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.
From Sponsored Expat to Business Owner: Katrina Nacci’s Inspiring Move Abroad
March 19, 2025
Escaping the US: How to Settle Into Your New Home Abroad
March 19, 2025
Windfall Elimination Provision Repealed: What It Means for US Expats
February 24, 2025
From Expat to Entrepreneur: Nathalie Goldstein’s Journey to Europe
February 10, 2025
Living Abroad in Portugal: U.S. Tax Insights, Multicultural Parenting & Expat Life with Sasha Young da Silva
February 5, 2025
Ultimate Guide to Setting Financial Goals
January 28, 2025