In this solo episode, I discuss the five questions I ask to create the financial planning framework for foreign-born families.

Each question has many nuances and determines which way we go with the plan.

I believe any foreign-born individual should ask themselves these questions as part of the settling process in the US. Money is tied to all aspects of our lives.

• What's your Immigration status?

• What's tax residency status

• What are your long-term residency status?

• What's your home country of citizenship, what other citizenships do you have, and if married, what's your spouse's citizenship?

• What assets do you have in foreign countries?

Yeah, it's not green anymore, but the name has persisted.

Do you know why the Permanent Residency Card is called the Green Card?

We answer this question and provide many more details about this "magic" document, which permits you to live and work permanently in the US if you are foreign-born.

We know quite a bit about it, having previously held this card.

We discuss the tax obligations and financial planning implications of being a green cardholder rather than a US citizen.

It's challenging to get, based on your home country, but once you get it, you must be careful if you want to abandon it to do it right.

Are you a green card holder? What questions do you have?

In this episode, we discuss the various health insurance options available during open enrollment.

We break down all the different insurance plans - including PPO, HMO, EPO, and HDHP plans.

We discuss the differences in premiums and coverage and the benefits of flexible spending accounts (FSA) and health savings accounts (HSA).

The conversation also touches on the implications of Medicare for those over 65 and considerations for ex-pats and retirees living abroad who are considering the HSA plan.

It's important to check with your provider about using the HSAs abroad. 

It's essential to consider your length of stay in the US when choosing an HSA.

Translating Financial & Tax Legalese to English in 10 minutes or less. In today's episode, we walk you through all the tax forms, you are going to need to file your taxes.

In other words, what information do you as a US resident or US nonresident need to compile your tax information?

We promise by the end of the 10 minutes, you'll have a pretty good list of all the forms you need to make this tax filing season a success.