Atlas Wealth Management
194 episodes listed below
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The Expat Chat Podcast by Atlas Wealth Management, part of the Atlas Wealth Group, is a podcast for Aussie expats living overseas who want to learn more about managing their finances as an expat. Atlas Wealth Management is a specialist in providing Australian expat financial advice and planning and has been providing these services to Australian expats in over 50 countries
Based on 4 episodes we listened to · September 2026
Expat Chat Podcast makes cross-border financial choices legible by connecting tax rules, residency status and asset structures to their practical consequences.
Expat Chat Podcast turns cross-border finance into practical decision-making. James Ridley and Brett Evans repeatedly test financial structures against tax residency, family ties and a possible return to Australia.
Dubai pay, family back in Australia: James and Brett test your tax-free assumptions.
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Short reviews from the PlayNext desk, based on the episodes we processed.
Trusts only help when residency, asset type, and succession plans line up.
Family trusts only make sense when residency and asset mix actually fit the structure. The episode does a good job laying out the trade-offs: non-residents often fare better holding assets personally, while trusts can still make sense for Australian property or shares and for…
Practical expat money guidance on property, mortgages, and FX decisions.
Expat Chat episode 160 is a practical Q and A on expat money choices, with property, mortgages, and currency all in view. It walks through when a home may qualify as a principal place of residence for capital gains purposes, when it stays in investment property territory, how…
This piece gives a clear, useful run through the tax rules that matter most for expats.
This piece gives a clear, useful run through the tax rules that matter most for expats. James and Martin Jack keep the focus tight: pre-tax 401(k)s, Roth accounts, withdrawal timing, and the shift in treatment once a U.S. taxpayer has moved back to Australia.
A blunt reminder that tax-free treatment usually turns on the details.
This episode takes a familiar question about Australian tax residency and grounds it in the messy details that actually decide the outcome. Brett and James stay close to the facts that matter: where someone really lives, where the children go to school, whether a main home is…
Paul Haavardsrud unpacks Canadian money stories, from ski-hill VIP pricing to French butter tariffs.
Real-estate freedom, taught in plain numbers.
The hosts discuss weather conditions in Dubai and briefly mention the topic of the Australian dollar's direction.
The hosts introduce the episode as a 2025 year-end recap for Australian expats, covering economic, geopolitical, and market events, with a focus on ASX performance.
Financial experts Brett Evans and James Ridley break down when Australian expats should and shouldn't use family trusts.
This episode segment introduces a discussion on financial questions from Australian expats, including topics like the coalition detonation's impact and other expat-relevant financial issues.
The hosts discuss recent surprising developments in the Middle East, including missile incidents involving Israel and regional countries like Qatar and the UAE, in an expat-focused update and Q&A session.
The hosts discuss personal updates on fatherhood and family life before introducing the episode's topic on how expats can avoid scams.
This episode segment discusses the importance for expats to invest for their children, with a focus on timing financial planning before the end of the year to be prepared for 2026.
The hosts of Expat Chat dissect the financial and career implications of the new R360 rugby league, which is luring players with promises of tax-free salaries.
The hosts analyze surprising Australian inflation data showing a rise to 3.8%, arguing it signals the end of expected rate cuts and a potential shift towards rate rises in 2026.
The hosts of Expat Chat answer financial questions sourced from their Australian Expat Financial Forum Facebook group, covering tax residency rules for family emergencies, accessing superannuation from overseas, buying Australian property as an expat, foreign exchange strategies, health insurance for returning citizens, and US-Australia tax implications for dual citizens.
Financial planner Martin Jack joins Expat Chat to explain the complex taxation rules for Australians who hold US retirement accounts like 401ks and IRAs.
This episode explains the Swiss pension system and how it differs from Australian superannuation for expats living in Switzerland.
This episode discusses investment portfolio administration topics relevant to Australian expats, including withholding tax, deemed disposal, and US estate planning tax.
Brett and James celebrate 150 episodes and answer financial questions from their expat Facebook group.
Hosts discuss wills and estate planning for Australian expats, sharing personal experiences and professional advice.
Brett and James discuss SMSFs (self-managed super funds) for Australian expats, sharing Brett's recent trip to Sri Lanka before diving into the topic.
Financial planners answer expat questions about managing finances overseas.
Brett and James discuss lessons from 2023 and strategies for financial success in 2024 for Australian expats.
Hosts Brett Evans and James Ridley discuss financial topics for Australian expats, with casual banter about life in Dubai.
Brett and James discuss the launch of their Relocation Guide series for Australian expats, covering non-financial aspects of moving to Dubai.