Shows / 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
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…
Episodes
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
49. Everything You Need To Know About Tax Compliance – From An IRS Veteran | Ask An Expert with Dan Price
“The US system of tax reporting and FBAR reporting is exceedingly complex, and materially differs from the reporting requirements in most other countries in…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
48. Mastering The Art of Doing Nothing | From The Trenches with James Boyle
There’s a well-known fable on investing that claims that from 2003 to 2013, Fidelity conducted an internal performance review of customer performance. They…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
47. PFICs: The Number One Expat Landmine That Can Easily Be Avoided
Are your foreign investments quietly wrecking your US tax situation? They might be. This week’s Ask An Expert show features Brian Dunhill, a seasoned financial…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
46. Trump, Tariffs, Mayhem - The Week From Investing Hell | From The Trenches with James Boyle
"When selling feels right, that's when it's most dangerous," warns James Boyle in this week's From The Trenches. Richard Taylor sits down with James to look at…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
45. Leaving the USA: Relinquishing Green Card / Renouncing US Citizenship - Beware The Exit Tax | Ask an Expert with Virginia La Torre Jeker, J.D.
Many green card holders mistakenly believe they are no longer liable for US taxes after expiration. Properly relinquishing a green card requires completing…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
44. Retirement Strategies Amid S&P 500 Fluctuations: What Are Your Options? | From The Trenches with Richard Taylor and James Boyle
You might already have missed the market bounce-back. That’s the warning from Richard Taylor and James Boyle in this From The Trenches episode of We're the…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
43. UK Domicile & Tax Changes: What You Need to Know About the Changes to Worldwide Assets
There are tax changes coming in the UK - new rules replacing the domicile system with a tax residency-based system. This could affect your inheritance tax…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
42. Bubbles, Tariffs & General Chaos | From The Trenches with James Boyle
The ‘Magnificent Seven’ (that’s Alphabet, NVIDIA, Amazon and the rest of the tech giants) currently make up over a third of the entire S&P 500. This is a…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
41. Finding Peace in Uncertainty: What Two Cancer Diagnoses Taught Keith Hunt | Always An Expat
In the UK, the five-year survival rate for pancreatic cancer is 7.3%. In the US, it’s 13%. This is a very special episode of Always An Expat, and a slight…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
40. Welcome the Wobble | From The Trenches with James Boyle
Market pullbacks are necessary for long-term health. But what’s the best way to deal with them? Discussing it are James Boyle and Richard Taylor, back for…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
39. There Are SEVERE Penalties for Tax Non-Compliance. Here’s How to Avoid Them | Ask An Expert with Ishali Patel
An accountant moves to the US in the 1980s with a portfolio of non-U.S. mutual funds (classified as PFICs under US tax law). Decades later and the portfolio…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
38. Hope Springs Eternal - 2024 in Review | From The Trenches with James Boyle
2024 was a year of volatility. Despite this, the S&P 500 finished the year 28% up – that’s on top of a 70% gain from the 2022 low. As always, the learning from…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
37. IRS Penalty Abatement: How Reasonable Cause Works | Ask An Expert with Virginia La Torre Jeker
You don’t want to be arguing with the IRS. But, if it comes to it, there are some defences. One is reasonable cause. For cross-border financial and tax…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
36. Retiring in America: What You Need to Know About Healthcare | Ask An Expert with Misty Kimbrough
For Brits moving to America, there’s a rude awakening when it comes to healthcare. The NHS, with its free and universal coverage, might not be perfect, but it…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
35. Decisions, Dollars and Domicile: How US Elections and UK Tax Shifts Impact Expats | From The Trenches with James Boyle
It’s been a busy couple of weeks of high-stakes decisions and shifting landscapes. Richard and James jump right back into the trenches in the aftermath of the…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
34. How FX Brokers Help You Avoid Thousands In Fees | Ask An Expert with David Nixon
Transferring large amounts of money overseas can incur significantly large fees, if you go through the banks. FX brokers offer faster transactions, better fees…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
33. Don't Just Do Something, Stand There | From The Trenches with James Boyle
The S&P 500 recently closed at 5,750, up 20% year-to-date and in defiance of gloomy predictions of a recession late last year. The market is up 60% since the…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
32. Swapping Notes With An Aussie Financial Planner | From The Trenches with GFPI Founder Ashley Murphy
“I don't want a valuable life lesson, I just want an ice cream.” Those are the immortal words spoken by Bluey, beloved Blue Heeler puppy from Australia. We can…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
31. You Come To The US To Make It, Don’t Jeopardize That By Making Mistakes | From The Trenches with James Boyle
CPI increased by 0.2% in August, putting the year-over-year rate at 2.5%. So, inflation is stabilising and we can all celebrate? Possibly. The U.S. added…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
30. How to Get a US/UK Cross-Border Estate Plan Done | Ask An Expert with Paula Jones
Working with cross-border attorneys who have expertise in both US and UK law is crucial for navigating the complexities of international estate planning…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
29. No One’s Built Wealth In A Savings Account | From The Trenches with James Boyle
With inflation easing to 2.9% for the first time in two years, we're now entering a particularly critical phase in the economic recovery. Richard and James are…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
28. US/UK Estate Planning 2 - Living Trusts | Ask An Expert with Aidan Grant
Do you know enough about living trusts? They’re a tax-neutral and effective tool in the US to avoid probate – BUT they can have severe UK tax implications for…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
27. "Bears Sound Smart, Bulls Make You Money." | From The Trenches with James Boyle
James and Richard are back once again in the financial trenches. The UK election is done and dusted, but there’s still much to discuss. The US elections are…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
26. US/UK Estate Planning - What You Need To Know | Ask An Expert with Aidan Grant
A complex web of unique tax obligations could cost you millions – if you don’t know how to navigate it. In recent years, as global mobility has increased, so…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
25. How To Get Into IRS Tax Compliance – The Streamlined Procedures | Ask An Expert with Chris McLemore
The US taxation system is unique, complex and significantly different from the UK’s. It demands proactive compliance due to its stringent reporting…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
24: No Plan B: The Retirement Reality Check
Richard Taylor recaps recurrent themes and issues he’s seen throughout his career as a financial planner, as well as the principles that he’s built up to…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
23. How To Make It In America | Ask An Expert with Duncan Edwards
“You have to treat it as a foreign country; you have to make the same kind of preparation for market entry as if you were preparing to go into India or…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
22. Sell in May And Go Away? | From The Trenches with James Boyle
Richard Taylor and James Boyle are back, bringing you the latest reports and their unfiltered takes on what’s going in the world of US/UK cross-border…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
21. Understanding Dual Taxation: It's Better to Go Talk to the IRS Than Have the IRS Come Looking for You | From The Trenches with Sean Kearney
Richard Taylor and Sean Kearney are in the trenches, giving you the latest reports and their unfiltered takes on what’s going in the world of investing and…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
20. The Importance of Sticking to an Investment Plan | From The Trenches with James Boyle
Richard Taylor and James Boyle are in the trenches, giving you the latest reports and their unfiltered takes on what’s going in the world of investing and…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
19. How The US Operates As 50 Little Countries | Ask An Expert with Christy Woskobojnik
In the UK you've got four countries that make up the United Kingdom, governed by HMRC. In the US, you've got 50 little governments that reside under that…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
Introducing We're The Brits In America
Plan First Wealth, the company behind this podcast, works with British expats in America. We're seeing the same avoidable mistakes and missteps when it comes…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
18. Mark Ridley's Foreign Exchange
This week Richard is joined by longtime friend and expert in foreign exchange and global payments (and East London native) Mark Ridley. Together they explore…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
17. Jeremy Bettle's Expat Playbook
Jeremy Bettel, founder and CEO of Vitality Collective, shares his journey as a British expat in America and his career in high-performance professional sports…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
BONUS: US Retirement Accounts (from PFW & Friends)
James Boyle and Richard Taylor are joined by guest Simon Misiewicz, property tax specialist, to focus on US-UK cross-border financial and tax planning for…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
16. Managing Finances From A Distance - with Steve Statler
Steve Statler, Chief Marketing Officer at Williott, shares his journey from the UK to the US and his experiences as an expat. He discusses the cultural…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
BONUS: UK Pensions as a US resident (from PFW & Friends)
In this bonus episode, taken from the Plan First Wealth & Friends series, Richard Taylor is joined by Richard Bradstock to examine the complexities of…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
15. Arriving In The US With A Negative Net Worth
Richard Taylor is joined by Rob Tye to discuss his remarkable journey from Harlow to Wisconsin, where he unexpectedly discovered his entrepreneurial calling…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
14. Parenting Across The Pond – with Barry Richards
In this episode, host Richard Taylor interviews Barry Richards, the group president at First, a global brand experience agency. Barry shares his journey from…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
13. Understanding the US Business Landscape – with Adam Sandman
In this episode, Richard Taylor interviews Adam Sandman, the CEO of Inflectra, about his expat journey from the UK to the US. They discuss starting a family in…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
12. Couples Abroad: The Shared Journey Of Expat Life - with Kate Taylor
It's a special episode for the holiday season. Richard is joined by Mrs Kate Taylor, a highly accomplished executive and VP of Talent at Memorial Sloan…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
11. The Highs and Lows that Define Creative Careers – with Hywel Berry
Richard Taylor is back with a new thought-provoking episode of “Always an Expat.” Accompanied by Hywel Berry, the discussion segues into the intriguing…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
10. Moving With a Large Family - with Jermaine Edwards
How does the move across the pond affect our families? Jermaine Edwards knows; he moved over with a family of 7. He talks to Richard on this week's episode…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
9. Raising a 1st Generation American Family – with Neal Best
In this episode of Always An Expat, our guest Neal Best takes us on his journey as a British expat living his American dream. Neal shares his experience of…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
8. Journey Across The Atlantic: Elaine’s Transformation from Consultant to American Bear Advocate
Born and raised in England, Elaine Anderson has always been an adventurer at heart. With a natural inclination towards risk-taking, she has lived a remarkable…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
7. Lessons Learned: What to Do Differently When Dealing with Inheritance - with Andrew Duffel
Andrew Duffel is the president of Florida Atlantic University's Research Park, based in Boca Raton. Born and raised in the UK, Duffel relocated to the US…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
6. Barry Lynch's Life at Full Speed: Finding the Thrills in Rollercoasters and Everyday Moments
Moving to another country is always a challenge, but our guest this week Barry Lynch's journey was amplified by the added stakes of securing dual citizenships…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
5. Playing The Long Game - with Angus Mcnab
Join Richard Taylor and Angus McNab as they delve into the complex dynamics of manoeuvring a trans-national sports career. McNab's multifaceted identity, tied…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
4. Playing To A New Tune - With Steve DiFranco
In this episode of "Always an Expat", featuring Richard Taylor and Steve DiFranco, we dive deep into Steve's remarkable journey from the challenging conditions…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
3. Redefining Home - with Richard Fielding
Welcome to another episode of "Always an Expat with Richard Taylor". Episode 3 of Always an Expat takes us through the rollercoaster ride of Richard Fielding's…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
2. Finding Common Ground - with Matt Dixon
It's always a pleasure to be joined by a fellow Boltonian. Today's guest is Matt Dixon, a British expat who has carved out an impressive career in the American…
- Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
1. The Elusive Work Life Balance - with Serra Kiziltan
The idea of home is a universal one — it resonates with everyone. But what happens when home becomes more than one place? Join us in the first episode of…