85. Markets, Retirement Tax Strategies and Plan First Wealth Updates: Our Latest Take

A big milestone for Plan First Wealth, a market that refuses to stay down, and a topic we get asked about every single week. In this episode of From the Trenches, Richard Taylor and James Boyle share a major announcement for the business, along with a few updates behind the scenes as the firm continues to grow. They then turn to markets. Despite constant headlines and uncertainty, equities have shown serious resilience. What is driving that, and what should long term investors focus on? Roths are back on the agenda too. It is one of the most talked about strategies for a reason, but there is a specific window and a few details that many people miss. There is also a broader conversation around expats and cross border planning, including a noticeable shift in where people want to live and why. To close things out, Richard and James introduce a new segment, sharing some of the most interesting things they have been reading, watching, and listening to lately. As always, this is a behind-the-scenes look at building a cross-border financial planning firm while helping expats make smarter decisions with their money. -- Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management. https://planfirstwealth.com/ -- Expat Wealth 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.