Ep. 43 | Investment Location: The Tax Decision Most Investors Miss
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Ep. 43 | Investment Location: The Tax Decision Most Investors Miss
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About this listen
Most investors focus on what they invest in and ignore where they hold it. That mistake can quietly cost hundreds of thousands of dollars over time.
In this episode, Tré Bynoe, CFP, CIM, explains investment location—how placing the right assets in the right accounts can matter more than fund selection or provider choice once your finances get complex. This is especially relevant for incorporated professionals and high earners using non-registered accounts.
You’ll hear a real-world example showing how two identical portfolios can produce very different after-tax outcomes—purely based on structure.
You’ll learn:
- What investment location actually means (and why it’s often confused with allocation)
- When asset location starts to matter
- How taxes quietly erode returns in poorly structured portfolios
- Why after-tax returns are the only returns that count
- Who should care about this and who can safely ignore it (for now)
🎧 Follow, review, and share the show if you value clear, logical financial decisions.
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