Financial Planning Tips for US Expats & Global Professionals

Nov 4, 2025 · 29m 25s
Financial Planning Tips for US Expats & Global Professionals
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In this episode of Passport to Wealth™, host https://www.linkedin.com/in/arielletucker/ is joined by cross-border financial expert https://www.linkedin.com/in/janemepham/ founder of https://elgonfa.com/ and host of thehttps://www.theimcafe.com/. Together, they dive deep into the financial,...

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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.
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Author Passport To Wealth™
Organization Passport To Wealth™
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