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

About this episode

Richard Taylor and James Boyle discuss market resilience, retirement tax strategies, and updates from Plan First Wealth.

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…

People in this episode

Host: Richard Taylor

Guest: James Boyle

Topics covered

• markets
• retirement tax strategies
• cross-border planning
• expats
• investment management

Keywords

• retirement planning
• investment management
• tax planning
• expats
• cross-border financial advice

Sponsors

Plan First Wealth

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