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Asset Location Strategy and why it matters to physicians

Asset Location Strategy and why it matters to physicians

Financial Residency · Ryan Inman

December 28, 202032m 39s

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Show Notes

It's important to understand the difference between asset location strategy and asset allocation strategy. Coming up with a good asset location strategy starts with understanding how different asset classes are taxed. Ryan nerds out a bit here, so be warned that you're likely to learn quite a bit you didn't know when it comes to investing and how taxes play an important role in your investment strategy.

If you have a question that hasn't been answered and you want to hear Ryan's take, here is your chance to ask him. Go to www.financialresidency.com/question and Ryan will answer what's keeping you up at night (or just what's on your mind).