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34. How FX brokers help you avoid thousands in fees | Ask An Expert with David Nixon

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Content provided by Richard Taylor - Plan First Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Richard Taylor - Plan First Wealth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Transferring large amounts of money overseas can incur significantly large fees, if you go through the banks. FX brokers offer faster transactions, better fees and higher security. So how do they do it? And how much is there to be saved? This week for Ask An Expert, Richard is joined by FX broker David Nixon, Senior Partnerships Manager at Currencies Direct.

They explore the process, benefits and FAQs of foreign currency conversion through a broker. You’ll find out how Currencies Direct offer solutions for clients who need to transfer large amounts of money or navigate banking limits. Plus, Richard and David talk about their strategies for navigating the complexities of property transactions in the US.

We're the Brits in America is affiliated with Plan First Wealth LLC, an SEC registered investment advisor. The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of Plan First Wealth.

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 unless 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 listeners seek their own advice in these areas.

  continue reading

45 episoade

Artwork
iconDistribuie
 
Manage episode 447629136 series 3494874
Content provided by Richard Taylor - Plan First Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Richard Taylor - Plan First Wealth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Transferring large amounts of money overseas can incur significantly large fees, if you go through the banks. FX brokers offer faster transactions, better fees and higher security. So how do they do it? And how much is there to be saved? This week for Ask An Expert, Richard is joined by FX broker David Nixon, Senior Partnerships Manager at Currencies Direct.

They explore the process, benefits and FAQs of foreign currency conversion through a broker. You’ll find out how Currencies Direct offer solutions for clients who need to transfer large amounts of money or navigate banking limits. Plus, Richard and David talk about their strategies for navigating the complexities of property transactions in the US.

We're the Brits in America is affiliated with Plan First Wealth LLC, an SEC registered investment advisor. The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of Plan First Wealth.

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 unless 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 listeners seek their own advice in these areas.

  continue reading

45 episoade

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