222 - Tax-Efficient Asset Location Strategy

This episode covers the in depth topic of tax-efficient asset location, which involves strategically placing different types of assets (such as stocks and bonds) in various account types (such as taxable accounts, Roth IRAs, and traditional IRAs) to minimize the overall tax burden on investment returns over time.

Bob and Matthew break this down into various key points of asset allocation, asset location, how exactly it works, is asset allocation for everyone, and what is the advantage? Asset allocation is not a “one size fits all” strategy, and it can require analysis and understanding from a certified financial advisor.

*Christian Financial Perspectives Episode 222*

VIDEO CHAPTERS
00:00 - Intro
01:57 - Certain types of assets
04:15 - Asset Allocation
05:07 - What is ‘asset location’?
07:39 - Bucket Strategy
08:47 - How does it work?
13:16 - What is the advantage? Give an example.

_About Christian Financial Perspectives_
Christian Financial Perspectives covers everything from “Investing in stocks, mutual funds and ETF’s” to “Planning for Retirement” to “Buying Investment Real Estate” to “Creating a Family Legacy” from a Biblical Worldview. The Bible has over 2000 scriptures that speak wisdom into how Christians can successfully structure their finances for a victorious life that honors God. Most people do not realize that Jesus spoke more about stewardship than Heaven and Hell combined.

_About Christian Financial Advisors®_
Christian Financial Advisors® is headquartered in Central Texas and serves clients nationwide with offices in New Braunfels and Boerne, Texas. Our focus is guiding you toward your financial goals by integrating values based advice into financial planning, retirement planning and investment management.

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_* Investment advisory services offered through Christian Investment Advisors Inc dba Christian Financial Advisors, a registered investment advisor registered with the SEC. Registration as an investment advisor does not imply a certain level of skill or training. Comments from today’s show are for informational purposes only and not to be considered investment advice or recommendations to buy or sell any company that may have been mentioned or discussed. The opinions expressed are solely those of the hosts, Bob Barber and Shawn Peters, and their guests. Bob and Shawn do not provide tax advice and encourage you to seek guidance from a tax professional. While Christian Financial Advisors believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability._