Episode 404: Tax Location Considerations, Old Gold Book, Scottish ETFs, And Diversification Musings On International vs. US
Mar 5, 2025
Dive into a lively discussion on optimizing tax location in investment strategies and the importance of asset allocation for efficient withdrawals. Explore the timeless allure of gold as a storied safe haven during turbulent times. Discover the challenges of accessing international ETFs and the handy resource JustETF.com for finding global options. Rethink traditional diversification techniques as the hosts argue for a more modern approach matching value with growth to weather market fluctuations. Expect humor, insights, and listener engagement throughout!
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Tax-Efficient Asset Location
Treat all investable assets as one portfolio, regardless of account type.
Locate assets for minimal taxes: ordinary income in traditional retirement accounts, growth in Roth, and qualified dividends in taxable brokerage.
insights INSIGHT
Podcast's Purpose and Audience
Risk Parity Radio is a non-commercial hobby for Frank Vasquez, primarily for his family and friends.
It also appeals to successful investors and financial advisors who value unconflicted perspectives.
insights INSIGHT
Gold as Haven Asset
Don Coxe, in his 2003 book, viewed gold as a haven asset, especially during crises.
Gold's value appreciates during uncertainty, making it a prudent addition to a diversified portfolio for long-term capital preservation.
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The Aspirational Investor: Taming the Markets to Achieve Your Life's Goals
The Aspirational Investor: Taming the Markets to Achieve Your Life's Goals
Ashvin Chhabra
New Reality of Wall Street
New Reality of Wall Street
Don Coxe
In this episode we answer emails from Caleb, Visitor #4565, Paul, Michael (from Scotland) and Jamie. We discuss tax location (or asset location for tax purposes), the zeitgeist of this podcast, an old book by Don Coxe about gold and other things, a good website for finding ETFs in the UK and otherwise outside the US, and how to best incorporate and prioritize (not) international vs. US funds.
Get ready for an enlightening episode of Risk Parity Radio, where we unravel complex investing strategies designed for the do-it-yourself investor! In this episode, we dive deep into key topics like the critical distinction between asset allocation and tax location, helping you understand how to manage your investments more efficiently. With listener emails sparking insightful discussions, we shed light on the often-misunderstood role of gold in your portfolio and why it might be a savvy addition during economic uncertainties.
We explore how misconceptions in diversification can derail potential growth and offer tactical advice on choosing between growth and value investments. Listeners will gain a holistic view of their assets, empowering them to make informed decisions that align with their long-term financial goals.
Whether you’re a seasoned investor looking to refine your strategies or a beginner eager to learn, this episode provides valuable insights to enhance your portfolio's performance. Join us for an engaging conversation that invites you to reflect on your approach to investing. Don't miss your chance to redefine your financial strategy today! Subscribe, share, and review—we’d love your thoughts!
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