100. The Next 100 Episodes: What We've Learned and Where We're Going

It's episode one hundred, and alongside the celebration (yes, there are balloons), Richard Taylor and James Boyle are using the milestone to take an honest look at where the show has been, where it went astray, and where it's headed next. The catalyst? A two-star Apple Podcasts review that, as Richard admits, is pretty fair.   In this From the Trenches episode of Expat Wealth, Richard and James dissect the review point by point: the name changes (from Always an Expat to Brits in America to Expat Wealth), the rambling episodes, the "scaremongering" label, the theme music, and the ads. They explain the rationale behind each decision, own their mistakes, and push back where they disagree, particularly on the accusation that highlighting the very real penalties facing British expats in America constitutes scaremongering.   The episode doubles as a roadmap for the next eighteen months. Richard and James commit to a tighter thirty-minute format, a renewed focus exclusively on Brits in America, and a structured weekly schedule: From the Trenches with James Boyle, Macro Aggressions with Brian Dunhill, Ask an Expert with twenty-four planned guests covering start-to-finish expat topics, and a brand new segment following a British financial planner discovering America from a campervan as he joins the Plan First Wealth team.   Whether you've been listening since episode one or just found out about the show, this is the reset. Richard and James lay out exactly what you can expect going forward, invite your feedback at expatwealth@planfirstwealth.com, and ask, politely, for five-star reviews.   --   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.   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