“Expat taxes made simple” — it might sound too good to be true, but that’s exactly what my guest today has set out to do.

I’m joined by Nathalie Goldstein, founder and CEO of MyExpatTaxes, the leading tax software built specifically for Americans living abroad. Originally from California, Nathalie moved to Austria a decade ago, where her own frustrations with filing U.S. taxes as an expat inspired her to create a solution that now serves thousands of Americans worldwide.

In this episode, we talk about:

• Why October 15th is the most important date on the expat tax calendar
• How to avoid double taxation with tax treaties and credits
• The must-know rules around FBAR and FATCA for foreign accounts
• Common mistakes expats make with record keeping and residency
• What to know if you’re freelancing abroad or planning to repatriate
• How MyExpatTaxes takes the fear and complexity out of filing

Whether you’re just starting your move abroad or already living overseas, this conversation will help you understand your obligations, avoid costly mistakes, and feel more confident about your financial life as an expat.

CONNECT WITH NATHALIE

https://www.myexpattaxes.com/

Taxes don’t stop when you move abroad—but they can get a whole lot easier. E-file by October 15th with MyExpatTaxes, and use MyExpatPlanning to make smarter tax moves year-round. START NOW

Disclaimer: This episode is for informational purposes only and does not constitute legal or tax advice. Always consult a qualified professional for guidance on your specific situation.

ABOUT ARMCHAIR EXPAT

Armchair Expat is hosted by Shannon Acton, founder and Chief Bargain Hunter of Bargain Homes Abroad

• Follow on Instagram @bargainhomesabroad
• Visit our Website: https://www.bargainhomesabroad.co
• Subscribe to our E-Mail Digest: https://www.bargainhomesabroad.co/subscribe
• VIP Access: https://www.bargainhomesabroad.co/membership

If you enjoyed this episode, please like, subscribe, and leave a review. It helps us reach more future expats and keep these stories coming.

If you're interested in sponsoring or partnering with Armchair Expat, please reach out to Shannon at the following email: info AT bargain-homes DOT com

What happens when you trade Miami traffic for Madrid tapas—and still have to keep the IRS happy?

In this episode of Armchair Expat, Shannon Acton interviews Nicolas Castillo, founder of Rook International CPAs and Advisors, about the realities of building a life and business abroad. Nicolas shares his personal journey from Miami to Madrid, opening up about the challenges of adjusting to a new culture, the importance of community, and the very real complexities of cross-border tax planning.

As a global tax advisor, Nicolas sheds light on what Americans often get wrong about filing from overseas, the myths around expat taxes, and why countries like France and Italy can be surprisingly friendly to entrepreneurs and retirees. Whether you’re considering a move abroad, already living overseas, or just curious about how cross-border life works, this conversation blends personal experience with practical, must-know advice.

Nicolas moved to Spain three and a half years ago with his wife, choosing Madrid for its culture, language, and community feel. He contrasts the walkable lifestyle of Spain with the car-centered culture of Miami, and shares how building community abroad takes courage but pays off. From a professional perspective, Nicolas emphasizes that many Americans mistakenly believe they don’t need to file taxes once they leave the U.S.—a misconception that can lead to severe penalties. He explains citizenship-based taxation, highlights tax-friendly options in France and Italy, and stresses the importance of consulting a cross-border advisor before relocating.

CONNECT WITH NICOLAS

LinkedIn

Website

DISCLAIMER The information shared in this episode is intended for general educational and informational purposes only. It does not constitute legal, financial, or tax advice, and should not be relied upon as such. Everyone’s circumstances are unique—listeners are encouraged to seek professional guidance from a qualified advisor before making decisions about taxes, finances, or relocation.

ABOUT ARMCHAIR EXPAT

Armchair Expat is hosted by Shannon Acton, founder and Chief Bargain Hunter of Bargain Homes Abroad

• Follow on Instagram @bargainhomesabroad
• Visit our Website: https://www.bargainhomesabroad.co
• Subscribe to our E-Mail Digest: https://www.bargainhomesabroad.co/subscribe
• VIP Access: https://www.bargainhomesabroad.co/membership

If you enjoyed this episode, please like, subscribe, and leave a review. It helps us reach more future expats and keep these stories coming.

ENTER THE REVIEW CONTEST: https://www.bargainhomesabroad.co/reviews

If you're interested in sponsoring or partnering with Armchair Expat, please reach out to Shannon at the following email: info AT bargain-homes DOT com

“Can I really afford to move abroad?” It’s the question at the heart of so many expat dreams — and today we’re digging into it with someone who knows the answer firsthand.

My guest is Alex Ingrim, financial advisor, expat, and CEO of Liberty Atlantic Advisors, a US-registered investment firm specializing in helping Americans navigate life and wealth planning in Europe. Originally from Alaska, Alex has lived across France, Canada, the UK, Malta, and now Italy, giving him a unique perspective on both the financial and emotional realities of life overseas.

In this episode, we talk about:

• What it really costs to live in Europe (Italy, Spain, Portugal, France)
• How Americans abroad can avoid double taxation — and what “citizenship-based taxation” really means
• Common financial hurdles and misinformation expats run into
• Why planning 18–24 months ahead of a move can save you from costly mistakes
• The lifestyle tradeoffs that make Europe surprisingly affordable for many families and retirees

Whether you’re dreaming of retiring in France, working remotely in Portugal, or relocating your family to Spain or Italy, this conversation will help you separate fact from fiction — and start planning with confidence.

CONNECT WITH ALEX

https://libertyatlantic.com/

Disclaimer: This is intended for general educational and informational purposes only. It does not constitute legal, financial, or tax advice, and should not be relied upon as such. Everyone’s circumstances are unique—listeners are encouraged to seek professional guidance from a qualified advisor before making decisions about taxes, finances, or relocation.

EPISODE SPONSOR

Moving abroad doesn’t have to break the bank. Kyero makes it easy to discover affordable homes in Spain, Portugal, France, and Italy. Our budget property listings are updated every month, with handpicked bargains ranging from countryside cottages to seaside apartments. Explore our latest list of budget homes for sale in Italy, and see what’s possible for your move abroad. https://www.kyero.com/en/advice/italy/best-properties-in-italy/our-favourite-budget-properties-in-italy

ABOUT ARMCHAIR EXPAT

Armchair Expat is hosted by Shannon Acton, founder and Chief Bargain Hunter of Bargain Homes Abroad

• Follow on Instagram @bargainhomesabroad
• Visit our Website: https://www.bargainhomesabroad.co
• Subscribe to our E-Mail Digest: https://www.bargainhomesabroad.co/subscribe
• VIP Access: https://www.bargainhomesabroad.co/membership

If you enjoyed this episode, please like, subscribe, and leave a review. It helps us reach more future expats and keep these stories coming.

ENTER THE REVIEW CONTEST: https://www.bargainhomesabroad.co/reviews

If you're interested in sponsoring or partnering with Armchair Expat, please reach out to Shannon at the following email: info AT bargain-homes DOT com