Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
300 episodes
5 days ago
Everyone wants better returns. Almost no one talks about where those returns should live. You can own all the right investments and still lose thousands a year if they sit in the wrong place. Asset location is one of those quiet advantages that doesn’t make headlines but changes everything behind the scenes. It’s how you line up your accounts so they work together instead of against each other. The difference isn’t theoretical. It’s real tax savings, smoother withdrawals, and more flexibility...
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Everyone wants better returns. Almost no one talks about where those returns should live. You can own all the right investments and still lose thousands a year if they sit in the wrong place. Asset location is one of those quiet advantages that doesn’t make headlines but changes everything behind the scenes. It’s how you line up your accounts so they work together instead of against each other. The difference isn’t theoretical. It’s real tax savings, smoother withdrawals, and more flexibility...
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Everyone wants better returns. Almost no one talks about where those returns should live. You can own all the right investments and still lose thousands a year if they sit in the wrong place. Asset location is one of those quiet advantages that doesn’t make headlines but changes everything behind the scenes. It’s how you line up your accounts so they work together instead of against each other. The difference isn’t theoretical. It’s real tax savings, smoother withdrawals, and more flexibility...