For House of Peregrine followers

Your Free Companion Toolkit

Pages from The Expat Money Playbook Companion Toolkit fanned out

Welcome, House of Peregrine community. This one is for you: the Companion Toolkit from The Expat Money Playbook, free to download. It holds 10 worksheets, checklists, and reference charts, built to follow the book's five parts.

Part I · The Decision to Leave

  • Should I Actually Move Abroad? Workbook: values check-in, "chaos budget" self-rating, Why Statement, and SMART-goal planner

Part II · The U.S. Follows You

  • Pre-Departure Money Checklist: 10 things to close out before you go
  • Expat Cost Wrap-Up Checklist, with a local-currency reserve chart
  • U.S. Tax Compliance Quick Checklist, with an at-a-glance table of 7 expat tax forms

Part III · Investing & Retirement Abroad

  • Foreign Pension Question Checklist: what to ask four different professionals
  • Expat Investor Risk & Framework Worksheet: allocation chart (90/10 to 60/40), six-step framework chooser, and advisor cost comparison
  • 9 Red Flags: Is Your Advisor Built for Expats?

Part IV · Life, Family & the Long Game

  • Quick Healthcare Reality Checklist
  • International Estate Planning Checklist: eight areas, plus who to loop in

Part V · The Option to Return

  • Repatriation Readiness Checklist, with a month-by-month return timeline

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Download free (PDF) The Expat Money Playbook · Companion Toolkit