How To Invest In Different Accounts That Financial Guy podcast

16d ago 27:47

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It’s not just what you invest in, it’s where you invest it that makes the difference.

In this episode of That Financial Guy Show, I break down how to use different types of accounts: 401(k)s, IRAs, Roth IRAs, and brokerage accounts, to maximize growth and minimize taxes.

You’ll learn:

How each account is taxed and why that matters.
Why mutual funds in a brokerage account can create surprise tax bills.
How one big index fund in a brokerage account could limit tax-loss harvesting.
Why Roth accounts should be your pure growth engine.
Which investments fit best in 401(k)/IRA accounts vs. Roth vs. brokerage.

This is the overlooked strategy called asset location, aligning investments with the right account type. Get it right, and you can grow wealth faster and keep more of what you’ve earned.

🎧 Tune in now to make sure your money is working smarter across every account you own.

Helping you to be wise with your money!
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43 episodes

It’s not just what you invest in, it’s where you invest it that makes the difference.

In this episode of That Financial Guy Show, I break down how to use different types of accounts: 401(k)s, IRAs, Roth IRAs, and brokerage accounts, to maximize growth and minimize taxes.

You’ll learn:

How each account is taxed and why that matters.
Why mutual funds in a brokerage account can create surprise tax bills.
How one big index fund in a brokerage account could limit tax-loss harvesting.
Why Roth accounts should be your pure growth engine.
Which investments fit best in 401(k)/IRA accounts vs. Roth vs. brokerage.

This is the overlooked strategy called asset location, aligning investments with the right account type. Get it right, and you can grow wealth faster and keep more of what you’ve earned.

🎧 Tune in now to make sure your money is working smarter across every account you own.

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How To Invest In Different Accounts