Self-Employment Success Podcast
This is a podcast about success for self-employed business owners who want to break through to the next level in their business and have a life in the process. We'll go behind the scenes with CERTIFIED FINANCIAL PLANNER™ and small business owner Leland Gross to hear stories of other how other self-employed business owners navigated the inevitable challenges that arise on the path to success. And get insight from leading business consultants on how to break through to the next level in your business. Whether you own your own small business and want a community of like-minded people who can celebrate and commiserate with you, or you are thinking about making the leap into entrepreneurship, this podcast is for you!
Self-Employment Success Podcast
Episode 66: What Works Wednesday- It’s Not About What You Make, But What You Keep
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Leland Gross CFP®
Welcome back to What Works Wednesday! I’m Leland Gross, and today we're covering an often overlooked but crucial investing strategy: tax location. While asset allocation (diversifying investments) is well-known, tax location ensures you're maximizing after-tax returns by placing investments in the right accounts. It’s not just about what you make, but what you keep. So make sure your portfolio is optimized for both asset allocation and tax location to grow and keep more of your wealth!
