Across the Pond
A podcast for Brits living in the US to learn about how to best navigate the American financial system so they can protect and grow their life's work, and securely and happily live their American dream.Across the Pond is hosted by Richard Taylor and Thomas Quinn, and produced by Plan First Wealth LLC.
Episodes
13 episodes
Social Security & Windfall Elimination Provision (WEP) - (Across The Pond - Ep. 10)
In this episode of Across the Pond, we're discussing the Social Security Windfall Elimination Provision, with the aim of providing useful information to British expatriates living in the US. While Social Security is a real political hot potato,...
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40:37
UK State Pension & Back Paying NICs [For British Expatriates] (Across the Pond Podcast - Ep. 9)
We often get asked, "I haven't lived in the UK in years, do I still get a state pension?"There are a lot of questions that arise when it comes to UK state pension as a non-UK resident, which for our purposes means, as a US resident. ...
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Season 1
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Episode 9
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27:05
Market Musings 2022 Review (Across the Pond Podcast - Ep. 8)
Big picture, the last year was a tough year to be an investor, wasn’t it? The reality of it is, even relatively safe assets did not provide much safety while everybody was getting hammered. Inflation peaked at 9% and then remained stubbornly hi...
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Season 1
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Episode 8
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38:45
NT Tax Code & US Reporting Compliance (Across the Pond Podcast - Ep. 7)
Many US taxpayers who grew up in foreign tax systems, like in the UK, are unaware of some unique features to the US tax code. For that reason, in Episode 07 of Across the Pond, we're ...
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Season 1
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Episode 7
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44:41
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Reporting Funds (Across the Pond Podcast - Ep. 6)
We're talking about reporting and non-reporting funds for UK taxpayers. You might be wondering why we're doing this since we work with British expats, but the reason is simple: some people go back!Reporting funds are a subset of “offsho...
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Season 1
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Episode 6
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31:53
Non-US Investments [PFICs] (Across the Pond Podcast - Ep. 5)
It’s common for expats to own Non-US Investments (PFICs) and it’s usually a problem. Many people relocate to the US with existing collective investments, and many acquire them later on. For example, you inherit a GBP investment acco...
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Season 1
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Episode 5
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32:55
Quarter 3 Market Musings (Across the Pond Podcast - Ep. 4)
In this episode of Across the Pond, Thomas and Richard discuss market trends in Q3 of 2022. From reviewing the quarter-by-numbers to dealing with frightening news stories, and bear markets to the pound vs. the dollar, this recap is packed with ...
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Season 1
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Episode 4
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33:52
Non-US Pensions For Brits in America (Across the Pond Podcast - Ep. 3)
Welcome back to Across the Pond! In this podcast, we are going to discuss Non-US Pensions For Brits in America. Many have lived and worked in other countries before arrivin...
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Season 1
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Episode 3
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26:30
US Retirement Accounts for British Expats (Across the Pond Podcast - Ep. 2)
In this podcast, we talk about improving the lives of British Expatriates who are living in the United States. In this episode, we go over common US retirement accounts for British expatriates. Most ex-pats already find it difficult to ...
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Season 1
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Episode 2
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31:15
UK Pensions for US Residents (Across the Pond Podcast - Ep. 1)
Welcome to the first episode of Plan First Wealth's official podcast: Across the Pond!In this podcast, we will talk about improving the lives of British Expatriates who are living in the United States. This first episode is on o...
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Season 1
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Episode 1
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28:26
