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Jeremy Bettle’s Expat Playbook – with Jeremy Bettle (Always an Expat S1:E17)

Episode 17 Shownotes – Jeremy Bettle

Jeremy Bettle, founder and CEO of Vitality Collective, shares his journey as a British expat in America and his career in high-performance professional sports.
He discusses his move to the US for education and career opportunities, his experiences working in the NBA and NHL, and his transition to New York City Football Club.

Together, Jeremy and Richard explore the themes of identity, self-validation, reevaluating priorities, and the pursuit of a well-lived life. As always on the show, the conversation explores the differences in mindset and financial responsibility between the UK and the US. The importance of having an emergency fund and avoiding excessive debt is emphasized. The concept of the American Dream is discussed as the opportunity to build one’s own future and be in control of one’s destiny. The episode concludes with closing remarks and contact information for the guest.

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.

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

About Jeremy

Jeremy Bettle is a professional coach with 15 years of leadership experience at the highest level of sports. He helps people and teams enjoy the richness of life by leveling up their experiences through thoughtful, tailored, and scientifically-proven methods—all while succeeding personally and professionally.

Connect with Jeremy on LinkedIn

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Plan First Wealth Is A US/UK Wealth Management Firm Serving Successful British Expats in America With at Least $1M net worth Make the Most of their Opportunity.

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