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All Episodes

The Expat Sage Podcast — 67 episodes

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Title
1

The In-Kind Roth Conversion

2

What Happens To A U.S. Roth IRA After You Move To Spain Portugal Or Switzerland

3

Italy 7% Retiree Flat Tax

4

Will Europe Tax Your Roth IRA?

5

The Expat Backdoor Roth Blueprint

6

When TOD (Transfer On Death) Goes Wrong Abroad

7

The Green Card Exit Tax Trap

8

Spain: The Beckham Law Playbook

9

Buying A Home In France Without Ruining Your Heirs

10

The Science And History Of Viennese Apple Strudel

11

The US-UK Tax Treaty Playbook For Retirement Accounts

12

Moving To Europe Can Trigger IRS Reporting Traps

13

A Clear Guide To FEIE, FTC, FBAR, And FATCA Reporting

14

How Totalization Agreements Stop Double Social Security Taxes Abroad

15

Roth IRA Meets European Tax Reality

16

The UK Relocation Reality Check

17

How The US Italy Social Security Agreement Prevents Double Taxes And Protects Your Pension

18

How The US-UK Estate Tax Treaty Prevents Double Taxation And Where It Fails

19

You Can Live Overseas And Still Owe The IRS

20

The Hidden Financial Rules Of Living And Investing Abroad

21

A Green Card Can Wreck Your Estate Plan

22

A Practical Guide To Moving To Germany In 2026 As An American

23

Portugal Can Cut Your Rate To 20% Only If You Prove You Build Innovation

24

How Italy Taxes U.S. Social Security For American Expats

25

Moving To Italy Can Cut Your Taxes In Half If You Clear The New Velvet Rope

26

Move To a Small Town In Southern Italy And Pay 7% On Foreign Income For Ten Years

27

Inside Italy’s 2026 Flat Tax: Price Hike, Perks, And Pitfalls

28

From Bargain To Luxury: Italy’s 2026 Tax Overhaul Explained

29

Surviving 2026: U.S.–Germany Tax Shocks, Exit Traps, And Smart Defenses

30

Guida al Sistema Fiscale USA per Non-Residenti: Affitti, Vendite e Pensioni

31

PFIC Rules, Real Risks, Smart Moves

32

How UK Reforms And U.S. OBBBA Reshape Every Financial Move For Americans In Britain

33

The UK Rewrote Tax For Newcomers, And Your First Four Years Could Define Your Financial Future

34

How Sticky States, like California, New York and Virginia, Keep Tax Claims After You Move Abroad

35

From Golden Visas To Tax Traps: Portugal, Italy, Spain Compared

36

The Expats’ Playbook For Moving To Spain

37

The U.S.–Swiss Financial Double Lock Explained

38

Investing Minefield for Americans in Europe

39

How U.S. Expats Should Use FEIE, FTC, and Roth Accounts For Tax-Free Growth

40

Tax-Smart Move To France

41

U.S.-Ireland Taxes: Protecting Your 401k And IRA Abroad

42

No, You Can’t Roll A UK Pension Into A US 401(k) or IRA

43

How U.S. Expats In Ireland Can Take Retirement Money Without Paying Tax Twice

44

New Rules, Real Steps: Moving from the U.S. to Germany in 2024–2025

45

Come to Italy, Keep More Money: The Tax Schemes You Need to Know

46

Escape Double Taxation: Foreign Income Exclusion vs Tax Credit (FEIE vs FTC)

47

Why your 'simple' TOD account might cost your heirs thousands in taxes

48

When Uncle Sam Follows You to Dublin: Mastering Cross-Border Investing

49

Navigating the US Expatriate Tax Labyrinth: Estate Planning Across Borders

50

Beyond Borders: Protecting Your Legacy as a US Expat in France

51

Croissants & Bureaucracy: The Honest Guide to Moving to France

52

Green Card Exit: Tax Traps Explained

53

Navigating Portugal's Visa Maze: Your Complete Guide to Legally Moving from the US

54

Tax-Efficient Investing for American Expats in Britain

55

Essential Planning for Americans Moving to Britain

56

The Regulatory Pincer: Investing in Germany as a US Expat

57

Crossing the Atlantic: Moving From America to Germany

58

From America to France: Navigating the Expat Journey

59

Escaping America: The Hidden Costs of Renouncing US Citizenship

60

What Every US-Italian Couple Should Know

61

Tax Traps for British Investors

62

UK to US Relocation: The Essential Pre-Planning Roadmap

63

From Visa to Residency: What Americans Need to Know About Moving to Portugal

64

Navigating US-UK Investment Strategies: A Guide for Expats

65

Investment Strategies for Americans in the UK

66

UK Relocation Guide for US Citizens

67

Moving to Portugal costs less, but taxes get complicated.