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

Join Richard Taylor and Angus McNab as they delve into the complex dynamics of manoeuvring a trans-national sports career. McNab's multifaceted identity, tied to Scotland and America, offers intriguing insights into the emotional, social, and professional aspects that extricate while treading this unique life path. Their interaction further unravels the events and experiences that dot the sports culture, from the adrenaline rush of national pride during mega-events to the amplified experiences around matchday catering. The intersection of varied societal norms paints McNab's professional sports journey with vibrant hues. This discussion finally touches upon the ‘American Dream’, unveiling its unique lure and the genuine effort that shapes each success story. We're the Brits 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. 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.

In this episode of "Always an Expat", featuring Richard Taylor and Steve DiFranco, we dive deep into Steve's remarkable journey from the challenging conditions of a council estate in North London to the exhilarating experiences of performing on concert stages worldwide. Through a series of revelations, Steve paints a rhythmic picture of his life - from his early struggles and his unexpected breakthrough with the ska band Bad Manners, to his globe-trotting experiences that altered his perspective immensely. Steve shares his candid and heartfelt of how music served as an escape, a source of solace, and an avenue for expressing his passion. From auditioning on a whim for Bad Manners and touring around the world, to finally emigrating to the United States, Steve opens up about the vulnerabilities and realities of a life on tour. Listen in as Steve shares his candid insights on the thrill of performing live, the hidden challenges, the shared camaraderies amongst band members, and poignant experiences of adapting to a new lifestyle in another country. We're the Brits 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. 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.

Welcome to another episode of "Always an Expat with Richard Taylor". Episode 3 of Always an Expat takes us through the rollercoaster ride of Richard Fielding's life as an expatriate. Being the son of a Royal Air Force officer, Richard was blessed with the unique opportunity to see the world from an early age. Growing with the experience of living in various countries and cities, he does not define his 'home' by geographical boundaries; instead, he believes he is a blend of all the cultures he has encountered in his journey so far. Taking up a career opportunity in Malaysia, Richard embarked on his solo expat journey, which eventually led him to professional opportunities in Hong Kong and personal growth that came with defining and redefining his cultural identity. Despite his nomadic lifestyle, Richard does not disconnect from his British roots. He holds onto them through his British passport, revealing his intriguing perspective towards national allegiance and identity. We're the Brits 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. 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.

It's always a pleasure to be joined by a fellow Boltonian. Today's guest is Matt Dixon, a British expat who has carved out an impressive career in the American real estate industry. Matt details his journey and embrace of the American Dream, as we touch on the perception of Americans and their welcoming nature, business betrayal and the occasionally unpleasant underbelly of expat life. From his humble beginnings in Bolton, England, to making an indelible mark on the real estate industry of Orlando, Florida, Matt shares fascinating anecdotes and insightful experiences that shed light on the journey of an expatriate. Shaped by his initial skepticism (could Americans actually welcome a Brit into their inner circle?), his shift to advocating for the people of America, and the enumerable challenges he faced along his way, Matt's story paints an inspiring picture of career progress, personal transformation, and resilience. He talks about his initial struggle to assimilate into American culture and the gradual acceptance and integration he experienced. Episode 2 is a rollercoaster ride of an expat's life, offering an enlightening perspective and valuable advice for anyone contemplating a similar journey. We're the Brits 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. 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.

The idea of home is a universal one — it resonates with everyone. But what happens when home becomes more than one place? Join us in the first episode of “Always an Expat” as we delve into this intriguing concept with Serra Kiziltan, a UK-native who has made the United States her second home for over two decades. Serra's journey is one that implores us all to think beyond borders and cultural differences. From recounting her days studying architecture under an iconic mentor at Yale to the reality of navigating U.S. immigration, Serra's story is a testament to resilience. So, allow us to take you on a journey filled with architectural marvels, cultural anomalies, linguistic adventures, and the unique experiences of an expat. I'm Richard Taylor, from Plan First Wealth. I'll be bringing you captivating interviews with people who have embarked on incredible journeys, and experienced life in different countries. Discover how our bold guests have chased their dream across the pond, hopping time-zones and navigating cultural change, and learn from their experiences along the way. This isn’t a peacocking exercise – Always an Expat follows real people who have faced some real challenges, but have also had the time of their lives in a new home. Please rate, review and follow – it really makes a difference. We're the Brits 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. 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.