How To Increase Returns With Strategic Asset Location (And What To Avoid)

Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement (non-traditional retirement).

*Apologies for audio issue at the beginning! What was cutoff:

Asset Allocation: the returns of your portfolio.

Asset Location: the after-tax return of your portfolio.

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Today's episode:

We'll delve into the world of asset location and how it can dramatically impact your retirement planning. It's about more than just diversifying your investments; it’s about understanding the strategic importance of the different types of accounts you have and how to maximize their potential. Plus, a listener question about retiring early at 61 sparks a valuable conversation about investing wisely and living a life that aligns with your desires.

Now, imagine if you could strategically pay 0% taxes during your retirement years, wouldn't that be a game changer? This episode is all about maximizing your after-tax returns through smart asset location. While it might be tempting to focus on tax savings, we highlight why it could be more beneficial to prioritize long-term wealth growth. We also debunk some common misconceptions, like why bonds might not be the best investments for Roth Accounts. Get ready for an enlightening discussion that will challenge conventional wisdom and offer new perspectives on retirement planning.

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Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.