Investing for Americans Abroad and U.S. Expats | Gimme Some Truth for Expats

Join hosts Syl Michelin, CFA and Clint Walkner as they break down the key market themes from Q1 2026. In this episode, Syl and Clint cut through the headlines to focus on what the market is actually telling investors — covering geopolitical tensions, energy prices, AI infrastructure spending, the SaaS selloff, crypto, gold, bonds, and international stocks. From the 10% market correction to the value vs. growth repricing, they analyze what matters most for your portfolio in 2026.

Whether you're evaluating US mega cap tech valuations after the selloff, considering international diversification, or wondering if bonds deserve a place in your portfolio, this episode delivers data-driven market analysis you can act on.

Topics covered: Q1 2026 market recap, geopolitical risk and market corrections, oil prices in historical context, AI energy demand and infrastructure, SaaS creative destruction, value vs. growth investing, crypto and gold performance, market timing pitfalls, bond investing in 2026, international stocks vs. US stocks, non-USD diversification strategies.

📌 Chapters:
0:00 – Introduction & Q1 2026 Market Overview
0:29 – Disconnect Between Headlines & Market Reality
1:27 – Geopolitical Tensions & the 10% Market Correction
2:35 – Oil Prices in Historical Context
3:55 – AI Infrastructure & the Energy Demand Problem
7:20 – The SaaS Apocalypse & Creative Destruction
9:55 – Value vs. Growth Repricing in Q1 2026
10:40 – US Mega Cap Tech Valuations After the Selloff
11:10 – Crypto & Gold Selloff Explained
13:54 – Why Timing the Market Around Events Fails
16:34 – International Stocks vs. US Stocks
17:57 – The Case for Bonds in 2026
18:54 – International Bonds & Non-USD Diversification

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🌐 Learn More About Walkner Condon Financial Advisors:
Visit: https://walknercondon.com

🌍 Are You a U.S. Expat?
We specialize in financial planning for Americans abroad:
Explore our dedicated expat site: https://usexpatinvesting.com

📣 Connect with Us on Social Media:
LinkedIn: https://www.linkedin.com/company/walknercondon
Facebook: https://www.facebook.com/walknercondon

🇵🇹 Portugal just made two major moves in one week — and if you're pursuing residency, a Golden Visa, NHR 2.0 tax status, or citizenship, you need to hear this.

On March 31, Portugal's tax authority released pending decisions on NHR 2.0 (the successor to the Non-Habitual Resident regime), approving applications across the board. On April 1, parliament voted on a nationality reform bill that could move citizenship eligibility from 5 years to 10 years — and reset the clock to your first residence card, not your Golden Visa approval date.
Returning guest Zeev from Fresh Portugal helps break down exactly what happened, what it means, and what to do next.

In this episode:

- 📋 NHR 2.0 approvals explained — what the merit-based structure actually requires
- 💼 How foreign-sourced income exemptions work under NHR 2.0 (startup roles, certified economic activity)
- 🗳️ What parliament voted on and how it affects Golden Visa cohorts from 2021–2024
- ⏳ Why processing delays happened and whether they're improving
- ✅ Key takeaways for anyone planning a Portugal move in 2026

⚠️ Important: Portugal's rules are changing fast. Always work with qualified professionals before making decisions.

🔗 Chapters
00:00 Portugal Updates Intro
01:14 NHR 2.0 Decisions Drop
04:26 How NHR 2.0 Works
07:46 Nationality Reform Vote
10:07 Stan Reacts and Impacts
14:13 Processing Delays and Causes
18:28 What Changes Long Term
21:30 Wrap Up and Key Takeaway

Learn more about Fresh Portugal at https://freshportugal.com

Read the blog - https://usexpatinvesting.com/blog/portugals-nhr-2-0-a-guide-for-u-s-expats-to-the-new-tisri-tax-incentives/

🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement:
👉 Subscribe to our channel and never miss an episode of Gimme Some Truth- @usexpatinvesting and @walknercondon

🌐 Learn More About Walkner Condon Financial Advisors:
Visit: https://walknercondon.com

🌍 Are You a U.S. Expat?
We specialize in financial planning for Americans abroad:
Explore our dedicated expat site: https://usexpatinvesting.com

📣 Connect with Us on Social Media:
LinkedIn: https://www.linkedin.com/company/walknercondon
Facebook: https://www.facebook.com/walknercondon

In this episode of Gimme Some Truth, we are thrilled to introduce the newest member of our team, Felipe Quaassdorff. Joining Stan Farmer, Felipe brings a powerhouse of international experience—moving from Chile to the U.S. and earning his CFA charter along the way.Being an expat isn't just a career path for Felipe; it’s a lived experience. We discuss the hurdles of starting from scratch in a new country, the nuances of cross-border wealth management, and how a deep background in equity research and fixed income creates a massive advantage for our clients.What you’ll learn in this episode:- The Expat Journey: The personal and professional challenges of relocating internationally.- CFA + CFP Power: Why combining investment rigors with holistic planning is the gold standard.- Global Markets: How interest rates impact equity valuations and what that means for your portfolio in 2026.- The Tech Edge: A sneak peek at how we use AI tools like Notebook LM to better serve our community.Whether you are an American living abroad or a foreign national moving to the States, understanding the intersection of global markets and personal finance is key to your success.🕒 Chapters:00:00 Welcome and Introductions00:34 Building the Expat Team01:53 Felipe’s Journey to Finance04:34 Moving to the US05:30 CFA Meets CFP08:01 Life as an Expat09:29 Fixed Income Trading Desk11:34 Rates and Client Portfolios13:21 Equity Valuation and Rates14:22 AI Tools at the Firm15:27 Closing Banter#ExpatFinance #FinancialAdvisor #CFA #CFP #InternationalInvesting #WealthManagement #CrossBorder #ChileToUSA #FixedIncome #InterestRates #GimmeSomeTruth #NotebookLMWelcome Felipe to the team! Have a question about expat taxes or international portfolio management? Drop it below or book a discovery call here: www.usexpatinvesting.com.SUBSCRIBE: @usexpatinvestingFor more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com————————————————ADD US ON:LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/usexpatingvesting

Moving to Japan as an American? The "Land of the Rising Sun" offers incredible culture and lifestyle, but for US citizens, it also brings a web of financial and tax complexities. In this episode of Gimme Some Truth, we break down exactly what you need to know to protect your wealth and stay compliant.In this video, we cover:- The 5-Year "Grace Period": How Japan’s Non-Permanent Resident regime works (and why your first 5 years are tax-friendly).- The Global Tax Shift: What happens on year 6 when your worldwide income becomes taxable in Japan.- The Exit Tax: Why leaving Japan with assets over 100 million yen (~$600,000) could trigger a massive tax bill.- Investment Roadblocks: Why many US platforms (like Vanguard or Schwab) may limit your account once you move.- Inheritance & Gift Taxes: Japan’s unique "Forced Heirship" rules vs. US testamentary freedom.Strategic planning is critical. Whether you are a corporate expat or moving long-term, understanding the interplay between US and Japanese tax laws can save you thousands.📖 RESOURCES & LINKSFull Written Guide: Visit www.usexpatinvesting.com (Available later this year!)Subscribe for more Expat Finance Tips:  @usexpatinvesting  ⏱️ CHAPTERS0:00 Intro: Moving to Japan1:30 Japan’s 5-Year Non-Permanent Resident Rule4:15 Transitioning to Worldwide Taxation (Year 6+)7:00 Investment Challenges for US Citizens Abroad9:45 Japan’s Exit Tax & The 100M Yen Threshold12:30 Inheritance, Gifts, and Forced Heirship15:00 Final Checklist & Strategic Planning#JapanExpat #MovingToJapan #ExpatFinance #USExpats #TaxPlanning #InternationalTax #JapanLife #FinancialPlanningAre you planning a move or already living abroad? Our team specializes in cross-border wealth management. www.usexpatinvesting.comFor more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com————————————————ADD US ON:LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/usexpatingvesting

Most American investors don't realize that their brokerage relationship often "breaks" the moment they move overseas. In this episode of Gimme Some Truth, we discuss why U.S. retail brokerages are closing expat accounts and how to choose the right custodian before you relocate.From FATCA compliance to the "liquidation-only" trap, we break down the complexities of being a U.S. person living abroad. We also expose the dangers of using a "fake" U.S. address (like a relative's house) and why that strategy can lead to massive tax and legal headaches.What You’ll Learn:- The FATCA Factor: Why foreign banks don't want U.S. clients and why U.S. banks don't want foreign addresses.- Account Freezes: Why your brokerage might give you a 30-day notice to move your assets.- The "Address Trap": The risks of using PO Boxes or family addresses to keep your account open.- Retail vs. Institutional: Why advisor-sponsored platforms often have broader international capabilities than standard retail accounts.- Country-Specific Rules: Why the "best" brokerage for an expat in Germany might be different than one in Japan.
https://usexpatinvesting.com/blog/what-is-the-best-brokerage-for-expats/Timestamps:0:00 Welcome: The Expat Investing Crisis0:45 Why your current brokerage might not work abroad2:09 FATCA Explained: The pressure on expat banking3:40 Why there is no "one-size-fits-all" solution4:39 The Dangers of "Fake" U.S. Addresses6:31 Essential planning steps BEFORE you move8:47 Retail vs. Advisor-Led Institutional Accounts11:21 Why brokerages "kick out" international clients13:22 How to be proactive with your expat wealth14:24 Disclosures & Wrap UpRead the corresponding blog for more details: Are you planning a move or already living abroad? Our team specializes in cross-border wealth management. www.usexpatinvesting.com#ExpatInvesting #USExpats #FATCA #FinancialPlanning #MovingAbroad #CrossBorderWealth #BrokerageAccountsSUBSCRIBE: @usexpatinvestingFor more on this topic and others check out the blog on our website: https://usexpatinvesting.com/blog/Visit our website for more financial planning resources and educational information: https://www.usexpatinvesting.com————————————————ADD US ON:LinkedIn: https://linkedin.com/company/walkner-condon-financial-advisors-llc Facebook: https://facebook.com/usexpatingvesting