Content provided by Mike Potter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mike Potter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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Optimize With Asset Location

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Manage episode 463712961 series 3486996
Content provided by Mike Potter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mike Potter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Asset Allocation is about what types of investment you have.
Asset location is about where those investments are kept or housed. Generally there are 3 types.
In this episode, I go through those 3 types of accounts, and talk about the advantages, limitations, and purposes of those 3 locations.
I hope you find this episode helpful, and until next time... have a great day ~ Mike

----------------------------------------------------------------------------------

Email Mike: mike@truewealth.show

Have a Conversation with Mike: https://calendly.com/conversation-wit...

True Wealth Assessment: www.truewealthfg.com/assessment

  continue reading

83 episodes

iconShare
 
Manage episode 463712961 series 3486996
Content provided by Mike Potter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mike Potter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Asset Allocation is about what types of investment you have.
Asset location is about where those investments are kept or housed. Generally there are 3 types.
In this episode, I go through those 3 types of accounts, and talk about the advantages, limitations, and purposes of those 3 locations.
I hope you find this episode helpful, and until next time... have a great day ~ Mike

----------------------------------------------------------------------------------

Email Mike: mike@truewealth.show

Have a Conversation with Mike: https://calendly.com/conversation-wit...

True Wealth Assessment: www.truewealthfg.com/assessment

  continue reading

83 episodes

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