Podcasts

This episode explores what happens when British expats end up in the wrong camp, and why finding someone who genuinely understands both systems, including the US UK tax treaty, while being based in America, has been so hard to come by.

Richard and Brian are back for this week’s episode of Macro Aggressions. This episode breaks down the “Russian doll” problem sitting inside mega-cap tech earnings, why portfolio diversification may matter more now than it has in fifteen years, and what’s happening beneath the surface of an S&P 500 that keeps hitting new highs.

Once you turn 65, you have roughly a 50/50 chance of needing extended care at some point. This episode breaks down what long term care insurance covers, what it costs, and how to structure it properly…

For many British expats in America, the idea of moving back to the UK can start as a distant possibility, then quickly become a serious life decision. But repatriation is rarely simple, especially when your wealth, tax position, pensions and long-term plans are split across two countries.

Moving to the UK can be an exciting opportunity, but for Americans abroad, it often comes with a harsh reality: the US tax system doesn’t stay behind. This episode delivers practical advice for expats navigating dual tax UK and US obligations.

The stock market continues to push higher, but beneath the surface, investors are facing some increasingly difficult questions. Are markets becoming too concentrated? Are mega-cap technology companies becoming too dominant? And could a wave of blockbuster IPOs change investing forever?

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?

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.

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.

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.

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.

A big milestone for Plan First Wealth, a market that refuses to stay down, and a topic we get asked about every single week.