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7. Lessons Learned: What to Do Differently When Dealing with Inheritance - with Andrew Duffel

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Manage episode 380114628 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.

Andrew Duffel is the president of Florida Atlantic University's Research Park, based in Boca Raton. Born and raised in the UK, Duffel relocated to the US post-graduation and has been residing there ever since. His expat journey is brimming with unique experiences. One particular aspect of this forms the crux of this podcast episode - discussing an often-neglected financial aspect of expat life, that several British expats are bound to face in the near future.

In a detailed exchange, Andrew shared his experiences about moving to the US in the aftermath of the September 11 attacks. He reminisces about how travel, once celebrated for its simplicity, has since become something of an ordeal.

Life in the US introduced Andrew to a cultural melting pot, Florida, where about 60% of the population originates from other states or countries. As a British expat in such a culturally diverse state, he relished this acceptance, rivalling any presumed notions of the region being conservative or unwelcoming.

This account serves as a pertinent reminder that being an expat encompasses a gamut of experiences. From the joys of exploring a new city to the trepidations of dealing with unfamiliar policy changes, these stories embody resilience, growth, and most importantly, the human spirit of adventure.
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 380114628 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.

Andrew Duffel is the president of Florida Atlantic University's Research Park, based in Boca Raton. Born and raised in the UK, Duffel relocated to the US post-graduation and has been residing there ever since. His expat journey is brimming with unique experiences. One particular aspect of this forms the crux of this podcast episode - discussing an often-neglected financial aspect of expat life, that several British expats are bound to face in the near future.

In a detailed exchange, Andrew shared his experiences about moving to the US in the aftermath of the September 11 attacks. He reminisces about how travel, once celebrated for its simplicity, has since become something of an ordeal.

Life in the US introduced Andrew to a cultural melting pot, Florida, where about 60% of the population originates from other states or countries. As a British expat in such a culturally diverse state, he relished this acceptance, rivalling any presumed notions of the region being conservative or unwelcoming.

This account serves as a pertinent reminder that being an expat encompasses a gamut of experiences. From the joys of exploring a new city to the trepidations of dealing with unfamiliar policy changes, these stories embody resilience, growth, and most importantly, the human spirit of adventure.
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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