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EPISODE · Feb 28, 2026

Why Where Your Money Sits Matters More Than How It's Invested

from The Retirement Roundtable · host Veronica Redfield and Grant Hartmann

Gemini said In this episode, we challenge the popular obsession with market returns by exploring how the tax status and accessibility of your accounts can make or break your long-term wealth. We break down the "bucket strategy" to show how placing assets in the wrong vehicles—like a traditional 401(k) versus a Roth IRA—can lead to unintended tax traps during retirement. Learn why optimizing your financial infrastructure is often the most overlooked lever for achieving true fiscal freedom.

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When was this The Retirement Roundtable episode published?

This episode was published on February 28, 2026.

What is this episode about?

Gemini said In this episode, we challenge the popular obsession with market returns by exploring how the tax status and accessibility of your accounts can make or break your long-term wealth. We break down the "bucket strategy" to show how placing...

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