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68. Introducing Expat Wealth

68. Introducing Expat Wealth

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 The American Dream is evolving. While the US remains a land of opportunity and hard work, more people are heading to Europe and other destinations in search of balance, lifestyle, and long-term quality of life. Understanding how US and international financial regulations differ can help Americans avoid costly landmines and make the most of their opportunities abroad. We’re the Brits in America has rebranded to Expat Wealth, broadening the conversation beyond the American border. In this episode of Expat Wealth, Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by James Boyle, Lead Financial Planner and Partner at Plan First Wealth, to explain why the podcast is changing and what that means for listeners going forward. Here’s what to expect from Expat Wealth: 1st Thursday of the month: 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 advice guidance for expats and retirement planning tips. 2nd & 4th Thursdays of the month: Expert interviews featuring top voices in cross-border tax, finance, estate planning, immigration, and more. Get expat tax advice tips from experts professionals and learn more about your tax and legal obligations. 3rd Thursday of the month: 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 advice tips to help you plan for a better retirement. About Expat Wealth: 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. -- 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.
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