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

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

Auteur(s): Walkner Condon Financial Advisors for U.S. Expats
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À propos de cet audio

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.Walkner Condon Financial Advisors for U.S. Expats Finances personnelles Économie
Épisodes
  • Walkner Condon Releases Its 2026 Market Outlook: Key Considerations for Investors
    Jan 19 2026

    In this episode of Gimme Some Truth, the Nate and Clint discuss the 2026 Market Outlook, Walkner Condon’s annual market outlook publication, and the key themes shaping the year ahead.


    Read the 2026 Market Outlook here: ⁠https://walknercondon.com/market-outlook-guide-2026/ ⁠


    The conversation explores insights from the 2026 Market Outlook, including diversification, concentration risk, taxation, and the evolving role of artificial intelligence in financial markets. Listeners are encouraged to evaluate their portfolios against these factors and consider how emerging risks and uncertainties may impact long-term strategy.


    This episode offers context around the thinking behind Walkner Condon’s 2026 Market Outlook and how investors can use it as a framework for navigating changing market conditions.


    00:00 Introduction and Early-Year Market Reflections

    00:33 Market Sentiment and Recent Financial Developments

    01:36 2026 Market Outlook Overview

    01:54 Building the 2026 Market Outlook Guide

    04:13 Key Themes: Diversification, Risk, and Taxation

    06:25 AI and Market Implications

    11:43 Preparing Portfolios for Market Uncertainty

    14:16 Conclusion and Invitation for Feedback


    For more on this topic and others check out the blog on our website: ⁠https://walknercondon.com/blog/ ⁠


    Visit our website for more financial planning resources and educational information: ⁠https://www.walknercondon.com⁠


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    ADD US ON:

    LinkedIn: ⁠https://linkedin.com/company/walkner-condon-financial-advisors-llc ⁠

    Facebook: ⁠https://facebook.com/walknercondon

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    16 min
  • Portugal's New Tax Incentives Under NHR 2.0: A Targeted Refresh, with Fresh Portugal's Zeev Fisher
    Jan 12 2026

    Portugal’s NHR 2.0 tax regime is changing the landscape for expats—and especially Americans—looking to relocate, invest, or build businesses abroad. In this episode of Gimme Some Truth, hosts Nate Condon and Stan sit down with Zeev Fisher, founder of Fresh Portugal, to break down what the new Non-Habitual Resident (NHR 2.0) program really means.


    We explore the history and evolution of Portugal’s NHR program, how the updated version impacts foreign residents, and what expats need to know about tax benefits, immigration strategy, and compliance. Zeev shares real-world insights from working with international clients, including American expats, entrepreneurs, and digital professionals navigating Portugal’s legal and tax systems.


    This conversation also dives into:


    -The pros and cons of NHR 2.0

    -Common mistakes expats make when moving to Portugal

    -How Portugal is becoming a European tech and startup hub

    -Cultural adaptation and lifestyle considerations

    -Practical advice for tax planning, residency, and long-term relocation


    Whether you’re considering moving to Portugal, optimizing your international tax strategy, or exploring opportunities in Europe, this episode delivers expert guidance and actionable insights.

    Learn more about Fresh Portugal at https://freshportugal.com

    ⏱️ Timestamps


    00:00 Introduction & Guest Overview

    00:26 Discovering Fresh Portugal

    01:03 What Is Portugal’s NHR 2.0?

    02:09 How Fresh Portugal Helps Expats

    05:22 Challenges of Relocating to Portugal

    07:57 Deep Dive Into NHR 2.0

    10:28 Cultural Differences & Integration

    13:30 NHR 2.0: Implementation & Real Impact

    23:03 Portugal’s Startup & Tech Opportunities

    28:05 Final Thoughts & What’s Next


    Read the blog -


    🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement:

    👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon


    🌐 Learn More About Walkner Condon Financial Advisors:

    Visit: https://walknercondon.com


    🌍 Are You a U.S. Expat?

    We specialize in financial planning for Americans abroad:

    Explore our dedicated expat site: https://usexpatinvesting.com


    📣 Connect with Us on Social Media:

    LinkedIn: https://www.linkedin.com/company/walknercondon

    Facebook: https://www.facebook.com/walknercondon

    Instagram: https://www.instagram.com/walknercondon/




    #PortugalNHR #NHR2 #MoveToPortugal #PortugalExpat #PortugalTaxes #AmericanExpats #TaxPlanning #PortugalResidency #DigitalNomadPortugal #GimmeSomeTruth

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    32 min
  • Prediction Markets Explained: Investing or Just Gambling?
    Dec 8 2025

    In this episode of Gimme Some Truth, Nate, Andrew, and Clint take a deep dive into the rapidly growing world of prediction markets—a space sitting at the intersection of investing, betting, and financial innovation.


    We explore how prediction markets first emerged from political forecasting and academic research, how companies like Kalshi and Polymarket are shaping the U.S. landscape, and what the regulatory environment looks like today.


    The conversation also covers how prediction markets actually work, their impact on sports betting and investment portfolios, and whether they could eventually disrupt traditional gambling platforms and investment products.


    From potential returns and real-world use cases to risks, volatility, and long-term outlook, this episode breaks down everything investors need to know about this evolving asset class.


    Timestamps:

    00:00 — Introduction to Prediction Markets

    00:36 — Origins in Politics & Academia

    01:49 — U.S. Regulation & Emerging Companies

    03:51 — Evolution & Future of Prediction Markets

    09:06 — Are Prediction Markets Investing or Gambling?

    11:16 — Key Risks & Considerations

    13:30 — Final Thoughts & Takeaways


    Read the blog - https://walknercondon.com/blog/how-prediction-markets-could-disrupt-gambling-sports-betting-and-traditional-investing/


    🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement:

    👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon


    🌐 Learn More About Walkner Condon Financial Advisors:

    Visit: https://walknercondon.com


    🌍 Are You a U.S. Expat?

    We specialize in financial planning for Americans abroad:

    Explore our dedicated expat site: https://usexpatinvesting.com


    📣 Connect with Us on Social Media:

    LinkedIn: https://www.linkedin.com/company/walknercondon

    Facebook: https://www.facebook.com/walknercondon

    Instagram: https://www.instagram.com/walknercondon/

    Twitter/X: https://twitter.com/walknercondon

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    16 min
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