Episode Synopsis "Episode 11: Asset Location and the Role it Plays in Portfolio Success"

Asset location is just as important as Asset allocation. Pay attention to what assets are in your different accounts. Is a canned portfolio ok for you or do you need a customized investment plan?

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More episodes of the podcast Retirement DNA

• Episode 39: The Debt Ceiling and What It Means for Americans
• Episode 38: How to Stop Stressing Over Money and Start Enjoying Retirement
• Episode 37: Why You Should Separate Income and Growth
• Episode 36: How to Increase Your Confidence through Retirement
• Episode 35: How to Retire and Aim for The Same Standard of Living
• Episode 34: The Secure Act 2.0
• Episode 33: Three Opportunities In Today’s Market
• Episode 32: How To Win When The Market Is Down
• Episode 31: The Power of Zero
• Episode 30: Reasons to Start Social Security Early Takeaways
• Episode 29: Diversify Tax Efficiently and Cash Alternatives
• Episode 28: 3 Biggest Retirement Fears
• Episode 27: What Are Retirement Risks?
• Episode 26: Why You May Need to Update Your Plan
• Episode 25: Is Retirement Tax-Free?
• Episode 24: The Three Levels of Advisors and How They Are Different
• Episode 23: Why You Should Pay Tax Now, Instead of Later
• Episode 22: Pay Less Tax
• Episode 21: Don’t Ignore Life Insurance
• Episode 20: Achieving Financial Success
• Episode 19: How Will Taxes Impact Your Investments
• Episode 18: When Should I Take Social Security
• Episode 17: Two Retirements, Two Outcomes
• Episode 16: Should I Pay off My Mortgage
• Episode 15: Mutual Funds and ETF’s
• Episode 14: How Much Money Do I Need To Retire?
• Episode 13: The Spousal Tax Trap
• Episode 12: RMD's in 2021
• Episode 11: Asset Location and the Role it Plays in Portfolio Success
• Episode 10: Will the Election Affect My Financial Plan?
• Episode 9: Why IRA’s Are Bad During Retirement
• Episode 8: Four Things To Check Now
• Episode 7: The SECURE Act
• Episode 6: Personal Benchmark
• Episode 5: Investment Planning
• Episode 4: Estate Planning
• Episode 3: Tax Planning
• Episode 2: Income Planning
• Episode 1: Intro to Duane Johnson Group