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We're The Brits In America
A podcast dedicated to helping ambitious expatriates and first generation immigrants thrive in America.
𝗪𝗲'𝗿𝗲 𝗧𝗵𝗲 𝗕𝗿𝗶𝘁𝘀 𝗜𝗻 𝗔𝗺𝗲𝗿𝗶𝗰𝗮 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.
𝗪𝗲'𝗿𝗲 𝗧𝗵𝗲 𝗕𝗿𝗶𝘁𝘀 𝗜𝗻 𝗔𝗺𝗲𝗿𝗶𝗰𝗮 consists of 3 different show formats:
𝘼𝙨𝙠 𝘼𝙣 𝙀𝙭𝙥𝙚𝙧𝙩 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.
𝙁𝙧𝙤𝙢 𝙏𝙝𝙚 𝙏𝙧𝙚𝙣𝙘𝙝𝙚𝙨 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.
𝘼𝙡𝙬𝙖𝙮𝙨 𝘼𝙣 𝙀𝙭𝙥𝙖𝙩 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
29. No One’s Built Weath In A Savings Account | From The Trenches with James Boyle
With inflation easing to 2.9% for the first time in two years, we're now entering a particularly critical phase in the economic recovery. Richard and James are back in the trenches to guide you through it. As always, it’s about sticking to your investment plan during these volatile times.
What’s been the impact of interest rates on spending? Richard and James speculate that higher interest rates have, somewhat paradoxically, both curtailed economic activity and increased spending among wealthier consumers, due to higher returns on cash and fixed-income investments.
Plus, watch out for financial scams! They’re getting increasingly sophisticated, targeting older people with large retirement savings. There’s a prominent scam called ‘pig butchering," where scammers isolate and manipulate victims, often by posing as legitimate entities like banks or government officials. Be vigilant, use safeguards such as two-factor authentication, different passwords, and be cautious with electronic payment platforms like Zelle. James highlights the importance of financial institutions and advisors playing their part, and being proactive in recognizing red flags to protect clients from falling victim to these scams.
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.