EPISODE · Feb 20, 2026 · 56 MIN
(Asset) Location, Location, Location! 2-15-26
from Retirement GPS Radio (Senior Retirement and Income Solutions) · host Senior Income & Retirement Solutions
More important than your asset allocation is your asset location. There are only 3 columns (categories) of financial vehicles: Taxable Tax-deferred Tax-free Before deciding what your allocation should be, you must decide where you want your assets to live. There is a perfect balance for each saver. In this episode, we dive into the advantages and disadvantages of each column, the proper uses of the assets that make up in column, and how to strategically transfer taxable and tax-deferred assets to the tax-free column.
What this episode covers
More important than your asset allocation is your asset location. There are only 3 columns (categories) of financial vehicles: Taxable Tax-deferred Tax-free Before deciding what your allocation should be, you must decide where you want your assets to live. There is a perfect balance for each saver. In this episode, we dive into the advantages and disadvantages of each column, the proper uses of the assets that make up in column, and how to strategically transfer taxable and tax-deferred assets to the tax-free column.
NOW PLAYING
(Asset) Location, Location, Location! 2-15-26
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m