EPISODE · Nov 4, 2025 · 22 MIN
Welcome to ReThink ExPats
from ReThink ExPats · host Janice Diaz and Robert Rigby Hall
Moving abroad isn’t a postcard. It’s paperwork, money moves, competing rules, and real trade-offs. In this welcome episode, Janice Diaz and Robert Rigby Hall lay out the show’s mission and the core realities Americans overseas should understand: Abandoned 401(k)s, Roth IRA treatment abroad, PFIC pitfalls, FATCA-driven bank friction, FBAR penalties, currency swings, and why U.S. politics still hits your wallet from thousands of miles away. They also explain how to vet a cross-border advisor (look for U.S. literacy, such as the Series 65, and a robust tax/legal network) and why coordinated tax and financial planning matter more than hot takes on forums. You’ll learn The biggest financial blind spots for Americans overseas (401(k)s, Roths, PFIC, banking). How policy shifts and FATCA ripple into daily money life abroad. Practical criteria for choosing the right advisor and tax team. Why mindset and preparation beat “figure it out later.” Hosts: Janice Diaz & Robert Rigby Hall More: rethinkexpats.com Disclaimer: Education only. Not financial, tax, legal, or investment advice. Consult a licensed professional in your jurisdiction.
What this episode covers
Moving abroad isn’t a postcard. It’s paperwork, money moves, competing rules, and real trade-offs. In this welcome episode, Janice Diaz and Robert Rigby Hall lay out the show’s mission and the core realities Americans overseas should understand: Abandoned 401(k)s, Roth IRA treatment abroad, PFIC pitfalls, FATCA-driven bank friction, FBAR penalties, currency swings, and why U.S. politics still hits your wallet from thousands of miles away. They also explain how to vet a cross-border advisor (look for U.S. literacy, such as the Series 65, and a robust tax/legal network) and why coordinated tax and financial planning matter more than hot takes on forums. You’ll learn The biggest financial blind spots for Americans overseas (401(k)s, Roths, PFIC, banking). How policy shifts and FATCA ripple into daily money life abroad. Practical criteria for choosing the right advisor and tax team. Why mindset and preparation beat “figure it out later.” Hosts: Janice Diaz & Robert Rigby Hall More: rethinkexpats.com Disclaimer: Education only. Not financial, tax, legal, or investment advice. Consult a licensed professional in your jurisdiction.
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Welcome to ReThink ExPats
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