How Do You Hold Your Assets?
Brian and Bo discuss the strategy behind asset location and give you a breakdown of their thoughts when designing investment portfolios. The guys give you the rundown on tax-efficiency and cover the three “pots” of money in the investing world 1) Taxable 2) Tax-Deferred 3) Tax Free. Learn more about your ad choices.…
We score an episode from what we can actually measure — its reach and engagement, what listeners say about it, and what it covers. We don't have those signals for this one yet, so it doesn't get a number.
Buzzmeter says it's buzzing across platforms — the Hive Vote says whether the people who actually listened liked it.
Rate this episode
Add your vote to the Hive — listeners rate every episode after they finish.
- No reviews yet — be the first.
Similar episodes from other shows
More like Money Guy Show →
How to Build a Tax-Efficient Portfolio (Advanced Strategies)
How to Save $50,000 in Taxes by Moving Your Investments to the Right Accounts
Q&A: Which Investments Should Go Into Which Accounts?
028 | Retirement Savings Order of Operations: 401k, IRA, and Roth
One great episode in your inbox, daily — free.
One email a day, unsubscribe anytime. No spam, ever.