A Cross-Border Finance & Tax Podcast To Filter Out The Noise

Hosted by Jane Mepham, CFP & Manasa Nadig, EA

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About

The International Money Café Podcast addresses the unique financial, tax, and life challenges faced by foreign-born individuals, foreign nationals on work visas, and U.S expats living outside the U.S.

Join us as we navigate the financial complexities, decode the challenges, and provide actionable strategies for thriving financially in a global landscape.

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Every episode gives you tips on pursuing your financial dream while staying tax-compliant, saving you hours of combing the Internet for information relevant to your situation!

Financial Planning, Tax, How-Tos IM Cafe Financial Planning, Tax, How-Tos IM Cafe

Ep 43: Financial Planning 101: How to Find a Great Cross-border Financial Planner.

How do you find a good financial planner?

We share personal experiences and insights on the importance of cultural sensitivity, qualifications, fee structures, and effective communication in financial advising.

These are the things you want your financial planner to have in addition to cross-border technical knowledge.

We emphasize the importance of advisors understanding their clients' unique backgrounds and financial goals, as well as the fiduciary responsibilities they hold.

This will help you find the best financial advisor for your specific situation.

Key Takeaways on finding the right advisor for your cross-border needs

  • Look for cultural sensitivity

  • Look for advisors with CFP certification for quality assurance.

  • Understand the fee structure.

  • Ensure their communication will help you understand complex financial concepts.

  • Ensure they are a fiduciary - put your interests first.

  • Agree on how you define financial success and much more.

Episode Links & Resources

If you'd like to work with us on your finances or taxes, check out the process 

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Meet Your Hosts

Jane Mepham, CFP and
Manasa Nadig, EA

Jane Mepham, CFP®, and Manasa Nadig, EA, are leading experts revolutionizing cross-border financial and tax advice for green card holders, foreign-born U.S. citizens, foreign nationals on work visas, and U.S. expats.

Jane, the founder of Elgon Financial Advisors in Austin, TX, and Manasa, the founder of MN Tax & Business Services in Plymouth, MI, combine their extensive knowledge and personal experiences to provide invaluable insights on the podcast. 

Explore their journeys and expertise through their blogs, LinkedIn, Twitter, and Instagram pages. 

If you’d like to go beyond the podcast and explore working with us one-on-one

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