Episode 15

Arriving in the US With a Negative Net Worth – with Rob Tye (Always an Expat S1:E15)

Tune into “Always an Expat” featuring a conversation with Richard Taylor and Rob Tye this week. Witness the riveting tale of a dreamer from Harlow who moved to Wisconsin with hopes of enlisting in the United States army, but found his entrepreneurial spirit kindled in the most unexpected ways instead. Hear about the inception of Necessity Media amidst tumultuous economic times, showcasing the quintessential essence of entrepreneurship: identifying a need during a crisis and crafting a solution with passion and creativity.

Get a glimpse of Rob’s journey towards financial stability. Learn about his approach towards personal and business finances, his navigation through the maze of credit systems and investments, and the importance of teaching financial stability to others. Understand his perspective on the changing marketing landscapes, societal shifts, and how he successfully carved a niche for himself in the influencer marketing space.

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 Rob

Rob Tye is also a British expat, and is the owner of Necessity Media, a marketing agency focused on Sass companies, influence marketing, web design, and tech support.

Coming over to the states from England in 2002, Rob has over nine years of investment banking experience, and over fifteen years as a business owner. With a diverse background in financial services and digital media marketing, he brings seasoned expertise to the table.

Rob knows most companies have great resources and teams to be successful. What they don’t have is the time to research changes to marketing strategies to help grow their business against competition in their industries.  That’s where Necessity Media comes in. After many years creating successful strategies for over 1,800 businesses they are here today to help you with yours.

He is passionate about implementing creative strategies, fostering continuous improvement, and delivering results that drive growth and client satisfaction.

Connect with Rob on LinkedIn

Two simple ways to reach us

Whether you’re ready to begin or want some more information first, we’ve got you covered. Choose the option that suits you best below.

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646 201 4865
Greenwich, CT

Any testimonials were provided by current clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonies. The testimonies may not be representative of the experience of other current clients and do not provide a guarantee of future performance, success or similar services.

Plan First Wealth is a registered investment adviser located in Greenwich, CT. Plan First Wealth may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Plan First Wealth’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Plan First Wealth’s website on the internet should not be construed by any consumer and/or prospective client as Plan First Wealth’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalised investment advice for compensation, over the internet. Any subsequent, direct communication by Plan First Wealth with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Plan First Wealth, please contact the state securities regulators for those states in which Plan First Wealth maintains a registration filing. A copy of Plan First Wealth’s current written disclosure statement discussing Plan First Wealth’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Plan First Wealth upon written request. Plan First Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Plan First Wealth’s website or incorporated herein, and takes no responsibility, therefore. All such information is provided solely for convenience purposes only, and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. 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. This website and information are not intended to provide investment, tax, or legal advice. There are no warranties implied.

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