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ReThink Expats

ReThink Expats

De : Janice Diaz and Robert Rigby Hall
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 Practical guidance for Americans abroad: money, residency, healthcare, work, and mindset without the hype. Rethink Expats is where Americans abroad get the unvarnished playbook for life and wealth across borders. Hosts Janice Diaz and Robert Rigby Hall cut through noise and hand you steps you can use today. What we cover: Avoiding U.S. cross-border money traps: PFICs, legacy 401(k)/IRA decisions, banking and custody abroad Residency paths, visas, healthcare access, and relocation logistics that actually work Work and business strategies overseas, including second-act careers and portable income Estate, tax, and compliance considerations for globally mobile families The mindset to handle uncertainty, culture shock, and relationships under pressure Who we are: Janice Diaz is a growth strategist with 25+ years in U.S. financial services and cross-border operations, focused on education for Americans overseas. Robert Rigby Hall, previously owned and operated a global advisory network, is an HR and organizational design expert, and produces financial education for cross-border audiences. Step-by-step mini playbooks, field notes, and candid interviews with operators, professionals, and real expats who have done the hard parts. Every episode turns confusion into action. Follow the show and grab the episode resources in the notes to make your next move with clarity. Disclaimer: Educational content only. Not tax, legal, or investment advice.© 2025 Rethink Expats Economie Finances privées Sciences sociales Écritures et commentaires de voyage
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    Épisodes
    • Welcome to ReThink ExPats

      Welcome to ReThink ExPats
      Nov 4 2025

      Moving abroad isn’t a postcard. It’s paperwork, money moves, competing rules, and real trade-offs.

      In this welcome episode, Janice Diaz and Robert Rigby Hall lay out the show’s mission and the core realities Americans overseas should understand:

      Abandoned 401(k)s, Roth IRA treatment abroad, PFIC pitfalls, FATCA-driven bank friction, FBAR penalties, currency swings, and why U.S. politics still hits your wallet from thousands of miles away.

      They also explain how to vet a cross-border advisor (look for U.S. literacy, such as the Series 65, and a robust tax/legal network) and why coordinated tax and financial planning matter more than hot takes on forums.

      You’ll learn

      • The biggest financial blind spots for Americans overseas (401(k)s, Roths, PFIC, banking).

      • How policy shifts and FATCA ripple into daily money life abroad.

      • Practical criteria for choosing the right advisor and tax team.

      • Why mindset and preparation beat “figure it out later.”

      Hosts: Janice Diaz & Robert Rigby Hall
      More: rethinkexpats.com

      Disclaimer: Education only. Not financial, tax, legal, or investment advice. Consult a licensed professional in your jurisdiction.
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      22 min
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