American Expat Investing - Walkner Condon Financial Advisors

04/27/2026

Nobody talks about the hard parts of retirement.

Not the money stuff — the "who am I now?" stuff.

The moment someone asks what you do and you don't have an answer. The friends you lose when you leave the office. The anxiety of watching your balance go down for the first time in your life.

In a recent episode of Gimme Some Truth, Nate Condon and Clint Walkner get into the retirement topics most financial advisors skip — the identity shifts, the emotional weight, and why the distribution phase is the most complex part of financial planning.

Whether you're 10 years out or stepping into retirement now, this one's worth a watch.

🎥 Watch now ⬇️

Why Retirement Is Harder Than You Think: Emotional & Financial Realities Explained

04/21/2026

Big Shifts in Portugal: NHR 2.0 Approvals & Citizenship Reform!

As we head into the weekend, there are big updates for the expat and investor community in Portugal! We finally have clarity on the "what’s next" for residency and tax optimization.

On March 31, the Portuguese tax authority released the first wave of NHR 2.0 approvals, confirming that the new merit-based tax exemptions for startup roles and certified activities are officially in motion.

However, Parliament also voted on a Nationality Reform Bill that could change the game for many:

➡️ Citizenship Timeline: Potential move from 5 years to 10 years.
➡️ The "Clock" Reset: Eligibility may now start from the date of your first residence card, rather than your Golden Visa application date, a major shift for 2021–2024 applicants.

In our most recent Gimme Some Truth podcast, Nate Condon and Stan Farmer, CFP® are joined by Zeev Fisher from Fresh Portugal for an in-depth breakdown. They dive into the merit-based requirements and exactly how to navigate these processing delays if you're planning a move in 2026.

https://youtu.be/fm8qlyfzeAU

🇵🇹 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 t...

03/27/2026

Moving to Japan as an American comes with some significant tax complexity — especially after year five.

We cover Japan's Non-Permanent Resident rule, the exit tax, brokerage limitations, and inheritance considerations on the latest Gimme Some Truth. https://youtu.be/Pt_w_72h73c

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 ...

03/25/2026

Moving abroad? Your U.S. brokerage account may not come with you.

On the latest Gimme Some Truth, we cover FATCA, account freezes, the risks of using a family address, and what to sort out before you relocate. Link in comments!

03/20/2026

We are so excited to introduce the newest member of our team — Felipe Quaassdorff! 🎉

Felipe made the journey from Chile to the U.S., earned his CFA, and knows firsthand what it's like to navigate life as an expat. He and Stan sit down on the latest Gimme Some Truth to get acquainted, swap expat stories, and yes — there is closing banter. https://youtu.be/4Ob8rcmNcrw

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 pow...

03/18/2026

Most U.S. investors don't think about their brokerage until they move abroad — and by then, it's often too late.

FATCA compliance has pushed many U.S. retail brokerages to close or restrict expat accounts, sometimes with as little as 30 days' notice. On the latest Gimme Some Truth, we cover why this happens, the risks of using a family address to keep an account open, and why retail vs. advisor-led institutional platforms can make a real difference for U.S. persons living overseas.

Country of residence matters too — the right custodian for someone in Germany may not be the right fit for someone in Japan.

https://youtu.be/c5dz9_5gtMA

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...

02/27/2026

Facts > Fear. 📈

The world is changing, but the U.S. Dollar isn't going away anytime soon.

We just released a new episode of Gimme Some Truth where we dive into the "De-Dollarization" debate. We talk about the 55-60% of global reserves still held in USD and why there really isn't a "replacement" currency on the horizon.

Why listen?

Learn why "unhedged" foreign stocks are a smart move right now.

Understand the 1968 vs. 2026 comparison.

Get a clear strategy for your personal portfolio.

Is the U.S. dollar losing its status as the world’s reserve currency — or is the de-dollarization narrative overblown?In this episode of Gimme Some Truth, we...

02/24/2026

Is a "Regime Change" coming to the Federal Reserve? 🏛️🤔

With the nomination of Kevin Warsh for 2026, the Fed's approach to inflation and interest rates is about to look very different. From his views on the 2008 crisis to his current focus on AI-driven productivity, Warsh isn't your typical Fed Chair.

In this video, we answer the big questions:
1️⃣ Will he be more aggressive on interest rates than Powell?
2️⃣ What happens to Quantitative Easing (QE)?
3️⃣ How should you position your portfolio for this transition?

Knowledge is power when the markets are shifting. 💡

Watch the full episode: https://youtu.be/KXYSpeKefRE

Kevin Warsh has been nominated as the next Federal Reserve Chair for 2026. What does this leadership shift mean for your wallet? In this episode of Gimme Som...

02/03/2026

Taxes are complicated enough — add living abroad and it gets even more interesting 😅

In Part 2 of our series on international taxation for U.S. expats, Ian Beardsley breaks down key rules, common pitfalls, and practical things to know if you’re filing from outside the U.S. Whether you’re new to expat life or reviewing your tax approach, this one’s worth a read.

👉 Check it out and let us know what questions you have!

From accidental PFIC ownership to the complexities of the Section 877A exit tax, international taxation in 2026 is more than just math, it’s a compliance minefield. In Part 2 of our series, Ian Beardsley, CPA, breaks down the essential reporting rules every US expat needs to know to protect their ...

01/30/2026

🎶In case you missed it, our Market Outlook Guide 2026 is now available!

The markets had plenty of highs, lows, and unexpected turns this past year. Our Market Outlook Guide 2026 looks back at the themes, rhythms, and movements that shaped recent market activity — all through a music-inspired lens.

👉 Take a look:
https://walknercondon.com/market-outlook-guide-2026/