Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad
Richard TaylorWith 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 | 92 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EntrepreneurshipBusinessInvesting | |||
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Latest Episodes
Portugal has become one of the most popular destinations for Americans moving abroad, but the move is not always as simple as it looks. From visas and tax residency to Golden Visa funds, PFIC reporting, retirement accounts and recent citizenship chan... more
Energy prices are rising again, inflation is creeping back up, and the global economy may be entering a far more unstable phase than markets are pricing in.
Richard Taylor, Chartered Financial Planner and founder of Plan First Wealth, is joined by B... more
For Americans living abroad, US citizenship can come with unexpected
restrictions, from banking problems and mortgage issues to business ownership challenges and complex US tax reporting.
Richard Taylor, dual UK/US citizen and Chartered Financial Pl... more
A big milestone for Plan First Wealth, a market that refuses to stay down, and a topic we get asked about every single week.
In this episode of From the Trenches, Richard Taylor and James Boyle share a major announcement for the business, along with... more
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- Helpful, informative, and well thought through- 5 stars
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.
Apple Podcasts5Interested listener 2025
United Kingdoma year ago - Excellent Resource
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!
Apple Podcasts5jsluvslondon
United Statesa year ago - A fantastic resource for US newcomers!
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!
Apple Podcasts5CharlieETurnerUnited Statesa year ago - Get Involved - you won’t regret it!
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
Apple Podcasts5KeysTRKUnited Kingdom3 years ago - A must-listen for expats
This show is a must listen for expats everywhere. Each episode feels like a warm embrace from home. The host brings captivating stories of adventures and challenges that resonate. Highly recommended!
Apple Podcasts5RachelAlsUnited States3 years ago
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Frequently Asked Questions About Expat Wealth
What is Expat Wealth about and what kind of topics does it cover?
Expat Wealth consistently covers cross-border financial planning for US-connected expats and Americans abroad, with a strong focus on taxes, pensions, inheritance, estate planning, and international investments. Episodes frequently feature tax attorneys, financial advisors, immigration experts, and estate planners who unpack complex cross-border rules, treaty implications, and practical strategies to protect wealth. Notable strengths include accessible explanations of intricate regimes (UK-US tax, pensions, PFICs) and a recurring emphasis on seeking professional guidance to avoid costly landmines, making it valuable for high-earning expats, advisors serving them, and sponsors targeting financially engaged, globally mobile audiences.
A stan... more
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How many listeners does Expat Wealth get?
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What are the audience demographics for Expat Wealth?
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How many subscribers and views does Expat Wealth have?
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Which podcasts are similar to Expat Wealth?
These podcasts share a similar audience with Expat Wealth:
1. US-UK Tax Talk
2. The Property Podcast
3. This is Money Podcast
4. Newscast
5. ZOE Science & Nutrition
How many episodes of Expat Wealth are there?
Expat Wealth launched 3 years ago and published 92 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Expat Wealth?
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Where can I see ratings and reviews for Expat Wealth?
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What guests have appeared on Expat Wealth?
Recent guests on Expat Wealth include:
1. Tobias Gleed-Owen
2. Virginia La Torre Jeker
3. Chris Hall
4. Brett Andrews
5. Brian Dunhill
6. Paula Jones
7. Katelynn Minott
8. Alex Ingrim
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.