We're The Brits In America

<p>A podcast by British expats in the US for British expats in the US. <br><br><b><em>We're the Brits In America</em></b> is brought to you by <b>Plan First Wealth LLC</b>, a US/UK cross-border financial planning and wealth management firm exclusively serving successful British expatriates now living in America. <br><br>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 the unknowing expat unawares. <br> <br>At <b>Plan First Wealth LLC</b>, on an almost daily basis, we see Brits in America making many of the same avoidable mistakes and missteps - some of which have been going on for years and can be costly to resolve.<br><br>Meeting with prospective clients one-on-one is great and we can have an enormous impact on the people we work with directly, but we're not moving the needle. <br><br><b><em>We're the Brits In America </em></b>seeks to address the problem en masse. </p><p><br>Our mission & purpose is that of <b>Plan First Wealth LLC</b> - we want to help fellow British expats <b>thrive</b> in America. We want them to change their and their family's lives financially. We want Brits in America to be rewarded for their boldness and their risk taking and be wealthier and happier. <br><br>We believe that this can be achieved, in large part, by avoiding the expat landmines that can trip them up and by taking advantage of all available opportunities. <br><br><b><em>We're the Brits In America </em></b>consists of 3 different show formats:<br><br></p><p><b><em>Ask An Expert</em></b> will tap into host Richard Taylor's network and bring subject matter experts - professionals in the US/UK advisory space - on to highlight some of the challenges and also opportunities that accompany being an expatriate in America.</p><p><b><br></b><b><em>From The Trenches</em></b><em> </em>will see Richard and colleague James Boyle bring you their take on what's going on in the world. They'll do a deep dive into some technical topics and share their thoughts on some of the popular financial planning aphorisms, all interlaced with the real stories and observations that they encounter on a daily basis in the field.<br><br></p><p>Finally, <b><em>Always An Expat</em></b><b> </b>is a show where we bring in an interesting expat to talk about their experience moving to and living in America,<br><br></p><p>I hope you enjoy! More importantly, I hope you<b> thrive</b>! </p><p> </p><p> </p><p><em>We're The Bris In America 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. <br></em><br></p><p><em>The 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. <br><br>Plan First Wealth does not provide any tax and/or legal advice and strongly recommends that listeners seek their own advice in these areas. </em></p>

24: No Plan B: The Retirement Reality Check

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 living a fulfilling life.Always an Expat is affiliated with Plan First Wealth LLC, an SEC registered investment advisor. The views and opinions expr...

06-12
13:29

23. How to make it in America | Ask An Expert with Duncan Edwards

“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 the CEO of the British American Business, a leading transatlantic trade organisation with 450 member companies. The BAB exists to strengthen tra...

06-05
52:46

22. Sell in May and go away? | From the Trenches

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 reactive or make emotional investment decisions. Current events influencing long-term investment strategies is a common mistake. Don’t to...

05-29
42:44

21. Understanding dual taxation: it's better to go talk to the IRS than have the IRS come looking for you | From the Trenches

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 taxation. The US and Irish tax systems shouldn’t be viewed in isolation; Sean explains how they interact and how they can impact your financial plan...

05-15
51:32

20. The importance of sticking to an investment plan | From the Trenches

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 a steady hand in volatile times? Rich and James also talk about non-US investments for Brits...

05-01
47:37

19. How the US operates as 50 little countries | Ask An Expert with Christy Woskobojnik

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 tax and accounting firm. This week's Ask An Expert with Christy focuses on advice for busine...

04-17
42:30

Always An Expat is changing - a new format is coming soon!

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 remains the same - we want to help fellow British expats thrive in America, by avoiding th...

04-03
02:54

18. Mark Ridley's Foreign Exchange

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 takeaways from this episode are:The Importance of Adaptability: Mark's story emphasizes the need for expa...

03-19
41:06

17. Jeremy Bettle's Expat Playbook

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-validation, reevaluating priorities, and the pursuit of a well-lived life. As always on the sh...

03-05
45:34

BONUS: US Retirement Accounts (from PFW & Friends)

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 retirement accounts, stressing their significance in wealth creation for expats in the US and th...

02-27
34:27

16. Managing Finances From A Distance - with Steve Statler

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 distance. It's an emotional and honest account of expat lift, wrapping up with a reminder of ...

02-20
35:50

BONUS: UK Pensions as a US resident (from PFW & Friends)

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 developments in property markets, particularly focusing on Berlin's market dynamics and investment oppor...

02-14
46:18

15. Arriving In The US With A Negative Net Worth

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 navigating personal and business finances, tackling the complexities of credit systems, investments...

02-06
34:56

14. Parenting Across The Pond – with Barry Richards

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 US, and the opportunities and mindset in the US. Barry also reflects on the experience of r...

01-23
35:18

13. Understanding the US Business Landscape – with Adam Sandman

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 and discuss the impact of children's media on parenting. Adam shares his experience of starting a b...

01-09
46:35

12. Couples Abroad: The Shared Journey Of Expat Life - with Kate Taylor

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 and healthcare. And yes, she's Rich's wife. Together, with Producer Sam (a Baltimore native...

12-26
49:12

11. The Highs and Lows that Define Creative Careers – with Hywel Berry

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 themselves professionally.Venturing into specific industry experiences, this episode also undersc...

12-12
51:05

10. Moving With a Large Family - with Jermaine Edwards

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 management. There's also the obligatory comparison between healthcare in the UK and US, in part...

11-28
49:47

9. Raising a 1st Generation American Family – with Neal Best

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 helping fellow British expats maximise their financial opportunities in the US.The resonant warmth of...

11-14
41:09

8. Journey Across The Atlantic: Elaine’s Transformation from Consultant to American Bear Advocate

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, car, and possessions and hopping on a plane to the US.This bold move was a huge leap of fai...

10-31
46:17

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