80. Roth IRAs, Market Chaos and Why Expats Are Leaving America

About this episode

Richard Taylor and James Boyle discuss the shifting landscape for expats in America, focusing on Roth IRAs and the impact of geopolitical events on financial planning.

Something is shifting. The questions arriving at Plan First Wealth are changing: clients rattled by geopolitical headlines wanting to know if now is the time to act, expats who've spent decades building lives in America quietly deciding they're done, and British expats returning home realising they left their financial planning far too late. In this in‑person episode from New York City, Richard Taylor and James Boyle reflect on a record‑breaking first quarter at Plan First Wealth, and the conversation reflects exactly where things stand right now. In this episode of Expat Wealth, Richard Taylor, dual UK/US citizen and Chartered Financial Planner, sits down with James Boyle, Lead Financial Planner at Plan First Wealth, to take stock of a record-breaking quarter, dig into Roth strategy, and talk candidly about what the current political climate is doing to globally mobile families navigating dual tax UK and US rules. You'll hear insights on: The Iran situation, oil prices, and why staying invested through geopolitical volatility is still the right call for expats, and why timing the market almost always backfires. A plain-English breakdown of Roth IRAs, backdoor Roths, and mega…

People in this episode

Host: Richard Taylor

Guest: James Boyle

Topics covered

• Roth IRAs
• expat financial planning
• geopolitical volatility
• dual tax rules
• market strategy
• expat tax advice

Keywords

• Roth IRA
• expats
• financial planning
• geopolitical headlines
• tax treaty
• market chaos
• British expats

Mentioned in this episode

Organizations: Plan First Wealth

Places: America, UK, Iran, New York City

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