Welcome to Rethink ExPats
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Welcome to Rethink ExPats
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Narrado por:
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De:
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
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The biggest financial blind spots for Americans overseas (401(k)s, Roths, PFIC, banking).
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How policy shifts and FATCA ripple into daily money life abroad.
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Practical criteria for choosing the right advisor and tax team.
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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.