BiggerPockets Money Podcast

How to Build a Tax-Efficient Portfolio (Advanced Strategies)


Listen Later

Most people think index funds are the only path to financial independence—and they'll get you there in 15-20 years. But what if you could get there faster?

In this episode, Mindy Jensen and Scott Trench team up with John Bowens from Equity Trust to reveal advanced portfolio strategies that can accelerate your FIRE timeline.

This episode covers:

  • Strategic allocation across your Roth IRA, HSA, and 401(k) to maximize tax advantages

  • How to hold alternative investments like real estate, private equity, and crypto inside tax-advantaged accounts

  • Tax loss harvesting strategies that can save you thousands

  • Managing physical gold within retirement accounts

  • Balancing aggressive and conservative investments for optimal growth

  • Advanced tactics for tax-efficient portfolio optimization

  • Whether you're building wealth aggressively or protecting what you've already built, this episode gives you the roadmap to optimize every account for maximum tax efficiency and long-term growth.

    And SO much more!

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ...more
    View all episodesView all episodes
    Download on the App Store

    BiggerPockets Money PodcastBy BiggerPockets

    • 4.5
    • 4.5
    • 4.5
    • 4.5
    • 4.5

    4.5

    2,953 ratings


    More shows like BiggerPockets Money Podcast

    View all
    Afford Anything by Paula Pant | Cumulus Podcast Network

    Afford Anything

    3,554 Listeners

    BiggerPockets Real Estate Podcast by BiggerPockets

    BiggerPockets Real Estate Podcast

    16,716 Listeners

    Money Guy Show by Brian Preston and Bo Hanson

    Money Guy Show

    3,212 Listeners

    The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

    The Stacking Benjamins Show

    1,977 Listeners

    Financial Independence Podcast by The Mad Fientist

    Financial Independence Podcast

    1,654 Listeners

    ChooseFI by ChooseFI

    ChooseFI

    5,147 Listeners

    Earn & Invest by Jordan Grumet (Doc G)

    Earn & Invest

    452 Listeners

    Real Estate Investing with Coach Carson by Chad Coach Carson

    Real Estate Investing with Coach Carson

    619 Listeners

    BiggerPockets Business Podcast by BiggerPockets

    BiggerPockets Business Podcast

    696 Listeners

    Real Estate Rookie by BiggerPockets

    Real Estate Rookie

    1,830 Listeners

    BiggerPockets Daily by BiggerPockets

    BiggerPockets Daily

    324 Listeners

    PassivePockets: The Passive Real Estate Investing Show by PassivePockets, Jim Pfeifer, and Left Field Investors

    PassivePockets: The Passive Real Estate Investing Show

    135 Listeners

    All the Hacks: Money, Points & Life by Chris Hutchins

    All the Hacks: Money, Points & Life

    1,607 Listeners

    Mile High FI Podcast by Doug Cunnington & Carl Jensen

    Mile High FI Podcast

    201 Listeners

    On The Market by BiggerPockets

    On The Market

    896 Listeners

    Catching Up to FI by Bill Yount & Jackie Cummings Koski

    Catching Up to FI

    355 Listeners

    The BetterLife Podcast by Brandon Turner and Cam Cathcart

    The BetterLife Podcast

    851 Listeners