EP 19: A Safety Net for Difficult Times: How To’s!

 
 

Employees on work visas tend to be very hardworking (mainly in the STEM Space), very determined to pursue their version of the American dream, and with high incomes, anxious to start investing.

When we start working with them on a financial plan, we complete a full SWOT analysis, and without a doubt, one threat stands out like a sore thumb.

In this episode, we address the specific threat—all related to their visa—and suggest different ways of mitigating it. The ideas range from career enhancements to other legal ways of staying in the U.S.

We draw on our backgrounds as people who were once on work visas and some of the fears and concerns we felt, which apply to many foreign nationals on work visas.

By the end of this episode, you'll walk away with 4 to 5 ideas you can implement or start planning on that will help you shore up your financial plan.

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.

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EP 20: What Is English For “Custodial Accounts?”

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EP 18: What is English for “Situs?”