Ep 31: Five Important Financial Planning Questions For Foreign Born Families!
Listen & Subscribe
dark+apple dark+spotify dark+youtube
In this solo episode, I discuss the five questions I ask to create the financial planning framework for foreign-born families.
Each question has many nuances and determines which way we go with the plan.
I believe 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 following us on social media:-
LinkedIn; Instagram; Twitter (X); Facebook