Financial Planning Essentials For Americans Living Overseas
About this episode
Financial advisor Tom Zachystal discusses essential financial planning for Americans living overseas.
Financial advisor Tom Zachystal joins the Expat Focus Podcast to break down what Americans need to think about financially before moving abroad. As President of International Asset Management — and an expat himself — Tom shares practical guidance based on decades of experience helping US citizens navigate life overseas. Tom explains why Americans can never fully "leave" the US tax system, how citizenship-based taxation, FATCA, and FBAR reporting affect expats, and why many banks now hesitate to work with Americans living abroad. He also explores common banking challenges, transferring money internationally, and misconceptions around cash limits when crossing borders. If you're an American planning an international move — whether for work, retirement, or lifestyle — this episode offers clear, experience-backed advice to help you avoid costly mistakes and plan with confidence. #ExpatLife #AmericanExpats #MovingAbroad #USExpats #ExpatFinance #ExpatFocus 👉 Visit Expat Focus at https://www.expatfocus.com ⏱️ Timestamps 00:00 Introduction and Guest Welcome 00:49 Tom's Background and Expertise 02:18 Financial Steps for Americans Moving Abroad 03:09 Banking Challenges for US Expats 13:33…
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