About this episode

Phillip Ramsey and Cody Kowalski discuss strategies for asset allocation and location to optimize investment growth and retirement planning.

Phillip Ramsey and Cody Kowalski explore strategies for asset allocation and asset location in the latest Uncommon Wealth Podcast. They discuss how asset location offers a tax-efficient approach to investment growth by strategically placing equities and bonds across Roth accounts, IRAs, and taxable accounts. Learn how this method can impact required minimum distributions and overall retirement planning. Perfect for those interested in optimizing their investment strategies, especially within higher tax brackets. Tune in to understand how to align your portfolio with your long-term financial goals.

People in this episode

Host: Phillip Ramsey

Guest: Cody Kowalski

Topics covered

• asset allocation
• asset location
• tax-efficient investment
• retirement planning
• investment strategies

Mentioned in this episode

Organizations: Uncommon Wealth Partners

More episodes of Uncommon Wealth Podcast

• Tax Efficiency · July 20, 2026 · 9 min
• Perks of Uncommon · July 20, 2026 · 8 min
• The Joy of Financial Worry · June 29, 2026 · 8 min
• Uncommon Pineapple with Kevin Kuhlow · June 22, 2026 · 50 min
• The Wrong Retirement Number · June 15, 2026 · 9 min

Explore listener stats, chart rankings, contacts and more on the Uncommon Wealth Podcast podcast page.