LIVE ONLINE: Expat Saving & Investing Weekend Workshop Sat 3 & Sun 4 June 2023
Learn everything you need to know about expat planning, saving & investing in one weekend! Suitable for total beginners as well as people who need to figure out expat investing. Friendly, entertaining, educational & interactive. LIMITED SPACES
“Thank you again for your workshop, it was truly eye-opening workshop and I’m forever grateful for the knowledge gained over the 2 days! It has been completely transformational to my financial life :)” – Sandra, expat in UAE
“Every attendee that I’ve spoken to has loved Steve’s course.” – Andrew Hallam, author of Millionaire Expat
Serious saving made simple, practical and memorable...
...with all the useful details nobody else bothers with
500 expats learning about Financial Independence – now you can too!
Saving Made Simple
Learn how you can save and invest quickly, cheaply and flexibly, so you can get on with living a fantastic life.
Saving requires a bit of discipline, which is much easier when you know why you are saving and how much you will need. Investing sounds complicated and an entire industry wants you to think it is. But investing sensibly can be very simple, especially in the age of global index funds.
The hardest thing will be investing regularly while ignoring all the chatter from your mind and the media. Your brain wasn’t designed to deal with stock market swings, so get it out of the way and stick to the rules. We’ll show you how to do that too.
If you’re bored by personal finance books and numbed by numbers, this is the place for you.
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Blog: latest posts

The 7 Phases of Expat Life – Are You Financially Mature Yet?
There are 7 phases of expat life. Most people skip the real money-making stage and go straight back to being an ex-expat. Don’t be like them! You need to reach Financial Maturity.

The Ultimate Guide to Buying Life Insurance for Expats (Say NO to Whole Life)
Whole life insurance plans have always been controversial globally. They exist mainly to make the insurance company and their sales ‘advisor’ lots of commission. You must avoid them, escape from them and warn other people. Here’s what to buy instead and how to do it.

Interactive Brokers removes inactivity fees
Interactive Brokers used to charge $10 per month. As of July those fees are gone, leading to less confusion and fewer reasons to avoid jumping in and getting started. Let’s have a look at the implications.
Blog: Investing (funds, ETFs, brokers, currencies & transfers)

Should GameStop & Bitcoin change our investing?
99.99% of the financial news should not change how you invest. Read it out of interest for what’s going on in the world, but don’t let it change your investment approach. Just don’t. It’s a slippery slope that leads to shiny object syndrome, FOMO and market timing, all of which will part you from your money. Let’s have a look at a couple of newsworthy events and see if they merit a reaction.

Top FAQs about expat saving and investing
There are some questions about expat saving and investing that get asked again and again. Which is understandable – these are the things expats worry about AND can’t find the answers to easily.

How To Invest After The Election
In case you think the US election is the only thing people are thinking about, you can also think about investing before/during/after the results! I never expected to write about investing during the results, but here we are.
Blog: Planning (mindset, current situation, future needs)

10 ways to stop your brain’s love of complexity from messing up your saving & investing
Our brain instinctively defaults to addition and complexity when problem-solving. Understanding how this knee-jerk reaction messes with your finances will help you increase your wealth and reduce your stress. Who doesn’t want that?

Make Your Life More Wonderful
I want to show you that you can have it both ways. You can have great riches amassed through the capitalist system (the stock market). And you can have a huge impact on your family, community and the world, by using your riches to become financially independent.

12 fantastic reads that will improve your life and money
It doesn’t take much to distract you away from categorising your credit card spend, so here are 12 good distractions to expand the mind. Usually better than scrolling.
Blog: Saving (income, expenses, debt, cash)

Stop your bank ruining your day (or worse)
It’s usually painfully obvious that banks are not really on your side. Here are some thoughts on how to make interaction that little bit easier.

Are you a Dragon sitting on your pile of cash?
Dragons love to sit on their big pile of cash, gold and property. But their excess cash gets eroded by inflation and they miss out on stock market growth.

How to avoid drowning in debt and escape forever from the debt swamp
I’m proud to serve on The Debt Panel of The National newspaper in the UAE, but it can be depressing. Almost every question is from someone who has over-loaded themselves with debt and cannot see a way out. This week’s question was a classic example of this.
Blog: Troubleshooting & terrible savings plans
LIVE ONLINE: Expat Saving & Investing Weekend Workshop Sat 3 & Sun 4 June 2023
Learn everything you need to know about expat planning, saving & investing in one weekend! Suitable for total beginners as well as people who need to figure out expat investing. Friendly, entertaining, educational & interactive. LIMITED SPACES
“Thank you again for your workshop, it was truly eye-opening workshop and I’m forever grateful for the knowledge gained over the 2 days! It has been completely transformational to my financial life :)” – Sandra, expat in UAE
“Every attendee that I’ve spoken to has loved Steve’s course.” – Andrew Hallam, author of Millionaire Expat