Passport To Wealth™

In this episode of Passport to Wealth™, host Arielle Tucker, CFP®, EA, sits down with Jen Barnett, co-founder of Expatsi. She shares her personal story of leaving Alabama for Mérida, Mexico, and how her journey inspired the creation of Expatsi’s country-matching test and upcoming app.Jen also shares how she built the Expatsi Test to match Americans with their ideal country and how Expatsi now supports people through every step of the move-abroad process. From ideation to paperwork, logistics, and settling in, Expatsi is helping thousands of Americans create intentional lives abroad. Jen also reveals insights into today’s expat trends, the countries most Americans are drawn to, and her ambitious goal of moving 1 million Americans overseas.Whether you’re seeking better cost of living, healthcare, community, or new adventures, this episode offers practical strategies and encouragement for building your dream life overseas.Mentioned in this episode:www.passporttowealth.comPassport to Wealth is a proud member of the SwissCast NetworkDiscover more podcasts for English-speaking SwitzerlandSwissCast Network

George Kinder, the father of the Life Planning movement, shares his transformative insights on financial and personal fulfillment. Having relocated to London at 77, he emphasizes it's never too late to redefine purpose. He discusses his life-changing three questions that uncover deeper values, fostering a more meaningful life. Kinder also expands the concept of fiduciary responsibility beyond finance, advocating for broader societal impacts. With a focus on mindfulness, he encourages listeners to align their money with their life's purpose.

Dreaming of starting a new life in Germany? In this episode of Passport to Wealth™, Arielle Tucker, CFP®, EA, sits down with immigration and relocation specialists Hannah S. and Hena Vega Larios of Start Relocation to unpack the realities of moving abroad as a U.S. citizen. From navigating German immigration laws to securing a visa, finding housing, and adjusting to the culture, they share practical insights that make the transition to life in Germany smoother and more successful.The conversation highlights the new Opportunity Card visa, a game-changing option for job seekers, and breaks down what Americans need to know about preparing documents such as translations, apostilles, and degree recognition. Hannah and Hena also explain why planning ahead is critical, how to avoid common immigration mistakes, and what everyday costs look like when comparing life in Germany versus the United States. They stress the importance of learning German early to ease cultural adjustment and share personal stories that reveal the challenges and rewards of international relocation.Whether you’re moving for a company transfer, following love, or simply seeking a fresh start abroad, this episode provides the essential knowledge US expats need to confidently plan their move and thrive in Germany.Mentioned in this episode:www.passporttowealth.comPassport to Wealth is a proud member of the SwissCast NetworkDiscover more podcasts for English-speaking SwitzerlandSwissCast Network

In this episode of Passport to Wealth™, host Arielle Tucker, CFP®, EA sits down with Alex Ingrim, CEO of Liberty Atlantic Advisors, to unpack the realities of living abroad as an American in Italy. From navigating U.S. expat taxes and avoiding costly cross-border mistakes, to understanding Italy’s tax incentives like the 7% flat tax and impatriate regime, Alex brings his insider expertise to help you plan smarter.Together, Arielle and Alex discuss what everyday life in Italy looks like: family rhythms, financial culture, and the slower pace that often surprises new expats. They dive into the most common financial planning mistakes Americans make when moving to Italy, how U.S. assets are taxed abroad, and what proactive strategies can make the transition smoother.If you’re considering a move to Italy, or already there but feeling overwhelmed, this episode is full of actionable expat advice to help you build a more secure and fulfilling life overseas.Mentioned in this episode:www.passporttowealth.comPassport to Wealth is a proud member of the SwissCast NetworkDiscover more podcasts for English-speaking SwitzerlandSwissCast Network

In this episode of Passport to Wealth™, Arielle Tucker, CFP®, EA, interviews Brandon Mitchener, Executive Director of Tax Fairness for Americans Abroad, to unpack the urgent fight for residence-based taxation.Brandon shares his personal story of living more than 35 years in Europe while still being subject to citizenship-based taxation (CBT) a system that forces millions of Americans abroad to file and pay U.S. taxes despite earning no U.S. income.Together, they explore the financial discrimination expats face, from banking restrictions and compliance costs to lost retirement opportunities and gender inequities.Listeners will learn why citizenship-based taxation is outdated, how residence-based taxation (RBT) works in the rest of the world, and what legislative efforts are underway in Congress to finally bring fairness to Americans abroad. Brandon explains the current progress of the Residence-Based Taxation for Americans Abroad Act, the bipartisan support behind it, and why expats must share their stories with Congress to help push reform over the finish line.If you’re a U.S. citizen living abroad struggling with unfair tax obligations, this conversation will show you that change is possible and how you can be part of it. Mentioned in this episode:www.passporttowealth.comPassport to Wealth is a proud member of the SwissCast NetworkDiscover more podcasts for English-speaking SwitzerlandSwissCast Network

In this episode of Passport to Wealth™, Arielle Tucker, CFP®, EA sits down with Bethany Stevens, founder of Your Sign to Siesta, to discuss how burnout, big life changes, and a desire for deeper alignment can spark a life abroad.Bethany opens up about leaving the U.S. to escape the hustle and have more time for what really matters. She explains why she chose Spain as her new home, and how her experience inspired her to launch a platform dedicated to helping other Americans reimagine rest and reinvention overseas.From navigating Spain’s Non-Lucrative Visa to learning to slow down in a new culture, Bethany shares relatable insights for expats, creatives, and anyone craving more balance in life. This is a must-listen for anyone who’s ever dreamed of stepping away from the hustle and toward a life rooted in well-being, clarity, and intentional living.Whether you're exploring a sabbatical, planning your move to Spain, or just need a little push to rethink your pace of life, this episode is your sign to siesta.Mentioned in this episode:www.passporttowealth.comPassport to Wealth is a proud member of the SwissCast NetworkDiscover more podcasts for English-speaking SwitzerlandSwissCast Network

In this episode of Passport to Wealth™, Arielle Tucker, CFP®, EA sits down with Céline Flores-Tavukcuoglu, founder and CEO of Céline Concierge, a bespoke luxury concierge service based in Paris. Originally from Texas, Céline shares how a one-way ticket to France turned into a 12-year journey building a thriving business and life in the City of Light.Céline walks us through her transition from film production to entrepreneurship, the realities of French bureaucracy, and the visa challenges many Americans overlook when moving abroad. Together, she and Arielle dive into the complexities of cross-border taxes, self-employment, and starting a business as a U.S. citizen in France.Whether you're a dreamer planning your move to Paris or already navigating expat life, this episode delivers real talk and expert insight.Mentioned in this episode:www.passporttowealth.comPassport to Wealth is a proud member of the SwissCast NetworkDiscover more podcasts for English-speaking SwitzerlandSwissCast Network

In this episode of Passport to Wealth™, Arielle Tucker, CFP®, EA sits down with Nicolás Castillo, CPA, founder of Rook International CPAs and Advisors, to demystify the tax complexities U.S. expats face abroad. From setting up a business in Spain to navigating Social Security agreements and international tax filings, Nicolás shares practical advice for digital nomads, remote workers, and entrepreneurs building global lives. U.S. expat taxation is notoriously complicated, but Nicolás breaks down everything from the Beckham Law and self-employment pitfalls to how tax treaties and reporting thresholds really work. Learn how to avoid the most common filing mistakes, why most Americans still need to file a tax return abroad, and how to legally reduce your tax burden while living in Spain, France, Italy, and beyond. If you're a U.S. citizen managing income across borders.Whether you're planning your move or already living overseas, this episode is packed with tax-smart strategies you can't afford to miss. Mentioned in this episode:Passport to Wealth is a proud member of the SwissCast NetworkDiscover more podcasts for English-speaking SwitzerlandSwissCast Networkwww.passporttowealth.com

In this episode of Passport to Wealth™, host Arielle Tucker, CFP®, EA, welcomes Bethany Quinn, founder of GTFO Tours, for a candid conversation about relocation, reinvention, and what’s driving more Americans especially women and LGBTQ+ folks to seriously consider life abroad.Bethany shares how her own political and professional burnout in the U.S. led her to make a bold leap to the Netherlands, where she now helps others navigate their own exits. What started as a personal move turned into a full-fledged movement: GTFO Tours now provides community, coaching, and in-person support for Americans ready to start a new chapter overseas.Together, Arielle and Bethany explore everything from visa logistics (including the Dutch-American Friendship Treaty) to relocation trends for 2025 and beyond, cultural shocks, and the emotional experience of being a first-time immigrant. Whether you’re dreaming of beaches in Panama or building a life in Europe, this episode is equal parts inspiration and practical roadmap. Listen now and discover what’s possible when you stop waiting and start planning your ideal life abroad.Mentioned in this episode:www.passporttowealth.comPassport to Wealth is a proud member of the SwissCast NetworkDiscover more podcasts for English-speaking SwitzerlandSwissCast Network

In this episode of Passport to Wealth™, Arielle Tucker, CFP®, EA sits down with Matthew Hitchcock, CPA and founder of Hitchcock & Partner GmbH, to demystify one of the most complex and misunderstood parts of expat taxes: Passive Foreign Investment Companies (PFICs).Whether you're investing in a foreign mutual fund or unknowingly triggering PFIC rules through a local retirement account, Matthew breaks down exactly how PFICs work, why they exist, and the real risks of getting it wrong, including harsh tax penalties and indefinite IRS examination windows.If you’re a U.S. citizen living abroad and investing globally, this episode is a must-listen. Learn how to avoid costly mistakes, stay compliant, and build a tax strategy that supports your long-term financial freedom.Mentioned in this episode:Passport to Wealth is a proud member of the SwissCast NetworkDiscover more podcasts for English-speaking SwitzerlandSwissCast Networkwww.passporttowealth.com