Dunhill Financial
Dunhill Financial
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Our Political Landscape: What Does it Mean?
Hear from Josh and the Dunhill team about our latest insights and perspectives regarding the current U.S. and international political landscape.
For the full presentation, check out our Q2 2024 Webinar also available on our channel.
Find out more and get in touch with us at:
www.dunhillfinancial.com/
www.df-direct.com/
LinkedIn:
www.linkedin.com/company/dunhill-financial-llc
Twitter:
DunhillFin
Facebook:
AmericanExpatFinances
DUNHILL FINANCIAL, LLC IS A REGISTERED INVESTMENT ADVISER. 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.
Copyright © 2024 Dunhill Financial. All rights reserved.
มุมมอง: 67

วีดีโอ

Social Security Statement: What's The Best Way to Find It?
มุมมอง 19214 วันที่ผ่านมา
In this video Isa covers the best, and easiest way in which to access your Social Security Statement. Find out more and get in touch with us at: www.dunhillfinancial.com/ www.df-direct.com/ LinkedIn: www.linkedin.com/company/dunhill-financial-llc Twitter: DunhillFin Facebook: AmericanExpatFinances DUNHILL FINANCIAL, LLC IS A REGISTERED INVESTMENT ADVISER. INFORMATION PR...
Economic Update Q2 2024
มุมมอง 8414 วันที่ผ่านมา
Join us for an hour in which we discuss recent economic trends and developments on how we see the economy and markets evolving in the coming months, and how this affects our strategy going forward. Find out more and get in touch with us at: www.dunhillfinancial.com/ www.df-direct.com/ LinkedIn: www.linkedin.com/company/dunhill-financial-llc Twitter: DunhillFin Facebook: facebook.com...
Introducing DF-Direct Webinar
มุมมอง 326หลายเดือนก่อน
This video covers the basics of our new DF-Direct offering, a low-cost robo-advisory service for US expats. It's ideal for both first time and seasoned investors, allowing for personalized portfolios and no minimum investment. Brian Dunhill is a Financial Planner with a core emphasis on concentrated positions, and retirement planning for Expatriates. Past positions have led him to work in many ...
Expats in France Q2 2024 Financial Forum
มุมมอง 166หลายเดือนก่อน
Topic: How to turn your property into rental income Join us for just one hour during which the team at Dunhill Financial and the Adrian Leeds Group pinpoint topics that specifically concern North American expatriates living in France. We’ll be discussing real estate and tax issues for North Americans wanting to move to France, or who are already living here. Our speakers include Brian Dunhill o...
Introducing DF-Direct Webinar
มุมมอง 98หลายเดือนก่อน
This video covers the basics of our new DF-Direct offering, a low-cost robo-advisory service for US expats. It's ideal for both first time and seasoned investors, allowing for personalized portfolios and no minimum investment. Brian Dunhill is a Financial Planner with a core emphasis on concentrated positions, and retirement planning for Expatriates. Past positions have led him to work in many ...
Economic Update Q1 2024
มุมมอง 3.2K2 หลายเดือนก่อน
Join us for an hour in which we discuss recent economic trends and developments on how we see the economy and markets evolving in the coming months, and how this affects our strategy going forward. Find out more and get in touch with us at: www.dunhillfinancial.com/ LinkedIn: www.linkedin.com/company/dunhill-financial-llc Twitter: DunhillFin Facebook: AmericanExpatFinan...
Moving to France as a US Expat Tax Edition
มุมมอง 3.2K4 หลายเดือนก่อน
Jonathan started Hadida Tax Advisors in 2021 with the goal of providing top-quality service to expats in and around France. A lawyer by trade and an accountant at heart, Jonathan holds a Masters’ Degree in International Business Law from McGill University, a J.D. from Osgoode Hall Law School (common law degree) and an LL.B. (civil law degree) from Université de Montreal. Jonathan is an attorney...
Economic Update Q4 2023 & Year Ahead Outlook
มุมมอง 8616 หลายเดือนก่อน
Join us for an hour in which we discuss recent economic trends and developments on how we see the economy and markets evolving in the coming months, and how this affects our strategy going forward. Find out more and get in touch with us at: www.dunhillfinancial.com/ LinkedIn: www.linkedin.com/company/dunhill-financial-llc Twitter: DunhillFin Facebook: AmericanExpatFinan...
Expats in France - Relocation & Immigration for American
มุมมอง 3.6K8 หลายเดือนก่อน
Daniel Tostado is a French attorney (avocat à la cour) and US attorney-at-law (New York) who runs a law firm in Paris for French-inbound immigration. Daniel handles French visas, residency permits, and naturalization applications. He offers both consultations or full-on assistance depending on the needs of each applicant. Adrian Leeds speaks at conferences and seminars in both the U.S. and Fran...
Estate Planning & Year end Top Tips for Americans in the UK
มุมมอง 8748 หลายเดือนก่อน
Are you an American expat looking to navigate the complexities of US estate planning with UK inheritance tax planning? This interactive online session is specifically tailored for Americans living in the UK to provide valuable insights and expert commentary and will include some year-end “Top Tips”. Brian Dunhill Founder at Dunhill Financial Brian is a Financial Planner with a core emphasis on ...
Economic Update Q3 2023
มุมมอง 17310 หลายเดือนก่อน
Join us for an hour in which we discuss recent economic trends and developments on how we see the economy and markets evolving in the coming months, and how this affects our strategy going forward. Find out more and get in touch with us at: www.dunhillfinancial.com/ LinkedIn: www.linkedin.com/company/dunhill-financial-llc Twitter: DunhillFin Facebook: AmericanExpatFinan...
American Expats in France - How to get a Mortgage in France Quarterly Financial Forum - Q3 2023
มุมมอง 78110 หลายเดือนก่อน
Simon Conn, Overseas Finance Specialist With clients around the world, Simon is among the leading overseas mortgage advisors globally, having been helping overseas residents obtain finance to buy real estate for over 35 years. Simon has appeared in numerous media, including The Wall Street Journal and BBC radio, and he also provides consumer guidance to industry publications such as Mortgage St...
Retirement for US Expats
มุมมอง 36910 หลายเดือนก่อน
Your idea of retirement is probably much different from that of your parents. Your saving strategy should be too. By starting now and taking an active role in planning, you can positively impact your future. Looking to go direct and do it yourself? Check out our low cost robo-advisor. www.df-direct.com/ Find out more and get in touch with us at: www.dunhillfinancial.com/ LinkedIn: www.linkedin....
Economic Update Q2 2023
มุมมอง 178ปีที่แล้ว
Join us for an hour in which we discuss recent economic trends and developments on how we see the economy and markets evolving in the coming months, and how this affects our strategy going forward. Find out more and get in touch with us at: www.dunhillfinancial.com/ LinkedIn: www.linkedin.com/company/dunhill-financial-llc Twitter: DunhillFin Facebook: AmericanExpatFinan...
The New Digital SAT for Expat Parents and How to Prepare For It
มุมมอง 92ปีที่แล้ว
The New Digital SAT for Expat Parents and How to Prepare For It
Expats in France Quarterly Financial Forum - Q2 2023 - Inflation and The Cost of Living
มุมมอง 591ปีที่แล้ว
Expats in France Quarterly Financial Forum - Q2 2023 - Inflation and The Cost of Living
Expats in the US: Considerations When Buying US Real Estate
มุมมอง 130ปีที่แล้ว
Expats in the US: Considerations When Buying US Real Estate
Financial Planning Priorities for Americans in Germany or the Netherlands in 2023
มุมมอง 182ปีที่แล้ว
Financial Planning Priorities for Americans in Germany or the Netherlands in 2023
What are 2023 Financial Planning Priorities for American Expats and other US Taxpayers in the UK?
มุมมอง 189ปีที่แล้ว
What are 2023 Financial Planning Priorities for American Expats and other US Taxpayers in the UK?
Economic Update Q1 2023
มุมมอง 176ปีที่แล้ว
Economic Update Q1 2023
Expats in France Quarterly Financial Forum - Q1 2023 - US Tax Filing Update and Strategies
มุมมอง 7Kปีที่แล้ว
Expats in France Quarterly Financial Forum - Q1 2023 - US Tax Filing Update and Strategies
US Tax Filing for Americans in Germany and the Netherlands in 2023
มุมมอง 698ปีที่แล้ว
US Tax Filing for Americans in Germany and the Netherlands in 2023
Expats in America - US Tax Filing Pitfalls and Solutions in 2023
มุมมอง 142ปีที่แล้ว
Expats in America - US Tax Filing Pitfalls and Solutions in 2023
Economic Update Q4 2022
มุมมอง 165ปีที่แล้ว
Economic Update Q4 2022
US Tax Filing Update and Strategies for Americans Living in the UK in 2023
มุมมอง 764ปีที่แล้ว
US Tax Filing Update and Strategies for Americans Living in the UK in 2023
How To Get a Mortgage and Buy Real Estate as an American Expat in the UK
มุมมอง 224ปีที่แล้ว
How To Get a Mortgage and Buy Real Estate as an American Expat in the UK
North American Expats in France Quarterly Financial Forum - November 2022
มุมมอง 470ปีที่แล้ว
North American Expats in France Quarterly Financial Forum - November 2022
Expats in America - Financial Planning Pitfalls and Solutions
มุมมอง 168ปีที่แล้ว
Expats in America - Financial Planning Pitfalls and Solutions
The Myths And Opportunities Of Investing In China
มุมมอง 333ปีที่แล้ว
The Myths And Opportunities Of Investing In China

ความคิดเห็น

  • @yingfeng6628
    @yingfeng6628 6 วันที่ผ่านมา

    Great video, thanks for posting the recording. One thing I’d just like to note for other viewers is that the value of Roth IRAs (but not traditional IRA) are in fact subject to NL box 3 taxes yearly.

  • @riak3523
    @riak3523 18 วันที่ผ่านมา

    We can't hear Mr Singh

  • @ednan9
    @ednan9 หลายเดือนก่อน

    If you’re employed in the UK & you do backdoor Roth in the US. I know that you pay Income Tax in the US on that backdoor conversion but will you also have to pay tax in the UK? Thx

  • @LamplighterScott
    @LamplighterScott หลายเดือนก่อน

    Perhaps the French penchant for universal healthcare is that they logically deducted long ago that the invisible hand of market capitalism needs price transparency and tort control, and that health services don't lend themselves well to that and therefore needs to be provided under bureaucratic control. Seems like there are a bunch of countries around the world doing this very successfully without thinking about it as "socialistic" and all the negative connotations associated with that.

  • @TheClaudio7078
    @TheClaudio7078 หลายเดือนก่อน

    Any tax videos put there for canadian retirees?. Also in Canada we have federal income tax and provincial income tax

  • @laurap6461
    @laurap6461 หลายเดือนก่อน

    Could you supply Ruben’s email address? It is incorrect in the transcript.

    • @DunhillFinancial
      @DunhillFinancial หลายเดือนก่อน

      Hi Laura, of course, it's reuben@df-direct.com.

  • @Kelly-di9sc
    @Kelly-di9sc หลายเดือนก่อน

    Very useful and frankly if one has significant US IRAs that one wishes to ensure pass to the next generation, France will confiscate your assets. So unfortunately we just got a reason to not stay long term. We’ll just enjoy while we are here.

    • @Kelly-di9sc
      @Kelly-di9sc หลายเดือนก่อน

      It is stunning how uncompetitive and unfair this is. Everything I have was generated through 40 years of work and savings. There is no chance France will get its hands on it. I know one can’t live their life based on taxes but this is my kids’ lives. Au revoir France, this is bullshit.

  • @stayfocused1041
    @stayfocused1041 2 หลายเดือนก่อน

    So, if I understand correctly, it is possible to live in France full time and have a company in the US? I am French living in the US for 35 years, my husband is American. We both have social security, also my husband has a trading company. So, would it be possible to purchase a property and live in France full time, and for him to trade on US platforms? I guess in this situation, we would pay US taxes only?

  • @daviddubois7560
    @daviddubois7560 2 หลายเดือนก่อน

    Daniel speaks way too fast to understand.

  • @miggroup5557
    @miggroup5557 3 หลายเดือนก่อน

    Getting a Mortgage in France ??!

  • @edclark6543
    @edclark6543 3 หลายเดือนก่อน

    Very thorough.

  • @DeanRamser
    @DeanRamser 4 หลายเดือนก่อน

    Bonjour! Excellent video. Very informative. Thank you! We are retired American educators with modest social security and pension payments (45k), and very modest rental income(16k). We had been looking at Spain, France, and Italy because of their healthcare systems. But, Spain and Italy would tax us more than France, and France has better healthcare. Is my perception correct? 60k per year is taxed less in France than in Spain, correct? Thank you. Merci! Dean & Cindy

  • @DeanRamser
    @DeanRamser 4 หลายเดือนก่อน

    Bonjour! Excellent video. Very informative. Thank you! We are retired American educators with modest social security and pension payments (45k), and very modest rental income(16k). We had been looking at Spain, France, and Italy because of their healthcare systems. But, Spain and Italy would tax us more than France, and France has better healthcare. Is my perception correct? 60k per year is taxed less in France than in Spain, correct? Thank you. Merci! Dean & Cindy

  • @JimmySmith-du7xz
    @JimmySmith-du7xz 4 หลายเดือนก่อน

    Very informative! Appreciate all the "free" help you're providing to people like me - still sitting on the fence but leaning forward heavily... :D

  • @michaelmcgillsnowmx
    @michaelmcgillsnowmx 4 หลายเดือนก่อน

    The sound on Christine is so hard to hear and understand

  • @hugo3796
    @hugo3796 4 หลายเดือนก่อน

    Thanks guys!!

  • @fakerating
    @fakerating 4 หลายเดือนก่อน

    great info, thanks!

  • @zeitgeist888
    @zeitgeist888 4 หลายเดือนก่อน

    Does the trust issue still apply when a US parent has a trust and the adult children live in France are the heirs and all assets are US based (home, bank and investments)?

  • @nallissful
    @nallissful 4 หลายเดือนก่อน

    What about the contributions that you make to the German pension? I’ve heard that those are deductible in the USA

  • @nosleeplisa
    @nosleeplisa 4 หลายเดือนก่อน

    The audio on that lady sitting in the white room is so hard to understand. It’s digitizing and then the reverb. I had to scroll forward through it. Seems like good info, pity only about 2/3 of it was intelligible.

  • @rtj6874
    @rtj6874 5 หลายเดือนก่อน

    I was thinking of Portugal to retire too but France might be the way to go as they recognize Roth's. I'd need to do something about Estate stuff though.

  • @rtj6874
    @rtj6874 5 หลายเดือนก่อน

    But I want to know that if you call in the next 5 minutes, do we get a set of ginzu knives!?

  • @ItsaJuraff
    @ItsaJuraff 5 หลายเดือนก่อน

    This was all really helpful information. Thank you for uploading it publicly!

  • @JG-jb2vo
    @JG-jb2vo 6 หลายเดือนก่อน

    Very informative talk. Thank you!

  • @user-be9ge8se9w
    @user-be9ge8se9w 6 หลายเดือนก่อน

    This is a pretty unhelpful video and it looks like there are very few follow up answers to many people’s good questions. The production level of the video is poor too. To be honest I feel like this reflects poorly on your company but thanks.

  • @andrewchan902
    @andrewchan902 6 หลายเดือนก่อน

    Five years ago I can't even find oversea filing videos! When I need to for the first time.

  • @andrewchan902
    @andrewchan902 6 หลายเดือนก่อน

    Just making it more and more complicated like the US medical system, would eventually lead to a rebellion and revolt. See why Trump is becoming popular is proof.

  • @andrewchan902
    @andrewchan902 6 หลายเดือนก่อน

    Unless you can take alipay or wechat pay or credit card from China, I don't know how to pay for the US tax filers. My brother and sisters say they help, but when it comes to action, they won't even let me use their credit cards for this purpose, and reimburse them later with my bank transfers from HK...many more examples...

  • @mr-vet
    @mr-vet 6 หลายเดือนก่อน

    Are us govt pensions, such as U.S. federal govt and military retirement, VA disability compensation for disabled veterans, social security? Between military retirement and VA disability, I bring in just over $100K/yr…when my wife retires from her federal career, she will receive over $50k/yr; then she will likely receive the max Soc sec retirement and I’ll be close behind.

  • @josephwoulfe2233
    @josephwoulfe2233 6 หลายเดือนก่อน

    vocals on the dark hair women is very eco like.

  • @fp2374
    @fp2374 6 หลายเดือนก่อน

    You have to read, understand fully your individual situation and Fatca/Fincen rules very bad only the US has them.

  • @SnakeMackerel
    @SnakeMackerel 7 หลายเดือนก่อน

    Excellent. Thank you!

  • @francer4149
    @francer4149 8 หลายเดือนก่อน

    There is a French online bank named Boursorama. From Société Générale. I use it 👍

  • @francer4149
    @francer4149 8 หลายเดือนก่อน

    Looks like you are mistaken about Marine le Pen…Americans are very welcome in France and in Nice.

  • @sunmand6136
    @sunmand6136 8 หลายเดือนก่อน

    @Dunhill Financial -So If I hear it right. The first 40K of CAPITAL GAINS (Or the first 80K if you are married) for an American retiree is Tax free even in France. Cause it is taxed or rather not taxed in the U,S. Correct?

  • @Liberty1111
    @Liberty1111 8 หลายเดือนก่อน

    Luv yr Shows! USA stole my kids to give them to abusive Mormon and holding me hostage 4 years now but I keep pleading to go back to France! What Visa should I apply for to stay here? 1 year visitor visa? (I plan is to buy a home in Cannes which I spent 2 years in awaiting extradition to evil US). So tired of abuse and injustice of AMerica! So stupid to accept extradition - should have stayed in France. PS what insurance do u recommend to buy to attach to visa application? Who to consult for Real Estate Shopping (prefer someone with experience w Credit Vendeur at 50% down) to prevent Luxury Tax . a bientôt si le juge me laisse enfin quitter les USA!

  • @HeartCoffeeTime
    @HeartCoffeeTime 8 หลายเดือนก่อน

    Was the inheritance forum ever recorded, as mentioned here ? I can't seem to find it on this channel.

  • @robs-journeys
    @robs-journeys 8 หลายเดือนก่อน

    How does one get into the live stream?

  • @fakerating
    @fakerating 8 หลายเดือนก่อน

    great information here, thanks!

  • @maisiepoot5574
    @maisiepoot5574 8 หลายเดือนก่อน

    Very useful information. Much food for thought!

  • @FredQuinn
    @FredQuinn 8 หลายเดือนก่อน

    I would like to know what PROHIBITS France from taxing US expats who reside in France on their US Rental income? ARTICLE 6 Income from Real Property Paragraph 1 provides that income of a resident of a Contracting State from real property situated in the other Contracting State may be taxed in the State in which the property is situated. The Article does not grant an exclusive taxing right to the situs State, but assigns it the primary right.

  • @editadesena9892
    @editadesena9892 8 หลายเดือนก่อน

    Thank you for the video. Unfortunately, I had time to understand what Ms Marciasini said. I'm hoping there will be more videos on the topic. Thanks again

  • @Liberty1111
    @Liberty1111 9 หลายเดือนก่อน

    Do you have an equivalent of SELLER FINANCING in USA where the seller takes a down payment (EG 25%), and then you make payments to the seller for a few years before refinancing it is very common in America and is called seller financing were the buyer gets the deed to the property, but it is subject to repayment of the mortgage to Seller. Do you have anything like that in France?

  • @sacroyalty
    @sacroyalty 10 หลายเดือนก่อน

    Love these North American expats in France forums! Thanks all for providing these. (I'm hoping my parents try moving out there!)

  • @sacroyalty
    @sacroyalty 10 หลายเดือนก่อน

    It is interesting how the experts didn't agree on a few parts. That tells me YMMV. @29:39

  • @sacroyalty
    @sacroyalty 10 หลายเดือนก่อน

    So he's saying if an American citizen living in France wants to buy a €250k place, with €100-150 mortgage that isn't allowed?

  • @lynn-haroldthompson2644
    @lynn-haroldthompson2644 10 หลายเดือนก่อน

    One problem with all this: Italians and how they do things.

  • @chipsellarole267
    @chipsellarole267 10 หลายเดือนก่อน

    If my wife and I want to retire in lets say Piedmont, and have a combined Social Security of $4700/month will that all be taxed in Italy and in US.

    • @SEnricoPIndiogine
      @SEnricoPIndiogine 4 หลายเดือนก่อน

      I would like to know that as well. Thanks.

  • @francesguinta8614
    @francesguinta8614 11 หลายเดือนก่อน

    Too bad these experts don’t seem confident about what they know and seem unable to articulate in plain language.

  • @TanyaCross-gd7wu
    @TanyaCross-gd7wu ปีที่แล้ว

    This is not helpful. Does not seems like they are the experts in their fields. This was not helpful to me. Look at some videos of France taxes and see how it is done.