How Asset Location Cuts Taxes and Saves Money
Money Girl
Macmillan Holdings, LLC
4.6 • 1.8K Ratings
🗓️ 27 March 2024
⏱️ 12 minutes
🧾️ Download transcript
Summary
Learn about asset location, how it can help you minimize taxes, and how to find the optimal strategy for you.
Money Girl is hosted by Laura Adams. A transcript is available at Simplecast.
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Transcript
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| 0:00.0 | If you're an investor or want to be one, you've probably heard that you need the right |
| 0:10.0 | asset allocation, which is the right mix of stocks, bonds, and cash to achieve your financial |
| 0:15.8 | goals. |
| 0:16.8 | That gives you the proper investment growth and income based on your risk tolerance and the |
| 0:21.7 | period of time that you expect to own your investments. |
| 0:25.0 | However, a powerful and often overlooked aspect of investing is where you should own your assets, |
| 0:32.0 | known as asset location. This podcast will explain asset |
| 0:36.5 | location, how it helps you minimize taxes, and how to find the optimal location strategy |
| 0:42.2 | for you. |
| 0:43.0 | Hey friends, thanks for joining me this week. |
| 0:45.0 | I'm Laura Adams, an author, media spokesperson and money speaker. |
| 0:49.0 | I've been hosting the Money Girl podcast since 2008 |
| 0:52.0 | with over 42 million downloads. |
| 0:54.8 | I'm also the founder of The Money Stack, |
| 0:56.9 | a weekly newsletter and community, |
| 0:58.5 | helping you build your bank account on your terms. |
| 1:01.4 | When you subscribe for free, you'll get each week's Money Girl |
| 1:04.4 | Podcast money tips tools things I enjoy and invitations to live educational |
| 1:10.0 | events and video replays so I'd love you to sign up at Laura D Adams.com |
| 1:16.0 | and if you're not already subscribe to this |
| 1:18.0 | podcast that is the best way to ensure you never miss a weekly episode |
| 1:22.0 | and I always love getting your money questions and to ensure you never miss a weekly episode. |
... |
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