Episodes

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.