Is this a 1-day workshop?
No, the course has 7 hours of short (3-15 minute) video lessons you can watch in your own time. You can binge them all at once or watch one per day on your laptop, tablet or phone.
How long do we have access to the video lessons for?
Forever. Plus I will update them and add new ones.
What's in a video lesson?
Each video covers a specific topic over 3-15 minutes. Sometimes it's me talking to you directly, very often I have images, charts or diagrams to illustrate each concept as clearly as possible. Then below each video are some questions for you to think about, which you can answer in your workbook.
What if the information becomes out of date?
Most of our recommendations are timeless and designed to work in any life or stock market situation. Other information, especially brokerage prices, change frequently. We will update videos or make a note when things change, and we keep on top of the latest fees etc.
What if I have a question?
You will have access to live Q&A sessions and a dedicated facebook group community for a month on joining. We will hold live Q&A sessions at least once per week. You can submit your questions in advance and also ask questions on the day. We will record each session in case you miss it.
I will also be live in the facebook community group almost every day answering more questions, adding more colour to the lessons and discussing what's happening in the world (in the context of expat investing). We want ALL questions to be answered, even ones you think are stupid (they won't be, we love 'stupid' questions).
I know nothing about investing, is this course for me?
YES, we assume no prior knowledge. We will teach you everything you need to know, in a really clear and simply way, and help you when you get stuck. I passionately believe that anybody can learn how to invest by themselves - we've helped thousands of people do exactly that.
I know how to trade stocks, is this course for me?
YES. We will show you have to invest in a sensible way that will grow your retirement fund hugely over the long term and free up your time away from the markets, to spend with your family and earning money. Also we will show you the varieties of funds that you must avoid to prevent a large tax bill, as well as how to optimise many other parts of your investing process.
I'm an expat living in X country and from Y country, is this course for me?
Yes, it doesn't matter which country you live in or where you come from. There are many universal lessons that need to be applied. We can also go into the details of funds, currencies, transfers relevant to your home country.
We can't get into the tax specifics of each country (except perhaps the UK), but there are some general rules that will help you deal with tax in any home country. We specifically talk about what to do when moving home or to another expat country.
We have had many expats from UK, Europe, India, Pakistan, Australia, New Zealand, South Africa, Canada and the US join our workshops.
I'm a US expat, is this course for me?
Yes, with some caveats. We will show you how to think about investing and how to minimise risk, what funds to invest in, how to open a brokerage platform and how to transfer money. We won't deal specifically with the US tax system for US expats, or cover Roth IRA strategies etc, though we can certainly point you in the right direction to learn more about those! We will do our best to answer any non-tax questions you have in the Q&A also.
Are you affiliated with any financial services companies?
NO. There are so many commission-driven financial advisors in expatworld giving bad advice to get money out of you. I do not have any affiliation with any financial services companies and I don't receive commission or kickbacks from anyone.
That's the way I like it, because it allows me to be honest and transparent about what works and what doesn't, with no conflicts of interest. If I recommend a company, it's because they are effective and inexpensive. Often, I use these companies for my own investing.
Will this course give me personalised financial advice?
No, this course is for your education. What you decide to do with it is entirely up to you and we are not liable for any financial results. No part of the course should be seen as personalised financial advice, including answers to questions. However, we will give you frameworks and guidelines that will be hugely valuable for making your own financial decisions. We practise what we teach with our own investing and we want you to avoid the mistakes we made.
Why are you teaching expat investing?
I found the lack of information and the frequent disinformation about expat investing very frustrating. With my background in psychology and financial services, including advising funds with billions of dollars, I have made it my mission to help expats learn how to invest simply and sensibly. No expat left behind!