Baobab Wealth Management

11/03/2026

What if your greatest retirement adventure was a 6,000-mile journey by boat?

In this video, Jimmy shares his personal experience exploring America's Great Loop, what it costs, how long it takes, and why retirement planning should be about more than just money.

Watch now to discover one of America's best-kept retirement adventures!

10/14/2026

Moving to the U.S. for work? Your finances may get more complicated than you expect.

In Episode 36 of the Divorce the IRS Podcast, we cover FBAR, PFICs, 401(k)s, Social Security, tax treaties, and other financial issues foreign nationals should understand while living in America.

Watch now to learn more.

https://baobabwealth.com/podcasts/divorce-the-irs/moving-to-america-avoid-these-costly-financial-mistakes/

Moving to the United States for work can create financial opportunities, but it can also introduce tax and investment rules you may have never encountered…

10/07/2026

Can moving your investments overseas help you escape U.S. taxes? For Americans, it’s not that simple.

In Episode 35 of the Divorce the IRS Podcast, we break down PFICs, foreign mutual funds and ETFs, and the tax complications expats should understand before investing abroad.

Watch now to learn more.

https://baobabwealth.com/podcasts/divorce-the-irs/should-americans-invest-their-money-overseas/

Can moving your investments overseas help you escape U.S. taxes? For American citizens and green card holders, the answer isn't as simple as moving money to…

10/01/2026

Living overseas could create Roth conversion opportunities you may not have in the U.S.

In Episode 34 of the Divorce the IRS Podcast, we explore how state taxes, the Foreign Earned Income Exclusion, and other expat considerations can affect your Roth strategy.

Watch now to learn what Americans living abroad should consider.

https://baobabwealth.com/podcasts/divorce-the-irs/how-expats-can-use-roth-conversions-to-save-on-taxes/

Living overseas can create tax-planning opportunities that simply aren't available while you're living in the United States, especially when it comes to Roth…

09/24/2026

Move to Puerto Rico and pay just 4% in taxes? It’s not quite that simple.

In this video, we break down how Puerto Rico’s tax incentives actually work, who may benefit, and the important factors to consider before making a move.

Watch now to learn what’s behind the headlines.

09/11/2026

Moving to the U.S. with a strong financial history doesn’t mean the American credit system knows who you are.

In this episode of *Abroad in America*, Jimmy Miller explains how U.S. credit works, common mistakes expats make, and practical ways to start building a strong credit profile without taking on unnecessary debt.

Listen now and learn how to start building your financial identity in America.
https://baobabwealth.com/podcasts/abroad-in-america/how-expats-can-build-credit-from-scratch-in-america/

You can arrive in America with a great job, a strong income, plenty of savings, and a spotless financial history back home, only to discover that the U.S.…

09/10/2026

The 10 years before retirement and first 5 years after can be some of the most important years in your financial life.

If you are looking for personalized retirement income planning, smarter tax strategies, and a long-term relationship with a fiduciary advisor, we may be a good fit.

Watch the video to see who we serve best and how we help clients build a safer, more predictable retirement income plan.

08/25/2026

Moving abroad can change your lifestyle, but it doesn’t mean leaving the IRS behind.

In Episode 33 of the *Divorce the IRS Podcast*, Jimmy Miller breaks down what Americans living, working, or retiring overseas should know about taxes, the Foreign Earned Income Exclusion, Foreign Tax Credit, retirement accounts, and more.

Listen now.
https://baobabwealth.com/podcasts/divorce-the-irs/moving-overseas-don-t-forget-about-the-irs/

Thinking about living, working, or retiring overseas? Moving abroad may change your lifestyle dramatically, but it doesn't mean leaving the IRS behind. In…

08/22/2026

A pension can be a great retirement benefit, but it can also completely change your tax strategy.

In this episode of the *Divorce the IRS Podcast*, Jimmy Miller explains how taxable pension income affects your Ideal Number, Roth strategy, and ability to minimize taxes throughout retirement.

Listen now.
https://baobabwealth.com/podcasts/divorce-the-irs/can-you-divorce-the-irs-if-you-have-a-pension/

If you're expecting a pension in retirement, your strategy for divorcing the IRS may look very different from someone relying primarily on Social Security and…

08/19/2026

What if the retirement accounts you spent decades building eventually became one of your biggest tax problems?

In Episode 31 of the *Divorce the IRS Podcast*, Jimmy Miller walks through Bob and Helen’s case study and shows how Roth conversions, tax bracket management, and smarter withdrawal planning could save them more than $800,000 in federal taxes over retirement.

Listen now.

Welcome back to Episode 31 of The Divorce the IRS Podcast . In this episode, Jimmy Miller walks through the second retirement planning case study from Divorce…