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

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

By: Richard Taylor
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 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.© 2025 We're The Brits In America Economics Leadership Management & Leadership Personal Finance Politics & Government
Episodes
  • 82. Inflation, Oil and Markets: What You Need to Know Right Now

    82. Inflation, Oil and Markets: What You Need to Know Right Now
    Apr 16 2026
    After a bullish start to the year, we’re unpacking what actually matters for long-term investors. While rising oil prices, renewed inflation fears, geopolitical instability, and growing pressure in private credit have all changed the tone of 2026 far faster than most investors expected, markets have been forced to reckon with a very different reality. Richard Taylor, dual UK/US citizen and Chartered Financial Planner, and Brian Dunhill, founder of Dunhill Financial , look back on a chaotic first quarter of 2026 and make the case for staying invested, resisting panic, and remembering that the biggest long-term investing mistakes are usually driven by fear or greed. They discuss why inflation, not just stock market volatility, remains the bigger concern, how higher energy prices can ripple through the entire economy, and why moments of market stress often create valuable tax planning opportunities. They also explore the renewed case for commodities and value stocks, the risks building inside private credit and alternative investments, and why opening retirement accounts to illiquid assets could create serious problems for everyday investors. In this episode of Expat Wealth, Richard and Brian discuss: Why Q1 shifted so quickly from optimism to concern, and what that tells investors about market sentiment and economic surprises. How oil prices, commodity moves, and inflation fears are shaping portfolio positioning more than stock market headlines alone. Why tax loss harvesting can be one of the most valuable strategies during volatile periods, especially for long-term investors. What recent stress in private credit and alternatives could mean, and why these investments may be unsuitable for many retail and retirement portfolios. Why trying to time the market often backfires, and why staying disciplined through uncertainty has historically been the better path. -- 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/ -- Expat Wealth 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. 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. Plan First Wealth does not provide any tax and/or legal advice and strongly recommends that listeners seek their own advice in these areas. ABOUT RICHARD: Richard Taylor is a British expat, dual citizen (UK & US). Originally from Bolton, he now lives in Greenwich, CT, where Plan First Wealth has its head office. As the firm’s leader, Richard launched Taylor & Taylor, now Plan First Wealth, and continues to fuel the firm’s growth. Richard is a Chartered Financial Planner (UK – CII) in addition to holding the IMC (CFA UK) and Series 65 (US – FINRA). Connect with Richard on LinkedIn
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    41 mins
  • 81. Moving to Europe as an American: The Tax Mistakes That Can Cost You Dearly

    81. Moving to Europe as an American: The Tax Mistakes That Can Cost You Dearly
    Apr 9 2026
    For Americans moving abroad, the dream of a new life in Europe can quickly become complicated by US tax rules, foreign reporting requirements, estate planning mismatches, and costly investment mistakes. From buying property in France, to opening a business in Spain, to holding foreign mutual funds or trusts that no longer work overseas, the consequences of poor planning can be severe and expensive to unwind. For those considering moving to America or moving to the US in the future, many of these same cross-border challenges apply in reverse, making early planning essential regardless of direction. Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by Christine Alexis Concepcion – international tax attorney and Managing Partner at Concepcion Global PLLC – to discuss what US citizens and green card holders need to know before relocating abroad, especially to Europe. They explore ongoing US tax obligations, the risks of investing or structuring assets incorrectly, and why trying to “figure it out later” often leads to significantly higher costs. Drawing on real client scenarios, they highlight how decisions around foreign investments, business advise, and international wealth structuring can create long-term tax exposure if not handled correctly. They also explain why working with a qualified wealth advisor and US tax help specialists is critical for navigating cross border complexity. In this episode of Expat Wealth, Richard and Christine discuss: How Americans and green card holders remain subject to US tax filing obligations on worldwide income and assets, even after moving abroad. Why forming a foreign company, investing in a foreign business, or buying non-US mutual funds without planning can trigger punitive tax treatment and complex reporting requirements. How trusts, foreign property purchases, and cross-border estate planning can create major problems in Europe if not reviewed before a move. Why proactive planning with US and local-country specialists can reduce costs, protect long-term wealth, and help expats access the full benefits of international wealth planning. – 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/ – Expat Wealth 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. 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. Plan First Wealth does not provide any tax and/or legal advice and strongly recommends that listeners seek their own advice in these areas. ABOUT RICHARD: Richard Taylor is a British expat, dual citizen (UK & US). Originally from Bolton, he now lives in Greenwich, CT, where Plan First Wealth has its head office. As the firm’s leader, Richard launched Taylor & Taylor, now Plan First Wealth, and continues to fuel the firm’s growth. Richard is a Chartered Financial Planner (UK – CII) in addition to holding the IMC (CFA UK) and Series 65 (US – FINRA). Connect with Richard on LinkedIn
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    52 mins
  • 80. Roth IRAs, Market Chaos and Why Expats Are Leaving America

    80. Roth IRAs, Market Chaos and Why Expats Are Leaving America
    Apr 2 2026
    Something is shifting. The questions arriving at Plan First Wealth are changing: clients rattled by geopolitical headlines wanting to know if now is the time to act, expats who've spent decades building lives in America quietly deciding they're done, and British expats returning home realising they left their financial planning far too late. In this in‑person episode from New York City, Richard Taylor and James Boyle reflect on a record‑breaking first quarter at Plan First Wealth, and the conversation reflects exactly where things stand right now. In this episode of Expat Wealth, Richard Taylor, dual UK/US citizen and Chartered Financial Planner, sits down with James Boyle, Lead Financial Planner at Plan First Wealth, to take stock of a record-breaking quarter, dig into Roth strategy, and talk candidly about what the current political climate is doing to globally mobile families navigating dual tax UK and US rules. You'll hear insights on: The Iran situation, oil prices, and why staying invested through geopolitical volatility is still the right call for expats, and why timing the market almost always backfires. A plain-English breakdown of Roth IRAs, backdoor Roths, and mega backdoor Roths, including why these accounts are particularly powerful for British expats and anyone considering leaving America. Expat tax advice on the Roth vs ISA comparison, what matters under the US UK tax treaty, and what can go wrong if you don't understand how each account is treated across borders. The surge in expats leaving the US, what's driving it, why timing your departure by even a few months can have major tax consequences, and why two years' lead time is the gold standard for expat wealth planning. The underrated power of a phased retirement, and how a consultancy income or board position can protect your portfolio from early drawdown and turn a borderline plan into a great one. -- 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/ -- Expat Wealth 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. 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. Plan First Wealth does not provide any tax and/or legal advice and strongly recommends that listeners seek their own advice in these areas.
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    59 mins
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