Episodes
May 23, 2024
Is Private Equity Buying All the Houses?
On episode 125 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFP, Nick Sapienza to discuss optimizing the financials around a new-home build, if private equity is driving up housing prices, ta...
May 16, 2024
How to Hedge Your Portfolio for World War III
On episode 124 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFP, Michelle Katzen to discuss preparing your portfolio for a geopolitical event, how securities-based lending works, properly str...
May 9, 2024
Is Social Security Going Bankrupt?
On episode 123 of Ask The Compound, Ben Carlson is joined by RWM CFO and Ask The Compound celebrity Bill Sweet, to discuss if Social Security will exist in the future, asset allocation using the Thrift Savings Plan, tax plann...
May 2, 2024
How to Make It as a Younger Financial Advisor
On episode 122 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Alex Palumbo, CFP and Financial Advisor at Ritholtz Wealth Management to discuss defining a target savings rate, having imposter syndrome as a youn...
April 25, 2024
Will Higher Rates Derail the Stock Market?
On episode 121 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Bill Artzerounian, CFP, CPA, and RWM Tax Manager to discuss why higher interest rates haven’t affected stocks more, planning for a large tax liabil...
April 18, 2024
The Psychology of Inflation
On episode 120 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Jill Schlesinger, CFP and Host of Jill On Money to discuss factoring in a pension for retirement planning, utilizing home equity vs paying cash for...
April 11, 2024
The Most Tax-Efficient Places to Live
On episode 119 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Wes Gray, the CEO and CIO of Alpha Architect to discuss moving to pay less taxes, building mental toughness instead of diversifying, the best way t...
April 4, 2024
Is It Better to Buy or Rent Right Now?
On episode 118 of Ask The Compound, Ben Carlson and Duncan Hill are joined by the author of Just Keep Buying and Of Dollars and Data, Nick Maggiulli, to discuss timing asset allocation, renting vs buying real estate, optimizi...
March 28, 2024
An Alternative to the 60/40 Portfolio
On episode 117 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO and tax specialist Bill Sweet to discuss the effects of high cash in a portfolio, paying down a mortgage today to re...
March 21, 2024
Is the S&P 500 Overvalued?
On episode 116 of Ask The Compound, Ben Carlson and Duncan Hill run through a backlog of the best viewer questions we've got! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Subscribe to The Compound N...
March 14, 2024
How Much Should You Have Saved in Your 30s?
On episode 115 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Advisor and CFP Ben Coulthard to discuss what returns you should be content with over the long run, when to take profits...
March 7, 2024
What’s the Investment Case for Gold?
On episode 114 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO and tax specialist Bill Sweet to discuss the benefits of investing in gold, over-diversifying your portfolio, how to...
Feb. 29, 2024
What’s the Biggest Risk to the Market?
On episode 113 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Advisor and insurance expert Jonathan Novy to discuss, winging a financial plan, employee stock options at Apple, life i...
Feb. 22, 2024
How Do You Create Generational Wealth?
On episode 112 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CIO Barry Ritholtz to discuss if it’s safe to buy a Peloton, if you should hedge semiconductor exposure, creating genera...
Feb. 15, 2024
Career Advice from Downtown Josh Brown
On episode 111 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Downtown Josh Brown to discuss: career advice for young financial advisors, the role of TIPS, buying at all-time highs, and much more! Submit your ...
Feb. 8, 2024
How Should You Invest at All-Time Highs?
On episode 110 of Ask The Compound, Ben Carlson and Duncan Hill are joined by CFP, CFA, and RWM Advisor Blair duQuesnay to discuss investing at all-time highs, transitioning to a single income, dealing with increased insuranc...
Feb. 1, 2024
How to Save More Money
On episode 109 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Bill Sweet, CFO and Tax Superstar to discuss the best allocation for saving for college, how much money a $70k truck costs you in the long run, tax...
Jan. 25, 2024
Can You Live off Dividends in Retirement?
On episode 108 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Jill Schlesinger, CFP and Host of Jill On Money to discuss retiring with 100% stocks, optimizing your portfolio rebalances, how much you should spe...
Jan. 18, 2024
What’s the Historical Return on Housing?
On episode 107 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Advisor and CFP Kevin Young to discuss return expectations in Real Estate, cutting losses or hoping for a bounce in poor...
Jan. 11, 2024
What’s the Investment Case for Bitcoin?
On episode 106 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Chief Financial Officer Bill Sweet to talk about investing in Bitcoin, whether tax professionals make good financial adv...
Jan. 4, 2024
Does FIRE Make Sense for Me?
On episode 105 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Advisor Nick Sapienza to discuss: a different take on FIRE, diversifying out of a concentrated position, understanding i...
Dec. 21, 2023
How to Buy a House Right Now
On episode 104 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Advisor and estate specialist Taylor Hollis to discuss how much bonds are down from highs, if it makes sense to own both...
Dec. 14, 2023
How Many Millionaires Are There?
On episode 103 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management COO and Data Scientist Nick Maggiulli to discuss replacing housing exposure with REITs, questions to ask a prospective f...
Dec. 7, 2023
When Should You Pay Off Your Mortgage Early?
On episode 102 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO and tax extraordinaire Bill Sweet to discuss the relationship between rates and bonds, if the market is pricing in r...