OM DENNE PODCAST 🔗
A podcast for Brits living in the US to learn about how to best navigate the American financial system so they can protect and grow their life's work, and securely and happily live their American dream.Across the Pond is hosted by Richard Taylor and Thomas Quinn, and produced by Plan First Wealth LLC.
Opdateringsfrekvens:
every 23 days
Gennemsnitlig lydlængde:
35 minutes
Engelsk
USA
13 episoder
siden 1. juli 2022
episodic
SENESTE EPISODE 🔗
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In this episode of Across the Pond, we're discussing the Social Security Windfall Elimination Provision, with the aim of providing useful information to British expatriates living in the US. While Social Security is a real political hot potato, it's one that is unlikely to be dropped - so…
We often get asked, "I haven't lived in the UK in years, do I still get a state pension?"
There are a lot of questions that arise when it comes to UK state pension as a non-UK resident, which for our purposes means, as a US resident.
Do you qualify for it? What's it worth? Is i…
Big picture, the last year was a tough year to be an investor, wasn’t it? The reality of it is, even relatively safe assets did not provide much safety while everybody was getting hammered. Inflation peaked at 9% and then remained stubbornly high, borrowing costs went through the roof, and the word…
Many US taxpayers who grew up in foreign tax systems, like in the UK, are unaware of some unique features to the US tax code. For that reason, in Episode 07 of Across the Pond, we're covering two important topics: NT Tax Code (a UK thing) and US Reporting Compliance (a very American thing) whi…
We're talking about reporting and non-reporting funds for UK taxpayers. You might be wondering why we're doing this since we work with British expats, but the reason is simple: some people go back!Reporting funds are a subset of “offshore”* collective investments where the fund has applie…
It’s common for expats to own Non-US Investments (PFICs) and it’s usually a problem.
Many people relocate to the US with existing collective investments, and many acquire them later on. For example, you inherit a GBP investment account and leave it as is because the exchange rate isn’t attractive.…
In this episode of Across the Pond, Thomas and Richard discuss market trends in Q3 of 2022. From reviewing the quarter-by-numbers to dealing with frightening news stories, and bear markets to the pound vs. the dollar, this recap is packed with information and assessments from the last three months.…
Welcome back to Across the Pond! In this podcast, we are going to discuss Non-US Pensions For Brits in America. Many have lived and worked in other countries before arriving in America and, as a result, have pensions (and sometimes other assets) in countries other than the US or the UK (DTAs).As wi…
Ansvarsfraskrivelse: Podcasten og kunstværket, der er indlejret på denne side, er fra Plan First Wealth, som tilhører dens ejer og ikke er tilknyttet eller godkendt af Listen Notes, Inc.
PODCAST SØGEMOTOR
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I have no special talent. I am only passionately curious, and
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‐ Albert "Llamacorn" Einstein
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