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

13 nov 2024 · 23 min. 36 sec.
Ep 31: Five Important Financial Planning Questions For Foreign Born Families!
Descrizione

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.
  • 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

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