The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
A tartalmat a Financial Planning Association National Capital Area Chapter biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Financial Planning Association National Capital Area Chapter vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
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Advising Immigrants: Culture, Compliance, and Cross-Border Complexity - Jane Mepham, CFP® [Founder & International Advisor]
Manage episode 512351712 series 3584470
A tartalmat a Financial Planning Association National Capital Area Chapter biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Financial Planning Association National Capital Area Chapter vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
In this episode of The Smarter Planner podcast, host Belle Osvath, CFP®, sits down with Jane Mepham, CFP®, founder of Elgon Financial Advisors, to discuss the unique challenges and opportunities of financial planning for immigrants and foreign nationals living in the United States. Jane, a former H-1B visa holder herself, brings a deeply personal and professional perspective to helping clients bridge two financial worlds- from understanding tax treaties and global reporting requirements to navigating cultural expectations around money and family support.
She also shares insights from her podcast, The International Money Café. She explains how collaboration between financial planners, immigration attorneys, and tax experts is essential for clients with cross-border ties.
Website: https://elgonfa.com
Podcast: https://www.theimcafe.com
LinkedIn: https://www.linkedin.com/in/janemepham/
Kitces Article-
https://www.kitces.com/blog/investing-for-work-visa-holders-nonimmigrant-challenges-foreign-workers-h1b/
Recommend a podcast guest here: https://www.surveymonkey.com/r/PWXHTV7
The Smarter Planner podcast is produced by the Financial Planning Association National Capital Area Chapter (FPA NCA) for educational purposes only. Belle Osvath and FPA NCA do not endorse specific individuals or services mentioned.
66 epizódok
Megosztás
Manage episode 512351712 series 3584470
A tartalmat a Financial Planning Association National Capital Area Chapter biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Financial Planning Association National Capital Area Chapter vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
In this episode of The Smarter Planner podcast, host Belle Osvath, CFP®, sits down with Jane Mepham, CFP®, founder of Elgon Financial Advisors, to discuss the unique challenges and opportunities of financial planning for immigrants and foreign nationals living in the United States. Jane, a former H-1B visa holder herself, brings a deeply personal and professional perspective to helping clients bridge two financial worlds- from understanding tax treaties and global reporting requirements to navigating cultural expectations around money and family support.
She also shares insights from her podcast, The International Money Café. She explains how collaboration between financial planners, immigration attorneys, and tax experts is essential for clients with cross-border ties.
Website: https://elgonfa.com
Podcast: https://www.theimcafe.com
LinkedIn: https://www.linkedin.com/in/janemepham/
Kitces Article-
https://www.kitces.com/blog/investing-for-work-visa-holders-nonimmigrant-challenges-foreign-workers-h1b/
Recommend a podcast guest here: https://www.surveymonkey.com/r/PWXHTV7
The Smarter Planner podcast is produced by the Financial Planning Association National Capital Area Chapter (FPA NCA) for educational purposes only. Belle Osvath and FPA NCA do not endorse specific individuals or services mentioned.
66 epizódok
Minden epizód
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Hasonló a(z) Smarter Planner Podcast sorozathoz
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
Tim Reid (AKA Timbo) interviews the most innovative founders in the world of small business. In this award winning podcast business owners share where their original business idea came from, how they got it to market and the strategies they used that led to their business’s unprecedented growth. Tim Reid's curiosity for what makes business owners tick and his passion for small business success means that every episode is chock full of marketing gold that will help you build that beautiful bu ...
…
continue reading
The Unshakeables podcast from Chase for Business and iHeartMedia's Ruby Studio dives into the unbelievable “What are we gonna do now?” moments that changed everything for small business owners. From mom-and-pop coffee shops to auto-detailing garages, every small business owner knows that the journey is full of the unexpected. A single make-or-break experience can change the course of your business forever. Those who stand firm in their resolve have a special name. We call them The Unshakeabl ...
…
continue reading
In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Named the Best Personal Finance Podcast by Bankrate.com and Kiplinger, The Stacking Benjamins Show features a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG ...
…
continue reading
Looking for mentorship from someone who has a track record of business success? Want to learn how to build a 1% lifestyle and develop the mindset of a champion? Are you a business leader looking to 10x your results so you can build your dream life? If you are unwilling to settle for the status quo, and looking for real, honest, business, leadership, and mindset conversations... look no further. Tune in each week to learn from Kelly Roach, a former Fortune 500 executive and NFL cheerleader tu ...
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continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Millionaire University is on a mission to help you build wealth, achieve financial freedom, and create a business that supports the life you want. We reveal proven strategies for business growth, personal finance, and investing—teaching you how to increase your income, build passive revenue streams, and take control of your money. You will learn how to start and scale a business, make smarter financial decisions, and build lasting wealth—all while creating a life of impact and fulfillment. G ...
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continue reading
Player FM - Podcast alkalmazás
Lépjen offline állapotba az Player FM alkalmazással!
Lépjen offline állapotba az Player FM alkalmazással!
