How can asset allocation and asset location impact your overall financial plan? Understanding asset allocation and asset location can enhance your portfolio returns over time to ensure you're optimizing your portfolio to help you reach your goals.

Learn the tips & strategies to create your secure retirement.

⏰ TIMESTAMPS
00:00 Introduction
1:30 Asset Location Example
2:41 Asset Location v. Asset Allocation
3:56 What Are Your Expenses?
7:05 Inflation Risk
9:58 Are Your Investments Too Conservative?
13:29 Having The Right Funds In The Right Place
15:02 Where Should You Pull Funds First?
15:35 Working With Us

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