Episode
Asset Location: 7 Rules to Stop Paying Too Much in Taxes
- Published
- Jul 29, 2026
- Duration seconds
- 1364
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635/episodes/asset-location-7-rules-to-stop-paying-too-much-in-taxes/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635/asset-location-7-rules-to-stop-paying-too-much-in-taxes.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Send us Fan Mail You've probably spent hours thinking about *what* to invest in — but have you ever stopped to think about *where* those investments actually live? For high-net-worth investors, asset location strategy could be the most powerful tax lever you're not using. In this episode, we break down 7 rules for strategically placing investments across your taxable and tax-advantaged accounts to keep more of what you earn. According to Vanguard research, a thoughtful asset location strategy...