Understanding US and Canadian Financial Planning: A Comprehensive Guide
March 4, 2026
What really happens to your taxes, investments, and estate when you move between the US. and Canada? In this episode, Arielle Tucker, CFP®, EA is joined by Lucas Wennersten, CFA, CFP® (Canada), CFP® (USA) to break down the hidden financial rules that impact expats, dual citizens, and globally mobile families. From tax treaties and deemed disposition taxes to healthcare costs and retirement planning, this conversation reveals why cross-border planning isn’t optional — and how getting it right can save you significant money and stress.
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How Savannah Landed in Europe
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Tax and Financial Considerations When Planning a Move Abroad
August 9, 2024
How to Use the Foreign Tax Credit to Reduce Your US Tax Bill
August 1, 2024
How to Reduce your US Tax Bill Using the Foreign Earned Income Exclusion
July 26, 2024
Navigating Foreign Pensions as a US Expat
July 12, 2024