Thinking Financial GWM USA

In this weeks episode the team talk about the importance of diversification in your portfolio. They cover topics such as property, bonds, past performance and much more.

If you have any questions for the team, please don't hesitate to get in touch.

The information is provided to you as a resource for informational purposes only and should not be viewed as investment advice or recommendations. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results when considering any investment vehicle. This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. This information is not intended to, and should not, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, or investment advisor before making any investment/tax/estate/financial planning considerations or decisions.

In this week’s episode the team discuss a topic they all know so well…being an expatriate. Moving to a new country for the first time can be a little daunting, but with some top tips under your belt, it could make that transition just that little bit smoother. Craig, Simon and Christopher share their expert knowledge and tips in this area and are well equipped to do so because they live it every day!

Our three financial advisors; Chris, Simon and Craig have a combined 40+ years' experience in the industry, specialising in UK Pension Transfer To USA, UK Inheritance Tax and 401K Rollovers. This podcast series aims to cover a wide range of topics whilst answering your most asked questions.

For more information in any of the topics discussed, please visit our website: https://www.gwm-usa-llc.com/

In this week’s episode the team discuss the important topic of The Pension Time Bomb.

So, what is the pension time bomb? Why is it so significant and what are the global repercussions? Hit play to find out.

Our three financial advisors; Chris, Simon and Craig have a combined 40+ years' experience in the industry, specialising in UK Pension Transfer To USA, UK Inheritance Tax and 401K Rollovers. This podcast series aims to cover a wide range of topics whilst answering your most asked questions.

For more information in any of the topics discussed, please visit our website: https://www.gwm-usa-llc.com/

In this weeks episode, the team discuss what you should be looking for in your Financial Adviser and how knowing what to look for can help you benefit in the long run. 

Our three financial advisors; Chris, Simon and Craig have a combined 40+ years' experience in the industry, specialising in UK Pension Transfer To USA, UK Inheritance Tax and 401K Rollovers. This podcast series aims to cover a wide range of topics whilst answering your most asked questions.

For more information in any of the topics discussed, please visit our website: https://www.gwm-usa-llc.com/

In this week’s episode the team dives into the topic of life insurance whilst looking at ways to demystify it. They discuss policies, dependence and the importance of life insurance whilst providing guidance and clarity.

Our three financial advisors; Chris, Simon and Craig have a combined 40+ years' experience in the industry, specialising in UK Pension Transfer To USA, UK Inheritance Tax and 401K Rollovers. This podcast series aims to cover a wide range of topics whilst answering your most asked questions.

For more information in any of the topics discussed, please visit our website: https://www.gwm-usa-llc.com/.

Hindsight is a wonderful thing, but foresight is even better, and this episode of Thinking Financial could help you with the latter.

In this week’s episode the team talk about the financial advice they wish they could have given their younger selves. They cover topics such as savings, school fees and budgeting.

Our three financial advisors; Chris, Simon and Craig have a combined 40+ years' experience in the industry, specialising in UK Pension Transfer To USA, UK Inheritance Tax and 401K Rollovers. This podcast series aims to cover a wide range of topics whilst answering your most asked questions.

For more information in any of the topics discussed, please visit our website: https://www.gwm-usa-llc.com/