Financial Planning Tips for US Expats & Global Professionals
November 4, 2025
Explore the world of cross-border financial planning with Arielle Tucker and Jane Mepham. Gain insights into international tax, estate planning, and more.
In this episode of Passport to Wealth™, host Arielle Tucker, CFP®, EA is joined by cross-border financial expert Jane Mepham, CFP®, founder of Elgon Financial Advisors and host of the International Money Cafe podcast. Together, they dive deep into the financial, legal, and tax challenges immigrants, expats, and globally mobile professionals face when moving to or from the United States.
Whether you're entering the U.S. on a work visa like H-1B or L-1, or preparing to repatriate or retire abroad, this episode covers the real-world planning opportunities and pitfalls that could cost you thousands if overlooked.
This episode is essential listening for immigrants, foreign nationals, and U.S. expats who want to make smarter financial decisions and avoid the common traps around taxation, compliance, and wealth preservation.