『Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad』のカバーアート

Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad

Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad

著者： Richard Taylor
無料で聴く

今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 With the right financial advice, landmines that threaten expat wealth can be avoided. Often encountered by US-connected expats, these financial landmines are more numerous, more hazardous, and less understood than almost anywhere else in the world. As a result, non-cross border professionals, wealth advisors, and even international advisors are often unaware of them. But don’t worry, Expat Wealth has you covered. Expat Wealth is dedicated to helping ambitious US-connected expats and immigrants navigate those challenges — and thrive. Whether you’ve moved to the US for opportunity, or are an American seeking adventure and growth abroad, our job is to equip you with the tools and insights you need to succeed. Each Thursday, host Richard Taylor — dual UK/US citizen and Chartered Financial Planner — explores the critical topics you need to understand to protect your financial security and make the most of your global life. From tax and compliance pitfalls to investment planning and estate strategies, our team of expat wealth advisors cover what matters most to cross-border individuals. Here’s what to expect on Expat Wealth: 1st Thursday: Richard is joined by James Boyle, Partner at Plan First Wealth. Together, they take you behind the scenes as they are building a business that serves the expat community. Get guidance for expats and retirement planning tips 2nd & 4th Thursdays: Expert interviews featuring top voices in cross-border tax, finance, estate planning, immigration, and more. Get expat tax tips from professionals and learn more about your tax and legal obligations. 3rd Thursday: A global economic and investment roundup to help you stay ahead of the game with Brian Dunhill, founder of Dunhill Financial and American investment advisor based in the UK. Get cross-border financial planning tips to help you plan for a better retirement. Past guests on Expat Wealth have included: Virginia La Torre Jeker – International tax expert and founder of US-Tax.org Dan Price – Former IRS attorney with over 20 years of experience in offshore compliance Paula Jones – US estate planning attorney specializing in cross-border matters Full video recordings of each episode are released on YouTube on the @planfirstwealth channel. https://www.youtube.com/@planfirstwealth Host bio: Richard Taylor is a British expatriate and dual UK/US citizen, originally from the UK and now based in Greenwich, Connecticut. A UK Chartered Financial Planner with international experience spanning the UK, Dubai, and the US, Richard was struck by how uniquely complex and challenging the financial landscape is for US-connected expatriates and immigrants — challenges that simply don’t exist elsewhere. He was particularly alarmed by the severe penalties that can result from simple mistakes, and how many expats, drawn to America for their career and financial opportunities, unknowingly put their financial futures at risk. Motivated by this, Richard founded a financial and investment planning firm focused on the needs of expats. That mission later expanded into a podcast, created to share vital information and cross-border tax advice with a broader audience. His goal: to help international, mobile individuals thrive — by seizing global opportunities while avoiding the hidden financial pitfalls that can undermine success both in America and abroad. -- Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management. https://planfirstwealth.com/ You will like Expat Wealth if you like The Expat Money Show and Gimme Some Truth “Expat” Podcast.© 2025 We're The Brits In America マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 政治・政府 経済学
エピソード
  • 85. Markets, Retirement Tax Strategies and Plan First Wealth Updates: Our Latest Take

    85. Markets, Retirement Tax Strategies and Plan First Wealth Updates: Our Latest Take
    2026/05/07
    A big milestone for Plan First Wealth, a market that refuses to stay down, and a topic we get asked about every single week. In this episode of From the Trenches, Richard Taylor and James Boyle share a major announcement for the business, along with a few updates behind the scenes as the firm continues to grow. They then turn to markets. Despite constant headlines and uncertainty, equities have shown serious resilience. What is driving that, and what should long term investors focus on? Roths are back on the agenda too. It is one of the most talked about strategies for a reason, but there is a specific window and a few details that many people miss. There is also a broader conversation around expats and cross border planning, including a noticeable shift in where people want to live and why. To close things out, Richard and James introduce a new segment, sharing some of the most interesting things they have been reading, watching, and listening to lately. As always, this is a behind-the-scenes look at building a cross-border financial planning firm while helping expats make smarter decisions with their money. -- Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management. https://planfirstwealth.com/ -- Expat Wealth is affiliated with Plan First Wealth LLC, an SEC registered investment advisor. The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of Plan First Wealth. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Plan First Wealth does not provide any tax and/or legal advice and strongly recommends that listeners seek their own advice in these areas.
    続きを読む 一部表示
    48 分
  • 84. How to Get a Second Passport: Citizenship, Residency and Why Timing Matters

    84. How to Get a Second Passport: Citizenship, Residency and Why Timing Matters
    2026/04/30
    A second passport isn’t just a “nice to have” anymore. It’s becoming a real consideration for people who want options and flexibility built into their long-term plan. Richard Taylor – dual UK/US citizen and Chartered Financial Planner – sits down with global mobility specialist Dan Brotman to break down what’s going on with citizenship, residency, and why more expats are thinking seriously about a Plan B as part of their international wealth strategy. Dan Brotman shares his own story, from becoming an expat at 14 to building a life across multiple countries, and explains why, despite how it feels, only a tiny percentage of people live abroad. They talk about why expats tend to think differently, and why once you’ve lived internationally, it’s hard to ever see the world the same way again. The conversation then shifts into what people really want to know. How you get a second passport or residency. From traditional routes to investment migration and ancestry, what’s realistic today, what’s getting harder, and where people are making expensive mistakes when it comes to cross border financial planning. Richard and Dan also explore how tighter immigration rules, rising global uncertainty, and changing policies are impacting expats, immigrants, and internationally minded families. Whether you’re looking for advice for expats, advice for immigrants, or thinking longer-term about expat retirement planning, this is about understanding your options before they close. If you’re already living abroad or thinking about it, this episode will give you a much clearer picture of what’s possible, what to be aware of, and how this fits into your wider financial growth and planning decisions with a trusted expat wealth advisor. – Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management. https://planfirstwealth.com/ – Expat Wealth is affiliated with Plan First Wealth LLC, an SEC registered investment advisor. The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of Plan First Wealth. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Plan First Wealth does not provide any tax and/or legal advice and strongly recommends that listeners seek their own advice in these areas.
    続きを読む 一部表示
    52 分
  • 83. Moving to America: Avoid These Costly US Tax Mistakes with Pre-Immigration Planning

    83. Moving to America: Avoid These Costly US Tax Mistakes with Pre-Immigration Planning
    2026/04/23
    For those moving to America, knowing what needs to happen before becoming a US tax resident can save you a lot of money. The opportunity can be enormous, but so can the tax mistakes. From foreign mutual funds that trigger punitive PFIC taxation, to offshore companies that become highly inefficient in the US, to pensions, trusts, and inheritances that create unexpected reporting obligations, many expats arrive without realising how quickly their existing financial setup can become problematic once they enter the US tax system. Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by David Gershel – international tax attorney and Partner at Berkowitz, Trager & Trager LLC – to discuss why pre-immigration planning is one of the most overlooked but valuable parts of the moving process. Drawing on real client examples, they explain how structures that work perfectly well abroad can become expensive liabilities in America, why California and other states can create tax problems beyond the federal system, and how failing to plan early can leave expats dealing with costly cleanup work years later. In this episode of Expat Wealth, Richard and David discuss why foreign investments and pensions often create problems for new US residents, how offshore trusts and companies can trigger unintended tax consequences, what inheritance and reporting traps many expats miss, and why working with experienced US tax help and international wealth professionals before your move can save significant money and stress down the line. – Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management. https://planfirstwealth.com/ – Expat Wealth is affiliated with Plan First Wealth LLC, an SEC registered investment advisor. The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of Plan First Wealth. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Plan First Wealth does not provide any tax and/or legal advice and strongly recommends that listeners seek their own advice in these areas.
    続きを読む 一部表示
    1 時間 1 分
adbl_web_anon_alc_button_suppression_c
まだレビューはありません