Episodes

On episode 140 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management advisor, investment committee member, and estate specialist Taylor Hollis to discuss if we are in a buy-the-dip market due to high cash balances, navigating trust and trustee conflict issues, financial planning around worst case scenarios and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Public for sponsoring this episode! Visit: http://public.c...

On episode 139 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CIO and Chairman Barry Ritholtz to discuss if the market is about to crash, if the U.S. economy is grinding towards recession, paying off a low-rate mortgage early, staying invested with large gains, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Rocket Money for sponsoring this episode! Visit: http://rocketmoney.com/atc and cancel your unwanted subscriptions today...

On episode 138 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and tax specialist Bill Sweet to discuss using valuation as a market timing tool, optimizing tax vs Roth contributions, tax considerations when moving abroad, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Fabric By Gerber Life for sponsoring this episode! Start investing in your child today at: http://meetfabric.com/ATC The Compound x Tropical Bros: https://t...

On episode 137 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth's Chief Market Strategist, Callie Cox! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! This episode is sponsored by Public. Make your savings work harder and earn an industry-leading 5.1% APY with a high-yield cash account on Public. Visit https://public.com/ to learn more! The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt...

On episode 136 of Ask The Compound, Ben Carlson and Duncan Hill are joined by CFP and RWM Advisor Alex Palumbo to discuss how well bonds hedge stocks, when to diversify out of company stock, how to benchmark financial service performance, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Rocket Money for sponsoring this episode! Visit: http://rocketmoney.com/atc and cancel your unwanted subscriptions today! The Compound x Tropical Bros: https://tr...

On episode 135 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and tax extraordinaire Bill Sweet to discuss investing in bonds before a rate-cutting cycle, how wash sale rules work, selling investment property in a tax-optimized way, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Fabric By Gerber Life for sponsoring this episode! Start investing in your child today at: http://meetfabric.com/ATC The Compound x Tropical Bro...

On episode 134 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Sr. Advisor Jonathan Novy to discuss portfolio implications of a rate-cutting cycle, owning life insurance vs contributing to retirement, paying down a high-interest loan vs investing, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Public for sponsoring this episode! Visit https://public.com/ for more info! The Compound x Tropical Bros: https://tropicalbros.com/pr...

On episode 133 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Advisors Cameron Rufus, CFP, and Dan LaRosa, QPFC, AIC to discuss 20-year expected returns, tips for renewing insurance, starting a defined benefit plan, pros and cons of alternative investments, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Rocket Money for sponsoring this episode! Visit: http://rocketmoney.com/atc and cancel your unwanted subscriptions today! T...

On episode 132 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and Tax Specialist Bill Sweet to discuss dying with zero, tax-optimizing retirement distributions, diversifying bond fund exposure, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Public for sponsoring this episode. Visit https://public.com/ to learn more about how you can earn 5.1% APY with a high-yield cash account. Subscribe to The Compound Newsletter for al...

On episode 131 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Jill Schlesinger, CFP and Host of Jill On Money to discuss if the 4% rule actually works, the best part-time side hustles, stock picking tips and tricks, when to stop contributing for retirement, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Public for sponsoring this episode. Visit https://public.com/ to learn more about how you can earn 5.1% APY with a high-yield ca...

On episode 130 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO and ATC favorite Bill Sweet, to discuss AI advisors, Roth account inheritance and tax treatments, considering future tax brackets when tax planning, Roth 401k tax treatments, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Fabric by Gerber Life for sponsoring this episode! Visit: https://meetfabric.com/atc to learn more! The Compound x Tr...

On episode 129 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Chairman and CIO Barry Ritholtz to discuss if Private Equity is increasing public market valuations, calculating your personal inflation rate, concerns over US Government debt, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt Subscribe to The Compou...

On episode 128 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO and ATC favorite Bill Sweet, to discuss buying a house while in retirement, tax planning for NVDA shareholders, tax implications from annuities, 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: http://rocketmoney.com/atc The Compound x Tropical ...

On episode 127 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CEO and CNBC Halftime panelist Josh Brown to discuss Ben and Josh’s personal portfolios, transitioning to an index-only portfolio, hedging against AI, indexing vs buying Magnificent 7 stocks, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt Subscrib...

On episode 126 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Katie Gatti Tassin of Money With Katie, a millennial personal finance-focused content platform with over 8M podcast downloads to discuss how many credit cards are too many, how valuable a low-rate mortgage is, planning for a big purchase, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Fabric by Gerber Life for sponsoring this episode! Visit: https://meetfabric.com/atc ...

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, tax planning around RSUs, considerations to think about when hiring a financial advisor, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to RocketMoney for sponsoring this episode! Visit: https://www.rocketmoney.com/atc and cancel...

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 structuring your will and estate plan, winging your financial plan, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Future Proof for sponsoring this episode! Visit https://futureproofhq.com/festival/atc/ to secure your ticket! ...

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 planning before retirement, 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 the next TCAF guest is, get updates on the latest m...

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 young advisor, why the S&P 500 is the wrong benchmark for most investors, buying vs renting, 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...

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 liability, paying taxes now vs. in the future, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Rocket Money for sponsoring this episode! Visit https://rocketmoney.com/ATC and cancel your unwanted subscriptions today! 🎥 Watch this ...

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 home projects, getting used to higher inflation, career instability due to AI, 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 ou...

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 to diversify away from value, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Rocket Money for sponsoring this episode! Visit https://www.rocketmoney.com/ATC and cancel your unwanted subscriptions today! 🎥 Watch this episode ...

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, optimizing your portfolio glide path, 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 the next TCAF guest is, get updates on the l...

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 refinance in the future, tax savings in ETFs vs mutual funds, 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 the next TCAF ...