Episode 88
Portugal for American Expats: Golden Visas, Tax Traps and Big Rule Changes
Portugal has become one of the most popular destinations for Americans moving abroad, but the move is not always as simple as it looks. From visas and tax residency to Golden Visa funds, PFIC reporting, retirement accounts and recent citizenship changes, there are plenty of details that can catch Americans out if they do not plan properly.
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Episode 87
Oil, Inflation and Immigration: Why the World Feels Increasingly Unstable
For Americans living abroad, US citizenship can come with unexpected restrictions, from banking problems and mortgage issues to business ownership challenges and complex US tax reporting.
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Episode 86
US citizenship abroad: the hidden costs and why some expats walk away
For Americans living abroad, US citizenship can come with unexpected restrictions, from banking problems and mortgage issues to business ownership challenges and complex US tax reporting.
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Episode 85
Markets, Retirement Tax Strategies and Plan First Wealth Updates: Our Latest Take
A big milestone for Plan First Wealth, a market that refuses to stay down, and a topic we get asked about every single week.
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Episode 84
How to Get a Second Passport: Citizenship, Residency and Why Timing Matters
A second passport isn’t just a “nice to have” anymore. It’s becoming a real consideration for people who want options and flexibility built into their long-term plan.
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Episode 83
Moving to America: Avoid These Costly US Tax Mistakes with Pre-Immigration Planning
For those moving to America, knowing what needs to happen before becoming a US tax resident can save you a lot of money…
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Episode 82
Inflation, Oil & Markets: What You Need to Know Right Now
After a bullish start to the year, markets have been forced to reckon with a very different reality…
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Episode 81
Moving to Europe as an American: The Tax Mistakes That Can Cost You Dearly
For Americans moving abroad, the dream of a new life in Europe can quickly become complicated by US tax rules…
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Episode 80
Roth IRAs, Market Chaos and Why Expats Are Leaving America
Something is shifting. The questions arriving at Plan First Wealth are changing: clients rattled by geopolitical headlines wanting…
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Episode 79
Demats, PFICs and Provident Funds: What Indians Moving to America Need to Know
Moving to the US is an exciting step, but for Indians making that move, the financial complexity can be significant…
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