Plan First Wealth
We're The Brits In AmericaEpisodes
Episodes of We're The Brits In America
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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
“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 W
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 behave
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 pla
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
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
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 co
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 Sta
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 experien
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
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 fi
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'
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, highlight
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 raisin
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 U
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 rec
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.
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
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
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 sh
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
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, acqu
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 p
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
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 bless
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