• Ep 31: Five Important Financial Planning Questions For Foreign Born Families!

  • Nov 13 2024
  • Length: 24 mins
  • Podcast

Ep 31: Five Important Financial Planning Questions For Foreign Born Families!

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  • Summary

  • 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.
    • 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?

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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
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