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

Richard Taylor

EN-US105 episodes
businessnews

With the right financial advice, landmines that threaten expat wealth can be avoided. Often encountered by US-connected expats, these financial landmines are more numerous, more hazardous, and less understood than almost anywhere else in the world. As a result, non-cross border professionals, wealth advisors, and even international advisors are often unaware of them. But don’t worry, Expat Wealth has you covered.  Expat Wealth is dedicated to helping ambitious US-connected expats and immigrants...

Notable Guests

Episodes (105)

101. Cross Border, Cross Country: Meet the British Financial Planner Taking on A...

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

Sep 10, 202622:30pending

100. The Next 100 Episodes: What We've Learned and Where We're Going

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

Sep 3, 202631:37completed

99. [Re-Release] Moving to Europe as an American: The Tax Mistakes That Can Cost...

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

Aug 27, 202650:00pending

98. Weak Dollar Policy, Oil Reserve Crisis & Why the Mag Seven Stumble Matters

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

Aug 20, 202635:52pending

97. Tax Loss Harvesting for Expats: The Direct Indexing Upgrade Nobody Talks Abo...

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

Aug 6, 202636:06pending

96. FBAR, PFICs & Penalty Stacking: The Real Cost of Getting US Tax Wrong as a B...

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

Jul 23, 202637:27pending

95. Markets, Globalisation and Diversification: Are Investors Looking in the Wro...

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

Jul 16, 202639:29pending

94. How Long-Term Care Insurance Works: Costs, Coverage, and Options for Expats

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

Jul 9, 202651:57pending

93. Plan First, Invest Second: How Globally Mobile Brits Actually Retire Well

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

Jul 2, 20261:03:32pending

92. PFICs, State Taxes and Costly Mistakes for Americans Moving to Britain

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

Jun 25, 20261:00:32pending

91. The Great IPO Boom: SpaceX, OpenAI and the Future of Investing

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

Jun 18, 202640:02pending

90. Golden Visa or Regular Visa? Getting Real About Moving to Portugal

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

Jun 11, 202659:37pending

89. UK Pension Risks, SpaceX’s IPO Frenzy and America’s Housing Crisis

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

Jun 4, 202655:19pending

88. Portugal for American Expats: Golden Visas, Tax Traps and Big Rule Changes

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

May 28, 202657:19pending

87. Oil, Inflation and Immigration: Why the World Feels Increasingly Unstable

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

May 21, 202641:23pending

86. US Citizenship Abroad: The Hidden Costs and Why Some Expats Walk Away

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

May 14, 202659:59pending

85. Markets, Retirement Tax Strategies and Plan First Wealth Updates: Our Latest...

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

May 7, 202647:56pending

84. How to Get a Second Passport: Citizenship, Residency and Why Timing Matters

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

Apr 30, 202652:22pending

83. Moving to America: Avoid These Costly US Tax Mistakes with Pre-Immigration P...

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

Apr 23, 20261:01:08failed

82. Inflation, Oil and Markets: What You Need to Know Right Now

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

Apr 16, 202640:43completed

81. Moving to Europe as an American: The Tax Mistakes That Can Cost You Dearly

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

Apr 9, 202651:45failed

80. Roth IRAs, Market Chaos and Why Expats Are Leaving America

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

Apr 2, 202659:25failed

79. Demats, PFICs and Provident Funds: What Indians Moving to America Need to Kn...

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

Mar 26, 202644:25failed

78. Oil Shocks, Dollar Moves and Private Debt: What Expats Should Watch Now

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

Mar 19, 202643:10pending

77. Building a Post-Retirement Career: How Expats Can Start Crafting Their Portf...

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

Mar 12, 20261:12:47failed

76. Self-Invested Personal Pensions and Inheritance Tax: Why UK Pensions Are Mov...

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

Mar 5, 202643:45completed

75. The Green Card Exit Guide: How to Avoid Surprise Taxes When Moving Away From...

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

Feb 26, 202644:06pending

74. Why Gold Is Soaring and the US Dollar Is Losing Its Grip: Decoding Today’s F...

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

Feb 19, 202634:57pending

73. UK Pension and Inheritance Tax: What Legislative Changes in 2027 Mean for Br...

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

Feb 12, 202635:44pending

72. Removing Tax Season Stress: The Hidden Risks of DIY Cross-Border Taxes

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

Feb 5, 202630:08pending

71. The Exclusive Citizenship Act of 2025: Inaction Could Mean Losing Your US Ci...

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

Jan 29, 202658:42pending

70. Understanding Macroeconomics in 2026: What a Weaker Dollar and Global Turmoi...

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

Jan 22, 202648:13pending

69. Retiring Abroad: Will Your UK Tax-Free Lump Sum Be Taxed in the US?

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

Jan 15, 202644:03pending

68. Introducing Expat Wealth

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

Jan 8, 202619:54pending

Trailer – Expat Wealth

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

Jan 8, 20261:32pending

67. For Americans Considering a Move Outside the US: Guidance to Become an Expat...

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

Dec 31, 202552:13pending

66. Lower Taxes and Better Wine: Feel Confident About Your Decision to Move Abro...

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

Dec 24, 202541:38pending

65. Navigating Estate Planning: How Expats Can Avoid Unexpected Taxes | Moving t...

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

Dec 17, 202550:47pending

64. Investing from Abroad: How Americans Should Protect Their Assets from Overse...

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

Dec 10, 202549:11pending

63. What Americans Need to Know Before Starting a New Life Abroad: Diving Deep i...

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

Dec 3, 202543:32pending

62. The Complexities of Having a UK Pension in the US: Navigating Pension Commen...

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

Nov 26, 202528:58pending

61. Annuities and Insurance: How British Expats Can Protect Themselves | Ask An...

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

Nov 12, 202549:59pending

60. Bull Market or AI Bubble? How to Invest When Hype Meets Reality | From the T...

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

Oct 29, 202532:56pending

59. Building the Right Team for Your International Move: Integrated Financial Pl...

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

Oct 15, 202549:52pending

58. Filing Taxes as a British Expat in America: Why Professional Advice Matters...

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

Oct 1, 202526:32pending

57. How To Successfully Expand Your Business Into The US: Avoid The Pitfalls And...

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

Sep 17, 20251:00:17pending

56. Losing Someone is Hard and Navigating Cross-Border Inheritance Taxes Doesn’t...

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

Sep 3, 202538:21pending

55. Statutes of Limitations & Tax Compliance: Are You Really Ready to File? | As...

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

Aug 20, 202556:10pending

54: A Story Of Good Intentions, Bad Investments, And Why Doing “Some Research” I...

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

Aug 6, 202550:07pending

53. How The UK’s Statutory Residence Test Works, And How You Can Stay Compliant...

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

Jul 23, 202558:08pending