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Podcast delves into optimizing asset allocation for financial independence, using tools like Portfolio Visualizer for investment analysis, discussing tax loss harvesting, and portfolio rebalancing strategies. They explore the value of financial advisors, personalized asset allocation, and the importance of diverse investment options in achieving financial goals.
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Quick takeaways
- Asset allocation impacts tax rate, portfolio performance, and ease of maintenance.
- Including international stocks and strategic asset location optimize tax benefits and portfolio diversity.
Deep dives
Asset Allocation Strategies and Geographic Diversification
The podcast delves into the importance of asset allocation, particularly focusing on the breakdown between US markets and international investments. Jason emphasizes a 75-25 split between US and international stocks in his portfolio, highlighting the diversity benefits of including emerging markets and Asian economies. Eric presents a simpler approach with an international stock market index fund, emphasizing potential tax advantages in a taxable account.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode