by AIO | Aug 21, 2025 | Fee-only advisors, crossborder financial planning, Expat, Podcast, Retirement Planning, Taxes
https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2025/07/Considerations-moving-abroad-PODCAST.mp3Podcast: Play in new window | Download What to Consider Before Moving Abroad Moving abroad can be one of the most rewarding experiences of... 
by AIO | May 2, 2025 | Charity, Podcast, Taxes
https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2025/05/Smart-Gifting-Strategies-PODCAST.mp3Podcast: Play in new window | Download Smart Gifting Strategies: How to Maximize Your Tax Deduction While Supporting Causes You Love At AIO... 
by AIO | Jan 11, 2023 | Podcast, Taxes
https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2019/11/Charitable-Contributions-Tax-AUDIO.mp3Podcast: Play in new window | Download When you are calculating the amount of tax you owe the federal government, you sum up all of your income... 
by AIO | Sep 6, 2022 | Investing, Podcast, Retirement Planning, Taxes
In this podcast/blog/video, I discuss financial tips for expats. You can see our video here. The State Department estimates that there are about 9 million US citizens living abroad. Mexico, Canada, Germany, Philippines, Israel, and the UK are the top six... 
by AIO | Sep 6, 2022 | Podcast, Retirement Planning, Taxes
https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2018/03/expat-tax-interview-audio-all.mp3Podcast: Play in new window | DownloadForeign Earned Income Exclusion You are going to be required to file US expat taxes no matter which country... by AIO | Sep 12, 2020 | Retirement Planning, Taxes
Two months after the Supreme Court struck down the Defense of Marriage Act, the Treasury Department ruled that legally married same-sex couples will be treated as married for federal tax purposes. The decision has a host of implications, even for couples who now live...