How Do You Hold Your Assets?

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Education, Retirement, Moneyadvice, Investing, Savingmoney, Personalfinance, Business

4.6 • 2.8K Ratings

🗓️ 16 May 2014

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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.

Transcript

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0:00.0	It's Brian Preston, the money guy, restoring order to your financial chaos, retirement,
0:07.0	investing, taxing.
0:09.0	You've got financial questions, he's got financial answers.
0:12.6	It's Brian Preston, the money guy.
0:15.6	Hey guys, it's your host Brian Preston.
0:18.6	I'm having to mute myself because Bose already made me re-record this because he said I
0:22.0	clipped everything out with my excitement.
0:24.0	And it's probably because you guys all looked at the video.
0:27.9	A lot of you looked at the video if you got a money-guy.com.
0:31.2	You have some great feedback.
0:32.5	I even know a lot of you are even sharing it with your friends.
0:34.7	We're going to send out, we have been sending out the coupons, so I can get that money
0:38.7	guy swag at a discounted tight-wad fashion.
0:41.9	So good for you guys.
0:44.3	What we're going to be talking about today, and then I'll give the rest of the intro, we're
0:48.6	going to be talking about how do you hold your assets?
0:50.6	You're the only one that laughs at that.
0:52.9	I know you both came up with that title by the way, but what I think, what I mean when I say
0:57.0	how do you hold your assets is that we get a lot of questions.
1:00.2	I think one of the things that we add a lot of value, and I think it's worth sharing
1:03.5	with our listeners, is there are so many things you need to think about.
1:08.6	Besides just do I need to buy a specific type of mutual fund?
	...

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