Ask The Compound

On episode 80 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Chief Financial Officer Bill Sweet to discuss target date fund underperformance, whether Bill is wrong about the power of Roth IRAs, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Visit futureproof.advisorcircle.com to get your ticket and book your hotel before the August 15th d...

On episode 79 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM COO and Data Wizard Nick Maggiulli to discuss putting cash to work, when to borrow money, optimizing retirement distributions, data on the S&P 500s historic yield, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to our friends at Birddogs for sponsoring this episode! Get a...

On episode 78 of Ask The Compound, Ben Carlson and Duncan Hill are joined by ATC’s all-time leader in appearances - Bill Sweet, to discuss timing your asset reallocations, pros and cons to rebalancing, inter-family asset transfer tax consequences, retirement tax planning, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Foundation Source for sponsori...

On episode 77 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFP Ross Cohen to discuss retirement goal setting, when to spend and when to save, finding the highest yield, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to our friends at Birddogs for sponsoring this episode! Enter promo code "ATC" and get a free Yeti styl...

On episode 76 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFP Ben Coulthard to discuss home ownership planning, savings accounts vs money market accounts, pre-paying mortgages, when to get an advisor, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Enter promo code "ATC" and ge...

On episode 75 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFP and Advisor Alex Palumbo to discuss government defaults, basic personal finance tips, tax planning for retirement, employee stock allocation, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Enter promo code "ATC" and get a free...

On episode 74 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and Tax Ninja Bill Sweet to discuss asset allocation, saving for a house, tax efficient rollovers, tax loss harvesting, and much more! Submit your questions to askthecompoundshow@gmail.com! For more information on Future Proof, visit: https://futureproof.advisorcircle.com/ 🎥 Watch this episode on YouTube: https:/...

On episode 73 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CEO Josh Brown to discuss loan prepayments, bear market exhaustion, spending v saving, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Enter promo code "DUNCAN" and get a free Yeti style tumbler with every ord...

On episode 72 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFP Kevin Young to discuss college savings, the correlation between yields and multiples, life insurance planning, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Enter promo code "BENPR" and get a free Yeti style tumble...

On episode 71 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CFO and Tax Ninja Bill Sweet to discuss funding a start-up, dividend investing, Backdoor Roths v SERPs, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! 👕 Check out The Compound shop: https://www.idontshop.com Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives...

On episode 70 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM Advisor and Estate Specialist Taylor Hollis to discuss selling company stock, saving taxes with trusts, saving for a down payment, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Enter promo code "RESCUE" and get a free Yeti style t...

On episode 69 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CIO and Masters in Business host Barry Ritholtz to discuss when things get priced in, why banks get bailed out, how to get started in content, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! 👕 Check out The Compound shop: https://www.idontshop.com Wealthcast Media, an affiliate...

On episode 68 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CFO Bill Sweet to discuss savings rates, buying government bonds, cash management, downsides to a backdoor Roth, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! 👕 Check out The Compound shop: https://www.idontshop.com Wealthcast Media, an affiliate of Ritholtz Wealth Management,...

On episode 67 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CEO and CNBC Veteran Josh Brown to discuss if Twitter caused a bank run, what happens if a brokerage fails, where to keep an emergency fund, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! 👕 Check out The Compound shop: https://www.idontshop.com Wealthcast Media, an affiliate of...

On episode 66 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFA Blair duQuesnay to discuss how much to spend on a wedding, how a backtest works, taking out a 401K loan, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! 👕 Check out The Compound shop: https://www.idontshop.com Wealthcast Media, an affiliate of Ritholtz Wealth Man...

On episode 65 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CFO and tax superstar Bill Sweet to discuss short-term vs long-term bonds, investing in farmland, getting out of concentrated stock positions, utilizing a Roth IRA, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! 👕 Check out The Compound shop: https://www.idontshop.com Wealthcas...

On episode 64 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CIO and the Blogfather, Barry Ritholtz, to discuss saving for a down payment, using option writing strategies, US population demographics and valuation, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! This episode is sponsored by Liftoff. Visit https://liftoffinvest.com/ to learn...

On episode 63 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CFO, Tax Ninja, and PR all-time-leading contributor Bill Sweet, to discuss how to invest in bonds, RMD calculations, the new Roth rule, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! This episode is sponsored by Liftoff. Visit https://liftoffinvest.com/ to learn more. 👕 Check o...

On episode 62 of Portfolio Rescue, Ben Carlson, and Duncan Hill are joined by RWM Advisor and CFP, Kevin Young, to discuss US Government default risk, inverted yield curves, safeguarding your financial plan, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! This episode is sponsored by Liftoff. Visit https://liftoffinvest.com/ to learn more. 👕 Check out The Co...

On episode 61 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM Advisor and Insurance Specialist, Jonathan Novy, to discuss if the stock market can go up forever, when life insurance makes sense, starting an investment account for a child, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! To learn more about Future Proof, check out: https://fut...

On episode 60 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Tax Ninja and PR favorite - Bill Sweet to discuss if being invested in 100% stocks is crazy, when to retire, when to do backdoor Roth conversions, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! To learn more about Future Proof, check out: https://futureproof.advisorcircle.com/ 👕 Ch...

On episode 59 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM Tax Specialist, CPA, and CFP, Bill Artzerounian, to discuss reinvesting dividends, saving money through tax returns, when you should hire an accountant, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! Today's podcast is presented by Liftoff® (liftoffinvest.com), an automated inve...

On episode 58 of Portfolio Rescue, Ben Carlson and Duncan Hill discuss deflation, if the stock market is a Ponzi Scheme, what to do with emergency fund cash, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! Today's podcast is presented by Liftoff® (liftoffinvest.com), an automated investment advisory service that is powered by Betterment. Liftoff® is a wholly...

On episode 57 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Portfolio Rescue veteran and tax expert, Bill Sweet, to discuss why higher inflation should be good for stocks, offsetting capital gains, what to look for in a CPA/tax planner, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! This episode is sponsored by KraneShares. Visit https://kra...

On episode 56 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Downtown Josh Brown to discuss what to do with extra cash, the difference between publicly traded and non-traded REITs, generational selling pressure, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! This episode is sponsored by KraneShares. Visit https://kraneshares.com/ to learn mor...