Skip to main content

The Expat FI Stack

The Expat FI Stack — book mockup

The condensed companion to The Expat FI Playbook. Twelve decisions, one page each. Designed to be marked up. Print it. Tape it to the wall next to your desk. Revisit it at every rebalance.

Inside the Stack:

  • The three currencies in your life (earning, holding, spending) and how to align them
  • The US-domiciled vs UCITS decision matrix that no other expat-FI publication will write
  • Three concrete portfolio templates (accumulation, de-risking, withdrawal)
  • The active lane (options premium selling) for adding three to eight percent annualized
  • End-of-service gratuity treatment for UAE and equivalents elsewhere
  • A withdrawal currency strategy that survives FX drift over thirty years
  • The stack worksheet, a single page you fill in for your situation

15 pages. Decision-led, not tutorial. No filler, no upsell.

Get the free PDF

Subscribe and the download link lands in your welcome email. Twice a month after that: one idea, one calculator or trade walkthrough, one link worth your time. No spam, unsubscribe anytime.

Disclaimer: This document reflects my personal views and is for educational purposes only. It is not financial advice. Every situation is different. Always check your country's specific tax and investment rules before acting. See the full Disclaimer and Privacy Policy for the long version.