What Your Advisor Should Tell You About Asset Location

What this episode covers

Episode 38 of The Financial Advisor Podcast dives into asset location—the overlooked strategy that can save you thousands in taxes without changing your investments. Lucas and Luna explain why putting bonds in a taxable account and stocks in a retirement account can backfire, using the example of a $500,000 portfolio earning 6% annually. They break down the tax treatment of interest, dividends, and capital gains, and reveal how a simple re-location of assets could boost after-tax returns by 0.5% per year. This episode also covers the 2026 tax landscape, including the expiry of lower tax brackets from the Tax Cuts and Jobs Act. If your advisor has never discussed asset location, this episode shows you what to ask in your next meeting. #AssetLocation #TaxEfficiency #FinancialAdvisor #PortfolioManagement #TaxPlanning #InvestmentStrategy #Bonds #Stocks #CapitalGains #InterestIncome #RetirementAccounts #TaxableAccounts #TCJA #2026Taxes #Finance #FexingoBusiness #BusinessPodcast #Podcast Keep every episode free: buymeacoffee.com/fexingo

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Frequently Asked Questions

How long is this episode of The Financial Advisor Podcast with Fexingo: Working with Planners, Fiduciary Duty, and Advice?

This episode is 8 minutes long.

When was this The Financial Advisor Podcast with Fexingo: Working with Planners, Fiduciary Duty, and Advice episode published?

This episode was published on June 8, 2026.

What is this episode about?

Episode 38 of The Financial Advisor Podcast dives into asset location—the overlooked strategy that can save you thousands in taxes without changing your investments. Lucas and Luna explain why putting bonds in a taxable account and stocks in a...

Can I download this The Financial Advisor Podcast with Fexingo: Working with Planners, Fiduciary Duty, and Advice episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.