how California, New York, and Virginia use domicile and statutory residency to claim your worldwide income long after you’ve crossed an ocean—and why keeping a “just-in-case” home can quietly unravel your whole plan. We start by demystifying the two tests that decide your fate: domicile, the intent-based anchor that sticks until you clearly replace it, and statutory residency, the cold ...

en-us

13:17

From Golden Visas To Tax Traps: Portugal, Italy,...

The Expat Sage Podcast ·

2025/12/26

The ground has shifted under European residency, and the shortcuts are gone. We pull apart the new reality for Americans eyeing Portugal, Italy, and Spain, showing where mobility still works, where it doesn’t, and why structure now matters more than spend. You’ll hear a clear framework for the three pathways—investment, passive income, and active talent—and how each one shapes your rights, your tax exposure, and even your employer’s risk. We break down Portugal’s pivot to investment funds an...

en-us

16:13

The Expats’ Playbook For Moving To Spain

The Expat Sage Podcast ·

2025/12/19

Thinking about trading gray skies for Mediterranean light? Before you pack your bags for Spain, we unpack the exact moves that protect your portfolio, your cash flow, and your peace of mind. Spain taxes by residency, the U.S. taxes by citizenship, and the two systems collide in ways that can either cost you dearly or, with the right structure, work in your favor. We start with the moment Spain claims you: the 183‑day test, center of economic interests, and the family presumption. From there,...

en-us

14:38

The U.S.–Swiss Financial Double Lock Explained

The Expat Sage Podcast ·

2025/12/12

It’s not a glitch. It’s the system. When U.S. citizenship-based taxation meets Switzerland’s residence-based rules, the result is a financial double lock that touches every account, fund, pension, and estate plan. We unpack how FATCA hardened bank compliance, why neo-banks shut out U.S. clients, and how the shift to a Model IGA will make transparency automatic and unavoidable. Then we map the roadblocks that turn simple investing into a maze: PFIC rules that punish European funds, and Swiss K...

en-us

13:19

Investing Minefield for Americans in Europe

The Expat Sage Podcast ·

2025/12/05

We map the collision between U.S. citizenship‑based taxation and European investing, then give a clear, four‑pillar plan to build wealth abroad without triggering PFIC penalties or losing key tax benefits. The goal is simple: avoid the traps, use treaty shelters, and keep your strategy compliant. • Why citizenship‑based taxation conflicts with European “tax‑free” investing • How FBAR and FATCA create global visibility and enforcement • Why EU funds and UCITS ETFs trigger PFIC treatment • Wha...

en-us

15:33

How U.S. Expats Should Use FEIE, FTC, and Roth...

The Expat Sage Podcast ·

2025/11/28

We break down how FEIE and FTC truly work for expats and show how that single choice drives IRA eligibility, Roth versus traditional value, and long-term taxes. We end by stressing the employer match tax “time bomb” and how to plan around it. • FEIE erases income and often blocks IRA eligibility • FTC records income and enables IRA contributions • Roth 401k as first priority for most expats • Low-tax countries favor FEIE and Roth 401k focus • High-tax countries favor FTC and open Roth IRA op...

en-us

15:03

Tax-Smart Move To France

The Expat Sage Podcast ·

2025/11/22

Planning a move to France with U.S. retirement accounts can feel like threading a needle in a storm—until you know exactly where the thread goes. We break down the cleanest path for dual-citizen couples to establish residency, safeguard 401(k) and IRA distributions from double taxation, and keep long-term investing on track without getting blindsided by brokerage restrictions or surprise social charges. First, we walk through the conjoint de Français visa and the three-month online validatio...

en-us

16:25

U.S.-Ireland Taxes: Protecting Your 401k And IRA Abroad

The Expat Sage Podcast ·

2025/11/14

Thinking about moving to Dublin with a foot in both worlds? We walk through the easy part—immigration with dual U.S.–Irish citizenship—and then open the door to the financial maze most folks miss: how two tax systems collide over your retirement savings. The headline insights are clear and practical: the U.S.–Ireland Double Taxation Agreement provides a framework, but the saving clause keeps U.S. citizens within the IRS net. That’s why the foreign tax credit becomes your day-to-day tool, ofte...

en-us

47 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...