Plan First Wealth

Plan First Wealth who aspire to make the most of their opportunity. Plan First Wealth LLC is a Registered Investment Adviser.

Plan First Wealth is a Lifestyle Financial Planning & Cross-Border Wealth Management firm serving successful, adventurous American and international families in the U.S. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and u

nless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Plan First Wealth does not provide any tax and/or legal advice and strongly recommends that Clients seek their own advice in these areas.

06/01/2026

Portugal seems to be climbing higher and higher on the list for American expats. ✈️

And it’s not hard to see why!

Simple visa pathways, no Inheritance Tax or wealth taxes… and generally a much more relaxed approach to life.

In this week’s episode, we discuss why Portugal is becoming such an attractive option for internationally minded Americans - and some of the key things you need to understand before making the move.

You can listen to the full episode now via the link in the comments. 👇

05/26/2026

Does anyone actually feel inspired by politics anymore? 😅

Take the UK, for example. Things are increasingly chaotic, with not the most inspiring leader of all time guiding the ship.

You can listen to the full episode now via the link in the comments🎙️

05/25/2026

Immigration isn’t just a political issue anymore; it’s also an economic one.

In this week's podcast, we discuss how increasingly anti-immigration policies in the US could create longer-term problems, especially as populations age and fewer people pay into the system.

You can listen to our full episode now via the link in the comments 👇

05/19/2026

Do you know the difference between residency and citizenship?

In this clip, we break it down and explain why understanding it matters if you’re living internationally or planning a move abroad 🌍

Listen to the full episode via the link in the comments🎙️

05/18/2026

You wouldn’t be alone if you assumed a US passport makes life easier abroad.

However, many expats discover that it can actually complicate things, especially when it comes to banking.

In this clip, Marko explains why some Americans overseas ultimately decide to renounce their US citizenship.

You can listen to the full conversation in our latest episode, available via the link in the comments below🎧

05/12/2026

“Bears sound smart, but bulls make you money💸”

If you’re a listener of our podcast, you’ve probably heard me say this a few times.

Investing isn’t perfect, and never has been. However, over time, those who stay invested tend to benefit the most.
There’s always a reason not to invest, whether it’s scary headlines, risks, or uncertainty.

But history’s been pretty clear on this: the people who build wealth are usually the ones who stay in the game!

We chat more about this in our latest podcast, which you can listen to via the link in the comments🎙️

05/11/2026

Many retirees miss this completely👇

The Roth account.

For those expats living in the US, it can be a really powerful tool, but only if you understand when to use it.
And we find that’s the bit most people get wrong!

In this week’s podcast, we cover everything you need to know about Roth accounts, along with a conversation on market resilience, what we’re seeing with expats and where people want to live, and a few updates from behind the scenes at Plan First Wealth.

You can listen now via the link in the comments below🎧

05/05/2026

Imagine becoming an expat for the first time at 14, without your parents 🤯

This is exactly what happened to this week's podcast guest, Dan. One trip changed everything, and before he knew it, he was in South Africa as an expat for the first time.

Since then, living internationally hasn’t just been an option; it’s been the plan.

You can hear more about Dan’s inspiring journey in the full episode. Tap the link in the comments to listen now👇

05/04/2026

Most people reading this probably assume their passport will always give them options.

But when you look back, history actually gives us a different story!

In times of conflict, pandemics, or political change, countries often close their borders. Rules change, and access often gets restricted.

In this clip, we discuss why relying on one passport, even a strong one like the US, might not give you the flexibility you think it does.

You can listen to the full episode now via the link below🎙️

04/28/2026

A lot of people move to the US thinking, “I’ll figure the finances out when I get there…”

It might sound sensible in the moment, but trust me when I say it’s where the problems begin!

In our latest podcast episode, I talk about why having your ducks in a row before you move matters so much.

Listen to the full episode via the link in the comments👇

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