Invest Smarter
Helping results-driven individuals make results-driven financial decisions in order to build and preserve lasting wealth so you can spend more time doing what you love, and stress less about money. All content within the podcast is for informational purposes only and should not be relied upon for investment decision-making.
Invest Smarter
(EP.32) The Do's and Don'ts of Asset Location
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David DeWitt
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Season 1
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Episode 32
Asset ALlocation is very important, and you don't want to get this wrong. Asset LOcation is also important, and this is often overlooked. Basically, different types of assets generally make more sense in particular account types. There are basically three account types: taxable, tax-deferred, and tax-exempt. We'll help you understand what belongs in what account and why. Enjoy the show, and keep Investing Smarter!Want to make sure your assets are properly located? Get a free retirement assessment at www.dewittcm.com/retirement-assessmentNote: The information in this podcast is for educational purposes only is not specific advice. Consult with a financial advisor or accountant with specific questions. Drop us a line at InvestSmarterPod@gmail.com or visit us at www.dewittcm.com/contact with questions or comments.