Episode
Asset Location: Put the Right Investments in the Right Accounts
- Published
- Aug 12, 2026
- Duration seconds
- 1659
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Summary
Send us Fan Mail Most investors obsess over *what* to buy — but *where* you hold your investments could matter just as much. Asset location is one of the most powerful and most overlooked strategies in wealth management, yet few high-net-worth investors ever put it to work. In this episode, we break down how deliberately placing different investments across taxable, tax-deferred, and tax-free accounts can add tens of thousands — or even hundreds of thousands — of dollars in after-tax value o...