Plan First Wealth

“Bears sound smart, but bulls make you money💸”

If you’re a listener of our podcast, you’ve probably heard me say this a few times.

Investing isn’t perfect, and never has been. However, over time, those who stay invested tend to benefit the most.
There’s always a reason not to invest, whether it’s scary headlines, risks, or uncertainty.

But history’s been pretty clear on this: the people who build wealth are usually the ones who stay in the game!

We chat more about this in our latest podcast, which you can listen to via the link in the comments🎙️

Many retirees miss this completely👇

The Roth account.

For those expats living in the US, it can be a really powerful tool, but only if you understand when to use it.
And we find that’s the bit most people get wrong!

In this week’s podcast, we cover everything you need to know about Roth accounts, along with a conversation on market resilience, what we’re seeing with expats and where people want to live, and a few updates from behind the scenes at Plan First Wealth.

You can listen now via the link in the comments below🎧

A lot of people move to the US thinking, “I’ll figure the finances out when I get there…”

It might sound sensible in the moment, but trust me when I say it’s where the problems begin!

In our latest podcast episode, I talk about why having your ducks in a row before you move matters so much.

Listen to the full episode via the link in the comments👇