It's Brian Preston, the money guy, restoring order to your financial chaos, retirement,

investing, taxes.

You've got financial questions, he's got financial answers.

It's Brian Preston, the money guy.

And this one, I like this one.

This is a quick rundown on asset allocation in tax-free versus taxable account.

So I think he's asking, hey, what types of assets do I think

about holding an tax-free account?

Let's like a Roth.

And what kind of things do I think about holding an taxable account?

He didn't ask this question, but I'm going to throw in there.

And why?

Yeah, we'll even throw in tax deferred too.

Sure, we'll talk about tax location.

That's a great question.

First of all, you got to, I mean, it's interesting when we're designing an investment policy

statement for a client.

One of my, and we're still using it.

That's what cracks me up is because this thing's been around for over a decade now.

I have what I call my jigsaw spreadsheet.

Because here's what's cool when you design a portfolio.

You first look at the client, you try to figure out their risk profile, you try to figure

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