Asset Location Principles

In this video The White Coat Investor does a Deep Dive into Asset Location Principles & How To Design Your Portfolio.
The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs for specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you!
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00:00 Portfolio Design
03:02 Asset Location Principles

[@andyk4972]

Fantastically high yield video Jim. I’ve seen earlier iterations of this, but you totally nailed it! Thanks so much… I’m sure I’m speaking on behalf of many many other listeners….

[@thewhitecoatinvestor]

Glad you found it useful.

[@BB-cs3kk]

Choosing to move from Roth to deferred in between short term tips/VTAPX and intermediate treasury/VGIT funds. As VGIT currently have a higher yield than VTPAX, should it be the preferred fund in Regular IRA. Also have a bond portion in Wellesley fund in deferred to do Roth conversions in near future.Thank you Jim for your service . A faithful follower practicing as a Flight Nurse.

[@george6977]

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[@george6977]

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