3 investments I wouldn’t keep in a taxable account: 1️⃣ Covered call funds — high distributions, but often taxed like ordinary income. 2️⃣ REITs — great for income, terrible tax efficiency. 3️⃣ Dividend funds — you’ll owe taxes every year, even if you reinvest. Tax location matters just as much as asset allocation. #YourMoneyGuideOnTheSide #TylerGardner #taxefficientinvesting #smartmoneymoves #retirementplanning #dividends #REITs #coveredcalls #assetlocation #wealthbuilding #financialstrategy

The 3 biggest regrets retirees share? Not spending more while they were healthy. Worry about running out of money. And waiting too long to enjoy what they worked for. Money matters—but so does time. #retirementregrets #livewhileyoucan #smartspending #yourmoneyguideontheside #tylergardner

Covered call funds promise steady income—but here’s what they don’t tell you: That “income” often comes at the cost of long-term growth. 📉 They cap your upside. 📉 They can erode the fund’s NAV over time. 📉 And you might just be getting your own money handed back as a “distribution.” Don’t chase yield without knowing the tradeoffs. Look under the hood before you buy. #YourMoneyGuideOnTheSide #TylerGardner #coveredcalls #dividendtraps #investmentstrategy #yieldchasing #retirementinvesting #moneymyths #wealthpreservation #financialliteracy

Afsos Yar 😥😥#funnyy #funnyvideo #foryoupage❤️❤️ #foryoupage #foryou

The concept of an #emergencyfund baffles me. It’s fear based thinking and there are more #tax efficient ways to store value. #money #wealth #finance #taxes #financialadvisor

Here are five more things to consider before working with a #financialadvisor Make sure you know about their fees amd what they offer for those fees. #finance #cfp #wealth #money #socialcap

Replying to @Thebrownestt follow credentialed ppl if you want to increase your financial education amid this market selloff! @Jess | Stock Market Explained @Tyler Gardner @Smarter Than A Finance Bro @The Money Guy Show @Yahoo Finance for business news obvi :)! #money #stockmarket #invest #tariffs #finance #money

Follow @calltoleap for investing videos! Watch my video to see the 3 ETFs I recommend for beginners. Follow me @calltoleap to learn more things like this about money! @calltoleap @calltoleap @calltoleap Make sure you check out my 50% off annual membership sale! The link is in my bio! 🔥 Are you going to try this? Comment down below!👇 #money #investing #finance #personalfinance

Here is a quick and easy way to shelter #money from #taxes in a given #tax year. Yep, even small contributions to tax advanatged accounts can make a massive impact. #wealth #retirement #financialadvisor #finance #401k #socialcap

If you are anxious about #retirement and want to #retireearly (or at all) you need to know about #socialsecurity and #investing and your annual expenses. #tyler #socialcap #finance #money #wealth #financialadvisor

It’s simply not an #investment at this point in time and it’s pure speculation. My #crypto bros can do what they will and I wish them all the best with the tulips. #money #cryptocurrencies #invest #tyler #socialcap

There are certainly a lot of “money experts” these days floating around social media. Get your BS detectors out and be careful buying a course from someone who simply knows how to market themselves. #finfluencer #influencer #money #wealth #financialadvisor #socialcap

There is a timeless and age old script for wealth building and it involves consistency and patience. #investing over the long haul is how we get there and there is no quicker way that doesn’t involve way more risk. #financialadvisor #finance #invest #millionaire #tyler #socialcap

In an attempt to stay relevant on social media, haha, thought I might have to put up a morning routine at some point in my life. Here it is. And don’t worry, now back to #finance and #investing and #wealth #money #peloton #socialcap #tyler

If you want to stretch your #money further and maybe enjoy better seafood in #retirement might want to think about becoming an ex-Pat for some or all of it! #retireabroad #retireearly #mexico #portugal #thailand #finance

Fastest Way To Be Poor