You may feel confident with your asset allocation strategies, but how do you know if you’ve optimized them for tax efficiency? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss asset allocation location buckets and which bucket for which account. They also cover recent Central Bank activity and what you might expect in the coming month.
Watch the video podcast version on YouTube
Find it Fast: Asset Allocation Strategies
Tax Efficiency:
00:00—Intro
01:29—Asset allocation location
05:16—Which bucket for which account
Dr. Doom
11:02—The everything ETF and indirect exposure
Central Bank Roundup
14:58—Lower rates are coming
19:52—Japan chaos and Yenmageddon
23:42—Sweden eases policy early
This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.
If you enjoyed learning about the tax-efficient asset allocation strategies available to you, be sure to follow the Your Money Momentum podcast published twice monthly where you listen to your favorite pods, or watch our latest video session on YouTube at Your Money Momentum.
Your Money Momentum podcast is produced by: Pamela Engstrom
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