Living abroad is already complex. If you hold a US passport, your finances just got a lot more so. In this episode, we sit down with Jonathan Henkels, a US-based Certified Financial Planner who specializes in working with Americans living in Germany. From passive foreign investment corporations (PFICs) to tax treaties, FATCA, IRA contributions abroad, and the ETF block many Americans run into… we unpack the why, how, and what you can still do to build wealth across borders.
Whether you’re preparing to move, already living in Germany, or married to an American, this episode gives you the mental checklist and strategy to stay compliant, invest wisely, and avoid nasty surprises down the line.
Share this with your American friends abroad. It might just save them a tax nightmare.
Plan smart, start at financemate.de
You can also connect directly to Jonathan here
https://www.linkedin.com/in/jonathanhenkels/
https://beaconglobaladvisors.com/
Jonathan Henkels' commentary is intended to be informational and educational. It is not intended to be tax or investment advice. It is not a solicitation to purchase or sell any stock, security or form of investment.
Disclaimer: This video is for informational and entertainment purposes only and should not be considered tax, financial, legal, or investment advice. The content presented represents personal opinions and experiences and may not be suitable for your specific situation. Tax laws and financial regulations vary by jurisdiction and change frequently. Always consult with qualified professionals such as certified public accountants, tax advisors, financial planners, or attorneys before making any financial or tax-related decisions. The creator of this video is not responsible for any actions taken based on the information provided. Your individual circumstances are unique, and what works for one person may not work for another.