#104 Adapting to AI Without Losing the Human Touch w/ Richard Taylor, Investment Adviser Representative, FourStar Wealth
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Richard Taylor is a veteran financial advisor based in Battle Creek, Michigan, with over four decades of experience in the wealth management industry. Beginning his career in accounting before joining E…
101. Cross Border, Cross Country: Meet the British Financial Planner Taking on America
What does America look like through the eyes of a British financial planner who has just moved across the Atlantic?
In this episode of Expat Wealth, Richard Taylor introduces Cross Border, Cross Country: a new recurring format following Plan First Wealth’s newest team member, James “JB” Beck, as h…
Why Children Need Nature More Than Ever with Ernesto Rodriguez
What if simply looking up at a canopy of trees could help children feel calmer, focus better, and reconnect with the natural world? In this episode of Wild by Nature, Dr. Vian Sharif sits down with Ernesto Rodriguez, founder of Nature in the Classroom, a nonprofit transforming learning environments…
Why Children Need Nature More Than Ever with Ernesto Rodriguez
What if simply looking up at a canopy of trees could help children feel calmer, focus better, and reconnect with the natural world? In this episode of Wild by Nature, Dr. Vian Sharif sits down with Ernesto Rodriguez, founder of Nature in the Classroom, a nonprofit transforming learning environments…
102. US Debt Warning, Yen Carry Trade Risk & Is AI Really a Bubble?
Brian Dunhill has stepped out for this episode, so Richard Taylor is joined by Dunhill analyst Kamaljit Somal for an unscripted breakdown of the forces moving global markets.
First up, the US bond market. Kam explains why rising long-term yields are making policymakers nervous, how higher borrowi…
What's behind the Sahel's water revival?
For decades, the Sahel was synonymous with drought and desertification. But now, the region is seeing a surprising water revival. Since the 1990s, and especially over the past five years, rainfall has increased across much of the region. Rivers are flowing again. Water tables are rising. Lake Chad …
104. NT Tax Code Rejections: Why HMRC Is Making Pension Relief Harder for Expats
For British expats in America drawing income from a UK pension, the NT tax code has long been a straightforward, if slow, way to avoid being taxed at source in the UK on income that should only be taxable in the US. But something appears to be changing at HMRC, and what was once a simple administra…
105. Cross Border, Cross Country: 1,000 Miles of RV Life as a British Expat in America
Moving to America is a big leap for any British expat. Moving to America and then towing your home across it in an RV is another thing entirely. One month and more than 1,000 miles into his cross-country adventure, Plan First Wealth's JB is back with his first report from the road.
In this Cros…
Story: Richard Taylor
In episode 121 of The OCD Stories podcast I interviewed Richard Taylor. In this story edition of the podcast I chat with Richard about his OCD story, and his recovery journey. He shares some wonderful wisdom and hope for those struggling with OCD. Hope it helps. Show notes: http://theocdstories.com…
106. Bond Yields Spike, Markets Wobble, and Why We’re Still Cautiously Optimistic
A lot can change in a month. Since Richard last caught up with Brian’s colleague Kam, half the companies in the S&P 500 have slipped into bear market territory, the IPO market has started to wobble, and the bond market has delivered one of its sharpest moves in years.
Richard and Brian Dunhill unp…
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