Podcast appearances and mentions of Richard Taylor

More Americans are leaving the United States than at any point in recent memory, and Portugal has become one of the most searched destinations. But what's driving the move, and what happens once you get there?   Richard Taylor is joined by John McNertney, Founder of Green Ocean Global Advisors, to unpack the realities of relocating from the US to Portugal. John has lived the journey himself. After moving from San Francisco to Lisbon during the pandemic, he now helps American expats, retirees, and internationally minded families navigate cross-border financial planning, US expat taxes, residency options, and long-term wealth management while living abroad.   Together, Richard and John explore why Portugal has become such a hotspot for Americans, what's changed politically and financially in recent years, and why so many expats are now thinking seriously about building a life and a financial foundation outside the United States.   The conversation gets into the practical detail that most people miss before they move: the difference between the Portugal Golden Visa and the D7 visa, the financial traps Americans fall into with PFICs, trusts, IRAs, and cross-border investment structures, and why proper planning before the move can save years of stress and significant money later on.   Richard and John also explore the emotional reality of expat life, including integration, language learning, culture shock, and why living abroad fundamentally changes the way people think about money, opportunity, and freedom.   Whether you're seriously considering a move to Portugal, researching second residency options, or simply curious why so many Americans are looking overseas right now, this episode offers a grounded and honest look at the opportunities and challenges of modern expat life. --  Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management.   https://planfirstwealth.com/ -- Expat Wealth 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.   ABOUT RICHARD: Richard Taylor is a British expat, dual citizen (UK & US). Originally from Bolton, he now lives in Greenwich, CT, where Plan First Wealth has its head office. As the firm's leader, Richard launched Taylor & Taylor, now Plan First Wealth, and continues to fuel the firm's growth. Richard is a Chartered Financial Planner (UK – CII) in addition to holding the IMC (CFA UK) and Series 65 (US – FINRA). Connect with Richard on LinkedIn

Markets continue pushing higher, AI stocks are still surging, and now SpaceX is preparing for what could become one of the biggest IPOs in history. But beneath the surface, Richard and James unpack why some of today's biggest market stories may be creating risks passive investors aren't paying enough attention to.  In this episode of From the Trenches, Richard Taylor and James Boyle break down the growing concerns around index inclusion rules, passive investing, and why companies like SpaceX could fundamentally reshape how retail investors interact with the market. They also discuss rising oil prices, inflation pressure, interest rates, and whether America's global dominance is beginning to shift.  The conversation then turns to one of the biggest issues currently facing British expats in America: UK pensions. Richard and James explain what a SIPP actually is, why so many expats leave old pensions untouched for decades, and the hidden costs, tax complications, and missed opportunities that can follow. They also unpack the upcoming UK inheritance tax changes on pensions and why these rules could dramatically change retirement planning for UK nationals living in the US.  Finally, the episode explores the fascinating “Pig in the Python” demographic theory and why baby boomers may be unintentionally reshaping housing markets, politics, retirement systems, and economic growth for younger generations.    --    Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management.    https://planfirstwealth.com/    --    Expat Wealth 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. 

Portugal has become one of the most popular destinations for Americans moving abroad, but the move is not always as simple as it looks. From visas and tax residency to Golden Visa funds, PFIC reporting, retirement accounts and recent citizenship changes, there are plenty of details that can catch Americans out if they do not plan properly.  Richard Taylor - dual UK/US citizen and Chartered Financial Planner - is joined by Zeev Fisher - an international advisor and founder of Fresh Legal Group - a boutique firm specialising in international wealth and cross-border tax. Together, they unpack what Americans need to know before moving to Portugal, especially those navigating US tax, expat tax advice, and complex cross-border rules.  They break down the key visa routes for Americans, including the D7 passive income visa and the D8 digital nomad visa, and when a Golden Visa makes sense. They also explain how PFIC rules can create unexpected US tax issues, why using retirement funds for a Golden Visa investment can trigger serious penalties if done incorrectly, and how these decisions fit into broader cross border financial planning.  Richard and Zeev also discuss Portugal's new tax regime replacing the former non-habitual resident system, and what it means in practice for Americans moving over today. Finally, they break down the recent citizenship rule changes and why they have become such a major issue for current and future expats, particularly those thinking long term about expat retirement planning or building a life overseas.  –  Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management.  https://planfirstwealth.com/  –  Expat Wealth 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. 

FCPRadio Podcast Episode 158 - Final Cut Pro 12.2 Bug Fix, FCP Creative Summit MIA, MotionVFX, Color.io, The FCP/Pro Apps Team and lots more! Year 11 of Final Cut Pro Radio. 2 Millions+ podcast downloads Buy Me A Coffee https://buymeacoffee.com/RichardTaylor Twitter @fcpradio1 FCPRadio.com Facebook YouTube.com/RichardTaylorTV https://www.facebook.com/groups/finalcutradiotv ©2026 Richard Taylor

Energy prices are rising again, inflation is creeping back up, and the global economy may be entering a far more unstable phase than markets are pricing in.  Richard Taylor, Chartered Financial Planner and founder of Plan First Wealth, is joined by Brian Dunhill, founder of Dunhill Financial, for another episode of Macro Aggressions to unpack the growing geopolitical and economic pressures shaping markets right now.   From the Iran conflict and rising oil prices, to China's long term ambitions around Taiwan, the conversation explores how trade routes, energy markets and political instability could fuel another wave of inflation.  Richard and Brian also discuss the Federal Reserve's increasingly difficult position as inflation rises again just as Donald Trump pushes for lower interest rates, alongside the political drama surrounding incoming Fed Chair Kevin Warsh.   The episode also explores a growing economic challenge that is becoming harder to ignore. Richard and Brian explore why demographic decline and falling birth rates may become one of the biggest long term threats to Western economies, and why anti-immigration policies could have major consequences for growth, housing and prosperity in both the US and UK.  --  Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management.  https://planfirstwealth.com/  --  Expat Wealth 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. 

For Americans living abroad, US citizenship can come with unexpected restrictions, from banking problems and mortgage issues to business ownership challenges and complex US tax reporting. Richard Taylor, dual UK/US citizen and Chartered Financial Planner at Plan First Wealth, is joined by Dan Brotman, Global Mobility Specialist, and Marko Peck, investment migration advisor, for a conversation on cross border financial planning, expat tax advice, and what it really means to build more options into your life as an expat. Marko shares why he renounced his US citizenship, what the process looked like, and how life changed afterwards. Dan and Marko also explain why citizenship and residency are not the same thing, and how this impacts travelling to the US, travelling globally, and long-term planning for internationally mobile individuals. They also explore international wealth strategy through second passports, including citizenship by descent and citizenship by investment, as well as the growing importance of diversification for expat retirement planning and long-term financial growth. If you are a British expat, an American abroad, or someone thinking about your next move internationally, this episode offers practical financial advice and insight into how to navigate an increasingly complex global landscape. -- Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management.   https://planfirstwealth.com/   --   Expat Wealth 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.

This week, we speak with Richard Taylor, Co-founder, CEO and Chairman of ONE Nuclear and Dan Hennessy, Chairman of Hennessy Capital Investment Corp. VII (NASDAQ:HVII). The two announced a $1.1 billion combination in October.   Energy demand is ballooning and the clock is ticking to keep up. That has led ONE Nuclear to a multi-technology approach to get more capacity online as fast as possible.   Richard lays out why his company has designed its plants to use natural gas first before converting to nuclear and how its partnerships with third parties have accelerated that plan.   Dan explains why he believes ONE Nuclear's strategy gives public investors a compelling entry point, and why analysts are already taking note of the company's trajectory.  

A big milestone for Plan First Wealth, a market that refuses to stay down, and a topic we get asked about every single week.  In this episode of From the Trenches, Richard Taylor and James Boyle share a major announcement for the business, along with a few updates behind the scenes as the firm continues to grow. They then turn to markets.  Despite constant headlines and uncertainty, equities have shown serious resilience. What is driving that, and what should long term investors focus on?  Roths are back on the agenda too. It is one of the most talked about strategies for a reason, but there is a specific window and a few details that many people miss.  There is also a broader conversation around expats and cross border planning, including a noticeable shift in where people want to live and why.  To close things out, Richard and James introduce a new segment, sharing some of the most interesting things they have been reading, watching, and listening to lately. As always, this is a behind-the-scenes look at building a cross-border financial planning firm while helping expats make smarter decisions with their money.  --  Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management.   https://planfirstwealth.com/    --    Expat Wealth 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. 

After a bullish start to the year, we're unpacking what actually matters for long-term investors. While rising oil prices, renewed inflation fears, geopolitical instability, and growing pressure in private credit have all changed the tone of 2026 far faster than most investors expected, markets have been forced to reckon with a very different reality.  Richard Taylor, dual UK/US citizen and Chartered Financial Planner, and Brian Dunhill, founder of Dunhill Financial , look back on a chaotic first quarter of 2026 and  make the case for staying invested, resisting panic, and remembering that the biggest long-term investing mistakes are usually driven by fear or greed. They discuss why inflation, not just stock market volatility, remains the bigger concern, how higher energy prices can ripple through the entire economy, and why moments of market stress often create valuable tax planning opportunities.  They also explore the renewed case for commodities and value stocks, the risks building inside private credit and alternative investments, and why opening retirement accounts to illiquid assets could create serious problems for everyday investors.  In this episode of Expat Wealth, Richard and Brian discuss:  Why Q1 shifted so quickly from optimism to concern, and what that tells investors about market sentiment and economic surprises.  How oil prices, commodity moves, and inflation fears are shaping portfolio positioning more than stock market headlines alone.  Why tax loss harvesting can be one of the most valuable strategies during volatile periods, especially for long-term investors.  What recent stress in private credit and alternatives could mean, and why these investments may be unsuitable for many retail and retirement portfolios.  Why trying to time the market often backfires, and why staying disciplined through uncertainty has historically been the better path.   --    Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management.    https://planfirstwealth.com/    --    Expat Wealth 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.    ABOUT RICHARD:  Richard Taylor is a British expat, dual citizen (UK & US). Originally from Bolton, he now lives in Greenwich, CT, where Plan First Wealth has its head office.  As the firm's leader, Richard launched Taylor & Taylor, now Plan First Wealth, and continues to fuel the firm's growth. Richard is a Chartered Financial Planner (UK – CII) in addition to holding the IMC (CFA UK) and Series 65 (US – FINRA).  Connect with Richard on LinkedIn 

For Americans moving abroad, the dream of a new life in Europe can quickly become complicated by US tax rules, foreign reporting requirements, estate planning mismatches, and costly investment mistakes. From buying property in France, to opening a business in Spain, to holding foreign mutual funds or trusts that no longer work overseas, the consequences of poor planning can be severe and expensive to unwind.  For those considering moving to America or moving to the US in the future, many of these same cross-border challenges apply in reverse, making early planning essential regardless of direction.  Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by Christine Alexis Concepcion – international tax attorney and Managing Partner at Concepcion Global PLLC – to discuss what US citizens and green card holders need to know before relocating abroad, especially to Europe. They explore ongoing US tax obligations, the risks of investing or structuring assets incorrectly, and why trying to “figure it out later” often leads to significantly higher costs.  Drawing on real client scenarios, they highlight how decisions around foreign investments, business advise, and international wealth structuring can create long-term tax exposure if not handled correctly. They also explain why working with a qualified wealth advisor and US tax help specialists is critical for navigating cross border complexity.  In this episode of Expat Wealth, Richard and Christine discuss:  How Americans and green card holders remain subject to US tax filing obligations on worldwide income and assets, even after moving abroad.  Why forming a foreign company, investing in a foreign business, or buying non-US mutual funds without planning can trigger punitive tax treatment and complex reporting requirements.  How trusts, foreign property purchases, and cross-border estate planning can create major problems in Europe if not reviewed before a move.  Why proactive planning with US and local-country specialists can reduce costs, protect long-term wealth, and help expats access the full benefits of international wealth planning.  –  Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management.  https://planfirstwealth.com/  –  Expat Wealth 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.    ABOUT RICHARD:  Richard Taylor is a British expat, dual citizen (UK & US). Originally from Bolton, he now lives in Greenwich, CT, where Plan First Wealth has its head office.  As the firm's leader, Richard launched Taylor & Taylor, now Plan First Wealth, and continues to fuel the firm's growth. Richard is a Chartered Financial Planner (UK – CII) in addition to holding the IMC (CFA UK) and Series 65 (US – FINRA).  Connect with Richard on LinkedIn 

Most organizations are experimenting with AI. Far fewer are transforming with it. Bernhard Mühlreiter, Senior Partner at McKinsey & Company, makes the case for why that gap is closing and what it takes to be on the right side of it.In conversation with Richard Taylor, Retail and Consumer Goods Lead APJ at AWS, Mühlreiter outlines the three things that distinguish AI leaders: bold ambition, managing AI as a true transformation program, and broad-based capability building. He explores why lack of speed remains the biggest disappointment he sees in organizations today, and why, as Andy Jassy has noted, speed is ultimately a leadership decision.From T-shaped transformation frameworks to agile "digital factory" team structures, this episode offers executives a clear-eyed and practical perspective on how to move from isolated pilots to enterprise-wide AI impact.

Something is shifting. The questions arriving at Plan First Wealth are changing: clients rattled by geopolitical headlines wanting to know if now is the time to act, expats who've spent decades building lives in America quietly deciding they're done, and British expats returning home realising they left their financial planning far too late. In this in‑person episode from New York City, Richard Taylor and James Boyle reflect on a record‑breaking first quarter at Plan First Wealth, and the conversation reflects exactly where things stand right now.  In this episode of Expat Wealth, Richard Taylor, dual UK/US citizen and Chartered Financial Planner, sits down with James Boyle, Lead Financial Planner at Plan First Wealth, to take stock of a record-breaking quarter, dig into Roth strategy, and talk candidly about what the current political climate is doing to globally mobile families navigating dual tax UK and US rules.  You'll hear insights on:  The Iran situation, oil prices, and why staying invested through geopolitical volatility is still the right call for expats, and why timing the market almost always backfires.  A plain-English breakdown of Roth IRAs, backdoor Roths, and mega backdoor Roths, including why these accounts are particularly powerful for British expats and anyone considering leaving America.  Expat tax advice on the Roth vs ISA comparison, what matters under the US UK tax treaty, and what can go wrong if you don't understand how each account is treated across borders.  The surge in expats leaving the US, what's driving it, why timing your departure by even a few months can have major tax consequences, and why two years' lead time is the gold standard for expat wealth planning.  The underrated power of a phased retirement, and how a consultancy income or board position can protect your portfolio from early drawdown and turn a borderline plan into a great one.  --    Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management.    https://planfirstwealth.com/    --    Expat Wealth 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 the US is an exciting step, but for Indians making that move, the financial complexity can be significant. From Demat accounts and Provident Funds to ULIPs, the assets that made perfect sense back home can quickly become compliance headaches, tax traps, and costly surprises in America. The good news is that with the right guidance – ideally before you arrive – most of these problems are entirely avoidable.    In this episode of Expat Wealth, Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by Manasa Nadig, Enrolled Agent and owner of MN Tax and Business Services, and co-host of the International Money Cafe podcast. Together, they walk through the most common Indian financial assets held by expats in America, what US reporting rules apply to each, and why pre-immigration planning can make the difference between a smooth transition and years of non-compliance.  Richard and Manasa discuss:    The four main Indian asset categories that matter for US tax purposes: Bank accounts, Demat accounts, Provident Funds, and insurance policies each carry different reporting requirements under FATCA and FBAR. Manasa breaks down what each one is, how it maps to more familiar US equivalents, and why simply not knowing about them is no defence with the IRS.    Why Demat accounts and ULIPs may trigger the PFIC problem: Mutual funds and unit-linked insurance policies held in India are typically classified as Passive Foreign Investment Companies under US tax law, bringing punitive tax treatment and complex annual reporting. Richard and Manasa explore why these are so hard to unwind once you are stateside, and why catching people before they arrive is so much more valuable than cleaning up afterwards.    Inheritances, gifts, and real estate – the traps people miss: From inherited property in Mumbai to gold jewellery gifted by grandparents, assets crossing borders often trigger Form 3520 reporting requirements that catch even well-intentioned expats off guard.     Richard and Manasa explain what needs to be reported, what the actual tax consequences are, and why failing to report can be far more costly than the assets themselves.    --    Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management.  https://planfirstwealth.com/    --    Expat Wealth 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. 

Geopolitical shocks, market volatility, and policy uncertainty can create a lot of noise for investors, especially those managing wealth across borders. For expats, the challenge is not just understanding the headlines, but knowing what they actually mean for currency exposure, inflation risk, portfolio construction, and long-term financial plans. When markets move quickly, reacting emotionally can be costly. A measured approach, grounded in strategy, is often what matters most.  In this episode of Expat Wealth, Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by Brian Dunhill, his UK-based counterpart serving Americans in the UK, Europe and futher afield. Together, they unpack the latest macro developments affecting cross-border investors, from the market implications of rising tensions with Iran to the knock-on effects of oil price volatility, inflation fears, and shifts in the US dollar. They also explore concerns building in private debt markets and why liquidity still matters just as much as yield. For internationally mobile families and retirees, the key message is clear: market headlines may change fast, but disciplined portfolio positioning remains essential.  Richard and Brian discuss:  How oil shocks affect expat investors: Rising tensions in the Middle East have pushed oil prices higher and renewed concerns about inflation, consumer pressure, and market instability. Richard and Brian explain why energy price spikes matter so much for global portfolios and why expats should pay close attention to how geopolitical events filter through to daily costs, investment returns, and central bank policy.  Why dollar strength can create planning opportunities: While the US dollar briefly strengthened as investors moved toward perceived safe-haven assets, Richard and Brian explain why this may be a temporary move within a longer-term period of dollar weakness. For expats planning retirement abroad, funding major overseas purchases, or rebalancing assets between currencies, short-term FX moves may offer useful opportunities.  The risks emerging in private debt markets: Private debt has grown rapidly in recent years, but concerns are mounting around defaults, underwriting standards, and liquidity. Richard and Brian discuss why these products can look attractive on the surface, why they may not suit many retail investors, and why access to liquid, transparent fixed-income options remains a priority for cross-border financial planning.     --    Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management.    https://planfirstwealth.com/    --    Expat Wealth 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.   

Traditional retirement is evolving. For many senior executives, stepping away from corporate life is not about slowing down; it is about redefining purpose and supporting long-term financial growth. While many plan to “do some consulting,” few have a clear strategy for what their next chapter will look like. Transitioning from a high-performance career can be challenging, but a wide range of post-career opportunities, from mentoring and teaching to advisory work and portfolio careers, allows experienced leaders to apply their expertise in meaningful and flexible ways.       In this episode of Expat Wealth, Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by Naomi Kent – Founder and CEO of The Boardroom Company. They explore when and how professionals should begin preparing for retirement. The conversation covers what it takes to build a successful post-retirement career, from clarifying long-term goals to setting realistic expectations. Regardless of the path ahead, one principle is clear: retirement portfolios should be built intentionally throughout a career, not left as an afterthought, especially when managing international wealth and cross-border obligations.       Richard and Naomi discuss:         The impact of a polished post-retirement portfolio: Senior executives can build a well-rounded mix of activities, including paid board positions, advisory roles, fractional executive work, teaching, coaching, selective consulting, and personal pursuits such as travel, family, and health. This combination offers purpose and structure while enhancing their appeal to potential consultees.      The value of board work: Effective board members bring oversight, insight, and foresight, along with attributes such as curiosity, communication skills, and a manageable ego. Retirees don't have to have been a CEO or even in the C-suite to be a strong director; niche expertise can be just as valuable.         The importance of networking and personal branding: Clear goals are essential for retirees targeting board roles. Defining the types of boards they aim to join, cultivating a board-ready personal brand, and developing a focused relationship strategy help candidates get off to the right start. Many opportunities already exist within established networks, and when board aspirations are clearly communicated and the right conversations are happening, new opportunities often emerge.     --    Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management.    https://planfirstwealth.com/    --    Expat Wealth 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 an era of political turmoil, rapid technological change, and shifting tax rules, internationally minded investors, especially expats, face a landscape that feels more uncertain than ever. Yet within that uncertainty are clear, practical steps you can take to protect your wealth, manage risk, and live well. When you're a British expat or US-connected family navigating dual tax UK and US rules, even small misunderstandings can lead to outsized financial consequences. The difference between confident decision-making and costly mistakes often comes down to working with the right international advisor and having a clear long-term plan.   In this episode of Expat Wealth, Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by James Boyle – Lead Financial Planner at Plan First Wealth to unpack the real-world financial conversations happening behind the scenes with globally mobile families. As technology evolves and more people turn to artificial intelligence for quick answers, it's becoming easier to find information, but harder to interpret it correctly. Tax language is nuanced. American tax reporting rules can carry severe penalties if misunderstood. For anyone moving to the US, moving to America, or building wealth while living internationally, context matters just as much as the rule itself.   You'll hear insights on:   The Supreme Court's recent ruling on Trump-era tariffs, the political fallout, and what all the uncertainty means for markets.   Growing anxiety around AI – shifting from pure optimism to a more mixed, sometimes fearful outlook – and how to stay invested and optimistic despite the noise.   Why the US is still likely to be the key engine for monetizing AI and human ingenuity, and why global diversification is still non‑negotiable.   A deep dive into the upcoming UK inheritance tax (IHT) changes on pensions (including SIPPs) from April 2027, and the potential strategy of using non‑UK situs assets (e.g., US ETFs) within Self-Invested Personal Pensions (SIPP).   --   Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management.   https://planfirstwealth.com/   --   Expat Wealth 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.   ABOUT RICHARD: Richard Taylor is a British expat, dual citizen (UK & US). Originally from Bolton, he now lives in Greenwich, CT, where Plan First Wealth has its head office. As the firm's leader, Richard launched Taylor & Taylor, now Plan First Wealth, and continues to fuel the firm's growth. Richard is a Chartered Financial Planner (UK – CII) in addition to holding the IMC (CFA UK) and Series 65 (US – FINRA). Connect with Richard on LinkedIn

In this episode of Hearts of Oak, I engage in a comprehensive discussion with Richard Taylor from Wales regarding the recent UK by-election results, highlighting the Green Party's unexpected surge and its implications for traditional party dynamics. We analyze the significant role of the Muslim community in shaping the election outcome, particularly through effective campaigning strategies. Our conversation also delves into the challenges facing Labour under Keir Starmer's leadership, the potential rise of alternative parties like Reform UK, and the concept of 'sectarian voting' reshaping British political identity. Richard raises concerns about the monarchy's future amid scandals and addresses local governance issues in Wales, advocating for accountability and practical solutions. The episode concludes with a call to action for civic engagement amidst critical societal discussions surrounding voting legislation and assisted dying, emphasizing the importance of active participation for meaningful change. Follow and support Richard on social media  Richard Taylor (@RWTaylors) / X https://www.facebook.com/RichPolitics/  https://gettr.com/user/rwtaylors  https://twitter.com/RichPoliticscom   https://instagram.com/richpoliticsuk   https://www.youtube.com/c/RichPolitics   Connect with Hearts of Oak...

No individual has had more of an impact on modern Hollywood visual effects than Sir Richard Taylor. The Co-Founder and Chief Creative force behind Weta Workshop has now received well deserved recognition from his peers, as he has won the Visionary award from the Visual Effects Society in LA. Sir Taylor told Heather du Plessis-Allan that he wasn't expecting to win the award. "I was a little overwhelmed when I heard that I was going to collect this. I actually thought maybe they'd made a mistake, but it turned out they hadn't." LISTEN ABOVESee omnystudio.com/listener for privacy information.

Failing to formally surrender a green card can have serious consequences, including triggering expatriation rules, a potential exit tax, and even long-term inheritance tax implications for US heirs. While most people know that renouncing US citizenship can lead to an exit tax, far fewer green card holders realize that many of the same rules can apply to them. Simply leaving the United States does not end your US tax residency, but too many assume that moving abroad automatically closes the chapter.    Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by Debra Rudd, Certified Public Accountant at Hodgen Law PC, to unpack the lesser-known tax landmines facing green card holders who relocate overseas. They emphasize that approaching Form I-407 and your departure from the US as a planned, coordinated strategy rather than a last-minute border formality can make all the difference between a smooth transition and a sudden exit tax bill with lasting consequences.    In this episode of Expat Wealth, Richard and Debra discuss:     Why holding a green card for as little as six years can classify you as a “long-term resident” and potentially a covered expatriate.     The three tests that determine whether an expatriating individual (including long-term green card holders) becomes a covered expatriate.     How failing to properly surrender your green card, or signing Form I-407 without planning, can unexpectedly trigger exit tax and future inheritance tax exposure for your US-based children.     How large language models (LLMs) can help expats and prospective expats decode complex tax language, empowering them to ask better, more informed questions of their advisers.     --    Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management.    https://planfirstwealth.com/    --    Expat Wealth 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. 

The FCPRadio Podcast Episode 157 - Final Cut Pro 12, Apple Creator Studio with Gabriel Spaulding Final Cut Final Cut Pro 12, Apple Creator Studio still waiting on The FCP Summit in the Spring, FCP at NAB, the FCP Team and lots more! Year 11 of Final Cut Pro Radio. 2 Millions+ podcast downloads Buy Me A Coffee https://buymeacoffee.com/RichardTaylor Twitter @fcpradio1 FCPRadio.com Facebook YouTube.com/RichardTaylorTV https://www.facebook.com/groups/finalcutradiotv ©2026 Richard Taylor

Dr. Ruba Borno, AWS Vice President of Global Specialists and Partners, shares her journey from refugee to technology leader and reveals what drives purpose-driven leadership. As a daughter of Palestinian refugees who came to the U.S. during the first Gulf War, she learned early that opportunity is a gift—and believes in "leaving the ladder there" for others to climb.In this conversation with host Richard Taylor, Dr. Borno discusses building high-performing teams, leading 18,000 engineers through COVID-19, and scaling customer support through AI innovation. She shares critical leadership lessons: ask the right questions rather than having all the answers, trust your instincts, and create environments where teams can safely innovate and fail.

Gold is reclaiming its spotlight. Prices have leapt sharply, and demand is spilling beyond financial instruments into tangible bullion. Global politics, currency swings, and market volatility are colliding in a mix that feels both chaotic and strangely familiar. Amid the relentless news cycle, distinct patterns are emerging: a revived fascination with gold, growing doubts over the US dollar's dominance, and a long‑anticipated revival in non‑US markets.     In this episode of Expat Wealth, Richard Taylor – dual UK/US citizen, Chartered Financial Planner, and experienced International Wealth Advisor – is joined by Brian Dunhill – founder of Dunhill Financial – to discuss the new phase in the global economy: the American dollar's dominance being gently eroded, non‑US markets are finally having their moment, AI is changing workflows more than it's destroying jobs (so far), and for expats and cross‑border families, thoughtful Cross-Border Financial Planning is more important than ever.     In this episode, Richard and Brian take a detailed look at:     Why gold and silver have surged, and why they should be seen as trades rather than long‑term investments.     The political devaluation of the US dollar, what a weaker dollar means, and how expats should think about currency risk.     The gradual decoupling from the US dollar as the world's reserve currency, and how China and others are positioning themselves.     The outperformance of International Wealth and emerging markets vs the US, and why Brian thinks this is part of a bigger structural shift, not a flash in the pan.     The AI investment boom, the “magnificent seven,” and whether large language models are truly transformative or just efficiency tools.     --    Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management.    https://planfirstwealth.com/    --    Expat Wealth 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. 

For expats, financial mistakes are not usually the result of bad decisions; they stem from incomplete information in an incredibly complex system. Different professionals can interpret the same treaty differently, and multiple defensible positions can coexist. In cross-border taxation, especially when tax treaties are involved, ambiguity is the norm.   In this episode of Expat Wealth, Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by James Boyle – Lead Financial Planner at Plan First Wealth. They explore real-world examples of how even well-informed expats can misinterpret reporting requirements, sometimes resulting in costly mistakes, especially as retirement approaches. Richard and James also address listener questions on Pension Commencement Lump Sums (PCLS) and provide insights into Federal Reserve rates and the US financial markets.   Richard and James discuss: Pension Commencement Lump Sum confusion: Why tax professionals may give different answers on whether the UK 25% pension commencement lump sum is taxable in the US.   DIY cross-border taxes: Why handling the US system alone can be risky, given its complexity and the severe penalties for mistakes.   The danger of "scaremongering": How US offshore reporting penalties can compound through penalty stacking, and how working with cross-border tax professionals can help avoid costly mistakes. -- Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management. https://planfirstwealth.com/ -- Expat Wealth 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.

Proposed policy changes in the US could result in increased taxation for American dual citizens, green card holders, and Americans living abroad. From forced loss of US citizenship by inaction, to deemed expatriations, exit taxes on worldwide assets and foreign pensions, and potential impacts on Social Security and even US military pensions, the ripple effects of the proposed Exclusive Citizenship Act of 2025 are far-reaching and, in many cases, devastating.    Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by Virginia La Torre Jeker – US international tax attorney - to unpack what the Exclusive Citizenship Act of 2025 could mean, even if it never passes through Congress. They explore how the proposal could transform the expat experience for Americans and other immigrants in the US, compare it to existing immigration and tax rules, and examine how exit taxes may apply to anyone who loses or renounces US citizenship or green card status.    In this episode of Expat Wealth, Richard and Virginia discuss:    How the Exclusive Citizenship Act of 2025 would require dual citizens in the US to renounce all non-US citizenship within 12 months or be deemed to have voluntarily lost US citizenship.    How Supreme Court precedent bars Congress from stripping citizenship without voluntary intent, and how this bill attempts to bypass that protection.     What forced expatriation could mean for dual citizens, Americans abroad, and green card holders, including exit taxes on worldwide assets, punitive treatment of foreign pensions, and potential loss of Social Security or military pensions.     --    Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management.    https://planfirstwealth.com/    --    Expat Wealth 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 cross-border investing, where you invest matters just as much as how you invest. This is especially true for fixed income. Although 2026 has only just begun, it's already shaping up to be a busy year on the macro front. A weaker US dollar could impact portfolios more than ever, and bonds may not be the ideal place to take on currency risk. How are global macroeconomics, geopolitics, and currency dynamics shaping investment decisions for cross-border expats?    In this episode of Expat Wealth, Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by Brian Dunhill – founder of Dunhill Financial – to take a big-picture look at currency markets and explore practical ways to mitigate risk as the US dollar fluctuates. Despite geopolitical noise, markets have largely shrugged off concerns about the dollar's currency cycle. Richard and Brian explain why they remain constructive on global equities, and what steps they're taking in portfolios for expats who live, earn, spend, and retire across multiple currencies.    Richard and Brian unpack:  Why your investment strategy needs to match your global lifestyle. Where you earn income, where you spend it, and where you plan to retire should all influence your investment decisions: the currency denomination of your bonds, your asset allocation, and your liquidity requirements.  The good news: markets are holding steady. Despite political uncertainty and geopolitical tensions, inflation is moderating, and tariffs have had limited impact. Potential interest rate cuts could support equity markets, particularly if the US dollar weakens.  Be cautious with high-risk strategies. Leveraged approaches like yen carry trades, cryptocurrency, and exotic private investments carry significant risks. As an expat, stay informed about these strategies but don't be drawn into them. Focus on liquid, transparent public markets where you have clear visibility and access to your investments.     --    Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management.    https://planfirstwealth.com/    --    Expat Wealth 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. 

We're doing something a little different this week, heading down to record on location at Wulf's Fish in the Seaport. Richard Taylor and Desiree Antczak (Wulf's) and Bill Mantia (John Mantia & Sons) share their insights on Boston's seafood industry — how it has evolved, what it means to the city, and how it endures next to some of the priciest real estate in the country. With special guest Dylan Gottlieb! Snapper Soup is a Philly tradition. Sad baseball corner.  Have feedback on this episode or ideas for upcoming topics? DM me on Instagram, email me, or send a voice memo. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Upcoming changes to financial legislation mean many British expats should seriously rethink how and when they access their UK pensions. From April 2027, unused UK pensions are expected to be included in the UK inheritance tax (IHT) net as UK‑situs assets. For long-term expats with sizeable pensions, this could mean a potential 40% tax hit on what's passed to heirs.   In this episode of Expat Wealth, Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by Chris Hall – International Income Tax & Social Security Specialist at PKF O'Connor Davies – to discuss the upcoming UK IHT changes. They explore the importance of UK pension reporting upon arriving in the US, whether opening a Self-Invested Personal Pension (SIPP) makes sense, and how to design a coordinated retirement income and inheritance strategy.   Richard and Chris take a detailed look at: IRS pension reporting requirements and how they apply for expats in the US. Pension Commencement Lump Sums (PCLS) and whether they are truly tax-free for UK expats in America. UK inheritance tax changes and what they mean for unused UK pensions held by persons living abroad. Strategic financial planning before, during, and after moving abroad, including retirement and estate considerations.   --   Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management.   https://planfirstwealth.com/   --   Expat Wealth 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.

From January 8th, We're The Brits In America becomes Expat Wealth. Expat Wealth is dedicated to helping ambitious US-connected expats and immigrants navigate those challenges. Whether you've moved to the US for opportunity or are an American seeking adventure and growth abroad, our job is to equip you with the tools and insights you need to succeed. Each Thursday, host Richard Taylor – dual UK/US citizen and Chartered Financial Planner – explores the critical topics you need to understand to protect your financial security and make the most of your global life. From tax and compliance pitfalls to investment planning and estate strategies, our team of expat wealth advisors cover what matters most to cross-border individuals. Here's what you can expect on Expat Wealth: 1st Thursday: Richard is joined by James Boyle, Partner at Plan First Wealth. Together, they take you behind the scenes as they are building a business that serves the expat community. Get advice guidance for expats and retirement planning tips. 2nd & 4th Thursdays: Expert interviews featuring top voices in cross-border tax, finance, estate planning, immigration, and more. Get expat tax advice tips from experts professionals and learn more about your tax obligations.  3rd Thursday: A global economic and investment roundup to help you stay ahead of the game with Brian Dunhill, founder of Dunhill Financial and American investment advisor based in the UK. Get cross-border financial planning advice tips to help you plan for a better retirement. You will like Expat Wealth if you like The Expat Money Show and Gimme Some Truth “Expat” Podcast. -- Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management.  https://planfirstwealth.com/ -- Expat Wealth 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. 

The American Dream is evolving. While the US remains a land of opportunity and hard work, more people are heading to Europe and other destinations in search of balance, lifestyle, and long-term quality of life. Understanding how US and international financial regulations differ can help Americans avoid costly landmines and make the most of their opportunities abroad. We're the Brits in America has rebranded to Expat Wealth, broadening the conversation beyond the American border. In this episode of Expat Wealth, Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by James Boyle, Lead Financial Planner and Partner at Plan First Wealth, to explain why the podcast is changing and what that means for listeners going forward. Here's what to expect from Expat Wealth: 1st Thursday of the month: Richard is joined by James Boyle, Partner at Plan First Wealth. Together, they take you behind the scenes as they are building a business that serves the expat community. Get advice guidance for expats and retirement planning tips. 2nd & 4th Thursdays of the month: Expert interviews featuring top voices in cross-border tax, finance, estate planning, immigration, and more. Get expat tax advice tips from experts professionals and learn more about your tax and legal obligations.  3rd Thursday of the month: A global economic and investment roundup to help you stay ahead of the game with Brian Dunhill, founder of Dunhill Financial and American investment advisor based in the UK. Get cross border financial planning advice tips to help you plan for a better retirement. About Expat Wealth: Expat Wealth is dedicated to helping ambitious US-connected expats and immigrants navigate those challenges — and thrive. Whether you've moved to the US for opportunity or are an American seeking adventure and growth abroad, our job is to equip you with the tools and insights you need to succeed. -- Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management. https://planfirstwealth.com/ -- Expat Wealth 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 abroad isn't exclusive to retirees and 25-year-olds; many Americans from all walks of life are considering leaving the United States. Richer culture, affordable healthcare, and a higher quality of life are among the key reasons Americans are moving to Europe. In the current climate, expats need to choose a country that suits their lifestyle and financial goals.   In this episode of We're The Brits In America, Richard Taylor – dual UK/US citizen and Chartered Financial Planner – decodes the migration process with Brett Andrews – Co-founder of Expatsi. Acquiring European residency can be confusing, but some countries offer multiple pathways, including student, digital nomad, and retirement visas. Many of these options depend on the applicant's financial stability, raising an important question: how are American expats preparing and positioning themselves for their big move? Richard and Brett unpack:  The lifestyle differences between the US and Europe. The requirements and benefits of various visa pathways. Solutions to the most common barriers Americans face when relocating. How to navigate the emotional and logistical challenges of moving abroad. More about We're The Brits In America: 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, We're The Brits In America has you covered.  We're The Brits In America is dedicated to helping ambitious US-connected expats and immigrants navigate those challenges — and thrive. Whether you've moved to the US for opportunity, or are an American seeking adventure and growth abroad, our job is to equip you with the tools and insights you need to succeed. Visit planfirstwealth.com to learn more about our services and connect with Richard Taylor on LinkedIn. -- 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.

Is it possible for American expats to build reliable, diversified financial portfolios when moving to Europe? Yes, but Americans living abroad, particularly in Europe, need to know how to navigate complex tax rules, currency considerations, and international regulations to avoid being caught off guard by sudden economic or policy changes. This episodes of We're The Brits in America helps US citizens avoid and/or mitigate double taxation when relocating to France and other European countries by reviewing the potential pitfalls. Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by Brian Dunhill – Founder of Dunhill Financial – to explore the financial benefits of moving to Europe for Americans, and how to protect financial assets from double taxation and unclear tax laws. Financial preparation allows expats to enjoy the food, culture, and lifestyle of their new home without unnecessary stress.   In this episode of We're The Brits In America, Richard and Brian take a detailed look at:  How living in countries like France can result in lower taxes than in many US states. The impact of currency fluctuations on investment portfolios and strategies to mitigate these risks. The importance of pre-arrival financial planning to avoid tax pitfalls, and how advisory services can help navigate cross-border investments. The pitfalls associated with Passive Foreign Investment Companies (PFICs) and the significant tax reporting challenges they pose. More about We're The Brits In America: 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, We're The Brits In America has you covered.  We're The Brits In America is dedicated to helping ambitious US connected expats and immigrants navigate those challenges — and thrive. Whether you've moved to the US for opportunity, or are an American seeking adventure and growth abroad, our job is to equip you with the tools and insights you need to succeed. Visit planfirstwealth.com to learn more about our services and connect with Richard Taylor on LinkedIn. -- 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.

What happens if you unexpectedly inherit money from a loved one while living abroad, especially when there's no formal estate plan in place? As an American expat, both international and US tax laws can take a significant portion of your inheritance. Losing someone is hard enough, and navigating cross-border inheritance shouldn't make it harder. Expats should review their estate plans and those of their loved ones before moving internationally and consider how their new country of residence will interact with global regulations because US citizens and green card holders are taxed on their worldwide income and estate, even when living abroad. In this episode of We're The Brits In America, Richard Taylor – dual UK/US citizen and Chartered Financial Planner – speaks to Paula Jones – founder of Jones Estate Group, Inc – to talk about the pitfalls of estate planning as an American abroad. Richard and Paula discuss: ·     The intricacies of working globally and the decision-making process involved in potentially claiming residency in another country, like France or Portugal. ·     Principles around setting up estate plans both domestically and internationally, focusing on avoiding pitfalls such as adverse tax consequences. ·     The severity of exit taxes for expatriates and green card holders. ·     How international estate planning can intersect with tax obligations in both the US and prospective European countries. ·     The importance of cross-border estate planning and tax professionals to avoid costly DIY mistakes. More about We're The Brits In America: 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, We're The Brits In America has you covered.  We're The Brits In America is dedicated to helping ambitious US-connected expats and immigrants navigate those challenges — and thrive. Whether you've moved to the US for opportunity, or are an American seeking adventure and growth abroad, our job is to equip you with the tools and insights you need to succeed. Visit planfirstwealth.com to learn more about our services and connect with Richard Taylor on LinkedIn. -- 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.

Expatriates need to manage their tax obligations effectively and avoid mismatches between tax systems that can lead to double taxation. One of the most common mistakes American expats make is investing through a Passive Foreign Investment Company (PFIC), which is taxed at the highest US tax rate, often simply because they didn't have the proper guidance. Working with qualified expat wealth advisors is essential for making smart, legal, and cost-effective financial decisions. Moving abroad is exciting, but it's easy to fall into tax traps that can have costly consequences.  Richard Taylor - dual UK/US citizen and Chartered Financial Planner - is joined by American Katelynn Minott - CPA at Bright!Tax, to explore the key tax challenges Americans face when moving abroad. They discuss common compliance pitfalls, strategies to avoid expensive errors, and the benefits of proactive planning with specialist advisors to successfully navigate cross-border financial obligations.    In this episode of We're The Brits In America, Richard and Katelynn explore:   The importance of adhering to both US and foreign tax obligations and how misinformation can lead to costly mistakes.  The difficulties Americans face with foreign banking due to the Foreign Account Tax Compliance Act (FATCA), and strategies for managing financial affairs while abroad.  PFICs and why they can be financially devastating for expatriates if not managed properly.  Considerations and implications of renouncing US citizenship.  More about We're The Brits In America:   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, We're The Brits In America has you covered.    We're The Brits In America is dedicated to helping ambitious US-connected expats and immigrants navigate those challenges — and thrive. Whether you've moved to the US for opportunity, or are an American seeking adventure and growth abroad, our job is to equip you with the tools and insights you need to succeed.   Visit planfirstwealth.com to learn more about our services and connect with Richard Taylor on LinkedIn.  --   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. 

Making the move successfully from the US to a country in Europe requires guidance from people who've lived it. From tax rules and immigration pathways to cultural fit and long-term financial planning, the journey comes with complexities that have caught many people off guard. In this episode of We're The Brits In America, Richard Taylor - dual UK/US citizen and Chartered Financial Planner - sits down with Alex Ingrim, President & Co-Founder of Liberty Atlantic Advisors, and David Cantor, immigration attorney and founder of Relocate. Both are American expats living in Italy, bringing firsthand insight into what it really takes to establish a sustainable life in Europe. Richard, Alex, and David take a detailed look at: Why moving to something and not away from something is essential for a successful relocation How immigration frameworks differ across Europe, and why there's almost always a viable pathway if you know where to look The biggest mistakes Americans make, including choosing countries based solely on visas or cost of living Why US citizens face unique tax and administrative challenges abroad — and how treaties can sometimes turn those into advantages (like in France) How to evaluate countries based on your asset base, tax position, lifestyle goals, and tolerance for complexity Why Spain, Italy, Portugal, and France all offer opportunities, but come with radically different wealth taxes, reporting rules, and planning considerations The growing trend of younger families relocating, driven by quality of life, education, and cultural exposure for children The mindset shift required to embrace uncertainty, build a life in a new culture, and take control of your own expat journey More about We're The Brits In America: 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, We're The Brits In America has you covered. We're The Brits In America is dedicated to helping ambitious US-connected expats and immigrants navigate those challenges — and thrive. Whether you've moved to the US for opportunity, or are an American seeking adventure and growth abroad, our job is to equip you with the tools and insights you need to succeed. If you're enjoying the show, please consider leaving a 5-star rating and review to help the mission, which is to help expats and immigrants thrive in America. Visit planfirstwealth.com to learn more about our services and connect with Richard Taylor on LinkedIn. --  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.

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Many expats assume their Pension Commencement Lump Sum (PCLS) will remain tax-free when they relocate, but the US UK tax treaty leaves too much ambiguity to be certain. Therefore, what should you do with your PCLS when moving to the US as a British expat? Working with a dedicated cross-border tax advisor can help you avoid costly IRS repercussions. Host Richard Taylor – dual UK/US citizen and Chartered Financial Planner – is joined by James Boyle – Lead Financial Planner at Plan First Wealth – to break down the UK's 25% retirement lump sum, or PCLS. Many expats want to bring that lump sum with them when they move to the United States because it's tax-free in the UK. However, the only way to obtain a definitive interpretation of the US UK tax treaty is through court proceedings. Until then, the guidance of qualified cross-border tax professionals is essential when reviewing the treaty's provisions on retirement funds. In this episode of We're The Brits In America, Richard and James explore: ·     The 25% tax-free lump sum from UK pensions and its potential tax implications in the US. ·     The ambiguity of tax treaties between the US and UK and how this affects pension income. ·     The importance of engaging with qualified cross-border tax professionals. More about We're The Brits In America: 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, We're The Brits In America has you covered.  We're The Brits In America is dedicated to helping ambitious US-connected expats and immigrants navigate those challenges — and thrive. Whether you've moved to the US for opportunity, or are an American seeking adventure and growth abroad, our job is to equip you with the tools and insights you need to succeed. Visit planfirstwealth.com to learn more about our services and connect with Richard Taylor on LinkedIn. -- 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.

Understanding life insurance and annuities is essential for making informed and beneficial financial decisions when moving to America. These financial products differ significantly between the UK and the US. Decades ago, the process of getting insured in the US was much simpler, with far fewer options than there are today.  In this episode of We're The Brits In America, Richard Taylor - dual UK/US citizen and Chartered Financial Planner, and Mark Maurer - President and CEO of LLIS, discuss the complexities of insurance and annuity products in the United States that often take expatriates by surprise when they're cross-border financial planning.  Richard and Mark take a detailed look at:  The key differences between UK and US insurance products, and the nuances of the American market.  The pros and cons of different policy types and how they fit into broader financial strategies.  Indexed Universal Life (IUL) policies, their features, and why they may not always be the best investment option.  The different types of annuities, common misconceptions, and when they might be appropriate for investors.  The potential downsides of tax deferral and how taxation works with annuities.  Income riders on annuities, their benefits, and the cost implications of these add-ons.  More about We're The Brits In America:  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, We're The Brits In America has you covered.  We're The Brits In America is dedicated to helping ambitious US-connected expats and immigrants navigate those challenges — and thrive. Whether you've moved to the US  for opportunity, or are an American seeking adventure and growth abroad, our job is to equip you with the tools and insights you need to succeed.  If you're enjoying the show, please consider leaving a 5-star rating and review to help the mission, which is to help expats and immigrants thrive in America. Visit planfirstwealth.com to learn more about our services and connect with Richard Taylor on LinkedIn.  --  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. 

Is the AI revolution the next dot-com boom-or the start of something even bigger? From tech valuations that seem sky-high to investors leveraging risk assets at record levels, Richard Taylor - dual U.K./U.S. citizen and Chartered Financial Planner – is joined by James Boyle – Lead Financial Planner at Plan First Wealth – explore whether this moment mirrors past cycles of transformational technology, over investment, and inevitable correction-from railways to electricity to the internet. Richard and James compare today's “AI megatrend” with historical booms and discuss the key differences this time around, including the profitability of the companies leading it. They also outline practical steps for investors-especially those at or near retirement weather potential volatility and avoid emotional, short-term decisions.   In this episode, they discuss: • Whether the current market surge signals a bubble or a paradigm shift. • What history's great investment manias teach us about the AI boom. • How to distinguish long-term investing from short-term speculation. • The importance of asset allocation, diversification, and “sequence of returns” planning. • Why investor psychology-not just market fundamentals-drives crashes. More about We're The Brits In America: With the right financial advice, landmines that threaten expat wealth can be avoided. Often encountered by U.S. -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, We're The Brits In America has you covered.  We're The Brits In America is dedicated to helping ambitious U.S.-connected expats and immigrants navigate those challenges - and thrive. Whether you've moved to the U.S. for opportunity or are an American seeking adventure and growth abroad, our job is to equip you with the tools and insights you need to succeed. -- 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. We're The Brits In America is dedicated to helping ambitious US-connected expats and immigrants navigate those challenges — and thrive. Whether you've moved to the US for opportunity, or are an American seeking adventure and growth abroad, our job is to equip you with the tools and insights you need to succeed.     If you're enjoying the show, please consider leaving a 5-star rating and review to help the mission, which is to help expats and immigrants thrive in America. Visit planfirstwealth.com to learn more about our services and connect with Richard Taylor on LinkedIn.

FCPRadio Podcast Episode 156 FCPRadio 156 Final Cut Pro 11.2, ProRes RAW, the new iPhone 17 Pro Max and The FCP Summit in the Spring the FCP Team and lots more! Year 10 of Final Cut Pro Radio. 2 Millions+ podcast downloads Buy Me A Coffee https://buymeacoffee.com/RichardTaylor Twitter @fcpradio1 FCPRadio.com Facebook YouTube.com/RichardTaylorTV https://www.facebook.com/groups/finalcutradiotv ©2025 Richard Taylor

In this episode of Beekeeping Today Podcast, Jeff and Becky sit down with East Coast beekeeper and innovator Jim Fischer, the creator of Fischer's Bee-Quick. Known for its pleasant almond-cherry aroma, Bee-Quick was developed as a safer alternative to harsh chemical repellents for removing honey from supers. Jim shares how his father challenged him to “solve the problem” of the dreaded butyric acid, leading him to experiment with aromatics until he distilled a solution that worked for both bees and beekeepers. Beyond Bee-Quick, Jim's story weaves through decades of beekeeping experience: starting with two retirement gift hives in Virginia, scaling up to pollination along the Blue Ridge Parkway, and later pioneering rooftop beekeeping in Manhattan. He talks candidly about fall splits, queen management, and his practical philosophy that favors simple approaches over complex “desperation moves.” Jim also describes working with biodynamic certification, his memories of Richard Taylor and Ross Rounds, and the realities of keeping bees in an urban setting. Whether you're curious about the origins of Bee-Quick, strategies for overwintering nucs, or the logistics of rooftop hives overlooking Central Park, this wide-ranging conversation offers insights, humor, and practical advice from a beekeeper who has seen—and done—a little bit of everything. Websites from the episode and others we recommend: Bee Quick: https://www.betterbee.com/harvesting-equipment/bq2-bee-quick-8-oz.asp Project Apis m. (PAm): https://www.projectapism.org Honey Bee Health Coalition: https://honeybeehealthcoalition.org The National Honey Board: https://honey.com Honey Bee Obscura Podcast: https://honeybeeobscura.com   Copyright © 2025 by Growing Planet Media, LLC     ______________ Betterbee is the presenting sponsor of Beekeeping Today Podcast. Betterbee's mission is to support every beekeeper with excellent customer service, continued education and quality equipment. From their colorful and informative catalog to their support of beekeeper educational activities, including this podcast series, Betterbee truly is Beekeepers Serving Beekeepers. See for yourself at www.betterbee.com This episode is brought to you by Global Patties! Global offers a variety of standard and custom patties. Visit them today at http://globalpatties.com and let them know you appreciate them sponsoring this episode!  Thanks to Bee Smart Designs as a sponsor of this podcast! Bee Smart Designs is the creator of innovative, modular and interchangeable hive systems made in the USA using recycled and American sourced materials. Bee Smart Designs - Simply better beekeeping for the modern beekeeper. Give your bees a boost with HiveAlive! Proven to increase bee health, honey yield, and overwinter survival, HiveAlive's unique formula includes seaweed, thyme, and lemongrass, making it easy to feed. Choose from HiveAlive's Fondant Patties, High-Performance Pollen Patties, or EZ Feed Super Syrup—ready-to-use options for busy beekeepers. Buy locally or online. Thanks to Strong Microbials for their support of Beekeeping Today Podcast. Find out more about their line of probiotics in our Season 3, Episode 12 episode and from their website: https://www.strongmicrobials.com Thanks for Northern Bee Books for their support. Northern Bee Books is the publisher of bee books available worldwide from their website or from Amazon and bookstores everywhere. They are also the publishers of The Beekeepers Quarterly and Natural Bee Husbandry. _______________ We hope you enjoy this podcast and welcome your questions and comments in the show notes of this episode or: questions@beekeepingtodaypodcast.com Thank you for listening!  Podcast music: Be Strong by Young Presidents; Epilogue by Musicalman; Faraday by BeGun; Walking in Paris by Studio Le Bus; A Fresh New Start by Pete Morse; Wedding Day by Boomer; Christmas Avenue by Immersive Music; Red Jack Blues by Daniel Hart; Original guitar background instrumental by Jeff Ott. Beekeeping Today Podcast is an audio production of Growing Planet Media, LLC ** As an Amazon Associate, we may earn a commission from qualifying purchases Copyright © 2025 by Growing Planet Media, LLC

Building a law career and finding wealth as a UK expat can feel like an impossible task. We're speaking to an expert in the New York legal scene to uncover the secrets to breaking into American law as a British, Scottish, or Irish expat.  This week, host Richard Taylor - dual UK/US citizen and Chartered Financial Planner - has a raw and honest conversation with Allan Rooney - Founding Partner at Rooney Law - about his journey moving to the U.S., from Edinburgh to Texas and finally to New York. They discuss the evolving American landscape and the old ideals of the American Dream, and it's not all doom and gloom. Allan shares how he built wealth in New York off the back of his successful legal career, and how other expats can too. Richard and Allan also offer insights into the challenges of obtaining a US visa and share their personal experiences with securing a Green Card.  In this episode of Ask An Expert on We're The Brits In America, Richard Taylor and Alan Rooney give you a detailed look at:  Legal Risks for Foreign Businesses: The importance of establishing an entity for U.S. tax liability protection and legitimacy.  Trademark and Employment Challenges: Why securing trademarks and understanding employment laws are critical to avoiding costly legal battles.  Cultural and Financial Disparities: The differences in business culture and expenses between America and other countries.  Visas and Immigration Issues: Stories of businesses mishandling immigration laws and the repercussions they face.  Economic Climate and Business Opportunities: How global trade policies and U.S. regulations affect international companies.  Networking and Success: The role of community, relationships, and networking in achieving business success in the U.S.  More about We're The Brits In America:  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, We're The Brits In America has you covered.   We're The Brits In America is dedicated to helping ambitious U.S.-connected expats and immigrants navigate those challenges — and thrive. Whether you've moved to the U.S. for opportunity, or are an American seeking adventure and growth abroad, our job is to equip you with the tools and insights you need to succeed.  --  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. 

While it might be a long wait until Eurovision in Vienna next May, fear not, because in two weeks time we will have Intervision, the Russian version! But, what is it all about and why is Putin bringing back the storied Eastern Block song contest?Joining Seán to discuss is Richard Taylor, Writer for EurovisionIreland.net…

The intricacies of inheritance tax issues are probably the last thing you want to think about after losing someone. We're making it easier to make financial arrangements for receiving an inheritance after a loved one passes away on this episode of We're the Brits in America.  Host Richard Taylor - dual UK/US citizen and Chartered Financial Planner - offers practical advice for expats on navigating these challenges to promote financial security and compliance, including how to avoid the potential pitfalls of Roth IRA conversions.  In this episode of From the Trenches on We're the Brits in America, Richard Taylor and James Boyle – Lead Financial Planner at Plan First Wealth - explore:   Navigating Inheritance for Expats Challenges when receiving an inheritance from non-US persons. The crucial importance of filing Form 3520 to avoid severe IRS penalties. Complications with Trusts and Offshore Bonds Issues with UK-centric advice for US persons. Potential tax problems with foreign trusts and passive foreign investment companies (PFICs). Roth IRA Conversions Explanation of Roth IRA conversions and their benefits. Potential pitfalls like affecting healthcare premiums and tax brackets. New considerations following recent legislative changes. Importance of a Cross-Border Tax Advisor Benefits of having a qualified tax advisor to navigate international tax intricacies and offer valuable US tax help. More about We're the Brits in America:  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, We're the Brits in America has you covered.  We're the Brits in America is dedicated to helping ambitious U.S.-connected expats and immigrants navigate those challenges — and thrive. Whether you've moved to the U.S. for opportunity, or are an American seeking adventure and growth abroad, our job is to equip you with the tools and insights you need to succeed. 

Richard and James are back with more cautionary financial tales. Richard Taylor, founder of Plan First Wealth, recently spoke to a connection who “had done a bit of research, learned that mutual funds were a problem, hadn't learned what PFICs were, and switched out of a mutual fund into an investment trust... thinking he'd dodged the problem, but in fact he'd gone from one PFIC to another.” What was the result? And why is it such a problem? You'll find out in this episode of From The Trenches.Richard and James share real-world stories that highlight how easy it is to fall into tax traps when dealing with cross-border investments, especially for UK expats living in the US. You'll hear how well-meaning financial decisions can backfire without the right context or professional advice, particularly around things like ISAs, investment trusts, PFIC reporting, and the long-term implications of missing forms like 3520 and 8621.Plus, expert advice and insight into retirement readiness. Richard and James explores what changes when you stop earning, why even successful DIY investors often hand over the reins, and how complex planning becomes when you're managing assets across two tax systems. If you're a Brit in America navigating retirement, tax compliance, or residency decisions, this episode will help you avoid costly mistakes, understand the emotional weight of retirement planning, and see the real value of cross-border financial advice.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.

The UK has moved to a residency-based tax system, and the rules aren't just complex, they're strict. Whether you're planning to return home full-time or just thinking about splitting your time between the US and the UK, this episode is essential listening.Richard Taylor is joined by listener favourite and raconteur Aidan Grant – a partner in the tax and trust estate team at Collyer Bristow. Aidan and Richard explore:·      How the UK's Statutory Residency Test (SRT) works (and how easy it is to trip over it)·      The four key ties HMRC uses to determine how many days you can spend in the UK·      Why pre-arrival tax planning is still critical, even under the new system·      What happens if you inadvertently trigger UK tax residency·      When and how to claim split year treatment or treaty relief·      The four-year ‘foreign income and gains' regime, and how to use it strategically·      Why staying under the threshold in early years can protect you from UK inheritance tax down the lineIf you're a Brit in America considering a return home, or even just thinking of spending part of the year working in the UK,  this episode could save you a lot of money, time, and stress.To get more insights like this direct to your inbox, sign up at www.planfirstwealth.comWe'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.

NOT The 56th Anniversary of the Moon Landing. LINKS Buy tickets to our DREM World Tour https://tour.auntydonna.com/ Follow @theauntydonnagallery on Instagram https://bit.ly/auntydonna-ig Become a Patreon supporter at http://auntydonnaclub.com/ Join The Aunty Donna Club: https://www.patreon.com/auntydonnaSee omnystudio.com/listener for privacy information.

The market has rebounded from a rough April, but that period caused significant emotional stress for both clients and advisors. In these market downturns it's crucial to put your emotions to one side and stick to your plan. What's happened in June? And we're only a few days into July but so much has happened there too; Richard Taylor and James Boyle go back into the trenches to unpack it all. Plus, a few cautionary tales: Richard has a friend who – for years – has been constantly predicting a catastrophic market crash. As a result his investment plan is needlessly conservative. Another acquaintance tells of his experience with the 2008 market crash; panic selling resulted in the loss of huge returns over the decades. Richard and James discuss another investor who made a common mistake, siloing US and UK tax advisors and not giving his advisors on either side the full picture. Despite investing in cross-border advice from one of the better-known tax advisory firms in the business, the client might now face PFIC tax issues in the hundreds of thousands. The bottom line: ensure you have the right advisors and they are working together. The unique workings of the US tax system and its state-based rules are confusing for expats – make sure you get the right advice. 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.

If you're an expat of means in America and you don't have a good cross-border team around you - financial, tax, and estate – there's a high chance you're in non-compliance. That's especially true with UK pension holders in the US. This week's Ask An Expert is with Holly Caulder, partner at Buzzacott. Holly specialises in planning and advice solutions for US residents with non-US pensions, shareholders of controlled foreign corporations and beneficiaries of non-US trusts. If this is you, you won't want to miss this episode. The potential landmines are significant, so you'll hear how Holly and Richard would advise you to:Report UK Pensions Correctly in the US If you have a UK pension, it must be reported on key US tax forms like the FBAR and Form 8938, even if it's inactive and no new contributions are being made. Holly stresses that failing to do this can lead to serious IRS penalties.Use the US-UK Tax Treaty to Your Advantage The US-UK tax treaty can help reduce your tax bill. Filing Form 8833 lets you claim treaty benefits, such as excluding UK pension growth from US tax. Richard points out that doing this every year can save money and avoid trouble.Plan Pension Moves Carefully Thinking about rolling over your pension or taking a distribution (e.g. transferring to a SIPP)? Talk to a tax advisor first. Holly notes that claiming treaty exemptions early and knowing state tax rules (like in California vs. New York) can prevent surprise taxes. Get advice before making any moves to stay compliant and minimise tax.If you're enjoying the show, please follow it wherever you're listening to it now, and consider leaving a 5 star rating and review to help the mission, which is to help expats and immigrants thrive in America. Visit planfirstwealth.com to learn more about our services and connect with Richard Taylor on LinkedIn.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.

FCPRadio 155 Final Cut Pro 11.1 Update, Final Cut Pro 11.1.1 Bug fix, Hollywood, WWDC 2025, Logic Pro 11.2 Update, the FCP Team, The Final Cut Pro Creative Summit and lots more! Year 10 of Final Cut Pro Radio. 2 Millions+ podcast downloads Buy Me A Coffee https://buymeacoffee.com/RichardTaylor Twitter @fcpradio1 FCPRadio.com Facebook YouTube.com/RichardTaylorTV https://www.facebook.com/groups/finalcutradiotv ©2025 Richard Taylor

Richard Taylor is the co-founder and creative lead at Wētā Workshop, which he runs with his wife and co-founder Tania Rodger. Wētā Workshop is a concept design studio and manufacturing facility that services the world's creative and entertainment industries. Their practical and special effects have helped define the visual identities of some of the most recognizable franchises in film and television, including The Lord of the Rings; Planet of the Apes; Superman; Mad Max; Thor; M3gan; and Love, Death, and Robots.Greg Broadmore is an artist and writer who has been part of the team at Wētā Workshop for more than 20 years. His design and special-effects credits include District 9, King Kong, Godzilla, The Adventures of Tintin, and Avatar, and he is the creator of the satirical, retro-sci-fi world of Dr. Grordbort's. He is currently working on the graphic novel series One Path, set in a brutal prehistoric world where dinosaurs and cavewomen are locked in a grim battle for supremacy.Sponsors:AG1 all-in-one nutritional supplement: https://DrinkAG1.com/Tim (1-year supply of Vitamin D (and 5 free AG1 travel packs) with your first subscription purchase.)Seed's DS-01® Daily Synbiotic broad spectrum 24-strain probiotic + prebiotic: https://Seed.com/Tim (Use code 25TIM for 25% off your first month's supply)Our Place's Titanium Always Pan® Pro using nonstick technology that's coating-free and made without PFAS, otherwise known as “Forever Chemicals”: https://fromourplace.com/tim (Get 10% off today!)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.