American citizens, in particular, face rather interesting challenges when it comes to living abroad and managing their finances. FATCA and tax reporting can make some people (yours truly included!) go batty! What exactly is the foreign income exclusion act? How does FATCA affect you? Should American citizens be investing while abroad at all? Is your […]

Money management, despite being one of life’s most important skills, is hardly touched upon in our schools. In this episode, installment 4 with personal wealth manager Trey Archer, we talk strategies for helping our kids become financially literate. No matter how old your kids are, tune in to hear some tips and tricks for teaching […]

As expats working in China, what options are out there for us to manage any extra RMB we have our hands? What’s the risk of having too much local currency? And what implications does the devaluation of the yuan have on our hard-earned cash? In this episode, installment 3 with personal wealth manager Trey Archer, […]

Sustaining studying and living expenses for an Ivy League education can cost in the ballpark of $80,000 a year. For those of us with children, if we want to be in a financial situation to help lessen their load, we must, must, must start early and save for their education. In this show with with […]

No one wants to think about NOT coming home from an international assignment, but the reality is, it can and does happen. Will you or your loved ones be cared for in the unlikely event of a death abroad? My guest on this show, personal wealth manager Trey Archer, and many wealth managers like him, […]