Ep 31: Five Important Financial Planning Questions For Foreign Born Families!
Nov 13, 2024 ·
23m 36s
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Description
In this solo episode, Jane Mepham discusses the five questions she asks to create the financial planning framework for foreign-born families. Each question has many nuances and determines which way...
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In this solo episode, Jane Mepham discusses the five questions she asks to create the financial planning framework for foreign-born families.
Each question has many nuances and determines which way we go with the plan.
Jane believes any foreign-born individual should ask themselves these questions as part of the settling process in the US. Money is tied to all aspects of our lives.
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The speakers' views and opinions discussed in this episode should not be considered financial, tax, or legal advice. Consult your advisor for any legal, cross-border tax, and financial advice.
Be sure to join the conversation by visiting our page The International Money Cafe
Or by following us on social media:-
Follow us on social media:- LinkedIn; Instagram; Twitter (X); Facebook
show less
Each question has many nuances and determines which way we go with the plan.
Jane believes any foreign-born individual should ask themselves these questions as part of the settling process in the US. Money is tied to all aspects of our lives.
- What's your Immigration status?
- What's tax residency status
- What are your long-term residency status?
- What's your home country of citizenship, what other citizenships do you have, and if married, what's your spouse's citizenship?
- What assets do you have in foreign countries?
---------------------------------------------------------------------------------
The speakers' views and opinions discussed in this episode should not be considered financial, tax, or legal advice. Consult your advisor for any legal, cross-border tax, and financial advice.
Be sure to join the conversation by visiting our page The International Money Cafe
Or by following us on social media:-
Follow us on social media:- LinkedIn; Instagram; Twitter (X); Facebook
Information
| Author | The International Money Cafe |
| Organization | MANASA NADIG |
| Website | - |
| Tags |
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