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.