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Ep 34 - Asset Location

Ep 34 - Asset Location

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Discover how placing investments in the right accounts can lead to significant tax savings and better returns. From understanding the nuances of IRAs and Roth IRAs to exploring the benefits of municipal bonds, this episode is packed with insights to help you optimize your investment strategy. Whether you're a seasoned investor or just starting, tune in to learn how strategic asset location can enhance your financial future.


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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.