Episódios

  • The Rise of the Globally Mobile
    Jan 23 2026

    What if the future of global migration and citizenship wasn’t about uprooting your life from one place to another, but about multiplying it?

    Have you ever thought about calling more than one country home?

    Welcome to the reality of a Globally Mobile Individual. A rapidly growing group of entrepreneurs, remote workers, digital nomads, and retirees who aren’t restricted by borders or traditional migration routes. A community that values the flexibility to build their own lives focused on their own choices and needs.

    In this episode of Global Investment Voice, we sit down with Iliana Oris Valiente, founder of The Flexible Class to further explore this growing community of global citizens. We discuss the ins and outs of who is driving this movement and what they are really chasing: better climate, lifestyle or freedom to create a life across continents.

    Iliana uncovers the practical considerations of joining this community, from real estate to your children's education, we discuss the full works. She also reveals how her platform, The Flexible Class, is supporting these unique individuals in managing cross-border finances, securing golden visas, global health coverage, and lots more.

    And, of course, we discuss locations. The world really is your oyster when you’re part of the flexible class.

    So, whether you're exploring second citizenship, dreaming of spreading your life across the continents, a remote worker craving some sunshine, or simply curious about global citizenship, this episode offers a whistle-stop tour into the migration revolution. You certainly don’t want to miss this one.

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    20 minutos
  • Enter 2026: US EB-5? Gold Card? or Walk Away?
    Jan 16 2026

    Happy New Year! As 2026 begins and a year of heightened uncertainty in U.S. immigration comes to a close, Mona and Rebecca discuss what the changed landscape may mean for investors heading into the new year. Will we see the sun set on the EB-5 program, replaced by Trump’s so-called fast and flexible Gold Cards? All is revealed in our analysis of what to expect in 2026.

    We revisit a year defined by disruption. The return of Trump-era immigration policies, categorized by renewed travel bans and tighter restrictions, collided with a USCIS adjudication crisis in which requests for evidence and denials reached historic highs. Together, these forces reshaped the EB-5 landscape, driving investor caution. Yet, it was not all bad news. Game changing legal developments, including the landmark ruling in Battineni v. Mayorkas, began to recalibrate source of funds expectations, pushing back unreasonable document demands and offering much needed clarity for attorneys and investors alike.

    This episode also explores the growing ‘American Exodus’ as record numbers of U.S. citizens seek second passports, foreign residency and global ‘plan B’ options amid political and economical uncertainty. So, whether you’re weighing EB-5 against the Gold Card, navigating USCIS scrutiny, or exploring global ‘plan B’ options, tune in for the insight and foresight you need to navigate 2026 with confidence.

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    21 minutos
  • The 4% Solution: Keep Your U.S. Citizenship, Slash Your Taxes
    Nov 20 2025

    "No taxation without representation!" One of the rallying cries of the American Revolution--but here's the twist: the reverse is also true!

    What if you could keep your blue passport, stay on American soil, and legally reduce your tax bill by 90% or more? Sounds too good to be true, right? Welcome to Puerto Rico.

    The U.S. territory that most Americans overlook is quietly becoming a magnet for savvy entrepreneurs, crypto millionaires, and anyone tired of writing massive checks to the IRS. Residents don't get to vote in federal elections, but in exchange? Some of the most jaw-dropping tax incentives you'll find anywhere in the world.

    Developer and longtime Puerto Rico resident Angus Beavers sits down with Mona and Rebecca to pull back the curtain on what life is really like after making the move. The money you'll save. The lifestyle you'll gain. The mistakes people make. The surprises nobody tells you about.

    Whether you're already packing your bags or just wondering if there's a better way than hemorrhaging money to Uncle Sam every April, this episode will change how you think about taxes, citizenship, and what's actually possible.

    Ready to explore the 4% solution?

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    20 minutos
  • The Realities of Moving to New Zealand
    Nov 7 2025

    Isolation or Paradise? New Zealand is famous for its stunning landscapes and has a reputation for a very high quality of life. However, for those considering a move, their residency through investment program is one of the most expensive--almost three million (US) dollars. So, when it comes down to it, what does one get for that price? Is everything that expensive? Does the remoteness get lonely for new immigrants, or is it a sanctuary from the chaos around the world? Still connected, but at a safe distance!

    Mona and Rebecca are out to find the truth! Native New Zealander Mischa Mannix joins to discuss the pros and cons of the Kiwi lifestyle.

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    16 minutos
  • DENIED! EB-5, I-829 Battles in the Trump Era
    Oct 22 2025

    "Denied" Part 1:

    As the Trump Administration takes a firm hold of all immigration, this is a word that is becoming all too common. Sadly, it's becoming a more common story. A person applies for EB-5. They listen to their lawyer, they follow all the rules, and they patiently wait for their conditional green card. Then, years pass. They get a job, buy a home, and build a life. They pay their taxes and become part of their community. However, at the final stage of the process, despite doing everything right, they get a denial. Worse, they get a notice to appear before an immigration judge. Why? And what can they do?

    Unfortunately, more and more people are asking those questions. Why is USCIS issuing more Notices to Appear? How worried should people be? Has there been any success fighting these? Mona and Rebecca sit down with John Pratt to tackle the complicated thorny topic of denials in the final stretch of the EB-5 process.

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    23 minutos
  • From 401(K) to Lisbon with Tiago Gali Macedo
    Oct 15 2025

    Funding a Portugal Golden Visa

    Portugal has jumped in popularity. The European nation has inarguably been one of the most popular golden visa programs to pursue. While buying a house no longer gets one residency, thousands are still choosing to make the country their home.

    For folk from the United States, there is an opportunity to use 401K and Retirement funds to actually fund a Golden Visa to Portugal. What are the options or alternatives to using retirement funds for folk from other countries? Are there any tax benefits?

    Mona and Rebecca sit down with Tiago Gali Macdeo to discuss funding options as well as to why Portugal continues to draw so many applicants from the United States and around the world. What challenges can one expect to face? And does the country really live up to all that hype?

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    27 minutos
  • From Investment to Immigration: Making Informed Decisions with EB-5 and Gold Card Options
    Oct 3 2025

    Are you considering immigration to the US through an investment? Investing via Trump’s Gold Card over an EB-5 Investment? This podcast episode is for you. This podcast episode offers a focused discussion on the Gold Card and EB-5 investment options, highlighting key differences and considerations for potential investors. Hosts Mona and Rebecca are joined by Radhika Chopra, an experienced advisor from InvestAmerica, a firm with a strong track record in EB-5 project selection, having assisted over 700 families and raised over $400 million in capital.

    While the podcast revolves around the fundamental differences between the two tracks, as the Gold Card involves a non-refundable donation, EB-5 investments offer the potential for a return of capital, along with interest. However, this potential return comes with a greater need for thorough due diligence, the importance of enlisting qualified financial advisors and specialized due diligence firms to assess project viability. Radhika discusses and highlights the complexities involved in evaluating EB-5 projects, from understanding market dynamics to navigating regulatory hurdles.

    Beyond the financial aspects, the discussion addresses the challenges investors face in understanding the U.S. landscape, navigating cultural differences, and establishing direct lines of communication with developers. The episode underscores the importance of looking beyond regional centers and engaging directly with developers to gain a comprehensive understanding of the project's potential and risks.

    This episode serves as a valuable resource for anyone considering investment as a pathway to US immigration, providing insights into the key factors that can lead to a successful and informed investment decision.

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    22 minutos
  • Gold Card Dreaming!
    Sep 23 2025

    A Realistic Look at Trump’s Latest Proclamation on the Gold Card

    It’s alive–almost! After over six months of relative silence, Trump’s proposed “gold card” has finally started to show some movement. However, the executive order issued on September 19, 2025, has raised even more questions. What’s the difference between a gold card and a platinum card? How would you apply? Is the 90-day deadline even feasible to get it off the ground? And what does the Gold Card mean for EB-5? Mona and Rebecca break down what we know so far, including how the card competes with existing USCIS programs, how it compares to golden visas in other nations, and what we can expect to see in the next few months.

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    20 minutos