The True Wealth Show
The True Wealth Financial Show is dedicated to providing you the information and inspiration to help you navigate finance decisions, intentionally build wealth, and retire with confidence.
You can learn more at www.truewealth.show
Thanks for listening - Mike
You can learn more at www.truewealth.show
Thanks for listening - Mike
The True Wealth Show
Optimize With Asset Location
•
Mike Potter
Asset Allocation is about what types of investment you have.
Asset location is about where those investments are kept or housed. Generally there are 3 types.
In this episode, I go through those 3 types of accounts, and talk about the advantages, limitations, and purposes of those 3 locations.
I hope you find this episode helpful, and until next time... have a great day ~ Mike
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