Expat Wealth - Cross-Border Financial Advice for Expats in America and Americans Abroad

In this episode, Richard Taylor interviews Adam Sandman, the CEO of Inflectra, about his expat journey from the UK to the US. They discuss starting a family in a new country, the cost of living and healthcare, cultural differences between the US and Europe, and the opportunities and aspirations in America. They also speculate on an alternate history where the British won the American Revolution and discuss the impact of children's media on parenting. Adam shares his experience of starting a business for work-life balance and the challenges of commuting and childcare. They conclude by reflecting on the economic confinement of the American experience and the expat community in Washington, DC. The conversation explores the importance of social networks and how they have evolved during the pandemic. It also delves into the journey of the guest from Swansea to Oxford to DC and the embodiment of the American spirit. The discussion touches on the appreciation of the grass on the other side and the differences between American and European values in business. The financial cost of employee turnover is highlighted, and the concept of the American Dream is explored. The conversation concludes with a look at the future and the broader horizons of the next generation.

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.

It's a special episode for the holiday season. Richard is joined by Mrs Kate Taylor, a highly accomplished executive and VP of Talent at Memorial Sloan Kettering - a leading cancer research and treatment center. She's built and run internal recruitment and talent functions inside some very significant businesses in the UK, Dubai and America, spanning multiple industries, including fashion, travel and healthcare. And yes, she's Rich's wife.  Together, with Producer Sam (a Baltimore native) joining in the conversation to give her unique perspective, they explore the trials and tribulations of travelling the world as a couple, and what it takes to start a family as an expat. 

How do you maintain your British identity? What are the risks of moving? How does having a young family impact work and the relationship? And how does Kate view the American dream? 

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.

Richard Taylor is back with a new thought-provoking episode of “Always an Expat.” Accompanied by Hywel Berry, the discussion segues into the intriguing dichotomy between British modesty and American tenacity concerning professional identities. The conversation teases apart the threads of this cultural quilt, assessing the influence of these contrasting tendencies on the ways individuals represent themselves professionally.

Venturing into specific industry experiences, this episode also underscores the challenges of professional screenwriting and explores the related narratives revealing the highs and lows that define creative careers. Finally, the episode rounds out with a focus on evolving from passion to practicality, illustrating how individuals repurpose their skills as they steer their careers in new directions. Join us as we delve into these compelling stories of resilience, imagination, and triumph.

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.

How does the move across the pond affect our families? Jermaine Edwards knows; he moved over with a family of 7. He talks to Richard on this week's episode about  changes in relationships, parenting, and managing a household. 

They also explore how businesses need to adapt to changing work and family dynamics. They'll share stories about combining family and work and the importance of time management. There's also the obligatory comparison between healthcare in the UK and US, in particular prenatal and postnatal care. 

Jermaine brings valuable advice and a unique perspective to expat life on this week's Always An Expat.

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.

In this episode of Always An Expat, our guest Neal Best takes us on his journey as a British expat living his American dream. Neal shares his experience of moving from industrial London to the broad, sun-kissed landscapes of California. Having established his successful business, Plan First Wealth, Neil guides us through his adaptation process to the American way of life and his dedication to helping fellow British expats maximise their financial opportunities in the US.

The resonant warmth of Southwestern United States pulled Neil and his family into making the significant move, especially after visiting his brother-in-law in beautiful San Francisco. Neal talks about the mingled feelings of living in this influential city, characterised by both striking issues and enviable resilience. He also fondly remembers Chicago's frozen beauty, a city that truly tests one's endurance in the face of unforgiving winters.

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.

Born and raised in England, Elaine Anderson has always been an adventurer at heart. With a natural inclination towards risk-taking, she has lived a remarkable life defined by spontaneity and courage. This dynamic spirit served her well until she made a life-altering decision in 2013. 

On the show this week, Richard Taylor talks with Elaine about this decision, and what led to her selling her house, car, and possessions and hopping on a plane to the US.

This bold move was a huge leap of faith. 

Elaine's professional journey has been as extraordinary as her personal one. With a career spanning over 30 years, she has served as a professional learning and development consultant, a leadership and behavioral skills consultant, and has travelled the world for training, coaching, and consulting. She has trained and coached in various countries for big organizations like the Big Four banks and Toyota. Her proud moments include delivering conflict management related sessions in business in Beirut, Lebanon.

Her move to the United States was, indeed, not part of the initial plan. While travelling, she found a woman named Christine Kane, whose music she enjoyed. Christine was running a retreat in the United States, and Elaine decided to participate, which turned out to be a catalyst for changing her life. The retreat eventually led her to Asheville, a place she fell in love with at first sight. It felt like home, a feeling she had not experienced anywhere else.

 Elaine's journey demonstrates the potential for growth and change inherent in stepping out of one's comfort zone. Her story signifies that immigrating may bring a host of challenges but it also provides an opportunity to reinvent oneself and to learn to be truly present in one's life. Today, she uses her story and learned wisdom to help and guide others through her consulting and coaching business, continuing to make a significant impact wherever she goes.

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.

Andrew Duffel is the president of Florida Atlantic University's Research Park, based in Boca Raton. Born and raised in the UK, Duffel relocated to the US post-graduation and has been residing there ever since. His expat journey is brimming with unique experiences. One particular aspect of this forms the crux of this podcast episode - discussing an often-neglected financial aspect of expat life, that several British expats are bound to face in the near future. 

In a detailed exchange, Andrew shared his experiences about moving to the US in the aftermath of the September 11 attacks. He reminisces about how travel, once celebrated for its simplicity, has since become something of an ordeal. 

Life in the US introduced Andrew to a cultural melting pot, Florida, where about 60% of the population originates from other states or countries. As a British expat in such a culturally diverse state, he relished this acceptance, rivalling any presumed notions of the region being conservative or unwelcoming.

This account serves as a pertinent reminder that being an expat encompasses a gamut of experiences. From the joys of exploring a new city to the trepidations of dealing with unfamiliar policy changes, these stories embody resilience, growth, and most importantly, the human spirit of adventure.

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.

Moving to another country is always a challenge, but our guest this week Barry Lynch's journey was amplified by the added stakes of securing dual citizenships for his children. Richard and Barry talk about confronting unique complications, acquiring a deeper understanding of different cultures, and encountering the many highs and lows of expatriate living. Barry is Senior Vice President of Field Services at PTC, but his career has now transformed into an interesting amalgamation of professional accomplishments and social media stardom as an esteemed theme park reviewer.

Relocating from the UK to the US in 2005 was the beginning of a captivating excursion for Barry. It was not without hurdles, but it represents the joy and achievement of a well-planned journey filled with resilience, adaptation, and eventual success. Dive into their story as we unravel the essence of the Lynch family's "expat" living, marked by personal professional victories, familial growth, and a passionate love for theme parks.

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.

Join Richard Taylor and Angus McNab as they delve into the complex dynamics of manoeuvring a trans-national sports career. McNab's multifaceted identity, tied to Scotland and America, offers intriguing insights into the emotional, social, and professional aspects that extricate while treading this unique life path.

Their interaction further unravels the events and experiences that dot the sports culture, from the adrenaline rush of national pride during mega-events to the amplified experiences around matchday catering. The intersection of varied societal norms paints McNab's professional sports journey with vibrant hues. This discussion finally touches upon the ‘American Dream’, unveiling its unique lure and the genuine effort that shapes each success story.

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.

In this episode of "Always an Expat", featuring Richard Taylor and Steve DiFranco, we dive deep into Steve's remarkable journey from the challenging conditions of a council estate in North London to the exhilarating experiences of performing on concert stages worldwide. Through a series of revelations, Steve paints a rhythmic picture of his life - from his early struggles and his unexpected breakthrough with the ska band Bad Manners, to his globe-trotting experiences that altered his perspective immensely. 

Steve shares his candid and heartfelt of how music served as an escape, a source of solace, and an avenue for expressing his passion. From auditioning on a whim for Bad Manners and touring around the world, to finally emigrating to the United States, Steve opens up about the vulnerabilities and realities of a life on tour. Listen in as Steve shares his candid insights on the thrill of performing live, the hidden challenges, the shared camaraderies amongst band members, and poignant experiences of adapting to a new lifestyle in another country.

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.