Financial Challenges Affecting Americans Living Abroad

Moving abroad as a US citizen brings a unique set of financial challenges that most other expats never have to think about. In this conversation, Michael Garcia, Private Wealth Manager at Melbourne Capital Group, sits down with Emily Goss, Investment Manager at Evelyn Partners specialising in US connected clients, to unpack why Americans living overseas often find themselves stuck between two systems. US brokerage accounts can face restrictions once you're living abroad, while local providers in your new country may be unwilling to take on American clients at all. Michael and Emily talk through why this happens, the reporting responsibilities that fall on the individual rather than the advisor or bank, and why working with the right SEC registered partners matters when it comes to keeping your investments properly structured. Whether you're a US citizen already living abroad or considering the move, this conversation offers a clearer picture of what to watch out for and where to find the right support. If you would like to discuss any of the points shared in the video, please reach out to your advisor or email us at pr@melbournecapitalgroup.com to arrange a one-on-one meeting with our wealth team. You may also book a meeting here: https://shorturl.at/2usHk This video is for educational purposes only and does not constitute personal financial advice. ______________________________________________ Melbourne Capital Group is an independent financial advisory firm based in Kuala Lumpur, Malaysia serving individual and corporate clients across Asia Pacific and beyond. Our cross-border expertise paired with local understanding enable us to assist Malaysians, expats, and those with international assets. We are one of the only firms in the region to be a Chartered Institute of Insurance (CII) International Professional Partner Firm, a member Federation of European Independent Financial Advisers (FEIFA) and a signatory to Principles of Responsible Investing (PRI). We listen to understand your individual circumstances and financial goals. We then harness our expertise to deliver personalised wealth management strategies to help you achieve them, as we work to structure, grow and protect your wealth for generations to come. For more information, email info@melbournecapitalgroup.com Follow us: LinkedIn:   / melbournecapitalgroup   Facebook:   / melbournecapitalgroup   Instagram:   / melbournecapitalgroup