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 56: Financial Planning Challenges In The Cross-border Space
I was a guest on the Smarter Planner Podcast hosted by Belle. The conversation was so engaging that, with her permission, we're sharing it with you, our audience.
In this guest episode, Belle Osvath, CFP, and I discuss the financial challenges immigrants and foreign nationals on work visas face in the U.S., including navigating different financial systems, tax implications, and retirement planning.
I share insights on the importance of early financial education for immigrants and the need for collaboration among financial advisors.
The conversation also touches on the impact of recent policy changes on immigrants.
Takeaways
Financial planning for immigrants requires understanding their cultural backgrounds.
Many immigrants and planners are unaware of the complexities of the U.S. financial system.
Early financial education can greatly benefit immigrants before they arrive in the U.S.
Collaboration among financial advisors is crucial for effective cross-border planning.
ax implications can vary significantly based on the client's home country.
Retirement accounts in the U.S. may not align with foreign tax codes.
Policy changes can create anxiety and uncertainty for immigrant clients - be prepared to deal with it.
Chapters00:00 Understanding the Immigrant Financial Landscape
06:02 Navigating Financial Planning for Non-Immigrants
12:04 Cross-Border Financial Challenges
17:52 Retirement Planning and Tax Implications
23:49 The Impact of Policy Changes on Immigrants
25:59 The International Money Cafe Podcast
Episode Links and Resources
The IM Café Finance / Tax Roastery (Store) Is Live
Grab "the Comprehensive Checklist for Foreign Nationals on Work Visas Leaving the U.S." currently on sale, to celebrate our 50th episode.
If you'd like to work with us on your finances or taxes, check out the process
Ep 54: Challenges of "Temporary Permanence"- Leaving The U.S. On A Work Visa
In this conversation, we explore the unique challenges faced by individuals living and working in the U.S. on work visas, with a particular focus on the complexities of leaving the U.S. while ensuring that their financial, legal, and personal interests are protected.
We discuss various strategies for managing financial obligations, ensuring legal compliance, protecting assets, and addressing family considerations, emphasizing the importance of careful planning and adaptation in navigating this transitional phase.
Ultimately, we introduce a unique resource that we have created to support you on your journey. The Complete US Departure Checklist For Those On Work Visas
Takeaways
Leaving on a work visa presents unique challenges.
Tax obligations can be complex for those with international ties.
Leaving the U.S. requires careful planning to protect interests.
Understanding retirement account options is essential when leaving
Legal compliance is necessary to avoid future complications.
Asset protection strategies are vital for real estate and investments.
Family considerations are key.
Effective timeline management is crucial for a seamless transition.
Building a meaningful life can be achieved anywhere, despite the challenges it presents.
Chapters
00:00 Navigating Life on a Work Visa
04:56 Challenges of Leaving the U.S. on a Work Visa
10:09 Financial Exit Strategies
15:11 Legal and Administrative Considerations
19:35 Asset Protection and Estate Planning
Episode Links and Resources
The IM Café Finance / Tax Roastery (Store) Is Live
Grab "the Comprehensive Checklist for Foreign Nationals on Work Visas Leaving the U.S." currently on sale, to celebrate our 50th episode.
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
Download Your Freebie
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.