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16. Managing Finances From A Distance - with Steve Statler

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Manage episode 401946094 series 3494874
Kandungan disediakan oleh Plan First Wealth. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Plan First Wealth atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Steve Statler, Chief Marketing Officer at Williott, shares his journey from the UK to the US and his experiences as an expat. He discusses the cultural differences between Israel and the UK, the challenges of moving to a new country, and the financial and immigration issues he faced.
He opens up about his father's struggle with schizophrenia and the difficulties of managing family matters from a distance. It's an emotional and honest account of expat lift, wrapping up with a reminder of the importance of seeking professional advice for financial and tax matters.

Always an Expat 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.

  continue reading

28 episod

Artwork
iconKongsi
 
Manage episode 401946094 series 3494874
Kandungan disediakan oleh Plan First Wealth. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Plan First Wealth atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Steve Statler, Chief Marketing Officer at Williott, shares his journey from the UK to the US and his experiences as an expat. He discusses the cultural differences between Israel and the UK, the challenges of moving to a new country, and the financial and immigration issues he faced.
He opens up about his father's struggle with schizophrenia and the difficulties of managing family matters from a distance. It's an emotional and honest account of expat lift, wrapping up with a reminder of the importance of seeking professional advice for financial and tax matters.

Always an Expat 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.

  continue reading

28 episod

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