Scott and James discuss how to prioritize conflicting financial strategies.
Planning Points Discussed
Timestamps:
1:30 - Introduction
3:02 - Asset Location v. Asset Allocation
5:38 - International Investments
8:21 - Taxation of Retirement Accounts
11:04 - Retirement Account Penalties
14:36 - Focusing On Your Goals
17:31 - Municipal Bond Taxation
20:06 - Importance of Your Time Horizon
21:24 - Aligning Your Financial Goals
LET'S CONNECT!
James
Scott
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