In this episode of the Retireable Podcast, Mike Wallace and John Sauger dive into two critical - but often misunderstood - concepts in retirement planning: asset allocation and asset location.
They break down the difference between what you’re invested in (allocation) and where your investments are held from a tax standpoint (location) - and why both matter for long-term financial health. From diversification strategies and sector exposure to the hidden tax traps of retirement income, Mike and John use real-world examples and a dash of humor to make complex ideas easy to understand.
You'll also hear a heartfelt story about the impact of planning ahead, even down to organizing collectibles, and how those thoughtful details can leave a lasting legacy for loved ones.
Whether you're planning your future or already retired, this episode will help you ask the right questions, avoid costly mistakes, and create a smarter, more strategic financial plan.
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