Ep 43: Financial Planning 101: How to Find a Great Cross-border Financial Planner.

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The International Money Café Show

The International Money Cafe

58 episodes

1 week ago

Foreign-born US citizens, green card holders (immigrants) in the US, and foreign nationals on temporary nonimmigrant US visas, have unique financial & US tax compliance challenges as they straddle their multi-country footprint.

US expats living abroad have somewhat similar challenges from having to deal with US taxes and foreign obligations.

In "The International Money Café Podcast" Jane Mepham, CFP®, and Manasa Nadig, EA, address these unique challenges over a cup of Coffee/Chai in addition to talking about life in the US.

Join them as they filter out the noise on cross-border taxes, finances, and life in the US, and save you hours combing the internet for information relevant to your situation.

Jane & Manasa being foreign-born, are able to address these issues from a very personal and relatable point of view every other week, as they walk the same journey and pursue their own version of the American dream.

The views and opinions are those of the speakers, and should not be considered financial, tax, or legal advice. Consult your advisor for any legal, cross-border tax, and financial advice.

All content for The International Money Café Show is the property of The International Money Cafe and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Ep 43: Financial Planning 101: How to Find a Great Cross-border Financial Planner.

The International Money Café Show

37 minutes

6 months ago

Ep 43: Financial Planning 101: How to Find a Great Cross-border Financial Planner.

How do you find a good financial planner?

We share personal experiences and insights on the importance of cultural sensitivity, qualifications, fee structures, and effective communication in financial advising.

These are the things you want your financial planner to have in addition to cross-border technical knowledge.

We emphasize the importance of advisors understanding their clients' unique backgrounds and financial goals, as well as the fiduciary responsibilities they hold.

This will help you find the best financial advisor for your specific situation.

Key Takeaways on finding the right advisor for your cross-border needs

Look for cultural sensitivity
Look for advisors with CFP certification for quality assurance.
Understand the fee structure.
Ensure their communication will help you understand complex financial concepts.
Ensure they are a fiduciary - put your interests first.
Agree on how you define financial success and much more.

Episode Links & Resources

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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.