Moving abroad was supposed to be an adventure, until your brokerage locked you out of your own money. If you're an American in Europe who tried to buy US ETFs and got blocked, you already know the wall: MiFID II. This video walks through exactly why it's happening to you (and not your European neighbors), plus the legal workaround you can use to start building wealth through your portfolio as an American in Europe.
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WHAT THIS EPISODE COVERS
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0:00 — How a single move to Germany cut off access to US ETFs
02:57 — What the MiFID II rule actually restricts, in plain English
04:33 — Why US ETFs can't legally reach EU brokerage accounts
07:19 — The professional investor test almost nobody meets
19:18 — The exact options strategy used to start investing again
21:41 — Why this approach is fully compliant, not a gray area
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ABOUT THE GUESTS
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Blair Hoover: Cross-border FIRE coach, breaks down MiFID II's real impact on American expat investors.
Austin Davidson: Used the cash-secured put strategy firsthand to acquire US ETF shares from Germany. He shares the exact mechanics, costs, and timeline.
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ABOUT THE HOST
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Arielle Tucker, CFP® & IRS Enrolled Agent, is a cross-border financial planner based in Switzerland helping Americans living abroad navigate U.S. taxes, international investments, and cross-border financial planning.
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ABOUT PASSPORT TO WEALTH™
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Passport To Wealth™ is the platform for current and aspiring US expats. We connect globally mobile Americans with vetted, licensed cross-border financial advisors, tax professionals, and relocation experts who understand the financial and legal complexities of life abroad. Our podcast, directory, courses, and newsletter give you the trusted tools and connections to make informed decisions, wherever you live.
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RESOURCES & LINKS
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Subscribe to the newsletter: passporttowealth.com/contact
Pre-order "The Expat Money Playbook": passporttowealth.com/expat-money-playbook
Find a vetted expat financial advisor: passporttowealth.com/directory
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STAY CONNECTED
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Instagram: https://www.instagram.com/passporttowealthofficial/
LinkedIn: https://www.linkedin.com/company/passport-to-wealth/
Website: https://www.passporttowealth.com/
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SUGGESTED EPISODES
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https://youtu.be/KK9h0MXkO4I
https://youtu.be/ookL4WhmeCo
https://youtu.be/6qQmY7myoA0
https://youtube.com/shorts/BZlHv5BRLuA?feature=share
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This video is for educational purposes only and does not constitute tax, legal, or financial advice. Individual circumstances vary. Consult a qualified cross-border financial professional before making any financial or tax decisions. Arielle Tucker, CFP® operates as a fiduciary in accordance with applicable professional regulations.
