From Sharpie Notes to Living Abroad: Introducing Tahlia!

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Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for Expats

Walkner Condon Financial Advisors for U.S. Expats

73 episodes

1 week ago

For many Americans, living abroad is the dream. But the reality of being a U.S. expat, particularly when it comes to finances and attempting to invest from outside of the United States, can quickly turn into a nightmare with the complexities involved. With first-hand expat experience and their professional background in working with U.S. expats, financial advisors Keith Poniewaz, PhD.; Stan Farmer, CFP®, J.D.; and Syl Michelin, CFP®, cover an assortment of key topics U.S. expats and Americans abroad should know about investing and finances, whether they're already abroad or planning a move.

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From Sharpie Notes to Living Abroad: Introducing Tahlia!

Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for Expats

20 minutes 13 seconds

8 months ago

From Sharpie Notes to Living Abroad: Introducing Tahlia!

🎉 Meet Tahlia Micoley, the newest addition to Walkner Condon Financial Advisors! From studying finance to navigating international taxation, she brings a unique perspective—plus a Sharpie-fueled approach to note-taking! 🖊️.🎙️ Meet Tahlia! – Introduction & background (0:38)

🌍 Living Abroad Challenges – Banking, visas, and dealing with bureaucracy (1:10)

📖 The Power of Writing for Learning – Why handwriting notes is better than typing (3:45)

🏦 Studying Finance & Career Growth – Transitioning from university to wealth management (6:29)

💡 Working in Financial Advisory – Key insights from the job & what surprised her (9:57)

💰 Understanding International Taxation – How tax rules differ across countries (14:03)

🇫🇷 Why France’s Tax Treaty is Surprisingly Good – Unique aspects of France’s tax system (17:25)

📊 What Expats Need to Know Before Moving Abroad – Financial planning tips (21:07)

📝 Learning from Tax Treaties – The most interesting and complex ones (24:42)

🚀 Career Goals & Future Plans – What’s next for Tahlia in finance & wealth management (26:50)

SUBSCRIBE @usexpatinvesting For more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/ Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com ————————————————ADD US ON:LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/usexpatinvesting