Episodes
Nov. 30, 2023
How Should I Invest Cash on the Sidelines?
On episode 101 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 how changes in interest rates affect ETF yields, how economis...
Nov. 16, 2023
Where Should I Invest $50K Right Now?
On episode 100 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Advisor and CFP Alex Palumbo to discuss if market concentration matters, how Ben tracks his investments, paying cash or ...
Nov. 9, 2023
What’s in Ben’s Portfolio?
On episode 99 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO Bill Sweet to discuss the taxation of bonds, treasury and municipal bonds, very-high-cost-of-living real estate, and ...
Nov. 2, 2023
What if This Time Is Different?
On episode 98 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CEO Josh Brown to discuss when to sell your winners, today's tech stocks vs dot com tech stocks, de-risking a portfolio a...
Oct. 26, 2023
Are Stocks Still For the Long Run?
On episode 97 of Ask The Compound, Ben Carlson and Duncan Hill are joined by WisdomTree’s CIO, Jeremy Schwartz, to discuss owning stocks for the long run, if international diversification is worth it, why inflation is lower t...
Oct. 19, 2023
What’s the Best Time to Buy Stocks?
On episode 96 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Chief Financial Officer Bill Sweet to discuss the timing of index fund investments, tax optimization for large bonuses, S...
Oct. 12, 2023
Do I Still Have Time for Compounding to Work?
On episode 95 of Ask The Compound, Ben Carlson and Duncan Hill are joined by CFP and Financial Advisor, Kevin Young to discuss saving for retirement later in life, planning for a pension, healthcare expense planning, what to ...
Oct. 5, 2023
How Do I Lock In Higher Yields on My Cash?
On episode 94 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Nick Maggiulli, COO and data extraordinaire to discuss if bonds belong in your portfolio, lump sum vs. DCA, utilizing more leverage, and much more! ...
Sept. 28, 2023
How Much Is Your Happiness Worth?
On episode 93 of Ask The Compound, Ben Carlson is joined by Bill Sweet, CFO and Tax Superstar to discuss finding a good CPA, dealing with big tech RSUs, making less money to have a better lifestyle and much more! Submit your ...
Sept. 21, 2023
When Should You Rent Instead of Buy?
On episode 92 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Nick Sapienza, an RWM advisor and CFP to discuss buying a house with 7% rates, selling assets to pay debt, utilizing home equity to buy stocks, and ...
Sept. 14, 2023
How Expensive Is It to Have Kids?
On episode 91 of Ask The Compound, Ben Carlson and Duncan Hill discuss dealing with questionable financial advice, the cost of kids, sports betting as a side hustle, investing in CDs, and much more! Submit your Ask The Compou...
Sept. 7, 2023
What’s the State of the U.S. Economy?
On episode 90 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CIO Barry Ritholtz to discuss bond duration, possible outcomes for the US Economy, selling winners vs. adding to losers, and much more! Submit y...
Aug. 31, 2023
Is It Too Late for a 401(k)?
On episode 89 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Advisor Jonathan Novy to discuss when to buy bonds, right-sizing an emergency fund, when to buy life insurance, how annuities work, and much mor...
Aug. 24, 2023
How Do I Stop Stressing About Money?
On episode 88 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFP Kevin Young to discuss utilizing a HELOC, managing emotions while saving for retirement, selling assets for a downpayment, and m...
Aug. 17, 2023
How Do You Know if Your Financial Plan Is Working?
On episode 87 of Ask The Compound, Ben Carlson and Duncan Hill are joined by CFA and CFP Blair duQuesney to discuss preparing for inheritances, adjustable rate mortgages, utilizing a reverse mortgage, and much more! Submit yo...
Aug. 10, 2023
Am I Saving Too Much?
On episode 86 of Ask The Compound, Ben Carlson and Duncan Hill are joined by a crew of Compound contributors to discuss starting a podcast, optimal savings rates, paying taxes now vs in the future, and much more! Submit your ...
Aug. 3, 2023
Should I Own a Rental Property?
On episode 85 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Chief Financial Officer and CFP Bill Sweet to discuss houses vs. ETFs, GASP Roth vs. Traditional 401(k)s, and how to account for pension income ...
July 27, 2023
How Much Do You Need to Retire Early?
On episode 84 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFP Nick Sapienza to discuss if the market is rigged, utilizing the 4% rule, paying down debt vs investing, and much more! Submit yo...
July 20, 2023
Why Is Market Timing So Appealing?
On episode 83 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Social Leverage Partner Phil Pearlman and RWM CEO Josh Brown to discuss budgeting, why lump summing can be so hard, investing in Small Caps, automat...
July 13, 2023
How Do You Invest 100% Of Your Money in Stocks?
On episode 82 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Doug Boneparth, Founder of Bonefide Wealth to discuss determining asset allocation, financial planning for young people, budgeting for employee stoc...
June 29, 2023
Is This the Worst Time Ever to Buy a Home?
On episode 81 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CIO and Masters in Business Host Barry Ritholtz to discuss what debt to pay off first, if we are in a new housing bubble, investing in corporate...
June 22, 2023
Will Stock Returns Be Lower Going Forward?
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 mo...
June 15, 2023
What’s the Best Strategy for Selling Stocks?
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 5...
June 8, 2023
I Sold My Stocks. What Now?
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 tran...