Self-Employment Success Podcast

Episode 66: What Works Wednesday- It’s Not About What You Make, But What You Keep


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Welcome back to What Works Wednesday! I’m Leland Gross, and today we're covering an often overlooked but crucial investing strategy: tax location. While asset allocation (diversifying investments) is well-known, tax location ensures you're maximizing after-tax returns by placing investments in the right accounts. It’s not just about what you make, but what you keep. So make sure your portfolio is optimized for both asset allocation and tax location to grow and keep more of your wealth!

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Self-Employment Success PodcastBy Leland Gross CFP®