EPISODE · Jul 6, 2026 · 15 MIN

Asset Location

from Uncommon Wealth Podcast · host Phillip Ramsey

Phillip Ramsey and Cody Kowalski explore strategies for asset allocation and asset location in the latest Uncommon Wealth Podcast. They discuss how asset location offers a tax-efficient approach to investment growth by strategically placing equities and bonds across Roth accounts, IRAs, and taxable accounts. Learn how this method can impact required minimum distributions and overall retirement planning. Perfect for those interested in optimizing their investment strategies, especially within higher tax brackets. Tune in to understand how to align your portfolio with your long-term financial goals.

Episode metadata supplied by the publisher feed · Published Jul 6, 2026

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