63 - Asset Location

In this episode of Peeling Back Money and Life, Casey and Mike explore the critical but often overlooked strategy of asset location in investment planning. They break down the differences between asset location and asset allocation, explain which investments work best in different types of accounts (taxable, tax-deferred, and tax-free), and provide actionable steps for implementing an effective asset location strategy. The discussion covers managing Required Minimum Distributions (RMDs), tax efficiency considerations, and how to adapt your strategy as circumstances change. Whether you're just starting to invest or looking to optimize your existing portfolio, this episode offers valuable insights for maximizing after-tax returns.