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. 16h ago

    101. Cross Border, Cross Country: Meet the British Financial Planner Taking on America

    What does America look like through the eyes of a British financial planner who has just moved across the Atlantic? In this episode of Expat Wealth, Richard Taylor introduces Cross Border, Cross Country: a new recurring format following Plan First Wealth’s newest team member, James “JB” Beck, as he travels across the US while making the transition from experienced UK financial planner to US-UK cross-border specialist. JB lands in America with a decade of financial planning experience behind him, including eight years working with business owners at UK firm Fiscal Engineers. He knows the British system inside and out. But moving to the US means learning an entirely different rulebook: US tax, UK pensions and US pensions sitting awkwardly side by side, the US-UK tax treaty, and the everyday financial quicks nobody warns you about. In other words, the same challenges faced by the British expats Plan First Wealth works with every day. And JB isn’t experiencing America from one place. For the next 18 months, he and his wife are living on the road in a 43-foot RV pulled by a Ford F-350, using the journey to explore different states, communities and lifestyles while deciding where they might eventually put down roots. Richard will be checking in with JB throughout the journey, following both sides of his experience: what he discovers about life across different parts of America and what surprises him as he develops from a UK financial planner into a cross-border US-UK adviser. In this first instalment, JB explains why a Year 9 maths lesson ultimately pushed him towards financial planning, why joining Plan First Wealth felt like a natural fit, and how experiencing the same international move as the firm’s clients gives him a unique perspective on the financial realities of relocating to America. They also discuss the first culture shocks JB has already encountered — from visiting a bank manager and getting a chequebook to discovering how the US financial system works very differently from the UK — before looking ahead to an 18-month route that will take him from New Hampshire through the Carolinas, the South, Texas and across much more of the country. Whether you're moving to America, already deep in the British expat experience, or just want honest expat tax advice and cross-border financial planning from someone living it, this is where the journey starts. 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 and dual UK-US citizen. Originally from Bolton, he now lives in Greenwich, Connecticut, 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 ABOUT JB: James Beck is a UK Certified Financial Planner with ten years of experience in financial planning. Before joining Plan First Wealth, he spent eight years at Fiscal Engineers in the UK, working particularly with business owners who had sold their companies. Now living in the United States, JB is developing his US knowledge alongside his existing UK expertise as he works towards becoming a US-UK cross-border financial planner at Plan First Wealth. Over the next 18 months, JB and his wife will also be travelling across America in their RV, experiencing first-hand many of the cultural, financial and practical differences faced by people building a new life in the US.

  2. Sep 3

    100. The Next 100 Episodes: What We've Learned and Where We're Going

    It's episode one hundred, and alongside the celebration (yes, there are balloons), Richard Taylor and James Boyle are using the milestone to take an honest look at where the show has been, where it went astray, and where it's headed next. The catalyst? A two-star Apple Podcasts review that, as Richard admits, is pretty fair.   In this From the Trenches episode of Expat Wealth, Richard and James dissect the review point by point: the name changes (from Always an Expat to Brits in America to Expat Wealth), the rambling episodes, the "scaremongering" label, the theme music, and the ads. They explain the rationale behind each decision, own their mistakes, and push back where they disagree, particularly on the accusation that highlighting the very real penalties facing British expats in America constitutes scaremongering.   The episode doubles as a roadmap for the next eighteen months. Richard and James commit to a tighter thirty-minute format, a renewed focus exclusively on Brits in America, and a structured weekly schedule: From the Trenches with James Boyle, Macro Aggressions with Brian Dunhill, Ask an Expert with twenty-four planned guests covering start-to-finish expat topics, and a brand new segment following a British financial planner discovering America from a campervan as he joins the Plan First Wealth team.   Whether you've been listening since episode one or just found out about the show, this is the reset. Richard and James lay out exactly what you can expect going forward, invite your feedback at expatwealth@planfirstwealth.com, and ask, politely, for five-star reviews.   --   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

  3. Aug 27

    99. [Re-Release] Moving to Europe as an American: The Tax Mistakes That Can Cost You Dearly

    This week's episode is a re-release of one of our most popular episodes, covering the US tax obligations, investment traps, and estate planning issues that catch American expats off guard when moving to Europe. 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 property in France, to opening a business in Spain, to holding foreign mutual funds or trusts that no longer work overseas, the consequences of poor planning can be severe and expensive to unwind. For those considering moving to America or moving to the US in the future, many of these same cross-border challenges apply in reverse, making early planning essential regardless of direction. Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by Christine Alexis Concepcion – international tax attorney and Managing Partner at Concepcion Global PLLC – to discuss what US citizens and green card holders need to know before relocating abroad, especially to Europe. They explore ongoing US tax obligations, the risks of investing or structuring assets incorrectly, and why trying to “figure it out later” often leads to significantly higher costs. Drawing on real client scenarios, they highlight how decisions around foreign investments, business advise, and international wealth structuring can create long-term tax exposure if not handled correctly. They also explain why working with a qualified wealth advisor and US tax help specialists is critical for navigating cross border complexity. In this episode of Expat Wealth, Richard and Christine discuss: How Americans and green card holders remain subject to US tax filing obligations on worldwide income and assets, even after moving abroad. Why forming a foreign company, investing in a foreign business, or buying non-US mutual funds without planning can trigger punitive tax treatment and complex reporting requirements. How trusts, foreign property purchases, and cross-border estate planning can create major problems in Europe if not reviewed before a move. Why proactive planning with US and local-country specialists can reduce costs, protect long-term wealth, and help expats access the full benefits of international wealth 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.

  4. Aug 20

    98. Weak Dollar Policy, Oil Reserve Crisis & Why the Mag Seven Stumble Matters

    Richard Taylor and Brian Dunhill are back with an unscripted breakdown of the forces driving global markets in August 2026.  First up, the Yen carry trade unravelling. Brian explains how the Trump administration quietly forced Japan to sell euros instead of US treasuries, what that reveals about a deliberate weak dollar policy, and why currency devaluation is now Washington's preferred tool for managing a 120% debt-to-GDP ratio. For expats and cross-border investors, the implications are massive.  Then, markets. Despite constant noise, the S&P 500 has had a strong run, but the Magnificent Seven are stumbling. Richard and Brian debate whether that's a healthy rotation into broader equities or an early warning that overexposed portfolios are about to feel pain.  They also dig into the US Strategic Petroleum Reserve dropping below 300 million barrels for the first time since the 1980s, why much of it may be unusable, and how rising gas prices could become the political pressure point that forces a resolution to the Iran conflict.  As always, real talk, zero scripts, and two advisors who manage money for a living trying to make sense of a genuinely chaotic month!  --  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.

  5. Aug 6

    97. Tax Loss Harvesting for Expats: The Direct Indexing Upgrade Nobody Talks About

    For many British expats in America, building wealth in a taxable brokerage account often means accepting that a meaningful chunk of returns will be lost to tax each year. But with the right tools, that erosion can be meaningfully reduced, and for those with sizable accounts, the savings can potentially be substantial.  In this From the Trenches episode of Expat Wealth, Richard Taylor, Chartered Financial Planner and founder of Plan First Wealth, and business partner James Boyle explores tax loss harvesting and its more powerful cousin, direct indexing. They explain how deliberately realizing losses and reinvesting into similar holdings can lower taxable income, offset future gains, and compound into significant savings over time, and why this only applies to taxable brokerage accounts rather than IRAs, 401(k)s or UK SIPPs.  Richard and James go on to unpack direct indexing, a strategy made possible by the rise of fractional shares and low-cost trading, which allows an index to be rebuilt stock by stock rather than held through a single ETF. This gives far more opportunities to harvest losses at an individual position level and offers added flexibility for expats who may eventually leave the US and want more control over their holdings.  Along the way, they touch on the broader market backdrop, including the unwinding SpaceX hype, hyperscalers shifting from cash to debt to fund AI expansion, and a cautionary real-world story about a green card holder who came dangerously close to missing long-term residency and exit tax obligations entirely.  Whether you hold a brokerage account in the US, are weighing up whether these strategies apply to you, or simply want to better understand how tax efficiency fits into a long-term investment plan, this episode breaks down a topic that is often misunderstood but increasingly relevant for expats building wealth across borders.

  6. Jul 23

    96. FBAR, PFICs & Penalty Stacking: The Real Cost of Getting US Tax Wrong as a Brit

    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 Atlantic but have insufficient grasp of the UK side of things. This episode explores what happens when British expats end up in the wrong camp, and why finding someone who genuinely understands both systems, including the US UK tax treaty, while being based in America, has been so hard to come by.  Richard Taylor, Chartered Financial Planner and founder of Plan First Wealth, is joined by Toni Sculthorpe, founder of Avante Tax and known online as "Your Tax Lady," to unpack the gap she's spent the last decade filling. After 25 years as a UK accountant, Toni was pulled into cross-border work when a client's US-based Amazon business exposed how badly disconnected American and British tax advice can be. As a British expat herself, now based in North Carolina, Toni frames the conversation through the lens of clients navigating dual tax UK and US obligations on both sides of the Atlantic.  Richard and Toni walk through the most common, and most costly, mistakes British expats make once they've relocated: unreported FBAR accounts, ISAs that trigger PFIC penalties, mishandling a UK pension or US pensions during the transition, and the temptation to take tax advice from Facebook groups or ChatGPT instead of getting proper US tax help from a qualified professional. They break down why the IRS's reasonable cause can test hinges on whether you disclosed everything to your advisor, whether that advisor was actually qualified to advise on your situation, and whether you followed their advice, and why skipping professional guidance before a move can turn a $2,000-3,000 problem into a $30,000+ one.  They also discuss why tax compliance and financial planning are too often handled in silos, with tax advisors and financial planners on opposite sides of the Atlantic never speaking to each other, and what it looks like when those two roles work in tandem instead of in isolation.  Whether you're moving to America, already living there and unsure if you're fully compliant, or advising clients with assets on both sides of the Atlantic, this episode covers the specific mechanics of what gets missed, not just the broad strokes. It fits into cross-border financial planning for anyone managing international wealth across the UK and 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.

  7. Jul 16

    95. Markets, Globalisation and Diversification: Are Investors Looking in the Wrong Place?

    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 now than it has in fifteen years, and what's happening beneath the surface of an S&P 500 that keeps hitting new highs.  Richard Taylor of Plan First Wealth and Brian Dunhill of Dunhill Financial unpack Burry's concerns around private company valuations (SpaceX, Anthropic, OpenAI) sitting inside public company earnings, changes to GPU depreciation accounting that are quietly inflating profits, and why small cap stocks, emerging markets, and international stocks are starting to outperform after over a decade of US large-cap dominance. This is practical stock market advice for anyone wondering if their portfolio is over-concentrated in seven companies and whether now is the moment to start rebalancing.  They also cover the diverging picture between the stock market and the real economy: sticky 4.2% inflation, weakening wage growth, and job losses under the current administration, set against a market still riding high on AI enthusiasm and a growing conversation around a potential market bubble.  The conversation turns geopolitical, covering Europe's active effort to decouple from American tech infrastructure, why universities across Europe are pushing to get off US servers, and what that could mean long term for US-Europe relations and international wealth strategies. Richard and Brian also dig into the UK's ongoing political instability, the lasting economic impact of Brexit, and whether a new Labour leadership shift could change the UK's trajectory.  Whether you're watching the Magnificent Seven dominate your portfolio, thinking about how UK politics and Brexit affect cross-border wealth, or just want a grounded read on where markets stand versus the economy, this episode covers the full picture, not just the headlines.  --  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.

  8. Jul 9

    94. How Long-Term Care Insurance Works: Costs, Coverage, and Options for Expats

    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, especially for expats who may end up using benefits outside the US. This episode offers practical financial advice for expats and advice for immigrants trying to plan care decisions across two countries.   Richard Taylor, Chartered Financial Planner and founder of Plan First Wealth, is joined by returning guest Mark Maurer, President and CEO of LLIS, to explain the IRS triggers that qualify someone for long term care benefits and why average claim durations (around 2.5 years for men, 3.5-4 years for women) are far shorter than the worst-case scenarios people fear. As a British expat who built his practice around expat retirement planning, Richard frames the whole conversation through the lens of clients living abroad.   Richard and Mark walk through the three main ways to fund long term care: traditional standalone policies, permanent life insurance with a long term care rider and annuities with a long term care rider. They cover the real differences in premium structure, death benefits, tax treatment of benefits, underwriting requirements, and how 1035 exchanges can move an old annuity with deferred gains into a long term care policy tax-free.  They also discuss what happens to coverage if you move abroad. How international benefit provisions vary by carrier, why some policies cap overseas benefits at two years before requiring a return to the US, and what to check before relying on a policy while living outside the country. For anyone moving to the US or moving to America later in life, this is exactly the kind of detail that gets overlooked.   Whether you're 55 and starting to plan, caring for an aging parent, or advising clients with cross-border retirement assets, this episode covers the mechanics of long term care insurance in detail, not just the broad strokes. It fits into cross border financial planning for anyone managing international wealth across the UK and 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.

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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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