How Cross-Border Investors Can Manage Their Money Better

If you are one of the millions of people who live outside of America and have an American brokerage account, you are a cross-border investor. Despite the scale of cross-border investing, many Americans living abroad find their American brokerage firms asking them to close their investment accounts because they have a foreign address. Fortunately, there are financial institutions dedicated to help cross-border investors. David Kuenzi is the founder of Thun Financial Advisors, an American brokerage firm specializing in cross-border investing. As a Certified Financial Planner David understands the need expats have for cross-border investment advice. David explains why the FBAR is so important for international tax compliance, and suggests looking at your investments as more than just a currency value. Listen for insights as to what cross-border investors should do with their money.

During Doug’s time writing Rich as King with Grandmaster Susan Polgar, he noticed some “grandmaster” moves that dovetailed with smart financial planning. Doug has created a one-page resource called Use These 3 Secrets from Chess to Become a Grandmaster of Your Money, download it for free. To learn more about how to use chess strategies to improve your portfolio’s performance, read Rich as a King: How the Wisdom of Chess Can Make You a Grandmaster of Investing. Free Download: Use These 3 Secrets from Chess to Become a Grandmaster of Your Money To learn more about David Kuenzi, CFP®, visit the Thun Financial Advisors’ website. If you’re not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug’s free ebook The Retirement Planning Book.