Turn Your Nest Egg into Paychecks: The Tools That Make It Happen
In this week’s episode of the Retirement Income Show with Michael Eastham, he breaks down the investment tools designed for income—and how to use them the right way. Learn which vehicles can turn savings into steady retirement paychecks, how to avoid using the wrong tools for the job, and practical steps to stay on track toward a stress-free retirement. If you’re in the Red Zone of Retirement and want clear guidance without the jargon, this episode shows you how to replace uncertainty with a plan. 🎯💼

👉 Listen now to discover how to build reliable income and enjoy retirement with confidence!

#️⃣ #RetirementIncome #IncomeInvesting #FinancialPlanning

Turn Your Nest Egg into Paychecks: The Tools That Make It Happen - Podcast

John Lasala is a Financial Analyst from New York known for his clear thinking and practical approach to finance. He focuses on helping businesses make smart financial decisions that support long-term stability and growth. In this episode, John Lasala shares 6 simple tips to manage business budgets effectively. These tips help businesses control spending, improve cash flow, and create a strong foundation for future success through organized and well-planned financial management.

John Lasala from New York Shares 6 Tips to Manage Business Budgets

Lisa Erickson spent 37 years in financial services, ultimately leading the Public Markets Due Diligence team at U.S. Bank, which manages over $500 billion in client assets. In addition to her business acumen, she was best known for her selflessness, positivity and character.
 
But earlier this year, Lisa chose to retire early after being diagnosed with Parkinson’s disease, a movement disorder of the nervous system. She now enters a new phase of her life, having to deal with this illness.
 
That wasn’t the first personal hardship she’s faced. In 2020, she lost her husband, Chris, to a sudden and aggressive illness.
 
In this episode, WealthManagement.com Executive Editor Diana Britton is joined by Lisa Erickson, retired head of the Public Markets Due Diligence team in U.S. Bank’s Wealth Management’s Asset Management Group, who opens up about these personal struggles. These past few years have tested her strength in unimaginable ways, but they’ve also revealed lessons about grief, faith and finding purpose in the face of adversity.

Lisa discusses:

- Her path into financial services and leadership at U.S. Bank
- Losing her husband and the grieving process
- Life adjustments after his passing
- Receiving her Parkinson’s diagnosis and deciding to retire
- Coping strategies rooted in faith, gratitude and community
- The role financial advisors play in helping clients prepare for the unexpected

Resources:

Listen to The Healthy Advisor on WealthManagement.com: https://bit.ly/44iVJQ1 
Subscribe and listen to The Healthy Advisor on Apple Podcasts: https://bit.ly/43aseim 
Subscribe and listen to The Healthy Advisor on Spotify: https://bit.ly/3EJ6914 

Connect With WealthManagement.com:

https://www.wealthmanagement.com/ 
Email: diana.britton@informa.com
LinkedIn: Diana Britton: https://www.linkedin.com/in/diana-britton-8826b53/ 
LinkedIn: Informa: https://www.linkedin.com/company/informa/ 
LinkedIn: WealthManagement: https://bit.ly/WealthManagementLI 

Connect With Lisa Erickson:

LinkedIn: Lisa Erickson: https://www.linkedin.com/in/lykopp/ 

About Our Guest:

Lisa Erickson is a seasoned financial professional who recently retired as Head of the Public Markets Due Diligence Team at U.S. Bank’s Wealth Management group, where she helped manage over $500 billion in assets. Beyond her successful career, she’s faced profound personal challenges, including the sudden loss of her husband and her own Parkinson’s diagnosis. Through it all, Lisa remains committed to living with gratitude, faith, and resilience, inspiring others with her courage and openness.

If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at diana.britton@informa.com.

The Healthy Advisor: A Parkinson’s Diagnosis Prompts an Early Retirement With Lisa Erickson

Welcome to the one hundred fifty-eighth episode of #ExpatChat, where we explore the latest tax, investment, and financial issues affecting #AustralianExpats. In this episode, Atlas Wealth Group’s Managing Director - APAC,  James Ridley is joined by guest co-host Martin Jack, one of our specialist financial planners based on the Gold Coast. Together, they unpack some of the most common and costly financial mistakes Australian expats make when moving overseas — and how to avoid them.

Drawing from real-life questions submitted by members of the Australian Expat Facebook Group, James and Martin tackle key topics including:

• The biggest financial mistake expats make before leaving Australia – and why preparation is everything.
• The “PFIC trap” – why Australian ETFs and managed funds can trigger hefty US tax bills.
• How restricted stock units (RSUs) are taxed in the US — and what high-income earners need to watch for.
• Property ownership as a non-resident – should you keep or sell before moving abroad?
• Planning for retirement when you don’t know where you’ll settle – managing tax and currency risks across borders.

Packed with practical insights that every Australian abroad should know, this episode is a must-listen for anyone planning their next move or currently living overseas.

Links discussed in this episode:
• Upcoming Seminars & Webinars – atlaswealth.com/events
• Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum
• Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/australian-expat-podcast
• Expat Mortgage Podcast – atlaswealth.com/news-media/australian-expat-mortgage-podcast
• Weekly Recap Podcast – atlaswealth.com/news-media/atlas-weekly-recap-podcast

If you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below.

About Atlas Wealth Group:
Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.

To learn more, visit www.atlaswealth.com

Connect with us:
Facebook: www.facebook.com/atlaswealthmgmt 
LinkedIn: www.linkedin.com/company/atlas-wealth-management
Twitter: www.twitter.com/atlaswealthmgmt
Instagram: www.instagram.com/atlaswealthgroup
Youtube: https://www.youtube.com/user/atlaswealthmgmt

Expat Chat Episode 158 - Expat Group Q and A

Welcome to the one hundred fifty-ninth episode of the #ExpatChat podcast, where we explore the latest tax, investment, and financial issues affecting #AustralianExpats. In this episode, Atlas Wealth Group Managing Directors Brett Evans and James Ridley unpack an important topic — How expats can invest for their kids.

Brett highlights the importance of keeping investment strategies simple and tax-efficient for non-residents, while James explains the complexities of Australian tax structures for minors. Together, they encourage expats to finalise their financial plans before the end of the year to start 2026 with a clear, well-structured strategy. 

The discussion also explores different account types and investment options available to minors who are non-residents, along with practical tips for long-term planning and compliance.

Links discussed in this episode:
• Upcoming Seminars & Webinars – atlaswealth.com/events
• Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum
• Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/austra…ian-expat-podcast
• Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast
• Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcast

If you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below.

About Atlas Wealth Group:
Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.

To learn more, visit www.atlaswealth.com

Connect with us:
Facebook: www.facebook.com/atlaswealthmgmt
LinkedIn: www.linkedin.com/company/atlas-wealth-management
Twitter: www.twitter.com/atlaswealthmgmt
Instagram: www.instagram.com/atlaswealthgroup
Youtube: https://www.youtube.com/user/atlaswealthmgmt

Expat Chat Episode 159 - How Expats Can Invest for their Kids

Wealth management is no longer powered by people using technology, it’s powered by firms built on it. As artificial intelligence, data and digital experiences reshape the industry, the winners will be those who modernize from the inside out, and where infrastructure, integration and culture work together to deliver scalable, human-centric advice.

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with JP Pattinson, chief information and digital officer at MAI Capital Management, to unpack how leading RIAs are transforming their tech foundations to prepare for what’s next. Drawing on his unique journey from advisor to technologist, JP shares how he’s bridging innovation and practicality. 

Key takeaways:

- How MAI Capital is using Salesforce Financial Services Cloud as its digital foundation
- Why “consistency is the new scalability” for enterprise RIAs
- The growing importance of cybersecurity and centralized vendor management programs
- How to align tech adoption with advisor experience 
- How to balance short-term tech demands with long-term vision

Resources:

Listen to WealthStack on WealthManagement.com: https://bit.ly/4jZQmKi 
Subscribe and listen to WealthStack on Apple Podcasts: https://bit.ly/4cXKleN 
Subscribe and listen to WealthStack on Spotify: https://spoti.fi/3RJwMG0 

Connect with Shannon Rosic:

LinkedIn: https://www.linkedin.com/in/shannonrosic/
WealthStack website: https://informaconnect.com/wealthstack/ 
WealthManagement.com: https://www.wealthmanagement.com

Connect with JP Pattinson:
 
LinkedIn: JP Pattinson - https://www.linkedin.com/in/jppattinson 
LinkedIn: MAI Capital Management - https://www.linkedin.com/company/maicapitalmanagement/ 
MAI Capital Management - https://mai.capital/ 

About Our Guest:

JP Pattinson is the Chief Information and Digital Officer at MAI Capital Management, where he leads the firm’s digital and technology strategy, overseeing network infrastructure, management information systems, applications, and both client and advisor digital experiences. He joined MAI in 2024 after an extensive career at Merit Financial Advisors, where he served in multiple roles, including client service, relationship management, and 12 years as a wealth advisor before becoming Vice President of Technology. Outside of work, JP is actively involved with the Remember the Fallen charity and enjoys traveling and spending time with his family. He holds a Bachelor’s Degree in Personal Financial Planning from Texas Tech University and a Bachelor’s Degree in Financial Services from the University of North Texas.

The WealthStack Podcast: Why Consistency Is the New Scalability with JP Pattinson

Pat begins by looking back at financial bad habits to try and break when getting close to retirement, then gets into how to build a five star retirement plan that covers all five major areas to be accounted for, including income, taxes, growth, health care and legacy planning.

Revisiting a 5-Star Retirement Plan | Save Your Retirement with Pat Strubbe

Welcome to the one hundred sixtieth episode of the #ExpatChat podcast. We explore the latest tax, investment, and financial issues affecting #AustralianExpats. In this episode, Atlas Wealth Group Managing Directors Brett Evans and James Ridley address questions asked on the Expat Facebook Group.

In this Q&A-style episode, Brett and James dive into some of the biggest questions expats are asking right now — from tax residency confusion to superannuation rules, property strategies, currency management, and navigating life abroad. They break down how tax residency really works, the difference between the proposed 45-day rule and the long-standing 183-day test, and what expats should keep in mind before making property or mortgage decisions in Australia.

Brett and James unpack common myths around superannuation access and clarify that there have been no legislative changes preventing financial advisers from managing super or investment portfolios for US-based clients. Also discussed are practical topics like foreign investment rules, FIRB considerations, depreciation allowances, managing currency exchanges, and how dollar-cost averaging can help avoid unnecessary FX costs. They also touch on medical insurance requirements for returning expats and the importance of keeping a passenger movement record to avoid lifetime loading.

Packed with clear explanations and real-world guidance, this episode gives expats and dual citizens the clarity they need to make smarter tax, investment, and lifestyle decisions while living abroad.

Links discussed in this episode:
• Upcoming Seminars & Webinars – atlaswealth.com/events
• Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum
• Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/australian-expat-podcast
• Expat Mortgage Podcast – atlaswealth.com/news-media/australian-expat-mortgage-podcast
• Weekly Recap Podcast – atlaswealth.com/news-media/atlas-weekly-recap-podcast

If you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below.

About Atlas Wealth Group:
Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.

To learn more, visit www.atlaswealth.com

Connect with us:
Facebook: www.facebook.com/atlaswealthmgmt 
LinkedIn: www.linkedin.com/company/atlas-wealth-management
Twitter: www.twitter.com/atlaswealthmgmt
Instagram: www.instagram.com/atlaswealthgroup
Youtube: https://www.youtube.com/user/atlaswealthmgmt

Expat Chat Episode 160 - Expat Facebook Group Q and A

When giving meets innovation, philanthropy transforms from a year-end transaction into a powerful force for ongoing impact.

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Sarah Angello, co-founder of Daffodil, to discuss how technology is modernizing charitable giving and helping advisors weave generosity into their clients’ financial planning. 
Sarah shares how Daffodil’s platform bridges wealth management and philanthropy, the rise of donor-advised funds and the next wave of “always-on giving” powered by artificial intelligence and data-driven insights.

Key takeaways:

- How Daffodil turns charitable giving into a continuous part of wealth management rather than a one-time transaction
- Why integrating philanthropy conversations strengthens client loyalty and retention
- The truth about donor-advised funds and why they are far more active than critics claim
- How AI is enabling personalized, real-time impact reporting and smarter giving strategies
- The shift toward “always-on giving” and how advisors can prepare for the next generation of donors

Resources:

Listen to WealthStack on WealthManagement.com: https://bit.ly/4jZQmKi 
Subscribe and listen to WealthStack on Apple Podcasts: https://bit.ly/4cXKleN 
Subscribe and listen to WealthStack on Spotify: https://spoti.fi/3RJwMG0 

Connect with Shannon Rosic:

LinkedIn: https://www.linkedin.com/in/shannonrosic/
WealthStack website: https://informaconnect.com/wealthstack/ 
WealthManagement.com: https://www.wealthmanagement.com

Connect with Sarah Angello:
 
LinkedIn: Sarah Angello - https://www.linkedin.com/in/sarah-angello/ 
Daffodil - https://www.getdaffodil.com/ 

About Our Guest:

Sarah Angello is the Co-Founder of Daffodil. Sarah brings over 15 years of experience, blending tech-for-good expertise with experience working with donor-advised funds, philanthropic capital networks, and nonprofits. She has served on grants and advising panels for the City of New York, numerous private foundations, and social good enterprises throughout the US.

The WealthStack Podcast: Modern Philanthropy Reimagined with Sarah Angello

Wealth firms are finally moving beyond “CRM as a Rolodex” and into a world where CRM, data and AI operate as the command center of the entire business. As growth pressures mount, advisor demographics shift and AI-driven tools flood the market, the firms that win will be those that treat their CRM as a true engagement and orchestration layer for advisors, clients and operations, not just a system of record.

In this episode of the WealthStack Podcast, Shannon Rosic sits down with Michelle Feinstein, former general manager of Salesforce, to unpack how leading firms are reimagining their data strategy and piloting AI agents to drive advisor productivity, deeper client engagement and real organic growth.

Key takeaways:

- How CRM has evolved into a unified layer for data, workflow and AI
- What Salesforce is building with Financial Services Cloud for advisors and planning integrations
- Which AI use cases are actually delivering productivity gains
- Where firms get stuck on data, governance, talent and culture
- What high-growth firms do differently with tech, AI and client engagement

Resources:

- Listen to WealthStack on WealthManagement.com: https://bit.ly/4jZQmKi 
- Subscribe and listen to WealthStack on Apple Podcasts: https://bit.ly/4cXKleN 
- Subscribe and listen to WealthStack on Spotify: https://spoti.fi/3RJwMG0 

Connect with Shannon Rosic:

- LinkedIn: https://www.linkedin.com/in/shannonrosic/
- WealthStack website: https://informaconnect.com/wealthstack/ 
- WealthManagement.com: https://www.wealthmanagement.com

Connect with Michelle Feinstein:
 
- LinkedIn: Michelle Feinstein - https://www.linkedin.com/in/michellekfeinstein 
- Website: Salesforce - https://www.salesforce.com/ 

About Our Guest:

Michelle Feinstein is the former general manager of Salesforce. Her expertise is in digital transformation for wealth management. This process of digitization is complex; it requires firms to accelerate plans to harness data, digitize advisor-client experiences, and modernize service to scale and support growth.


The WealthStack Podcast: CRM, AI, and the Future of Advisor Productivity with Michelle Feinstein

As a Financial Analyst in New York, John Lasala is known for his strategic thinking and data-driven analysis. He focuses on financial modeling and investment analysis, helping clients make sound financial choices. John’s dedication to accuracy and strategic foresight ensures his clients are prepared for sustainable growth. His professional approach and commitment to excellence make him a trusted advisor in the financial industry.

Patrick A. Strubbe, ChFC, CLU, RFC is the founder and managing partner of Preservation Specialists, LLC. He has been helping clients with their financial futures since 1997. Pat has been featured as a retirement expert in USA Today, Investors Business Daily, Fortune.com, and Entrepreneur.com, and on WIS-NBC TV News with Dawndy Mercer Plank.

Pat is also the author of the Amazon.com best-selling books, “Save Your Retirement!” and "The Retirement Secret," Pat’s down-to-earth humor and expertise shine through his Super Retirement Planner’s character. His books help many people understand the serious challenges faced by those nearing or in their retirement years.


To learn more about us, visit us at scpreservation.com

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

The Retirement Income Show radio show was created to address the questions and concerns of retirees, pre-retirees, individual investors, and business owners.

New tracks tagged #FinancialPlanning