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Hosted by Richard Taylor · 🇺🇸 US · EN-US · 99 episodes
Established thought leaders with verified media credentials.
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.
Richard Taylor hosts Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad, a business show with 99 episodes published.
Most UK-US cross-border tax advisors fall into one of two camps: UK-based specialists who understand British and US tax intimately but charge eye-watering fees, or US-based CPAs who know their side of the Atlan
Richard and Brian are back for this week’s episode of Macro Aggressions. This episode breaks down the "Russian doll" problem sitting inside mega-cap tech earnings, why portfolio diversification may matter more
Once you turn 65, you have roughly a 50/50 chance of needing extended care at some point. This episode breaks down what long term care insurance actually covers, what it costs, and how to structure it properly, especiall
For many British expats in America, the idea of moving back to the UK can start as a distant possibility, then quickly become a serious life decision. But repatriation is rarely simple, especially when your wealth, tax p
Moving to the UK can be an exciting opportunity, but for Americans abroad, it often comes with a harsh reality: the US tax system doesn’t stay behind. This episode delivers practical advice for expats navigating dual tax
The stock market continues to push higher, but beneath the surface, investors are facing some increasingly difficult questions. Are markets becoming too concentrated? Are mega-cap technology companies becoming too domina
More Americans are leaving the United States than at any point in recent memory, and Portugal has become one of the most searched destinations. But what's driving the move, and what happens once you get there? Richard Ta
Markets continue pushing higher, AI stocks are still surging, and now SpaceX is preparing for what could become one of the biggest IPOs in history. But beneath the surface, Richard and James unpack why some of today’s bi
Portugal has become one of the most popular destinations for Americans moving abroad, but the move is not always as simple as it looks. From visas and tax residency to Golden Visa funds, PFIC reporting, retirement accoun
Energy prices are rising again, inflation is creeping back up, and the global economy may be entering a far more unstable phase than markets are pricing in. Richard Taylor, Chartered Financial Planner and founder of Plan
For Americans living abroad, US citizenship can come with unexpected restrictions, from banking problems and mortgage issues to business ownership challenges and complex US tax reporting. Richard Taylor, dual UK/US citiz
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
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 Fin
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 trigge
After a bullish start to the year, we’re unpacking what actually matters for long-term investors. While rising oil prices, renewed inflation fears, geopolitical instability, and growing pressure in private credit have al
For Americans moving abroad, the dream of a new life in Europe can quickly become complicated by US tax rules, foreign reporting requirements, estate planning mismatches, and costly investment mistakes. From buying prope
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
Moving to the US is an exciting step, but for Indians making that move, the financial complexity can be significant. From Demat accounts and Provident Funds to ULIPs, the assets that made perfect sense back home can quic
Geopolitical shocks, market volatility, and policy uncertainty can create a lot of noise for investors, especially those managing wealth across borders. For expats, the challenge is not just understanding the headlines,
Traditional retirement is evolving. For many senior executives, stepping away from corporate life is not about slowing down; it is about redefining purpose and supporting long-term financial growth. While many plan to “d
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Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad is hosted by Richard Taylor. The show is categorised under business (news) and has published 99 episodes.
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad has published 99 episodes.
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad regularly covers business, news. It sits in the business category, with a news focus.
Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
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Episodes of Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad average 52 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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