Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad

Richard Taylor
  • 4.2 (14)
  • INVESTING
  • UPDATED WEEKLY

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. From tax and compliance pitfalls to investment planning and estate strategies, our team of expat wealth advisors cover what matters most to cross-border individuals.  Here’s what to expect on Expat Wealth:  1st Thursday: 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 guidance for expats and retirement planning tips  2nd & 4th Thursdays: Expert interviews featuring top voices in cross-border tax, finance, estate planning, immigration, and more. Get expat tax tips from professionals and learn more about your tax and legal obligations.    3rd Thursday: 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 tips to help you plan for a better retirement.  Past guests on Expat Wealth have included:  Virginia La Torre Jeker – International tax expert and founder of US-Tax.org  Dan Price – Former IRS attorney with over 20 years of experience in offshore compliance  Paula Jones – US estate planning attorney specializing in cross-border matters  Full video recordings of each episode are released on YouTube on the @planfirstwealth channel.  https://www.youtube.com/@planfirstwealth Host bio:  Richard Taylor is a British expatriate and dual UK/US citizen, originally from the UK and now based in Greenwich, Connecticut. A UK Chartered Financial Planner with international experience spanning the UK, Dubai, and the US, Richard was struck by how uniquely complex and challenging the financial landscape is for US-connected expatriates and immigrants — challenges that simply don’t exist elsewhere.  He was particularly alarmed by the severe penalties that can result from simple mistakes, and how many expats, drawn to America for their career and financial opportunities, unknowingly put their financial futures at risk. Motivated by this, Richard founded a financial and investment planning firm focused on the needs of expats.  That mission later expanded into a podcast, created to share vital information and cross-border tax advice with a broader audience. His goal: to help international, mobile individuals thrive — by seizing global opportunities while avoiding the hidden financial pitfalls that can undermine success both in America and abroad.  --  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/  You will like Expat Wealth if you like The Expat Money Show and Gimme Some Truth “Expat” Podcast. 

  1. 6D AGO

    79. Demats, PFICs and Provident Funds: What Indians Moving to America Need to Know 

    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 quickly become compliance headaches, tax traps, and costly surprises in America. The good news is that with the right guidance – ideally before you arrive – most of these problems are entirely avoidable.    In this episode of Expat Wealth, Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by Manasa Nadig, Enrolled Agent and owner of MN Tax and Business Services, and co-host of the International Money Cafe podcast. Together, they walk through the most common Indian financial assets held by expats in America, what US reporting rules apply to each, and why pre-immigration planning can make the difference between a smooth transition and years of non-compliance.  Richard and Manasa discuss:    The four main Indian asset categories that matter for US tax purposes: Bank accounts, Demat accounts, Provident Funds, and insurance policies each carry different reporting requirements under FATCA and FBAR. Manasa breaks down what each one is, how it maps to more familiar US equivalents, and why simply not knowing about them is no defence with the IRS.    Why Demat accounts and ULIPs may trigger the PFIC problem: Mutual funds and unit-linked insurance policies held in India are typically classified as Passive Foreign Investment Companies under US tax law, bringing punitive tax treatment and complex annual reporting. Richard and Manasa explore why these are so hard to unwind once you are stateside, and why catching people before they arrive is so much more valuable than cleaning up afterwards.    Inheritances, gifts, and real estate – the traps people miss: From inherited property in Mumbai to gold jewellery gifted by grandparents, assets crossing borders often trigger Form 3520 reporting requirements that catch even well-intentioned expats off guard.     Richard and Manasa explain what needs to be reported, what the actual tax consequences are, and why failing to report can be far more costly than the assets themselves.    --    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.

    44 min

  2. MAR 19

    78. Oil Shocks, Dollar Moves and Private Debt: What Expats Should Watch Now

    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, but knowing what they actually mean for currency exposure, inflation risk, portfolio construction, and long-term financial plans. When markets move quickly, reacting emotionally can be costly. A measured approach, grounded in strategy, is often what matters most.  In this episode of Expat Wealth, Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by Brian Dunhill, his UK-based counterpart serving Americans in the UK, Europe and futher afield. Together, they unpack the latest macro developments affecting cross-border investors, from the market implications of rising tensions with Iran to the knock-on effects of oil price volatility, inflation fears, and shifts in the US dollar. They also explore concerns building in private debt markets and why liquidity still matters just as much as yield. For internationally mobile families and retirees, the key message is clear: market headlines may change fast, but disciplined portfolio positioning remains essential.  Richard and Brian discuss:  How oil shocks affect expat investors: Rising tensions in the Middle East have pushed oil prices higher and renewed concerns about inflation, consumer pressure, and market instability. Richard and Brian explain why energy price spikes matter so much for global portfolios and why expats should pay close attention to how geopolitical events filter through to daily costs, investment returns, and central bank policy.  Why dollar strength can create planning opportunities: While the US dollar briefly strengthened as investors moved toward perceived safe-haven assets, Richard and Brian explain why this may be a temporary move within a longer-term period of dollar weakness. For expats planning retirement abroad, funding major overseas purchases, or rebalancing assets between currencies, short-term FX moves may offer useful opportunities.  The risks emerging in private debt markets: Private debt has grown rapidly in recent years, but concerns are mounting around defaults, underwriting standards, and liquidity. Richard and Brian discuss why these products can look attractive on the surface, why they may not suit many retail investors, and why access to liquid, transparent fixed-income options remains a priority for cross-border financial planning.     --    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.

    43 min

  3. MAR 12

    77. Building a Post-Retirement Career: How Expats Can Start Crafting Their Portfolios

    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 “do some consulting,” few have a clear strategy for what their next chapter will look like. Transitioning from a high-performance career can be challenging, but a wide range of post-career opportunities, from mentoring and teaching to advisory work and portfolio careers, allows experienced leaders to apply their expertise in meaningful and flexible ways.       In this episode of Expat Wealth, Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by Naomi Kent – Founder and CEO of The Boardroom Company. They explore when and how professionals should begin preparing for retirement. The conversation covers what it takes to build a successful post-retirement career, from clarifying long-term goals to setting realistic expectations. Regardless of the path ahead, one principle is clear: retirement portfolios should be built intentionally throughout a career, not left as an afterthought, especially when managing international wealth and cross-border obligations.       Richard and Naomi discuss:         The impact of a polished post-retirement portfolio: Senior executives can build a well-rounded mix of activities, including paid board positions, advisory roles, fractional executive work, teaching, coaching, selective consulting, and personal pursuits such as travel, family, and health. This combination offers purpose and structure while enhancing their appeal to potential consultees.      The value of board work: Effective board members bring oversight, insight, and foresight, along with attributes such as curiosity, communication skills, and a manageable ego. Retirees don’t have to have been a CEO or even in the C-suite to be a strong director; niche expertise can be just as valuable.         The importance of networking and personal branding: Clear goals are essential for retirees targeting board roles. Defining the types of boards they aim to join, cultivating a board-ready personal brand, and developing a focused relationship strategy help candidates get off to the right start. Many opportunities already exist within established networks, and when board aspirations are clearly communicated and the right conversations are happening, new opportunities often emerge.     --    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.

    1h 13m

  4. MAR 5

    76. Self-Invested Personal Pensions and Inheritance Tax: Why UK Pensions Are Moving Inside the IHT Net and Why You Don’t Need to Panic

    In an era of political turmoil, rapid technological change, and shifting tax rules, internationally minded investors, especially expats, face a landscape that feels more uncertain than ever. Yet within that uncertainty are clear, practical steps you can take to protect your wealth, manage risk, and live well. When you’re a British expat or US-connected family navigating dual tax UK and US rules, even small misunderstandings can lead to outsized financial consequences. The difference between confident decision-making and costly mistakes often comes down to working with the right international advisor and having a clear long-term plan.   In this episode of Expat Wealth, Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by James Boyle – Lead Financial Planner at Plan First Wealth to unpack the real-world financial conversations happening behind the scenes with globally mobile families. As technology evolves and more people turn to artificial intelligence for quick answers, it’s becoming easier to find information, but harder to interpret it correctly. Tax language is nuanced. American tax reporting rules can carry severe penalties if misunderstood. For anyone moving to the US, moving to America, or building wealth while living internationally, context matters just as much as the rule itself.   You’ll hear insights on:   The Supreme Court’s recent ruling on Trump-era tariffs, the political fallout, and what all the uncertainty means for markets.   Growing anxiety around AI – shifting from pure optimism to a more mixed, sometimes fearful outlook – and how to stay invested and optimistic despite the noise.   Why the US is still likely to be the key engine for monetizing AI and human ingenuity, and why global diversification is still non‑negotiable.   A deep dive into the upcoming UK inheritance tax (IHT) changes on pensions (including SIPPs) from April 2027, and the potential strategy of using non‑UK situs assets (e.g., US ETFs) within Self-Invested Personal Pensions (SIPP).   --   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.   ABOUT RICHARD: Richard Taylor is a British expat, dual citizen (UK & US). Originally from Bolton, he now lives in Greenwich, CT, where Plan First Wealth has its head office. As the firm’s leader, Richard launched Taylor & Taylor, now Plan First Wealth, and continues to fuel the firm’s growth. Richard is a Chartered Financial Planner (UK – CII) in addition to holding the IMC (CFA UK) and Series 65 (US – FINRA). Connect with Richard on LinkedIn

    44 min

  5. FEB 26

    75. The Green Card Exit Guide: How to Avoid Surprise Taxes When Moving Away From America

    Failing to formally surrender a green card can have serious consequences, including triggering expatriation rules, a potential exit tax, and even long-term inheritance tax implications for US heirs. While most people know that renouncing US citizenship can lead to an exit tax, far fewer green card holders realize that many of the same rules can apply to them. Simply leaving the United States does not end your US tax residency, but too many assume that moving abroad automatically closes the chapter.    Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by Debra Rudd, Certified Public Accountant at Hodgen Law PC, to unpack the lesser-known tax landmines facing green card holders who relocate overseas. They emphasize that approaching Form I-407 and your departure from the US as a planned, coordinated strategy rather than a last-minute border formality can make all the difference between a smooth transition and a sudden exit tax bill with lasting consequences.    In this episode of Expat Wealth, Richard and Debra discuss:     Why holding a green card for as little as six years can classify you as a “long-term resident” and potentially a covered expatriate.     The three tests that determine whether an expatriating individual (including long-term green card holders) becomes a covered expatriate.     How failing to properly surrender your green card, or signing Form I-407 without planning, can unexpectedly trigger exit tax and future inheritance tax exposure for your US-based children.     How large language models (LLMs) can help expats and prospective expats decode complex tax language, empowering them to ask better, more informed questions of their advisers.     --    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.

    44 min

  6. FEB 19

    74. Why Gold Is Soaring and the US Dollar Is Losing Its Grip: Decoding Today’s Financial Growth Trends

    Gold is reclaiming its spotlight. Prices have leapt sharply, and demand is spilling beyond financial instruments into tangible bullion. Global politics, currency swings, and market volatility are colliding in a mix that feels both chaotic and strangely familiar. Amid the relentless news cycle, distinct patterns are emerging: a revived fascination with gold, growing doubts over the US dollar’s dominance, and a long‑anticipated revival in non‑US markets.     In this episode of Expat Wealth, Richard Taylor – dual UK/US citizen, Chartered Financial Planner, and experienced International Wealth Advisor – is joined by Brian Dunhill – founder of Dunhill Financial – to discuss the new phase in the global economy: the American dollar’s dominance being gently eroded, non‑US markets are finally having their moment, AI is changing workflows more than it’s destroying jobs (so far), and for expats and cross‑border families, thoughtful Cross-Border Financial Planning is more important than ever.     In this episode, Richard and Brian take a detailed look at:     Why gold and silver have surged, and why they should be seen as trades rather than long‑term investments.     The political devaluation of the US dollar, what a weaker dollar means, and how expats should think about currency risk.     The gradual decoupling from the US dollar as the world’s reserve currency, and how China and others are positioning themselves.     The outperformance of International Wealth and emerging markets vs the US, and why Brian thinks this is part of a bigger structural shift, not a flash in the pan.     The AI investment boom, the “magnificent seven,” and whether large language models are truly transformative or just efficiency tools.     --    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.

    35 min

  7. FEB 12

    73. UK Pension and Inheritance Tax: What Legislative Changes in 2027 Mean for British-Connected Expats Abroad

    Changes are coming to UK inheritance tax legislation. From April 2027, many expats with UK Self-Invested Personal Pensions (SIPPs) could face a 40% UK inheritance tax hit on pension values above the £325,000 nil-rate band, but the way the new rules are drafted may allow non-long-term UK residents to structure their SIPPs so that non-UK underlying assets sit outside the UK inheritance tax net.    Richard Taylor, dual UK/US citizen and Chartered Financial Planner, is joined by Tobias Gleed-Owen, Senior Associate at Birketts, to discuss the upcoming changes to SIPPs and inheritance tax. This episode of Expat Wealth explores how UK expats, or future recipients of a UK inheritance or pension, can prepare for the April 2027 changes. Richard and Tobias unpack how the draft UK rules will treat pensions for inheritance tax, why the position most people have assumed is likely wrong, and how looking through to the underlying investments in an SIPP may keep large portions of a UK pension outside the UK inheritance tax net.    In this episode, Richard and Tobias take a detailed look at:    The big picture: An overview of the 2027 UK inheritance tax change on pensions.    Practical planning opportunities: How to structure or restructure your SIPP investments.    What to do if you have an old defined benefit pension.    Pension Commencement Lump Sums: Whether or not the UK 25% “tax-free lump sum” is tax-free in the US.     --    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.

    36 min

  8. FEB 5

    72. Removing Tax Season Stress: The Hidden Risks of DIY Cross-Border Taxes

    For expats, financial mistakes are not usually the result of bad decisions; they stem from incomplete information in an incredibly complex system. Different professionals can interpret the same treaty differently, and multiple defensible positions can coexist. In cross-border taxation, especially when tax treaties are involved, ambiguity is the norm.   In this episode of Expat Wealth, Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by James Boyle – Lead Financial Planner at Plan First Wealth. They explore real-world examples of how even well-informed expats can misinterpret reporting requirements, sometimes resulting in costly mistakes, especially as retirement approaches. Richard and James also address listener questions on Pension Commencement Lump Sums (PCLS) and provide insights into Federal Reserve rates and the US financial markets.   Richard and James discuss: Pension Commencement Lump Sum confusion: Why tax professionals may give different answers on whether the UK 25% pension commencement lump sum is taxable in the US.   DIY cross-border taxes: Why handling the US system alone can be risky, given its complexity and the severe penalties for mistakes.   The danger of "scaremongering": How US offshore reporting penalties can compound through penalty stacking, and how working with cross-border tax professionals can help avoid costly mistakes. -- 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.

    30 min
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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. From tax and compliance pitfalls to investment planning and estate strategies, our team of expat wealth advisors cover what matters most to cross-border individuals.  Here’s what to expect on Expat Wealth:  1st Thursday: 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 guidance for expats and retirement planning tips  2nd & 4th Thursdays: Expert interviews featuring top voices in cross-border tax, finance, estate planning, immigration, and more. Get expat tax tips from professionals and learn more about your tax and legal obligations.    3rd Thursday: 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 tips to help you plan for a better retirement.  Past guests on Expat Wealth have included:  Virginia La Torre Jeker – International tax expert and founder of US-Tax.org  Dan Price – Former IRS attorney with over 20 years of experience in offshore compliance  Paula Jones – US estate planning attorney specializing in cross-border matters  Full video recordings of each episode are released on YouTube on the @planfirstwealth channel.  https://www.youtube.com/@planfirstwealth Host bio:  Richard Taylor is a British expatriate and dual UK/US citizen, originally from the UK and now based in Greenwich, Connecticut. A UK Chartered Financial Planner with international experience spanning the UK, Dubai, and the US, Richard was struck by how uniquely complex and challenging the financial landscape is for US-connected expatriates and immigrants — challenges that simply don’t exist elsewhere.  He was particularly alarmed by the severe penalties that can result from simple mistakes, and how many expats, drawn to America for their career and financial opportunities, unknowingly put their financial futures at risk. Motivated by this, Richard founded a financial and investment planning firm focused on the needs of expats.  That mission later expanded into a podcast, created to share vital information and cross-border tax advice with a broader audience. His goal: to help international, mobile individuals thrive — by seizing global opportunities while avoiding the hidden financial pitfalls that can undermine success both in America and abroad.  --  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/  You will like Expat Wealth if you like The Expat Money Show and Gimme Some Truth “Expat” Podcast. 

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