Wealth without Borders: Financial Planning for US Expats with Arielle Tucker, CFP®, EA episode artwork

EPISODE · May 30, 2025 · 1H 6M

Wealth without Borders: Financial Planning for US Expats with Arielle Tucker, CFP®, EA

from For The Wealth of It · host Jay Boekeloo, Jared Tanimoto, Brett Maikowski

Join us for an inspiring conversation with Arielle Tucker, CFP®, a financial planner and enrolled agent who specializes in cross-border financial planning for US expats living in Europe. After feeling trapped by the predictable suburban American lifestyle, Arielle and her husband made the bold decision to move to Switzerland, where she discovered her passion for helping Americans navigate the complex world of international finances.In this episode, Arielle shares her personal journey from travel agent to specialized financial planner, explaining the unique challenges US citizens face when living abroad - from dual tax filing requirements to investment account restrictions. She breaks down the key considerations for different types of expats, whether you're moving for love, career, or retirement, and discusses the critical importance of pre-planning before making an international move.Arielle also reflects on finding community abroad, the value of living intentionally, and how true wealth means having the freedom to design your life on your own terms.Whether you're dreaming of an international move or already living abroad, this episode provides essential insights for building and maintaining wealth while pursuing your global adventures.Guest: Arielle Tucker, CFP® & Enrolled Agent - Connected Financial PlanningConnected Financial Planning Website: https://www.connectedfinancialplanning.com/Passport to Wealth (Podcast) Website: https://www.passporttowealth.com/YouTube: https://www.youtube.com/@connectedfinancialplanningLinkedIn: https://www.linkedin.com/company/connected-financial-planningInstagram: https://www.instagram.com/usexpatabroad/Facebook: https://www.facebook.com/usexpatfinancialplanning/

Episode metadata supplied by the publisher feed · Published May 30, 2025

Embed this episode

Join us for an inspiring conversation with Arielle Tucker, CFP®, a financial planner and enrolled agent who specializes in cross-border financial planning for US expats living in Europe. After feeling trapped by the predictable suburban American lifestyle, Arielle and her husband made the bold decision to move to Switzerland, where she discovered her passion for helping Americans navigate the complex world of international finances. In this episode, Arielle shares her personal journey f...

Distinct summary based on available episode metadata or transcript content.

Ready to play

Wealth without Borders: Financial Planning for US Expats with Arielle Tucker, CFP®, EA

0:00 1:06:09

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of For The Wealth of It?

This episode is 1 hour and 6 minutes long.

When was this For The Wealth of It episode published?

This episode was published on May 30, 2025.

Can I download this For The Wealth of It episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!