Latest / Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
80. Roth IRAs, Market Chaos and Why Expats Are Leaving America
Something is shifting. The questions arriving at Plan First Wealth are changing: clients rattled by geopolitical headlines wanting to know if now is the time to act, expats who've spent decades building lives in America quietly deciding they're done, and British expats returning home realising they left their financial planning far too late. In this in‑person episode from New York City, Richard Taylor and James Boyle reflect on a record‑breaking first quarter at Plan First Wealth, and the conversation reflects exactly where things stand right now.
In this episode of Expat Wealth, Richard…
The skinny
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