Always an Expat 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.
The 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.
Episode 2 Shownotes – Matt Dixon
Welcome to another episode of “Always an Expat with Richard Taylor”. Today’s guest is Matt Dixon, a British expat who has carved out an impressive career in the American real estate industry. In this episode, Matt details his journey of embracing the American Dream and becoming an established expat. From his humble beginnings in Bolton, England to making an indelible mark in the real estate industry of Orlando, Florida, Matt shares fascinating anecdotes and insightful experiences that shed light on the journey of an expatriate.
Shaped by his initial skepticism, his shift to advocacy for America, and the enumerable challenges he faced along his way, Matt’s story paints an inspiring picture of career progress, personal transformation, and resilience. Matt talks about his initial struggle to assimilate into American culture and the gradual acceptance and integration he experienced. The episode illuminates the roller coaster ride of an expat’s life, offering an enlightening perspective and valuable advice for anyone contemplating a similar journey.
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 over 20 years of focus upon Florida real estate, Matt has gained experience in diverse markets and has developed a skill set as both buyer and seller representation. He is a British native and has worked extensively with overseas clients, developing a large network of clients from across the world.
Matt has found the perfect home with Compass Real Estate, with its intense focus upon technology which adds value to serving clients’ needs. When he discovered the platforms and systems that Compass offers he immediately recognized how he could gain an advantage for his clients when buying and selling.
Matt’s mantra is “put clients’ needs at the forefront of everything” and it is this, along with his warm approach to working with people, that has seen his business grow year on year.
Connect with Matt on LinkedIn
Plan First Wealth is a registered investment adviser. 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. Past performance is not indicative of future performance.