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.

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...
Expat Taxes explained

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...

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