
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 ... more
| Publishes | Weekly | Episodes | 113 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessEntrepreneurship | |||

For British expats in America, accessing a UK pension can be far more complicated than it should be. HMRC is rejecting NT tax code applications, providers won’t deal with US residents, and some pensions offer little flexibility when it’s time to take... more
We talk a lot about the financial landmines British expats in America
face, but what about the opportunities? Following on from episode 103 of Ask an Expert, Richard Taylor, founder of Plan First Wealth, shares the best practices he wishes every Brit... more
Does your spouse inherit everything tax free? For US-UK couples, the answer may be no, even if your spouse has held a green card for 30 years.
This week, Richard Taylor talks cross-border estate planning for Brits in America and Americans in the UK ... more
A lot can change in a month. Since Richard last caught up with Brian’s colleague Kam, half the companies in the S&P 500 have slipped into bear market territory, the IPO market has started to wobble, and the bond market has delivered one of its sharpe... more
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Richard, your podcast has gone downhill, based on these points (1) Stop changing the name of your podcast. I preferred Always an Expat or Brits in America. It’s like you’re trying to lose your existing listeners by changing your name. Stick to one name. (2) the theme music makes it hard to hear the presenters. Change it back to the old music or get rid of the music altogether. (3) Get to the point and be more specific. The episodes have been quite rambling recently. (4) less scaremongering. Focu... more
Richard helps UK nationals navigate the complex world of UK/US cross border financial planning, with humour, knowledge, experience, and insight. Well worth your time.
Definitely worthwhile listening to the various blogs… do go back to the old blogs as well as they continue to remain relevant. Excellent source of valuable info. Many thanks for what you do!
As a Brit who recently moved to the US, to say the least, I was totally overwhelmed by the intricacies of cross border finances in America.
This podcast has been absolutely invaluable in learning the ropes: Richard and the team are able to explain complex issues simply and concisely. All while keeping the conversation entertaining and relatable.
Keep up the great work!
Just found this podcast and wasn’t sure what to expect, but so glad I did, because it was such an honest conversation which made me think about expats the whole expat experience in a way I hadn’t previously. I also liiked Richard’s interview style and Serra made for a great guest. I’ll be coming back to catch the rest of the series - thanks
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Practical guidance for Americans living abroad and internationally mobile people with US financial ties, especially British expats in America. Topics include cross-border tax and reporting obligations, pensions, investing, retirement, insurance, wills and estate planning, with attention to the ways US and foreign rules can interact. The format combines solo explainers and conversations with specialists in tax, law, wealth management and insurance, alongside recurring discussions of markets and global investing. Richard Taylor, a dual UK-US citizen and Chartered Financial Planner, anchors the discussions, sometimes joined by financial professionals for market analysis and planning conversations. The distinctive focus is on the specific finan... more
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These podcasts share a similar audience with Expat Wealth:
1. The Personal Investor
2. The Louis Theroux Podcast
3. US-UK Tax Talk
4. This American Life
5. Armchair Expert with Dax Shepard
Expat Wealth launched 3 years ago and published 113 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Expat Wealth include:
1. Grace Barrett
2. Brian Dunhill
3. James JB Beck
4. Kam Somal
5. James Beck
6. Christine Alexis Concepcion
7. Toni Sculthorpe
8. Mark Maurer
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