The AMEX Platinum is a top-tier credit card that comes with a fantastic welcome bonus, luxurious perks, and a range of additional value-add services (Uber credits, annual statement credits, etc.). It's my go-to card for no foreign transaction fees, airport lounges (Centurion FTW), and concierge service.
The Chase Sapphire Reserve® is a premium travel rewards card for frequent flyers and travelers who want to maximize their spending. I've used it for its no foreign transaction fees and rich miles rewards program. It's known to offer a competitive rewards program vs its closest competitor, the American Express Platinum Card®, for a lower fee.
My go-to international brokerage. Founded in 1977, Interactive Brokers is an American multinational brokerage (Nasdaq: IBKR)—and one of the largest in the world. It serves customers from over 200 countries, providing access to products in 150+ markets and 27 currencies worldwide.
When asked about brokerages, I generally recommend Interactive Brokers for expats and people living overseas. Here's why: trusted platform, broad selection of stocks and funds, easier to move abroad with your account, and low fees.
Instarem is another solid online money transfer service with low and transparent fees and fast transfers. Depending on the route, it sometimes offers the most competitive exchange rates on the market (better than Wise).
SafetyWing Nomad Health is a comprehensive health insurance plan designed for expats, remote workers, and digital nomads. It provides coverage for medical expenses, including COVID-19, while allowing you to maintain your coverage as you move from one country to another.
This service is run by my personal tax preparer, Stephen. File your US taxes confidently by getting personalized, expert guidance from his expat tax team.
Over the years, I have worked with Stephen on my expat tax filings and consulted with him on numerous tax questions ranging from equity as a tech worker to business entity structuring. Him and his team are excellent at what they do.