Asset Location Tax Strategies Most Wealthy Investors Overlook

Podcast: 1715 Treasure Coast Financial Wellness with Thomas Davies · Davies Wealth Management

Opublikowano: 2026-09-22

Send us Fan Mail Are you leaving tens of thousands of dollars on the table every single year? Most affluent investors obsess over *what* they own — but sophisticated wealth management starts with *where* you own it. In this episode, we break down asset location: the tax strategy that can dramatically reduce drag on a $2M+ portfolio by strategically placing investments across taxable accounts, traditional IRAs, and Roth IRAs. You'll learn why this overlooked piece of financial planning often matters more than picking the right stocks or funds, how a fiduciary advisor approaches account optimization differently than a commission-based br...