Ask The Compound

On episode 171 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Bill Sweet, tax specialist and RWM CFO to discuss tax-optimizing a portfolio rebalance, 60/40 portfolio drawdowns, moving or finding a new remote job, feeling stuck after selling too early, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! This episode is sponsored by Public. You can...

On episode 170 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Michael Sidgmore, Co-Founder and Partner at Broadhaven Ventures to discuss diversification using private markets, how tariffs affect private credit, at what net worth private assets make sense, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! This episode is sponsored by Betterment A...

On episode 169 of Ask The Compound, Ben Carlson and Duncan Hill discuss the meaning behind U.S. dollar strength or weakness, investing in bonds vs using high yield savings accounts, the optimal amount of emergency savings, building a cash reserve vs paying down debt, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! This episode is sponsored by Public. Fund you...

On episode 168 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Chief Investment Officer and Masters in Business host Barry Ritholtz to discuss staying invested amidst bearishness, the best case scenario around tariffs, preparing for a recession, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! This episode is sponsored by Rocket Money. Downl...

On episode 167 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Chief Market Strategist Callie Cox to discuss dealing with policy uncertainty, the bull case for tariffs, politics affecting portfolios, planning for the future amidst chaos, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! This episode is sponsored by Public. Fund your account i...

On episode 166 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and tax expert Bill Sweet to discuss consumer sentiment and politics, how TIPS are taxed, parking money after a home sale, getting an interest-only mortgage, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! This episode is sponsored by Public. Fund your account in five minute...

On episode 165 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CEO and Halftime Report star Josh Brown to discuss what’s going on with real estate, going through job loss, when to hire a financial advisor, getting out of illiquid investments, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Check out Exhibit A: https://exhibitaforadvice.com/...

On episode 164 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Advisor Blair duQuesnay, CFP, CFA to discuss inaccurate Wall Street price targets, possible outcomes from tariffs, approaching difficult conversations around diversification, taking a 401k loan, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Public for sponsoring this...

On episode 163 of Ask The Compound, Ben Carlson and Duncan Hill discuss why market timing is a bad idea, letting winners ride, keeping or selling rental property, preparing for a regional recession, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who t...

On episode 162 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and Tax Specialist Bill Sweet to discuss narratives around recessions, dealing with market uncertainty, financial planning for a private golf membership, tax planning with Roths and 401ks, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Public for sponsoring this e...

On episode 161 of Ask The Compound, Ben Carlson and Duncan Hill discuss if ETFs can bring down the market, what to focus on as an investment committee member, reducing risk due to a government-induced market collapse, using savings to restore a car, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Rocket Money for sponsoring this episode. Visit: http...

On episode 160 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Chief Investment Officer and Masters in Business host Barry Ritholtz to discuss buying the dip, portfolio management near retirement, retiring with a mortgage, buying a luxury vehicle, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Rocket Money...

On episode 159 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Chief Financial Officer and Tax Specialist Bill Sweet to discuss unaffordable housing around the world, utilizing a rental to reduce taxes, tax optimizing an inherited IRA, if tariffs are a form of tax, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thank...

On episode 158 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Chief Investment Strategist Callie Cox to discuss if now is the time to sell NVDA, timing the market with rebalancing, the strength of the U.S. Economy, getting out of highly concentrated positions, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to...

On episode 157 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Advisors Taylor Hollis and Nick Sapienza to discuss advice for overconfident investors, reducing the cost of insurance, how many years of spending you should have saved, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Public for sponsoring this episode! Fun...

On episode 156 of Ask The Compound, Ben Carlson and Duncan Hill discuss concentrating within sectors of the S&P 500, how economies outside the US affect US markets, taking chips off the table vs timing the market, financial planning after hitting your retirement goal, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Rocket Money for sponsoring this e...

On episode 155 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and Tax Specialist Bill Sweet to discuss tax planning for trading accounts, thoughts on custom indexing, using margin to stay invested, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Public for sponsoring this episode! Visit: http://Public.com/ATC and get up to $1...

On episode 154 of Ask The Compound, Ben Carlson and Duncan Hill discuss the most optimal savings rate, if buffered ETFs should be considered fixed income, timing the housing market, investing as a teenager, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Rocket Money for sponsoring this episode! Cancel your unwanted subscriptions today by visiting:...

On episode 153 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CEO and CNBC Halftime star Josh Brown to discuss if AI will solve the financial advisor shortage, buying the election and selling the inauguration, putting money to work at all-time highs, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Public for sponsoring this episo...

On episode 152 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and Tax Specialist Bill Sweet to discuss parameters to follow when using a brokerage account, optimizing taxable and non-taxable assets, selling RSUs vs using a HELOC for home improvements, investing in precious metals, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Submit...

On episode 151 of Ask The Compound, Ben Carlson and Duncan Hill discuss the importance of diversification as a young investor, if younger generations are getting left behind, if it's too late to buy Bitcoin, financial planning using ChatGPT, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Ask The Compound Survey: https://www.surveymonkey.com/r/ZHCP3CR Subscri...

On episode 150 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CIO and Masters In Business Host Barry Ritholtz to discuss politics and investing, timing the sale of a house, dollar cost averaging vs lump summing at all-time highs, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Rocket Money for sponsoring th...

On episode 149 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Cullen Roche, Founder and CIO of Discipline Funds to discuss how worried we should be about government debt, how to slow down government debt moving forward, the impact of deficits on financial markets, understanding recent interest rate movements, and much more! Submit your Ask The Compound questions to askthecompoundsh...

On episode 148 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Bill Artzerounian, a CFP, CPA, and Director of Tax Services at Ritholtz Wealth Management to discuss which candidate is more likely to cause economic strife, how to prepare for changing tax environments, optimizing for tax-advantaged retirement contributions, and much more! Submit your Ask The Compound questions to askth...

On episode 147 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Jill Schlesinger, CFP of Jill on Money to discuss reducing concentrated holdings, gold as an investment, utilizing Roth conversions, the argument for traditional contributions as opposed to Roth, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Public for sponsoring this ep...