In this week’s episode of Money Matters, the hosts break down one of the most overlooked yet impactful strategies in personal finance: asset location. They explain how where you hold your investments—whether in taxable, tax-deferred, or tax-free accounts—can significantly influence your long-term financial success.

Listeners will learn why asset location matters, how it can improve tax efficiency, and practical steps to optimize their portfolio for better after-tax returns. Whether you’re planning for retirement or simply looking to make smarter investment decisions, this episode offers clear, actionable insights to help you keep more of what you earn.

Tune in and discover how strategic planning today can lead to stronger financial outcomes tomorrow.

In this week&rsquo;s episode of Money Matters, the hosts break down one of the most overlooked yet impactful strategies in personal finance: asset location. They explain how where you hold your investments&mdash;whether in taxable, tax-deferred, or tax-free accounts&mdash;can significantly influence your long-term financial success.
Listeners will learn why asset location matters, how it can improve tax efficiency, and practical steps to optimize their portfolio for better after-tax returns. Whether you&rsquo;re planning for retirement or simply looking to make smarter investment decisions, this episode offers clear, actionable insights to help you keep more of what you earn.
Tune in and discover how strategic planning today can lead to stronger financial outcomes tomorrow.

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