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

By Richard Taylor

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Category: Investing

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Episodes: 77

Description

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. 

Episode Date
73. UK Pension and Inheritance Tax: What Legislative Changes in 2027 Mean for British-Connected Expats Abroad
Feb 12, 2026
72. Removing Tax Season Stress: The Hidden Risks of DIY Cross-Border Taxes
Feb 05, 2026
71. The Exclusive Citizenship Act of 2025: Inaction Could Mean Losing Your US Citizenship
Jan 29, 2026
70. Understanding Macroeconomics in 2026: What a Weaker Dollar and Global Turmoil Mean for Investors Abroad
Jan 22, 2026
69. Retiring Abroad: Will Your UK Tax-Free Lump Sum Be Taxed in the US?
Jan 15, 2026
68. Introducing Expat Wealth
Jan 08, 2026
Trailer – Expat Wealth
Jan 08, 2026
67. For Americans Considering a Move Outside the US: Guidance to Become an Expatriate from America | Move to Europe with Brett Andrews
Dec 31, 2025
66. Lower Taxes and Better Wine: Feel Confident About Your Decision to Move Abroad and Avoid Double Taxation | Move to Europe with Brian Dunhill
Dec 24, 2025
65. Navigating Estate Planning: How Expats Can Avoid Unexpected Taxes | Moving to Europe with Paula Jones
Dec 17, 2025
64. Investing from Abroad: How Americans Should Protect Their Assets from Overseas | Move to Europe with Katelynn Minott
Dec 10, 2025
63. What Americans Need to Know Before Starting a New Life Abroad: Diving Deep into the Factors Americans Often Overlook | Move to Europe with Alex Ingrim and David Cantor
Dec 03, 2025
62. The Complexities of Having a UK Pension in the US: Navigating Pension Commencement Lump Sums | From The Trenches with James Boyle
Nov 26, 2025
61. Annuities and Insurance: How British Expats Can Protect Themselves | Ask An Expert with Mark Maurer
Nov 12, 2025
60. Bull Market or AI Bubble? How to Invest When Hype Meets Reality | From the Trenches with James Boyle
Oct 29, 2025
59. Building the Right Team for Your International Move: Integrated Financial Planning for British Expats | Ask An Expert with Holly Caulder and Aidan Grant
Oct 15, 2025
58. Filing Taxes as a British Expat in America: Why Professional Advice Matters | From The Trenches with James Boyle
Oct 01, 2025
57. How To Successfully Expand Your Business Into The US: Avoid The Pitfalls And Take Full Advantage Of This Enormous Market | Ask An Expert with Allan Rooney
Sep 17, 2025
56. Losing Someone is Hard and Navigating Cross-Border Inheritance Taxes Doesn’t Have to Be: How to Avoid Costly Mistakes | From The Trenches with James Boyle
Sep 03, 2025
55. Statutes of Limitations & Tax Compliance: Are You Really Ready to File? | Ask An Expert with Virginia La Torre Jeker
Aug 20, 2025
54: A Story Of Good Intentions, Bad Investments, And Why Doing “Some Research” Isn’t Enough When You're Living Between Tax Systems. | From The Trenches With James Boyle
Aug 06, 2025
53. How The UK’s Statutory Residence Test Works, And How You Can Stay Compliant | Ask An Expert with Aidan Grant
Jul 23, 2025
52. A Real Doozy | From The Trenches with James Boyle
Jul 09, 2025
51. What To Do With Your UK Pensions Once You Settle In The US: Maximise The Potential And Avoid The Landmines | Ask An Expert with Holly Caulder
Jun 25, 2025
50. Turning Market Volatility Into Tax Savings - 50th Episode Special | From The Trenches with James Boyle
Jun 11, 2025
49. Everything You Need To Know About Tax Compliance – From An IRS Veteran | Ask An Expert with Dan Price
May 28, 2025
48. Mastering The Art of Doing Nothing | From The Trenches with James Boyle
May 14, 2025
47. PFICs: The Number One Expat Landmine That Can Easily Be Avoided
Apr 30, 2025
46. Trump, Tariffs, Mayhem - The Week From Investing Hell | From The Trenches with James Boyle
Apr 16, 2025
45. Leaving the USA: Relinquishing Green Card / Renouncing US Citizenship - Beware The Exit Tax | Ask an Expert with Virginia La Torre Jeker, J.D.
Apr 02, 2025
44. Retirement Strategies Amid S&P 500 Fluctuations: What Are Your Options? | From The Trenches with Richard Taylor and James Boyle
Mar 19, 2025
43. UK Domicile & Tax Changes: What You Need to Know About the Changes to Worldwide Assets
Mar 05, 2025
42. Bubbles, Tariffs & General Chaos | From The Trenches with James Boyle
Feb 19, 2025
41. Finding Peace in Uncertainty: What Two Cancer Diagnoses Taught Keith Hunt | Always An Expat
Feb 05, 2025
40. Welcome the Wobble | From The Trenches with James Boyle
Jan 22, 2025
39. There Are SEVERE Penalties for Tax Non-Compliance. Here’s How to Avoid Them | Ask An Expert with Ishali Patel
Jan 08, 2025
38. Hope Springs Eternal - 2024 in Review | From The Trenches with James Boyle
Dec 18, 2024
37. IRS Penalty Abatement: How Reasonable Cause Works | Ask An Expert with Virginia La Torre Jeker
Dec 11, 2024
36. Retiring in America: What You Need to Know About Healthcare | Ask An Expert with Misty Kimbrough
Nov 27, 2024
35. Decisions, Dollars and Domicile: How US Elections and UK Tax Shifts Impact Expats | From The Trenches with James Boyle
Nov 13, 2024
34. How FX Brokers Help You Avoid Thousands In Fees | Ask An Expert with David Nixon
Oct 30, 2024
33. Don't Just Do Something, Stand There | From The Trenches with James Boyle
Oct 16, 2024
32. Swapping Notes With An Aussie Financial Planner | From The Trenches with GFPI Founder Ashley Murphy
Oct 02, 2024
31. You Come To The US To Make It, Don’t Jeopardize That By Making Mistakes | From The Trenches with James Boyle
Sep 18, 2024
30. How to Get a US/UK Cross-Border Estate Plan Done | Ask An Expert with Paula Jones
Sep 04, 2024
29. No One’s Built Wealth In A Savings Account | From The Trenches with James Boyle
Aug 21, 2024
28. US/UK Estate Planning 2 - Living Trusts | Ask An Expert with Aidan Grant
Aug 07, 2024
27. "Bears Sound Smart, Bulls Make You Money." | From The Trenches with James Boyle
Jul 24, 2024
26. US/UK Estate Planning - What You Need To Know | Ask An Expert with Aidan Grant
Jul 10, 2024
25. How To Get Into IRS Tax Compliance – The Streamlined Procedures | Ask An Expert with Chris McLemore
Jun 26, 2024
24: No Plan B: The Retirement Reality Check
Jun 12, 2024
23. How To Make It In America | Ask An Expert with Duncan Edwards
Jun 05, 2024
22. Sell in May And Go Away? | From The Trenches with James Boyle
May 29, 2024
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
May 15, 2024
20. The Importance of Sticking to an Investment Plan | From The Trenches with James Boyle
May 01, 2024
19. How The US Operates As 50 Little Countries | Ask An Expert with Christy Woskobojnik
Apr 17, 2024
Introducing We're The Brits In America
Apr 03, 2024
18. Mark Ridley's Foreign Exchange
Mar 19, 2024
17. Jeremy Bettle's Expat Playbook
Mar 05, 2024
BONUS: US Retirement Accounts (from PFW & Friends)
Feb 27, 2024
16. Managing Finances From A Distance - with Steve Statler
Feb 20, 2024
BONUS: UK Pensions as a US resident (from PFW & Friends)
Feb 14, 2024
15. Arriving In The US With A Negative Net Worth
Feb 06, 2024
14. Parenting Across The Pond – with Barry Richards
Jan 23, 2024
13. Understanding the US Business Landscape – with Adam Sandman
Jan 09, 2024
12. Couples Abroad: The Shared Journey Of Expat Life - with Kate Taylor
Dec 26, 2023
11. The Highs and Lows that Define Creative Careers – with Hywel Berry
Dec 12, 2023
10. Moving With a Large Family - with Jermaine Edwards
Nov 28, 2023
9. Raising a 1st Generation American Family – with Neal Best
Nov 14, 2023
8. Journey Across The Atlantic: Elaine’s Transformation from Consultant to American Bear Advocate
Oct 31, 2023
7. Lessons Learned: What to Do Differently When Dealing with Inheritance - with Andrew Duffel
Oct 17, 2023
6. Barry Lynch's Life at Full Speed: Finding the Thrills in Rollercoasters and Everyday Moments
Oct 03, 2023
5. Playing The Long Game - with Angus Mcnab
Sep 19, 2023
4. Playing To A New Tune - With Steve DiFranco
Sep 05, 2023
3. Redefining Home - with Richard Fielding
Aug 22, 2023
2. Finding Common Ground - with Matt Dixon
Aug 08, 2023
1. The Elusive Work Life Balance - with Serra Kiziltan
Jul 25, 2023