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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
33. Don't just do something, stand there | From The Trenches with James Boyle
The S&P 500 recently closed at 5,750, up 20% year-to-date and in defiance of gloomy predictions of a recession late last year. The market is up 60% since the closing low in October 2022. The September jobs report showed 254,000 net new jobs, exceeding expectations and demonstrating continued strength in the labor market, despite slight softening in jobless claims. So what does this mean for you and your financial plans?
To find out, James and Richard don their helmets and gear up for another slog through the trenches, analysing the latest in financial markets and sharing their plans.
Itโs the same thing we talk about always on the show: the psychological impact of market highs and lows has to be controlled. Investors fearing a looming crash despite continued growth is a textbook example of what not to do.
Also last week, Republican nominee Trump made an announcement about tax policies for US citizens living abroad; what has he said heโll do if elected in November and what would the impact be?
For more information and insights on everything we talk about on the show, head to planfirstwealth.com
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.