Wealth without Borders: Financial Planning for US Expats with Arielle Tucker, CFP®, EA

Join us for an inspiring conversation with Arielle Tucker, CFP®, a financial planner and enrolled agent who specializes in cross-border financial planning for US expats living in Europe. 

After feeling trapped by the predictable suburban American lifestyle, Arielle and her husband made the bold decision to move to Switzerland, where she discovered her passion for helping Americans navigate the complex world of international finances.

In this episode, Arielle shares her personal journey from travel agent to specialized financial planner, explaining the unique challenges US citizens face when living abroad - from dual tax filing requirements to investment account restrictions. She breaks down the key considerations for different types of expats, whether you're moving for love, career, or retirement, and discusses the critical importance of pre-planning before making an international move.

Arielle also reflects on finding community abroad, the value of living intentionally, and how true wealth means having the freedom to design your life on your own terms.

Whether you're dreaming of an international move or already living abroad, this episode provides essential insights for building and maintaining wealth while pursuing your global adventures.

Guest: Arielle Tucker, CFP® & Enrolled Agent - Connected Financial Planning

Connected Financial Planning Website: https://www.connectedfinancialplanning.com/

Passport to Wealth (Podcast) Website: https://www.passporttowealth.com/

YouTube: https://www.youtube.com/@connectedfinancialplanning

LinkedIn: https://www.linkedin.com/company/connected-financial-planning

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

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