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