20 min
Asset Location – A Way to Improve Your Investment Return The Physician's Guide To Financial Wellness
-
- Investing
When it comes to investing, there are very few “free lunches.” Asset location is one of them. In basic terms, it’s a way to improve your after-tax investment return (the one that matters) without taking on more risk, by simply being strategic about which investments you hold within which accounts, based on their unique tax treatment. In this episode, we walk through the different investment account types (Roth, pre-tax, and taxable) and explain how to think about which investment to own in each.
Resources & People Mentioned Podcast Episode #5: The 80:20 Rule of Investing Podcast Episode #19: The “Other 20%” of Successful Investing Download our guide: The Toolkit for Optimizing Your Finances as an Employed Physician Download our guide: The Financial Checkup Connect With Trent and Andrew https://mdwmllc.com Follow on LinkedIn Follow on Facebook Subscribe to The Physician’s Guide To Financial Wellness
on Apple Podcast, Spotify, and Google Podcast
When it comes to investing, there are very few “free lunches.” Asset location is one of them. In basic terms, it’s a way to improve your after-tax investment return (the one that matters) without taking on more risk, by simply being strategic about which investments you hold within which accounts, based on their unique tax treatment. In this episode, we walk through the different investment account types (Roth, pre-tax, and taxable) and explain how to think about which investment to own in each.
Resources & People Mentioned Podcast Episode #5: The 80:20 Rule of Investing Podcast Episode #19: The “Other 20%” of Successful Investing Download our guide: The Toolkit for Optimizing Your Finances as an Employed Physician Download our guide: The Financial Checkup Connect With Trent and Andrew https://mdwmllc.com Follow on LinkedIn Follow on Facebook Subscribe to The Physician’s Guide To Financial Wellness
on Apple Podcast, Spotify, and Google Podcast
20 min