For The Wealth of It
Embark on a wealth-building journey with ‘For the Wealth of It’. A trio of millennial Certified Financial Planners bring you relatable, jargon-free financial wisdom. We celebrate diversity, empower you with knowledge, and keep it laid-back. It’s not just about money, it’s about life!
Hosts:
Brett Maikowski, CFP®
THM Wealth Management
102 S. Goliad St., Suite 103
Rockwall, TX 75087
Jared Tanimoto, CFP®
Sedai Wealth
530 Technology Dr, Suite 100
Irvine, CA 92618
Jay Boekeloo, CFP®
High Note Financial
418 W Main St #1224
Battle Ground, WA 98604
Disclosures:
Brett Maikowski is an Investment Adviser Representative and Registered Representative offering advisory services and securities through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Jared Tanimoto is an Investment Adviser Representative offering advisory services through Sedai Wealth Partners LLC, a Registered Investment Adviser. Jay Boekeloo is an Investment Adviser Representative offering advisory services through High Note Financial LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC, High Note Financial LLC or Sedai Wealth Partners LLC, nor any of its representatives may give legal or tax advice. Always consult with a tax or legal advisor. None of the information on the podcast should be considered investment advice.
For The Wealth of It
Wealth without Borders: Financial Planning for US Expats with Arielle Tucker, CFP®, EA
Join us for an inspiring conversation with Arielle Tucker, CFP®, a financial planner and enrolled agent who specializes in cross-border financial planning for US expats living in Europe.
After feeling trapped by the predictable suburban American lifestyle, Arielle and her husband made the bold decision to move to Switzerland, where she discovered her passion for helping Americans navigate the complex world of international finances.
In this episode, Arielle shares her personal journey from travel agent to specialized financial planner, explaining the unique challenges US citizens face when living abroad - from dual tax filing requirements to investment account restrictions. She breaks down the key considerations for different types of expats, whether you're moving for love, career, or retirement, and discusses the critical importance of pre-planning before making an international move.
Arielle also reflects on finding community abroad, the value of living intentionally, and how true wealth means having the freedom to design your life on your own terms.
Whether you're dreaming of an international move or already living abroad, this episode provides essential insights for building and maintaining wealth while pursuing your global adventures.
Guest: Arielle Tucker, CFP® & Enrolled Agent - Connected Financial Planning
Connected Financial Planning Website: https://www.connectedfinancialplanning.com/
Passport to Wealth (Podcast) Website: https://www.passporttowealth.com/
YouTube: https://www.youtube.com/@connectedfinancialplanning
LinkedIn: https://www.linkedin.com/company/connected-financial-planning
Instagram: https://www.instagram.com/usexpatabroad/
Facebook: https://www.facebook.com/usexpatfinancialplanning/
