Expat Planners Blog & Podcast
Our podcast and blog are focuses on finances and investing for expats (Americans living abroad).
Our youtube channel can be found here.
The Cost of Expat Life in Mexico
We have a free ebook about financial issues for expats: Download here Lake Capala Half of the battle to reach Financial Independence is not spending very much. A great way to not spend very much is to live in a low-cost area. Living outside of the US is a one way to...
New Fee Only Certified Financial Advisor at AIO
Welcome to AIO, Linda Stratton! In this episode, I interview our newest financial advisor Linda Stratton. She’s a certified financial planner, an enrolled agent, and has her MBA. We are so excited to have her joining the AIO team. Linda Stratton was born...
Expat Living in Germany
How has it been to be in Germany during this virus time? The company I work for involves a lot of travelling – but we haven’t been able to do much of that. So most days consist of waking up at home, answering emails and calls ‘till dinnertime. But Germany has been...
Retired and Volunteering on the Mexican Border
Background Where are you from? I am originally from a little town in Minnesota – St. Michael, Minnesota. I left that community when I was around 19 and lived in different parts of the country. I grew up on a farm. How long have you been in Tucson? I am going on my...
Living in Mazatlán Mexico – Expat Financial Planning
How is Mazatlán handling the Coronavirus? I haven’t heard any later numbers because we are still locked down. We’ve only had about eight infections and one death. They’ve been very strict on the beach – they were empty for holy week. There is no alcohol – most...
Expat Financial Planning living in CDMX Mexico City
We have a free ebook about financial issues for expats: Download here Here is a sample of our interview. The full interview is available on our podcast and youtube channel. What is the situation in Mexico City with the Corona Virus? Has the lockdown been strict?...
Fee Only Financial Planners Fiduciaries
AIO Financial has updated their four ebooks. They are all free: Investing (the basics of how to invest) Sustainable, Responsible, Impact Investing (how to make an impact with your investments) Expat Financial Planners (financial planning for Americans living abroad)...
Expat Taxes explained
Foreign Earned Income Exclusion You are going to be required to file US expat taxes no matter which country you live in. It is important to understand how your US tax return will be affected by your move to Mexico, and what US taxes you will be required to pay. On top...
7 Financial Tips for Expats
The State Department estimates that there are about 9 million US citizens living abroad. Mexico, Canada, Germany, Philippines, Israel, and the UK are the top six countries where Americans live abroad. There are a wide range of reasons why Americans spend time away...
Expat Financial Planners
We are a fee-only fiduciary financial planning firm - AIO Financial. W We help US Expats living anywhere in the world with investments and finances. We work with people in the process of planning a move out of the country and...
Tucson, AZ
2531 E Richards Pl
Tucson, AZ 85716
(520) 325-0769
Get our free Expat Financial Guide
Subscribe to get our latest from Expat Planners. We can work with you on: investments, taxes, estate planning, retirement planning, insurance, banking, and any other financial issue.