# Asset Location: 7 Rules to Stop Paying Too Much in Taxes

Page: https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635/asset-location-7-rules-to-stop-paying-too-much-in-taxes
Text version: 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
Podcast: [1715 Treasure Coast Financial Wellness with Thomas Davies](https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635)
Published: 2026-07-29T14:00:00+00:00
Episode link: https://www.buzzsprout.com/2047761/episodes/19570124-asset-location-7-rules-to-stop-paying-too-much-in-taxes.mp3
Audio file: https://www.buzzsprout.com/2047761/episodes/19570124-asset-location-7-rules-to-stop-paying-too-much-in-taxes.mp3
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Duration seconds: 1364

## Resource

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...

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## Transcript

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