In this episode, we look at asset location, how to decide which investments belong in taxable, tax-deferred, and tax-free accounts, how where we live shapes the opportunities available to us, and how capital ultimately expands our choices.Sponsors<a href="https://www.joingelt.com/" rel="noopener noreferrer" target="_blank">Gelt - Taxes Done Right</a><a href="https://masterworks.com/david" rel="noopener noreferrer" target="_blank">Masterworks - Invest in multimillion-dollar artwork offerings</a><a href="https://joindeleteme.com/david20" rel="noopener noreferrer" target="_blank">Delete Me – Use code David20 to get 20% off</a>Insiders Guide Email NewsletterGet our&nbsp;<a href="https://moneyfortherestofus.com/insiders-guide/?mtm_campaign=Podcast-Newsletter-Link&mtm_content=Episode-548" rel="noopener noreferrer" target="_blank">free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter</a>Our Premium Products<a href="https://assetcamp.com/?mtm_campaign=Podcast-AC-Link&mtm_content=Episode-548" rel="noopener noreferrer" target="_blank">Asset Camp</a><a href="https://moneyfortherestofus.com/join/?mtm_campaign=Podcast-Plus-Link&mtm_content=Episode-548" rel="noopener noreferrer" target="_blank">Money for the Rest of Us Plus</a>Show Notes<a href="https://kogod.american.edu/news/the-hidden-healthcare-infrastructure-americans-cross-the-border-to-find" rel="noopener noreferrer" target="_blank">The Hidden Healthcare Infrastructure Americans Cross the Border to Find—Kogod School of Business</a><a href="https://www.calexico.ca.gov/vertical/sites/%7B342ED706-1EBB-4FDE-BD1E-9543BAD44C09%7D/uploads/CC_Agenda_10-20-2021_Item_No._16.pdf" rel="noopener noreferrer" target="_blank">FARMWORKER SERVICE CENTER PROPOSAL AND ACTION PLAN FOR THE CITY OF CALEXICO AND IMPERIAL VALLEY by JAVIER MORENO—Calexico</a><a href="https://www.princeton.edu/~erossi/LA.pdf" rel="noopener noreferrer" target="_blank">Location as an Asset by Adrien Bilal and Esteban Rossi-Hansberg—Princeton</a><a href="https://papers.ssrn.com/sol3/papers.cfm?abstract_id=6194449" rel="noopener noreferrer" target="_blank">It Is Not Climate Denial But Adaptation Denial That Holds Us Back by Mathis Wackernagel and Peter Raven—SSRN</a><a href="https://www.morningstar.com/business/insights/research/asset-location-in-managed-portfolios" rel="noopener noreferrer" target="_blank">The Overlooked Edge: The Case for Asset Location in Managed Portfolios—Morningstar</a><a href="https://corporate.vanguard.com/content/dam/corp/research/pdf/revisiting_conventional_wisdom_regarding_asset_location.pdf" rel="noopener noreferrer" target="_blank">Revisiting the conventional wisdom regarding asset location by Sachin Padmawar and Daniel Jacobs—Vanguard</a><a href="https://corporate.vanguard.com/content/dam/corp/research/pdf/asset_location_for_equity.pdf" rel="noopener noreferrer" target="_blank">Asset location for equity by Sachin Padmawar and Daniel Jacobs—Vanguard</a><a href="https://privatebank.jpmorgan.com/nam/en/insights/markets-and-investing/ideas-and-insights/this-powerful-strategy-can-create-more-spendable-wealth" rel="noopener noreferrer" target="_blank">This powerful strategy can create more spendable wealth by Tom Lenkiewicz—J.P. Morgan</a><a href="https://www.blackrock.com/us/financial-professionals/insights/asset-location-for-tax-efficient-investing-financial-advisors" rel="noopener noreferrer" target="_blank">Asset location strategies for tax efficient investing—BlackRock</a><a href="https://www.blackrock.com/us/financial-professionals/insights/what-would-yale-do" rel="noopener noreferrer" target="_blank">What would Yale do? Implementing after-tax asset allocation by Frances Walsh and Patrick Geddes—BlackRock</a>Related Episodes<a href="https://moneyfortherestofus.com/540-new-tax-efficient-bond-etfs/" rel="noopener noreferrer" target="_blank">540: Beyond Munis — New ETFs for Tax-Efficient Bond Investing</a><a href="https://moneyfortherestofus.com/506-early-retirement-with-joshua-sheats/" rel="noopener noreferrer" target="_blank">506:&nbsp;Should You Retire Early and Live Outside Your Home Country? With Joshua Sheats</a><a href="https://moneyfortherestofus.com/425-profits-motivate-change/" rel="noopener noreferrer" target="_blank">425: How Profits Motivate Change</a>Masterworks DisclosuresListeners get priority access to Masterworks at https://www.Masterworks.com/davidArt correlation and appreciation data based on repeat-sales index of historical Post-War & Contemporary Art market prices and S&P 500 annualized return (includes dividends reinvested) from 1995 to 2025, developed by Masterworks. There are significant limitations to comparative asset class data. Indices are unmanaged and a Masterworks investor cannot invest directly in an index.&nbsp;&nbsp;Content creator (the “Endorser”) receives cash compensation from Masterworks, LLC (“Masterworks”).&nbsp;Endorser is a client of Masterworks.&nbsp;Masterworks can only make and accept sales after an offering statement has been filed, and “qualified”, by the SEC.&nbsp;Any offers may be revoked before notice of qualification.&nbsp;Indications of interest involve no obligation.&nbsp;Investing involves risk.&nbsp;Past performance not indicative of future returns.&nbsp;For further disclosure on Regulation A Offerings, Risks of Investing, Performance Metrics, Art Market Data, and more visit the offering documents filed with the SEC and Important Disclosures at&nbsp;<a href="http://masterworks.com/cd" rel="noopener noreferrer" target="_blank">masterworks.com/cd</a>.See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer" target="_blank">https://art19.com/privacy</a> and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer" target="_blank">https://art19.com/privacy#do-not-sell-my-info</a>.

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