March 4, 2026
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Invitation to Speak on Richard Taylor’s Expat Wealth Podcast

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Hi GFPers,

I am pleased to share a speaking opportunity for premium members of the Global Financial Planning Institute. Richard Taylor, Founder of Plan First Wealth and host of the Expat Wealth – Cross-Border Financial Advice for Expats in America and Americans Abroad podcast, is inviting premium GFP members to apply to be featured guests on his show.

The podcast focuses on practical, real-world issues facing globally mobile individuals, including tax and compliance pitfalls, cross-border investing, retirement planning, and estate strategies for US-connected expats. Richard is particularly interested in interviewing practitioners who can share case studies, planning frameworks, or niche expertise that will help expats make better financial decisions.

If you would like to be considered as a guest, please submit:

  • A short professional bio (150–200 words)
  • Your country(ies) of practice and core cross-border focus
  • 2–3 proposed topic ideas (with 1–2 sentences on what listeners will learn from each)
  • Links to any prior speaking, podcast, or webinar appearances (if available)

Please email your application to richard@planfirstwealth.com by the end of March. Richard will review submissions on a rolling basis and shall coordinate introductions for selected members.

Here's a link to the podcast - https://planfirstwealth.com/podcast/

This is a great opportunity to raise your professional profile, showcase your expertise, and help educate a growing global audience of expatriates and international families.​

Warm regards,

Ashley Murphy, CFP, GFP (Fellow)

Founder & Executive Director, Global Financial Planning Institute



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