This conversation delves into the complexities of US tax obligations for expatriates, covering essential topics such as the requirement to report worldwide income, the intricacies of tax credits and exclusions, and the importance of understanding filing deadlines. The discussion also highlights the physical presence and bona fide residency tests, the implications of double taxation, and the necessity of F Bar reporting. Additionally, it addresses the tax responsibilities of non-American expats l...
Mar 11, 2025•51 min•Ep 10•Transcript available on Metacast In this conversation, Diogo Capela provides an in-depth update on the current state of immigration in Portugal as of 2025, focusing on the ongoing backlog of visa applications, the government's efforts to streamline processes, and the implications for individuals seeking residency. Key topics include the status of visa extensions, travel risks for those with expired documents, changes in government policy, and the challenges faced by applicants in securing appointments. Diogo also discusses the ...
Mar 04, 2025•52 min•Ep 9•Transcript available on Metacast In this conversation, Josh and Nick Robinson delve into the intricacies of living in the Algarve, discussing its diverse towns, cultural shifts, and the impact of tourism. Nick shares insights from his extensive experience in the region, highlighting the seasonal changes, the rise of luxury real estate, and the evolving demographics of residents, including an influx of families and digital nomads. They also explore the contrasts within Faro and the growing culinary scene, painting a comprehensiv...
Feb 25, 2025•56 min•Ep 8•Transcript available on Metacast In this conversation, Kalie and Alison discuss the exciting opportunities for travel and living in Europe, particularly focusing on Spain and Portugal. They explore the cultural differences between the two countries, the ease of travel within Europe, and the common challenges faced by expats when moving abroad. The conversation highlights the importance of understanding visa requirements, tax implications, and healthcare options when relocating. Ultimately, they reflect on how moving abroad has ...
Feb 18, 2025•59 min•Ep 7•Transcript available on Metacast In this conversation, Josh and John discuss the significant political and market changes since January 2025, focusing on the implications of the new administration's policies. They explore three potential scenarios regarding government changes and their economic impacts, particularly for expatriates and retirees. The discussion delves into the potential backlash against the administration's changes, the likelihood of partial resistance, and the more extreme scenario of a technocratic order under...
Feb 11, 2025•56 min•Ep 6•Transcript available on Metacast In this conversation, Wendy Ericsen shares her experiences as an expat in Portugal, discussing the cultural immersion through football, the significance of food and drink, and the intentional journey of learning Portuguese. She reflects on the challenges of housing and visa requirements, the emotional dynamics of family connections, and the decision to return to the U.S. due to family needs. Wendy emphasizes the importance of relationships and personal growth gained through living abroad, while ...
Feb 04, 2025•1 hr 7 min•Ep 5•Transcript available on Metacast In this conversation, Kalie and Dallas discuss essential considerations for individuals planning to move abroad, particularly to Portugal. They cover topics such as the importance of virtual mailboxes, managing residency changes, estate planning, communication strategies, and banking considerations. The discussion emphasizes the need for thorough preparation and awareness of various logistical aspects to ensure a smooth transition to life in a new country. Green Ocean Global Financial Advisor: B...
Jan 28, 2025•1 hr 12 min•Ep 4•Transcript available on Metacast In this conversation, Christopher shares his experiences as an expat living in Coimbra, Portugal, detailing the bureaucratic challenges he faced while trying to obtain his residency card. He discusses the frustrations of navigating the system, the joys of traveling within Europe, and the vibrant music scene in Coimbra. Christopher reflects on the pros and cons of living in a smaller city and how living abroad has transformed his perspective on life and communication. Green Ocean Global Financial...
Jan 21, 2025•1 hr 4 min•Ep 3•Transcript available on Metacast In this conversation, Josh, Kalie, Michael, and Cheryl discuss their experiences living in Portugal and traveling throughout Europe, particularly focusing on their recent trip to Toulouse, France. They explore the ease of travel within Europe, cultural differences between cities, and the vibrant music scene in Toulouse compared to Portugal. They share insights on the city's construction projects, the festive atmosphere of the Christmas market, and the challenges of transportation costs. The conv...
Jan 14, 2025•56 min•Ep 2•Transcript available on Metacast In this episode, Victoria shares her unique perspective as an American who has lived in Portugal for over a decade. She discusses her experiences with cultural differences, the challenges of making friends, and the importance of community involvement for foreign children. The conversation also covers practical aspects of residency and citizenship in Portugal, safety concerns, and insights into the youth culture, including music and fashion trends. Victoria's role in podcast production is highlig...
Jan 07, 2025•59 min•Ep 1•Transcript available on Metacast In this season finale of the podcast, hosts Josh and Kalie reflect on their year of travel adventures across Europe, cultural experiences, and personal journeys. They discuss their building project in Portugal, community engagement through meetups, and the challenges they faced. They also discuss their future travel goals, plans for citizenship, and updates on their content creation channels. Green Ocean Global Financial Advisor: Book a call with John here- http://www.calendly.com/johnoceansgree...
Dec 17, 2024•1 hr 5 min•Ep 25•Transcript available on Metacast In this conversation, Morgan von Mantripp discusses the nuances of the coffee culture in Portugal, particularly the differences between traditional Portuguese espresso and specialty coffee. He shares insights on pricing, the challenges of running a coffee business, and the survival of traditional cafes amidst changing consumer preferences. The discussion also touches on the tipping culture in Portugal and the transformative experience of living abroad, highlighting the balance between city life ...
Dec 10, 2024•58 min•Ep 24•Transcript available on Metacast Anita is based in Algarve and is the founder of Portuguese With Anita. Her goal is to spread the love for the Portuguese language worldwide. Green Ocean Global Financial Advisor: Book a call with John here- http://www.calendly.com/johnoceansgreen Choose the ExpatsEverywhere intro call and you'll get a free 15 minute call with him to see if you would like to work with him. For €100 off individual courses or €400 off bundles, use our special link: https://www.portuguesewithanita.com/Exapts-Everywh...
Dec 03, 2024•58 min•Ep 23•Transcript available on Metacast In this episode, Josh and Kalie share their experiences traveling to Istanbul, Turkey, comparing it to their life in Portugal. They discuss the culinary delights of Turkish food, the rising costs of living, and the growing trend of medical tourism. The conversation also touches on navigating scams, cultural differences, and the challenges of living in Istanbul. They reflect on their journey and the feeling of returning to Portugal, emphasizing the importance of connectivity and the unique experi...
Nov 26, 2024•45 min•Ep 22•Transcript available on Metacast In this conversation, Josh and Kalie discuss their experiences living in Portugal and Singapore, comparing travel logistics, cost of living, and the challenges of making friends as expats. They reflect on their family dynamics, the impact of COVID-19 on their social life, and the evolving perceptions of both countries over the years. Ultimately, they express a strong connection to Portugal while acknowledging the allure of Singapore. Green Ocean Global Financial Advisor: Book a call with John he...
Nov 19, 2024•52 min•Ep 21•Transcript available on Metacast In this episode, Josh and Kalie share their experiences from their recent trip to Kuala Lumpur, comparing it to their life in Portugal. They discuss family travel, diverse food cultures, cost of living, and the challenges of expat life, including healthcare, cultural norms, and language barriers in both locations. The conversation highlights key differences in affordability, food availability, and adapting to new environments. Green Ocean Global Financial Advisor: Book a call with John here- htt...
Nov 12, 2024•56 min•Ep 20•Transcript available on Metacast Aimee Reimao moved from Cape Town to Portimão, Portugal, seeking safety and sunshine, and now enjoys 300 days of sun in the Algarve while working remotely. Her lifestyle allows her the freedom to explore hidden beaches, local hikes, and the region’s expat-friendly community. With mild winters, hot summers, and a mix of bustling and quiet seasons, Aimee shares valuable tips on adapting to life in Portimão, from navigating transportation and remote work to enjoying seasonal activities and connecti...
Nov 05, 2024•49 min•Ep 19•Transcript available on Metacast In this conversation, Renee shares her journey of moving to Portugal, the challenges faced during the transition, and the cultural integration process. She discusses the employment changes that occurred after their move, the complexities of the real estate market in Portugal, and the overall cost of living. Throughout the discussion, Renee emphasizes the importance of community and the positive experiences they have had since relocating. The conversation concludes with reflections on how living ...
Oct 29, 2024•55 min•Ep 18•Transcript available on Metacast In this conversation, Mark shares his journey of choosing Portugal as his retirement destination, discussing his decision to retire, budgeting, buying property, accessing medical care, and embracing local life. He also talks about how he connects with locals, meets new people, and enjoys his retirement, offering valuable advice for anyone considering a move to Portugal, not just retirees. Green Ocean Global Financial Advisor: Book a call with John here- http://www.calendly.com/johnoceansgreen Ch...
Oct 22, 2024•1 hr 2 min•Ep 17•Transcript available on Metacast In this conversation, Kathleen shares her journey of moving to Portugal with her husband and their experiences living in various regions, including Lisbon, Porto, and the Algarve. They discuss the challenges and joys of adapting to a new culture, the importance of learning the language, and the process of taking the language exam for citizenship. The conversation also covers the establishment of their business, “Bordr”, which assists expats with navigating Portuguese bureaucracy. Kathleen provid...
Oct 15, 2024•54 min•Ep 16•Transcript available on Metacast In this episode, Josh and Kalie from ExpatsEverywhere dive into a Q&A format, addressing various questions from their patrons about living in Portugal. They cover topics such as understanding taxi lights, navigating phone plans, the timing for obtaining a NIF and bank account, hiring housekeepers, visa income requirements, and the differences between D7 and D8 visas. They also discuss language courses for citizenship, finding accommodation, renewing temporary residency while applying for cit...
Oct 08, 2024•47 min•Ep 15•Transcript available on Metacast In this conversation, Leanne shares her journey of moving from the United States to Braga, Portugal. She discusses the reasons behind her move, the challenges of adapting to a new culture, and the importance of building a community. Leanne also reflects on her experiences with language learning, navigating the D7 visa process, and the transformative power of living abroad. Throughout the conversation, she emphasizes the significance of maintaining connections with family and friends back home wh...
Oct 01, 2024•40 min•Ep 14•Transcript available on Metacast John, a financial advisor with experience in both the US and Portugal, emphasizes the importance of focusing on long-term goals and future planning over specific investment details, shifting Kalie's perspective on managing finances. Green Ocean Global Financial Advisor: Book a call with John here- http://www.calendly.com/johnoceansgreen Choose the ExpatsEverywhere intro call and you'll get a free 15 minute call with him to see if you would like to work with him. ★ Support this podcast on Patreon...
Sep 24, 2024•50 min•Ep 13•Transcript available on Metacast Zé, originally from South Africa, shares his experience of moving to Portugal and the challenges he faced in terms of cultural differences and integration. He discusses the importance of the expat community in providing support and connection, especially for those with Portuguese roots. He shares his experience of moving to Portugal with his wife and daughter and the difficulties they faced in settling in, particularly with language and cultural differences. Zé also talks about the rising cost o...
Sep 17, 2024•1 hr 3 min•Ep 12•Transcript available on Metacast In this episode, Dallas advises residency seekers to be in the country when searching for long-term accommodations and emphasizes the importance of being in residential mode rather than tourist mode. He also discusses the option of using property management companies for turnkey services and warns about the potential pitfalls of gaming the system. Dallas explains the two primary programs offered by Lusitano Dreams: room rentals and soft landing leases. He highlights the importance of intention w...
Sep 10, 2024•1 hr 10 min•Ep 11•Transcript available on Metacast The conversation discusses the current state of the real estate market in Portugal and how foreigners can secure a mortgage with income from abroad. It highlights the stability of prices in the market, the high demand for rental properties, and the hot markets in Portugal. It concludes with a discussion on popular locations for investment, including Porto, Lisbon, and smaller towns in the interior of Portugal. Green Ocean Global Financial Advisor: Book a call with John here- http://www.calendly....
Sep 03, 2024•51 min•Ep 10•Transcript available on Metacast Susan Dzieduszycka-Suinat, the founder of Overseas Vote Foundation, discusses the process of voting as an expat. She explains how her foundation helps Americans abroad register and request their absentee ballots. The foundation provides online tools and services to streamline the voting process. Susan emphasizes the importance of having a voting residence address, which is the last place you lived before leaving the US. She also highlights the convenience of online registration and ballot tracki...
Aug 27, 2024•48 min•Ep 9•Transcript available on Metacast Kalie from ExpatsEverywhere talks to Hana, a Japanese lady who lived in the US for many years then decided she wanted to live in Europe. So she and her husband bought a property in Portugal and moved. She is adapting to the culture and language as she finds similarities to Japanese and teaches hula. Book a call with John here- http://www.calendly.com/johnoceansgreen Choose the ExpatsEverywhere intro call and you'll get a free 15 minute call with him to see if you would like to work with him. ★ S...
Aug 20, 2024•36 min•Ep 8•Transcript available on Metacast The conversation discusses the requirements for Portuguese citizenship, with a focus on the language component. It explores the A1 and A2 levels of language proficiency, the different routes to obtain the Portuguese language certificate, and the technical aspects of the exam. The certified classes that exempt individuals from the exam are also discussed, along with the formation of CIPLE Master, an online platform that offers flexible and learner-friendly certified courses. Book a call with John...
Aug 13, 2024•59 min•Ep 7•Transcript available on Metacast Josh and Amanda cover a range of topics related to personal development for expats, including the cultural differences, language learning, safety concerns, and social dynamics. It also delves into the broader concept of personal development and the importance of understanding oneself as an expat. The discussion provides insights into the challenges and strategies for building a social circle in a new country, taking into account the differences between introverts and extroverts. The conversation...
Aug 06, 2024•56 min•Ep 6•Transcript available on Metacast 
