Best Expat Wealth Protection Podcasts (2025)

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65. Navigating Estate Planning: How Expats Can Avoid Unexpected Taxes | Moving to Europe with Paula Jones 50:47

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4d ago50:47

50:47

What happens if you unexpectedly inherit money from aloved one while living abroad, especially when there’s no formal estate plan in place? As an American expat, both international and US tax laws can take a significant portion of your inheritance. Losing someone is hard enough, and navigating cross-border inheritance shouldn’t make it harder. Expa…

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385: How to Become Competent, Confident & Dangerous – Matt Smith 1:18:56

2d ago1:18:56

1:18:56

The conventional path for young men is breaking down. College is more expensive than ever, jobs are disappearing faster than degrees can keep up, and an entire generation is being pushed into debt, confusion, and dependence before they’ve even had a chance to build real-world skills. More parents and young men are starting to ask a hard question: “…

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Dubai tax myths exposed! 42:59

13h ago42:59

42:59

Mr Abdelhamid Attalla is both a US CPA and Egyptian Chartered Accountant, and a licensed Tax Agent with the UAE Federal TAx Authority. He has had worked as a tax adviser across the world, in the US, the UK, the Middle East and Africa. In this podcast, he shares his experiences and insights about tax management. 00:00 Highlights 00:30 Intro 1:00 Abb…

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Living Uncovered: The UAE’s Silent Life Insurance Crisis 21:03

9d ago21:03

21:03

We insure our cars. We insure our health. We even insure our travel. But when it comes to life insurance — the one protection that secures our family’s future — most UAE residents remain underinsured. In this episode of The Policy Project Podcast, we explore the hidden reasons behind this silent crisis. From cultural taboos and psychological barrie…

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64. Investing from Abroad: How Americans Should Protect Their Assets from Overseas | Move to Europe with Katelynn Minott 49:11

11d ago49:11

49:11

Expatriates need to manage their tax obligations effectively and avoid mismatches between tax systems that can lead to double taxation. One of the most common mistakes American expats make is investing through a Passive Foreign Investment Company (PFIC), which is taxed at the highest US tax rate, often simply because they didn’t have the proper gui…

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384: Panama’s Adult in the Room: President José Raúl Mulino 38:19

4d ago38:19

38:19

Panama finally has an adult in the room. Under President José Raúl Mulino, the country is shifting away from drama-driven politics and toward competence, discipline, and steady governance. While much of the world sinks deeper into dysfunction, Panama is choosing a path grounded in seriousness and long-term stability. In today’s episode, I break dow…

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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 43:32

18d ago43:32

43:32

Making the move successfully from the US to a country in Europe requires guidance from people who’ve lived it. From tax rules and immigration pathways to cultural fit andlong-term financial planning, the journey comes with complexities that have caught many people off guard. In this episode of We’re The Brits In America, Richard Taylor - dual UK/US…

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383: Central Asia: A Chaotic Journey Across An Overlooked Region 59:25

12d ago59:25

59:25

After 5 intense weeks of travel across Turkey, Central Asia, and Prague, I finally made it back to the Expat Money Studios in Panama to bring you a full debrief on the journey. From scouting new destinations to dealing with airline chaos at a level I’ve never seen before (and that’s saying a lot), this trip had a bit of everything. In this episode,…

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Living in Africa and Canada as a digital nomad with Yash & Alsaba (Modern Nomads) 47:09

16d ago47:09

47:09

00:00 Highlights 01:14 Intro 01:46 Moving from India to Tanzania 04:00 Dubai, and then Sudan 06:27 Living through the coup in Sudan 13:50 Is Tanzania a good country for expats? 16:10 Living in Sri Lanka 20:57 From Sri Lanka to Canada 24:39 Biggest positives of living in Vancouver as an expat 29:55 Biggest negatives of living in Vancouver as an expa…

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62. The Complexities of Having a UK Pension in the US: Navigating Pension Commencement Lump Sums | From The Trenches with James Boyle 28:58

25d ago28:58

28:58

Many expats assume their Pension Commencement Lump Sum(PCLS) will remain tax-free when they relocate, but the US UK tax treatyleaves too much ambiguity to be certain. Therefore, what should you do with your PCLS when moving to the US as a British expat? Working with a dedicated cross-border tax advisor can help you avoid costly IRS repercussions. H…

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382: Doug Casey’s Crystal Ball for 2026: The One Conversation You Can’t Afford to Miss 59:08

19d ago59:08

59:08

Doug Casey’s Crystal Ball has become an annual tradition here at the Expat Money Show…and for good reason. A best-selling author, founder of International Man, and one of the world’s most well-known international investors and libertarian philosophers, Doug has also become a close friend and mentor of mine over the years. In today’s episode, we dig…

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Travel Insurance Unpacked: Essentials for a Stress-Free Trip 28:46

25d ago28:46

28:46

In this episode of The Policy Project, Sid dives into the essentials of travel insurance with expert insights from Toshita Chauhan, Business Head of Travel Insurance at Policybazaar.ae, and Amol Shah, Chief Transformation Officer at RAK Insurance. From must-have features to common misconceptions, they’ll guide you on how to safeguard your summer tr…

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381: Escaping Australia: Mark And Hazel’s Expat Journey 20:21

1M ago20:21

20:21

What happens when a global crisis forces you to rethink everything? For Mark and Hazel, two long-time British expats, COVID wasn’t just an inconvenience. Living under some of the harshest restrictions imaginable in Australia opened their eyes to the truth about the direction of the Western world and led them to seek Plan-B options elsewhere. In tod…

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380: Why Every Doctor Needs an International Plan-B 53:02

1M ago53:02

53:02

Many medical professionals think of freedom in terms of choosing their own hours or running a private practice. But true freedom goes far beyond that — it’s about protecting your wealth, your mobility, and your options when the system turns against you. The world is changing fast, and without an international Plan-B, even the most accomplished phys…

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61. Annuities and Insurance: How British Expats Can Protect Themselves | Ask An Expert with Mark Maurer 49:59

1M ago49:59

49:59

Understanding life insurance and annuities is essential for making informed and beneficial financial decisions when moving to America. These financial products differ significantly between the UK and the US. Decades ago, the process of getting insured in the US was much simpler, with far fewer options than there are today. In this episode of We’re …

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Working abroad with the United Nations and investing as an UN expat 37:02

1M ago37:02

37:02

00:00 Intro 00:47 His UN experience for 25 years 04:03 in Afghanistan 07:40 in Iran and Laos 11:26 Would you recommend working at the UN as an expat? 18:26 Any tips or advice to younger people who want to work at the UN? 27:31 Finances and investing whilst working for the United Nations 36:37 Closing #UNFCU #UNStaff #UNcareers #UNjobs #UNDP #workin…

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Easing Claims for Car Insurance in the UAE 20:18

1M ago20:18

20:18

For many UAE residents, a car is more than just a vehicle — it’s an extension of home. From gym kits and kids’ school bags to weekend plans, we carry a lot more than just ourselves. But when an accident happens, the stress isn’t only about the car — it’s the claims, the paperwork, the garages, and the delays. In this episode of The Policy Project P…

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379: Retirement Beyond Borders: Tanya & Carl’s Plan-B Journey 21:04

2M ago21:04

21:04

What does it really take to turn your retirement dream into a real-life move abroad, especially when you’re still working, have roots at home, and aren’t quite ready to pack up everything just yet? That’s exactly the path Tanya and Carl have taken. From their home in Colorado, they’ve spent the past few years researching, investing, and building a …

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378: Why Dropping Out of School Was the Best Investment I Ever Made 31:40

2M ago31:40

31:40

We all grow up being told to “follow the system.” Go to school. Get a job. Obey the rules. But what if the system itself is broken and designed to constrain you? In today’s episode, I sit down with Matt Nettleton of the Default Profitable Podcast to discuss how being labelled “learning disabled” as a kid pushed me to reject public education, to dro…

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60. Bull Market or AI Bubble? How to Invest When Hype Meets Reality | From the Trenches with James Boyle 32:56

2M ago32:56

32:56

Is the AI revolution the next dot-com boom-or the start of something even bigger? From tech valuations that seem sky-high to investors leveraging risk assets at record levels, Richard Taylor - dual U.K./U.S. citizen and Chartered Financial Planner – is joined by James Boyle – Lead Financial Planner at Plan First Wealth – explore whether this moment…

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Decoding Secrets of Building Wealth in the UAE 24:13

2M ago24:13

24:13

Here’s a truth we often forget: our family’s financial security is only as strong as the plans we make today. In the UAE — where opportunities meet uncertainty — global shifts, inflation, and unexpected life events can leave families vulnerable if they’re unprepared. That’s where smart financial planning with the right mix of protection and growth …

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377: Building an International Plan-B While Still Living in the U.S. 29:41

2M ago29:41

29:41

What’s it really like to build a full international Plan-B while still living in your home country, especially when you’ve got a family to think about? One client of mine, Ryan, has done exactly that. While married with four kids, he’s methodically built offshore investments, is in the process of securing second residencies, and has positioned his …

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Mark Morris on CRS/CARF loopholes 56:38

2M ago56:38

56:38

Mark Morris has consulted for the OECD, EU, German Parliament, and German Green Party. He specializes in setting up structures that are more sophisticated than the typical trust and foundation. 00:00 Intro 00:22 Mark’s background 03:00 What is FATCA (Foreign Account Tax Compliance Act ), CRS (Common Reporting Standard) and CARF (Crypto-Asset Report…

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376: Gold Busts Through $4,000/Oz: The Offshore BluePrint to Protect Your Wealth 56:47

2M ago56:47

56:47

With gold reaching new highs nearly every day, more people are looking for ways to protect what they’ve built. But real security goes beyond just holding metals; it means having a complete offshore strategy that keeps your assets safe, private, and under your control. In today’s episode, I share a recent presentation I gave for my friends at SWP on…

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59. Building the Right Team for Your International Move: Integrated Financial Planning for British Expats | Ask An Expert with Holly Caulder and Aidan Grant 49:52

2M ago49:52

49:52

You need a cross-border advisory team to navigate complex international tax laws before it’s too late. Investing in pre-planning before moving to a new country is crucial to avoid financial pitfalls. This week, you’ll hear from Holly Caulder - dual-qualified U.S. and U.K. tax advisor at Buzzacott, and Aidan Grant – U.K. tax and estate planning atto…

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Decoding Income Protection Insurance 14:40

2M ago14:40

14:40

What happens if your paycheck stops tomorrow? 💭 In this episode of The Policy Project Podcast, we uncover why Income Protection Insurance is a must-have in the UAE — and how it helps safeguard your lifestyle, financial commitments, and family’s security when you’re unable to work. 🎙️ Guest: Atul Kathuria, Business Head – Life Insurance at Policybaz…

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375: 25 Years Abroad: How I Built a Global Real Estate Portfolio 53:20

2M ago53:20

53:20

I’ve been travelling the world for 25 years, and one thing I’ve learned is that freedom doesn’t just come from your passport; it comes from how you use it. Along the way, I’ve made every mistake imaginable—lost money, trusted the wrong people, and learned the hard way what real freedom actually costs. In today’s episode, I sit down with Keith Borie…

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Offshore and Plan B with the Contrarian Capitalist 40:21

3M ago40:21

40:21

Robert is from the UK and recently moved to Mexico. He set up the Contrarian Capitalist, which aims to help you protect your wealth and defend your freedom through plan B strategies. 00:00 Highlights 00:38 Intro 01:18 Robert’s journey and moving to Mexico 03:58 Plan B? Defend your freedom with Plan B 12:03 Living in Mexico 13:37 How about Paraguay …

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374: Who Was Charlie Kirk? 52:02

3M ago52:02

52:02

The assassination of American political activist Charlie Kirk has rocked the world and affected the hearts of many. While I didn't know much of Kirk's work myself before his tragic death, it quickly became clear to me how much influence he really had, especially over young people. In today’s episode, I sit down with Natalie Danelishen and Remso Mar…

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58. Filing Taxes as a British Expat in America: Why Professional Advice Matters | From The Trenches with James Boyle 26:32

3M ago26:32

26:32

The consequences of filing your tax return incorrectly, even accidentally, far outweighs the immediate cost you’ll spend on professional advice. Cross-border finances can be confusing; you may be tempted to DIY your tax return, but you’re always better off speaking to a tax advisor. Host Richard Taylor - dual U.K./U.S. citizen and Chartered Financi…

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New Face of Health Insurance in the UAE 27:31

3M ago27:31

27:31

Healthcare costs in the UAE are climbing fast — but so are the innovations in health insurance. In this episode, host Malvika talks to Toshita Chauhan, CBO General Insurance at Policybazaar.ae, about how modern health plans are changing the game with instant claims, global coverage, and built-in wellness benefits. We also answer real questions from…

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373: Guyana: A Trip to the World’s Fastest Growing Economy 52:42

3M ago52:42

52:42

What if the fastest-growing economy in the world was also one of the most underdeveloped? That’s the paradox of Guyana, a tiny, English-speaking nation tucked between Venezuela and Brazil. I spent several days on the ground for my very first trip to this country. In this episode, I am joined by my co-host, Marc Clair, to unpack everything I learned…

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Canadian expat financial advisor speaks out about your finances and tax! 41:32

3M ago41:32

41:32

Over the last 30 years, Warren has helped his clients, mainly Canadian and American expats, to make the best possible financial decisions by focusing on creating an International Tax and Investment Plan. Since 2009, he has been mainly based in Panama. 00:00 Intro, Warren’s journey 03:18 Panama’s development 08:04 Why Panama? Taxes in Panama and Can…

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372: Brazil’s Northeast: A Demand Gap Begging To Be Filled – Part 2 Q&A 1:01:16

3M ago1:01:16

1:01:16

Yesterday, I walked you through the incredible demand gap we uncovered in northeast Brazil—and why I personally backed this new hotel-style investment project. The response from our community was overwhelming: units started moving immediately, and so did the questions. In today’s follow-up episode, I sat down with Michael Kruger to answer your bigg…

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371: Brazil’s Northeast: A Demand Gap Begging To Be Filled – Part 1 1:14:32

3M ago1:14:32

1:14:32

After years and years of investing internationally, I’ve rarely seen a supply-demand gap as wide as what’s happening in Northeast Brazil right now. Tourism is booming, infrastructure is being built rapidly, and yet nobody is addressing the most obvious problem on the ground: where do the millions of visitors actually stay? In today’s episode, I’m j…

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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 1:00:17

3M ago1:00:17

1:00:17

Building a law career and finding wealth as a UK expat can feellike an impossible task. We’re speaking to an expert in the New York legalscene to uncover the secrets to breaking into American law as a British,Scottish, or Irish expat. This week, host Richard Taylor - dual UK/US citizen and Chartered Financial Planner - has a raw and honest conversa…

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Financial Freedom For Every Age - 50th Episode Special Edition 15:09

3M ago15:09

15:09

This milestone edition of The Policy Project is extra special. For our 50th episode, we’re joined by none other than Neeraj Gupta, CEO of Policybazaar.ae, as host. In this episode, Neeraj takes us on a journey through the pillars of true financial security — from building financial independence to understanding the power of investing, and why Term …

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370: Colombia: Where “Bad Reputation” Hides Massive Opportunity 1:04:45

3M ago1:04:45

1:04:45

What happens when you combine 20+ years of boots-on-the-ground experience, a country full of misunderstood opportunity, and a group of freedom-minded investors? You get the Colombia Expat Exploration and Investment Tour, where this November I’ll be guiding a group of 25+ freedom-seekers like yourself through this underrated and often misunderstood …

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369: Canada’s Identity Crisis And Why Families Are Looking South – Shaun Newman 45:53

4M ago45:53

45:53

Over the past decade, Canada has rapidly slid from a respected nation to one that many people now see as a cautionary tale of the logical end of extreme progressivism taking over a political system. Meanwhile, things here in Latin America are moving in the opposite direction, as the region continues to shift towards embracing more pro-freedom and p…

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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 38:21

4M ago38:21

38:21

The intricacies of inheritance tax issues are probably the last thing you want to think about after losing someone. We’re making it easier to make financial arrangements for receiving an inheritance after a loved one passes away on this episode of We’re the Brits in America. Host Richard Taylor - dual UK/US citizen and Chartered Financial Planner -…

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🇸🇬 Setting up a trust in Singapore 39:18

4M ago39:18

39:18

Kenneth is a wealth planner at Keystone Legacy Advisory in Singapore. He is specialised in estate planning and wealth distribution. 00:00 Highlights 00:47 Intro 01:05 Kenneth’s journey and what he does 04:40 Changes in Singapore 08:33 Trusts and wealth preservation 12:08 Trusts vs Pre-nups 14:38 Trusts and estate planning 16:14 The biggest fears pe…

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368: Cayman: Inside The Caribbean’s Premier Offshore Hub – Jeremy Varlow 59:17

4M ago59:17

59:17

Owning precious metals offshore is one of the cornerstones of any fully formed Plan-B. With governments constantly inflating currencies and manipulating markets, owning history’s most reliable form of currency is a no-brainer. But keeping metals buried in your backyard or even in a local bank vault carries enormous risks. This is where the necessit…

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367: Paraguay: The Breakout Opportunity You Can’t Sleep On – Part 2 1:12:38

4M ago1:12:38

1:12:38

Investing in real estate requires discernment, responsibility, and a strategic outlook, and that’s exactly how I approach every opportunity before bringing it to the Expat Money community. Today, we will dig further into the project I unveiled in Part 1, which presents an extremely unique opportunity in a country poised for a breakout, Paraguay. In…

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The Expat Blueprint: Freedom, Wealth, and Second Passports 33:36

4M ago33:36

33:36

The world is changing fast—and the wealthy are already one step ahead. They’re moving abroad, securing multiple passports, and shielding their assets before it’s too late. Mikkel Thorup, one of the world’s leading expat consultants, explains why a Plan B isn’t optional anymore—it’s essential. Discover the exact strategies used by global citizens to…

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Maternity Health Insurance in the UAE 28:21

4M ago28:21

28:21

The word caregiver is often used in the same context as mothers. But don’t the caregivers themselves deserve care and support? Maternity Health insurance isn’t just about saving medical bills on delivery but providing peace of mind to budding moms who are about to embark on the most beautiful journey in the world! In the latest episode of The Polic…

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366: Paraguay: The Breakout Opportunity You Can’t Sleep On – Part 1 1:30:00

4M ago1:30:00

1:30:00

There aren’t many chances to get in early, move decisively, and plant a flag in a rising market before the crowd shows up—but this is one of them. After more than a year of groundwork, I’m ready to share a commercial real estate opportunity in Paraguay that could become a cornerstone for expats looking to build offshore income and long-term stabili…

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55. Statutes of Limitations & Tax Compliance: Are You Really Ready to File? | Ask An Expert with Virginia La Torre Jeker 56:10

4M ago56:10

56:10

"The IRS can go back over 20 years in certain instances for unfiled returns. We’re not making this stuff up,” warns Virginia La Torre Jeker, a seasoned US international tax attorney with over 40 years of experience and returning guest to the show. Virginia is a member of the New York Bar, specializing in all aspects of international tax and cross-b…

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Retirement Fantasy Is Dead —Why You’re The 'Future Poor' And How To Prevent It. 52:43

4M ago52:43

52:43

Can your nest egg really last 40+ years? Licensed advisor Jonathan Grimm tears apart the rosy retirement dream and shows why saving “enough” is mathematically impossible for most. Discover the hidden flaws in 401(k)s and RRSPs, the brutal impact of longevity + inflation, and the community-based strategies he uses to keep families financially resili…

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365: The Bukele Effect: Inside El Salvador’s Radical Transformation 49:51

4M ago49:51

49:51

El Salvador used to be one of the most dangerous countries in the world. It was ruled by ruthless gangs, riddled with unchecked violence, and had a government that had completely lost control. But in recent years, the country has undergone a rapid transformation. Now, tourists are returning, families walk the streets safely at night, and the countr…

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Living abroad and being in Kurdistan during the rise of ISIS! 50:54

4M ago50:54

50:54

00:00 Highlights 00:25 Intro 00:44 His journey as an expat 02:02 Being in Kurdistan during the rise of ISIS 04:31 Matt’s career overseas 07:56 Adapting to different cultures 14:16 Changes in Saudi Arabia 20:30 Living and working in Saudi Arabia 23:04 Plans for the future 28:01 Staying in a place for too long 30:30 Learning languages when you are ab…