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

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 plans, but how do we create one, and how do we keep...

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 matters, and head of business development for DYUSA, a...

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's remit is expanding. However, our objective re...

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 the opportunities it presents. Three main takeawa...

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 Richard explore the themes of identity, self-validat...

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 professionals collaborating closely. They look at US reti...

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 the difficulties of managing family matters from a d...

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 discussion includes a look at: The latest developmen...

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 marketing. Rob shares his experiences with navigat...

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, the differences between working in the UK and the...

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 history where the British won the American Revolution an...

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, spanning multiple industries, including fashion, travel...

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 contrasting tendencies on the ways individuals represent...

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 family and work and the importance of time manageme...

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 the American way of life and his dedication to help...

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 this decision, and what led to her selling her house,...

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 often-neglected financial aspect of expat life, th...

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 living. Barry is Senior Vice President of Field S...

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 unravels the events and experiences that dot the sports c...

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 - from his early struggles and his unexpected breakt...

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 in various countries and cities, he does not define...

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 occasionally unpleasant underbelly of expat life.  From his h...

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 implores us all to think beyond borders and cultural dif...