A Cross-Border Finance & Tax Podcast To Filter Out The Noise
Hosted by Jane Mepham, CFP & Manasa Nadig, EA
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About
The International Money Café Podcast addresses the unique financial, tax, and life challenges faced by foreign-born individuals, foreign nationals on work visas, and U.S expats living outside the U.S.
Join us as we navigate the financial complexities, decode the challenges, and provide actionable strategies for thriving financially in a global landscape.
All Episodes
Every episode gives you tips on pursuing your financial dream while staying tax-compliant, saving you hours of combing the Internet for information relevant to your situation!
Ep 50:Summer Sizzle- Your Mid-Year Financial Check-In
Do you understand the importance of conducting a mid-year financial check-in, especially for those with cross-border financial needs?
We cover various topics, including tax strategies, estate planning, insurance assessments, and preparations for college and travel that can be reviewed over the summer. We emphasize the importance of proactive financial management during the summer months, ensuring listeners are well-prepared for the remainder of the year.
Takeaways - Things you can do mid-year as part of your summer financial check-up
Engaging with tax advisors in the summer is likely to yield better results.
Charitable giving can provide tax deductions during the summer.
Tax loss harvesting is a strategy to reduce taxable income.
Estate planning is crucial before traveling overseas.
College-bound kids need financial and medical powers of attorney.
Insurance policies should be reviewed regularly for savings.
Emergency funds should be assessed and adjusted as needed.
Consult with immigration lawyers for visa holders.
Review and adjust financial plans.
Chapters
00:00 Mid-Year Financial Check-In
12:08 Estate Planning Essentials
19:45 Insurance and Risk Management
23:57 Preparing for College and Travel
25:54 Final Thoughts and Summer Financial Tips
Episode Links & Resources
Are you Tax-compliant With Your Overseas Assets? - Free Guide - Scroll to the bottom of the page.
If you'd like to work with us on your finances or taxes, check out the process
Meet Your Hosts
Jane Mepham, CFP and
Manasa Nadig, EA
Jane Mepham, CFP®, and Manasa Nadig, EA, are leading experts revolutionizing cross-border financial and tax advice for green card holders, foreign-born U.S. citizens, foreign nationals on work visas, and U.S. expats.
Jane, the founder of Elgon Financial Advisors in Austin, TX, and Manasa, the founder of MN Tax & Business Services in Plymouth, MI, combine their extensive knowledge and personal experiences to provide invaluable insights on the podcast.
Explore their journeys and expertise through their blogs, LinkedIn, Twitter, and Instagram pages.
If you’d like to go beyond the podcast and explore working with us one-on-one
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Take this episode further with our exclusive companion resource. Inside, you’ll find practical tips, tools, and insights designed to help you put what you’ve learned into action right away.