All Episodes

97. Tax Loss Harvesting for Expats: The Direct Indexing Upgrade Nobody Talks About

96. FBAR, PFICs & Penalty Stacking: The Real Cost of Getting US Tax Wrong as a Brit

95. Markets, Globalisation and Diversification: Are Investors Looking in the Wrong Place?

94. How Long-Term Care Insurance Works: Costs, Coverage, and Options for Expats

93. Plan First, Invest Second: How Globally Mobile Brits Actually Retire Well

92. PFICs, State Taxes and Costly Mistakes for Americans Moving to Britain

91. The Great IPO Boom: SpaceX, OpenAI and the Future of Investing

90. Golden Visa or Regular Visa? Getting Real About Moving to Portugal

89. UK Pension Risks, SpaceX’s IPO Frenzy and America’s Housing Crisis

88. Portugal for American Expats: Golden Visas, Tax Traps and Big Rule Changes

87. Oil, Inflation and Immigration: Why the World Feels Increasingly Unstable

86. US Citizenship Abroad: The Hidden Costs and Why Some Expats Walk Away

85. Markets, Retirement Tax Strategies and Plan First Wealth Updates: Our Latest Take

84. How to Get a Second Passport: Citizenship, Residency and Why Timing Matters

83. Moving to America: Avoid These Costly US Tax Mistakes with Pre-Immigration Planning

82. Inflation, Oil and Markets: What You Need to Know Right Now

81. Moving to Europe as an American: The Tax Mistakes That Can Cost You Dearly

80. Roth IRAs, Market Chaos and Why Expats Are Leaving America

79. Demats, PFICs and Provident Funds: What Indians Moving to America Need to Know

78. Oil Shocks, Dollar Moves and Private Debt: What Expats Should Watch Now

77. Building a Post-Retirement Career: How Expats Can Start Crafting Their Portfolios

76. Self-Invested Personal Pensions and Inheritance Tax: Why UK Pensions Are Moving Inside the IHT Net and Why You Don’t Need to Panic

75. The Green Card Exit Guide: How to Avoid Surprise Taxes When Moving Away From America

74. Why Gold Is Soaring and the US Dollar Is Losing Its Grip: Decoding Today’s Financial Growth Trends

73. UK Pension and Inheritance Tax: What Legislative Changes in 2027 Mean for British-Connected Expats Abroad

72. Removing Tax Season Stress: The Hidden Risks of DIY Cross-Border Taxes

71. The Exclusive Citizenship Act of 2025: Inaction Could Mean Losing Your US Citizenship

70. Understanding Macroeconomics in 2026: What a Weaker Dollar and Global Turmoil Mean for Investors Abroad

69. Retiring Abroad: Will Your UK Tax-Free Lump Sum Be Taxed in the US?

68. Introducing Expat Wealth

Trailer – Expat Wealth

67. For Americans Considering a Move Outside the US: Guidance to Become an Expatriate from America | Move to Europe with Brett Andrews

66. Lower Taxes and Better Wine: Feel Confident About Your Decision to Move Abroad and Avoid Double Taxation | Move to Europe with Brian Dunhill

65. Navigating Estate Planning: How Expats Can Avoid Unexpected Taxes | Moving to Europe with Paula Jones

64. Investing from Abroad: How Americans Should Protect Their Assets from Overseas | Move to Europe with Katelynn Minott

63. What Americans Need to Know Before Starting a New Life Abroad: Diving Deep into the Factors Americans Often Overlook | Move to Europe with Alex Ingrim and David Cantor

62. The Complexities of Having a UK Pension in the US: Navigating Pension Commencement Lump Sums | From The Trenches with James Boyle

61. Annuities and Insurance: How British Expats Can Protect Themselves | Ask An Expert with Mark Maurer

60. Bull Market or AI Bubble? How to Invest When Hype Meets Reality | From the Trenches with James Boyle

59. Building the Right Team for Your International Move: Integrated Financial Planning for British Expats | Ask An Expert with Holly Caulder and Aidan Grant

58. Filing Taxes as a British Expat in America: Why Professional Advice Matters | From The Trenches with James Boyle

57. How To Successfully Expand Your Business Into The US: Avoid The Pitfalls And Take Full Advantage Of This Enormous Market | Ask An Expert with Allan Rooney

56. Losing Someone is Hard and Navigating Cross-Border Inheritance Taxes Doesn’t Have to Be: How to Avoid Costly Mistakes | From The Trenches with James Boyle

55. Statutes of Limitations & Tax Compliance: Are You Really Ready to File? | Ask An Expert with Virginia La Torre Jeker

54: A Story Of Good Intentions, Bad Investments, And Why Doing “Some Research” Isn’t Enough When You're Living Between Tax Systems. | From The Trenches With James Boyle

53. How The UK’s Statutory Residence Test Works, And How You Can Stay Compliant | Ask An Expert with Aidan Grant

52. A Real Doozy | From The Trenches with James Boyle

51. What To Do With Your UK Pensions Once You Settle In The US: Maximise The Potential And Avoid The Landmines | Ask An Expert with Holly Caulder

50. Turning Market Volatility Into Tax Savings - 50th Episode Special | From The Trenches with James Boyle

49. Everything You Need To Know About Tax Compliance – From An IRS Veteran | Ask An Expert with Dan Price

48. Mastering The Art of Doing Nothing | From The Trenches with James Boyle

47. PFICs: The Number One Expat Landmine That Can Easily Be Avoided

46. Trump, Tariffs, Mayhem - The Week From Investing Hell | From The Trenches with James Boyle

45. Leaving the USA: Relinquishing Green Card / Renouncing US Citizenship - Beware The Exit Tax | Ask an Expert with Virginia La Torre Jeker, J.D.

44. Retirement Strategies Amid S&P 500 Fluctuations: What Are Your Options? | From The Trenches with Richard Taylor and James Boyle

43. UK Domicile & Tax Changes: What You Need to Know About the Changes to Worldwide Assets

42. Bubbles, Tariffs & General Chaos | From The Trenches with James Boyle

41. Finding Peace in Uncertainty: What Two Cancer Diagnoses Taught Keith Hunt | Always An Expat

40. Welcome the Wobble | From The Trenches with James Boyle

39. There Are SEVERE Penalties for Tax Non-Compliance. Here’s How to Avoid Them | Ask An Expert with Ishali Patel

38. Hope Springs Eternal - 2024 in Review | From The Trenches with James Boyle

37. IRS Penalty Abatement: How Reasonable Cause Works | Ask An Expert with Virginia La Torre Jeker

36. Retiring in America: What You Need to Know About Healthcare | Ask An Expert with Misty Kimbrough

35. Decisions, Dollars and Domicile: How US Elections and UK Tax Shifts Impact Expats | From The Trenches with James Boyle

34. How FX Brokers Help You Avoid Thousands In Fees | Ask An Expert with David Nixon

33. Don't Just Do Something, Stand There | From The Trenches with James Boyle

32. Swapping Notes With An Aussie Financial Planner | From The Trenches with GFPI Founder Ashley Murphy

31. You Come To The US To Make It, Don’t Jeopardize That By Making Mistakes | From The Trenches with James Boyle

30. How to Get a US/UK Cross-Border Estate Plan Done | Ask An Expert with Paula Jones

29. No One’s Built Wealth In A Savings Account | From The Trenches with James Boyle

28. US/UK Estate Planning 2 - Living Trusts | Ask An Expert with Aidan Grant

27. "Bears Sound Smart, Bulls Make You Money." | From The Trenches with James Boyle

26. US/UK Estate Planning - What You Need To Know | Ask An Expert with Aidan Grant

25. How To Get Into IRS Tax Compliance – The Streamlined Procedures | Ask An Expert with Chris McLemore

24: No Plan B: The Retirement Reality Check

23. How To Make It In America | Ask An Expert with Duncan Edwards

22. Sell in May And Go Away? | From The Trenches with James Boyle

21. Understanding Dual Taxation: It's Better to Go Talk to the IRS Than Have the IRS Come Looking for You | From The Trenches with Sean Kearney

20. The Importance of Sticking to an Investment Plan | From The Trenches with James Boyle

19. How The US Operates As 50 Little Countries | Ask An Expert with Christy Woskobojnik

Introducing We're The Brits In America

18. Mark Ridley's Foreign Exchange

17. Jeremy Bettle's Expat Playbook

BONUS: US Retirement Accounts (from PFW & Friends)

16. Managing Finances From A Distance - with Steve Statler

BONUS: UK Pensions as a US resident (from PFW & Friends)

15. Arriving In The US With A Negative Net Worth

14. Parenting Across The Pond – with Barry Richards

13. Understanding the US Business Landscape – with Adam Sandman

12. Couples Abroad: The Shared Journey Of Expat Life - with Kate Taylor

11. The Highs and Lows that Define Creative Careers – with Hywel Berry

10. Moving With a Large Family - with Jermaine Edwards

9. Raising a 1st Generation American Family – with Neal Best

8. Journey Across The Atlantic: Elaine’s Transformation from Consultant to American Bear Advocate

7. Lessons Learned: What to Do Differently When Dealing with Inheritance - with Andrew Duffel

6. Barry Lynch's Life at Full Speed: Finding the Thrills in Rollercoasters and Everyday Moments

5. Playing The Long Game - with Angus Mcnab

4. Playing To A New Tune - With Steve DiFranco

3. Redefining Home - with Richard Fielding

2. Finding Common Ground - with Matt Dixon

1. The Elusive Work Life Balance - with Serra Kiziltan