Podcast by AFN Podcast by Aussie Founders Network
…
continue reading
A podcast by British expats in the US, for British expats in the US. We're the Brits In America is brought to you by Plan First Wealth LLC, a US/UK cross-border financial planning and wealth management firm exclusively serving successful British expatriates now living in America. Being an immigrant to America can be - should be - a wonderful, life-changing decision. But, it can also be extremely challenging, accompanied by some unique and idiosyncratic rules and regulations that can catch th ...
…
continue reading
1
33. Don't just do something, stand there | From The Trenches with James Boyle
36:41
36:41
Play later
Play later
Lists
Like
Liked
36:41
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 closing low in October 2022. The September jobs report showed 254,000 net new jobs, exceeding expectations and demonstrating continued strength in the labor market, despite slight softening in…
…
continue reading
1
32. Swapping notes with an Aussie Financial Planner | From The Trenches with GFPI Founder Ashley Murphy
58:29
58:29
Play later
Play later
Lists
Like
Liked
58:29
“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 all relate, but when it comes to Australian/American cross-border financial planning, a life lesson might be what you need. You can have an ice cream afterwards. To deliver the lesson, Richa…
…
continue reading
1
31. You Come to the US to Make It, Don’t Jeopardize That By Making Mistakes | From The Trenches with James Boyle
39:40
39:40
Play later
Play later
Lists
Like
Liked
39:40
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 142,000 jobs last month too, leading to a slight decline in the unemployment rate. What does this mean for markets? Richard and James are back in the trenches, to bring you the latest cross-border…
…
continue reading
1
30. How to get a US/UK cross-border estate plan done | Ask An Expert with Paula Jones
1:00:58
1:00:58
Play later
Play later
Lists
Like
Liked
1:00:58
By Plan First Wealth
…
continue reading
1
29. No One’s Built Weath In A Savings Account | From The Trenches with James Boyle
39:44
39:44
Play later
Play later
Lists
Like
Liked
39:44
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 back in the trenches to guide you through it. As always, it’s about sticking to your investment plan during these volatile times. What’s been the impact of interest rates on spending? Richar…
…
continue reading
1
28. US/UK Estate Planning 2 - Living Trusts | Ask An Expert with Aidan Grant
40:31
40:31
Play later
Play later
Lists
Like
Liked
40:31
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 UK domiciliaries. Probate can be time-consuming, costly and cumbersome – especially in New York and California – so it makes sense to avoid if you can. To explore the options, Richard is join…
…
continue reading
1
27. "Bears sound smart, bulls make you money." | From The Trenches with James Boyle
36:15
36:15
Play later
Play later
Lists
Like
Liked
36:15
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 approaching and, as always, with them fears of a market downturn. Having a systematic investment plan during these volatile times is essential, as James explains. It can be difficult to go agai…
…
continue reading
1
26. US/UK Estate Planning - What You Need To Know | Ask An Expert with Aidan Grant
42:43
42:43
Play later
Play later
Lists
Like
Liked
42:43
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 have the financial details for expats. The UK’s inheritance tax system, with its comparatively low exemption thresholds, poses significant challenges for Brits who’ve amassed substantial asset…
…
continue reading
1
25. How to get into IRS Tax Compliance – The Streamlined Procedures | Ask An Expert with Chris McLemore
56:49
56:49
Play later
Play later
Lists
Like
Liked
56:49
The US taxation system is unique, complex and significantly different from the UK’s. It demands proactive compliance due to its stringent reporting requirements and severe penalties for failing to do so. There’s a lot of noise in this space and a million different situations you could find yourselves in – that’s why it’s important to seek out cross…
…
continue reading
1
24: No Plan B: The Retirement Reality Check
13:29
13:29
Play later
Play later
Lists
Like
Liked
13:29
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 tackle them head on. Rich imparts practical advice on several key points which he says are fundamental to his belief system and are key to successful financial planning, making it in America, and …
…
continue reading
1
23. How to make it in America | Ask An Expert with Duncan Edwards
52:46
52:46
Play later
Play later
Lists
Like
Liked
52:46
“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 Indonesia or somewhere else.” That’s a quote from Duncan Edwards, guest on this episode of WTBIA. Despite the cultural similarities, treat the US like any foreign market – do your prep. Duncan is th…
…
continue reading
1
22. Sell in May and go away? | From The Trenches with James Boyle
42:44
42:44
Play later
Play later
Lists
Like
Liked
42:44
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 investing and financial planning. Rich and James start with a look at how the markets behaved in May, which was generally very positive. As said many times on the show before, it’s important not be r…
…
continue reading
1
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
51:32
51:32
Play later
Play later
Lists
Like
Liked
51:32
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 financial planning. Sean is the founder of Amvoy Wealth, an Irish/American financial planning and investment management firm based in Dublin and New York City. You need to understand dual taxati…
…
continue reading
1
20. The importance of sticking to an investment plan | From The Trenches with James Boyle
47:37
47:37
Play later
Play later
Lists
Like
Liked
47:37
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 financial planning. There’s been a 25% increase in the markets from Oct 2023 to March 2024, followed by a noticeable downturn in April. Most of us know the importance of sticking to investment pl…
…
continue reading
1
19. How the US operates as 50 little countries | Ask An Expert with Christy Woskobojnik
42:30
42:30
Play later
Play later
Lists
Like
Liked
42:30
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 umbrella. They each have autonomous authority to set their own rules, and that's where we see people stumble the most. Christy Waskobojnik is a tax advisor specializing in US-UK cross-border matte…
…
continue reading
1
Always An Expat is changing - a new format is coming soon!
2:54
2:54
Play later
Play later
Lists
Like
Liked
2:54
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 to financial planning - some of which have been going on for years and can be very costly to resolve. So, we want to address the problems. As a result, Always An Expat is changing and the show…
…
continue reading
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 Ridley's personal and professional journey as a British expat living in the United States, highlight the nuances of expatriate life and discuss the challenges of adjusting to a new country and…
…
continue reading
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. He discusses his move to the US for education and career opportunities, his experiences working in the NBA and NHL, and his transition to New York City Football Club. Together, Jeremy and Ri…
…
continue reading
1
BONUS: US Retirement Accounts (from PFW & Friends)
34:27
34:27
Play later
Play later
Lists
Like
Liked
34:27
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 British expatriates in America. The trio emphasizes the critical need for British expats to have both a US-UK cross-border tax advisor and a financial planner, and the importance of these profess…
…
continue reading
1
16. Managing Finances From A Distance - with Steve Statler
35:50
35:50
Play later
Play later
Lists
Like
Liked
35:50
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 differences between Israel and the UK, the challenges of moving to a new country, and the financial and immigration issues he faced. He opens up about his father's struggle with schizophrenia and th…
…
continue reading
1
BONUS: UK Pensions as a US resident (from PFW & Friends)
46:18
46:18
Play later
Play later
Lists
Like
Liked
46:18
In this bonus episode, taken from the Plan First Wealth & Friends series, Richard Taylor is joined by Richard Bradstock to examine the complexities of cross-border financial management for expats. Richard shares insights on the property market's current trends, noting the investment prospects amid changing interest rates and market dynamics. The di…
…
continue reading
1
15. Arriving In The US With A Negative Net Worth
34:56
34:56
Play later
Play later
Lists
Like
Liked
34:56
Richard Taylor is joined by Rob Tye to discuss his remarkable journey from Harlow to Wisconsin, where he unexpectedly discovered his entrepreneurial calling. This episode explores the birth of Necessity Media during economic upheaval, highlighting Rob's ingenuity in identifying market needs during a crisis and his innovative approach to influencer …
…
continue reading
1
14. Parenting Across The Pond – with Barry Richards
35:18
35:18
Play later
Play later
Lists
Like
Liked
35:18
In this episode, host Richard Taylor interviews Barry Richards, the group president at First, a global brand experience agency. Barry shares his journey from being a chef in the UK to working in corporate event management in New York and raising a family in the American suburbs. They discuss the challenges of commuting from Connecticut to New York,…
…
continue reading
1
13. Understanding the US Business Landscape – with Adam Sandman
46:35
46:35
Play later
Play later
Lists
Like
Liked
46:35
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 a new country, the cost of living and healthcare, cultural differences between the US and Europe, and the opportunities and aspirations in America. They also speculate on an alternate histor…
…
continue reading
1
12. Couples Abroad: The Shared Journey Of Expat Life - with Kate Taylor
49:12
49:12
Play later
Play later
Lists
Like
Liked
49:12
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 Kettering - a leading cancer research and treatment center. She's built and run internal recruitment and talent functions inside some very significant businesses in the UK, Dubai and America, spanni…
…
continue reading
1
11. The Highs and Lows that Define Creative Careers – with Hywel Berry
51:05
51:05
Play later
Play later
Lists
Like
Liked
51:05
Richard Taylor is back with a new thought-provoking episode of “Always an Expat.” Accompanied by Hywel Berry, the discussion segues into the intriguing dichotomy between British modesty and American tenacity concerning professional identities. The conversation teases apart the threads of this cultural quilt, assessing the influence of these contras…
…
continue reading
1
10. Moving With a Large Family - with Jermaine Edwards
49:47
49:47
Play later
Play later
Lists
Like
Liked
49:47
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 about changes in relationships, parenting, and managing a household. They also explore how businesses need to adapt to changing work and family dynamics. They'll share stories about combining fa…
…
continue reading
1
9. Raising a 1st Generation American Family – with Neal Best
41:09
41:09
Play later
Play later
Lists
Like
Liked
41:09
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 moving from industrial London to the broad, sun-kissed landscapes of California. Having established his successful business, Plan First Wealth, Neil guides us through his adaptation process to t…
…
continue reading
1
8. Journey Across The Atlantic: Elaine’s Transformation from Consultant to American Bear Advocate
46:17
46:17
Play later
Play later
Lists
Like
Liked
46:17
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 life defined by spontaneity and courage. This dynamic spirit served her well until she made a life-altering decision in 2013. On the show this week, Richard Taylor talks with Elaine about thi…
…
continue reading
1
7. Lessons Learned: What to Do Differently When Dealing with Inheritance - with Andrew Duffel
59:00
59:00
Play later
Play later
Lists
Like
Liked
59:00
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 post-graduation and has been residing there ever since. His expat journey is brimming with unique experiences. One particular aspect of this forms the crux of this podcast episode - discussing an …
…
continue reading
1
6. Barry Lynch's Life at Full Speed: Finding the Thrills in Rollercoasters and Everyday Moments
51:07
51:07
Play later
Play later
Lists
Like
Liked
51:07
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 for his children. Richard and Barry talk about confronting unique complications, acquiring a deeper understanding of different cultures, and encountering the many highs and lows of expatriate…
…
continue reading
1
5. Playing The Long Game - with Angus Mcnab
58:09
58:09
Play later
Play later
Lists
Like
Liked
58:09
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 to Scotland and America, offers intriguing insights into the emotional, social, and professional aspects that extricate while treading this unique life path. Their interaction further unravel…
…
continue reading
1
4. Playing To A New Tune - With Steve DiFranco
51:48
51:48
Play later
Play later
Lists
Like
Liked
51:48
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 of a council estate in North London to the exhilarating experiences of performing on concert stages worldwide. Through a series of revelations, Steve paints a rhythmic picture of his life - …
…
continue reading
1
3. Redefining Home - with Richard Fielding
51:26
51:26
Play later
Play later
Lists
Like
Liked
51:26
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 life as an expatriate. Being the son of a Royal Air Force officer, Richard was blessed with the unique opportunity to see the world from an early age. Growing with the experience of living i…
…
continue reading
1
2. Finding Common Ground - with Matt Dixon
58:13
58:13
Play later
Play later
Lists
Like
Liked
58:13
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 real estate industry. Matt details his journey and embrace of the American Dream, as we touch on the perception of Americans and their welcoming nature, business betrayal and the occasionall…
…
continue reading
1
1. The Elusive Work Life Balance - with Serra Kiziltan
49:14
49:14
Play later
Play later
Lists
Like
Liked
49:14
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 “Always an Expat” as we delve into this intriguing concept with Serra Kiziltan, a UK-native who has made the United States her second home for over two decades. Serra's journey is one that implore…
…
continue reading
It’s a big step: moving across the pond. No matter how long you spend in the US as an expat, you always keep that connection with home. Do you ever stop being an expat? I don’t think you do. I'm Richard Taylor, from Plan First Wealth. I'll be bringing you captivating interviews with people who have embarked on incredible journeys, and experienced l…
…
continue reading
1
#1 Dr. Larry Marshall, CEO of CSIRO, Interview
49:39
49:39
Play later
Play later
Lists
Like
Liked
49:39
#1 Dr. Larry Marshall, CEO of CSIRO, Interview by AFN Podcast by Aussie Founders NetworkBy AFN Podcast by Aussie Founders Network
…
continue reading