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We're The Brits In America
A podcast dedicated to helping ambitious expatriates and first generation immigrants thrive in America.
๐ช๐ฒ'๐ฟ๐ฒ ๐ง๐ต๐ฒ ๐๐ฟ๐ถ๐๐ ๐๐ป ๐๐บ๐ฒ๐ฟ๐ถ๐ฐ๐ฎ is brought to you by Plan First Wealth, a lifestyle financial planning and cross-border wealth management firm helping successful American and international families make the most of their opportunity.
Being an immigrant to America should be a wonderful, life-changing opportunity. But it can also be extremely challenging, accompanied by some unique and idiosyncratic rules and regulations.
Our mission & purpose is to help fellow expats and immigrants thrive in America.
We believe that this can be achieved, in large part, by avoiding the expat landmines that can trip them up and by taking advantage of all available opportunities.
๐ช๐ฒ'๐ฟ๐ฒ ๐ง๐ต๐ฒ ๐๐ฟ๐ถ๐๐ ๐๐ป ๐๐บ๐ฒ๐ฟ๐ถ๐ฐ๐ฎ consists of 3 different show formats:
๐ผ๐จ๐ ๐ผ๐ฃ ๐๐ญ๐ฅ๐๐ง๐ฉ will tap into host Richard Taylor's network and bring subject matter experts - professionals in the cross-border advisory space - on to highlight some of the challenges and also opportunities that accompany being an expatriate in the US.
๐๐ง๐ค๐ข ๐๐๐ ๐๐ง๐๐ฃ๐๐๐๐จ where Richard and colleague James Boyle will bring you their take on what's going on in the world, in their business and in their lives.
๐ผ๐ก๐ฌ๐๐ฎ๐จ ๐ผ๐ฃ ๐๐ญ๐ฅ๐๐ฉ is a show where we bring in an interesting expat to talk about their experience moving to and living in America.
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.
The 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.
We're The Brits In America
27. "Bears sound smart, bulls make you money." | From The Trenches with James Boyle
James and Richard are back once again in the financial trenches. The UK election is done and dusted, but thereโs still much to discuss.
The US elections are approaching and, as always, with them fears of a market downturn. Having a systematic investment plan during these volatile times is essential, as James explains. It can be difficult to go against our ingrained emotional and psychological impulses, but react to them at your peril!
Plus, how to take control of your retirement: Rich and James analyse the best ways to get on top of savings and navigate the unpredictability of the stock market.
In this episode:
06:34: UK Election and Change in Government
12:24: The Power of Systematic Investing
17:36: Retirement Savings and Taking Control
22:31: Fear of Market Downturn and Investor Psychology
24:12: Market Volatility and Long-Term Returns
25:11: Navigating the Unpredictability of the Stock Market
29:25: Understanding Inflation and Unemployment Rates
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.