by Richard Taylor - Plan First Wealth
<p>A podcast dedicated to helping ambitious expatriates and first generation immigrants thrive in America. <br><br>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.<br><br>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.<br><br>Our mission & purpose is to help fellow expats and immigrants thrive in America.<br><br>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. <br><br>𝗪𝗲'𝗿𝗲 𝗧𝗵𝗲 𝗕𝗿𝗶𝘁𝘀 𝗜𝗻 𝗔𝗺𝗲𝗿𝗶𝗰𝗮 consists of 3 different show formats:<br><br>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.<br><br>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. <br><br>𝘼𝙡𝙬𝙖𝙮𝙨 𝘼𝙣 𝙀𝙭𝙥𝙖𝙩 is a show where we bring in an interesting expat to talk about their experience moving to and living in America. </p><p> </p><p>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. <br><br></p><p>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. <br><br>Plan First Wealth does not provide any tax and/or legal advice and strongly recommends that listeners seek their own advice in these areas. </p>
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Publishing Since
7/19/2023
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April 16, 2025
"When selling feels right, that's when it's most dangerous," warns James Boyle in this week's From The Trenches. Richard Taylor sits down with James to look at one of the most turbulent weeks in the market in recent history. The S&P 500 took a massive 12% dive over four days, stirring up investor panic similar to past financial crises. This panic often leads to hasty decisions; James and Richard stress the need to stay on course, even when the stock market feels like a rollercoaster. A st...
April 15, 2025
We’re The Brits In America is a Plan First Wealth podcast dedicated to helping ambitious expatriates and 1st generation immigrants THRIVE in America, hosted by Richard Taylor, founder of Plan First Wealth. We work with successful expatriates, immigrants and internationally-minded Americans living across the US to make the most of their opportunity and avoid the expat landlines. We’re The Brits In America consists of three show formats: We have “Ask An Expert” where a fellow professional...
April 2, 2025
Many green card holders mistakenly believe they are no longer liable for US taxes after expiration. Properly relinquishing a green card requires completing Form I-407. If this is news to you (or you’ve never heard of this form) then you better listen to this week’s Ask An Expert. Richard Taylor is joined once again by Virginia La Torre Jeker, a member of the NYS Bar since 1984 and preeminent US tax professional. Together they talk about what green card holders and US citizens need to kn...
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