Episodes
Should I Pay Off My Mortgage or Invest in Stocks?
Will AI Replace Financial Advisors?
Are We Done With High Inflation?
Is My Money Safe?
Should I Invest in Real Estate instead of my 401(k)?
Should I Put Riskier Stocks in my Roth IRA?
Are Covered Calls a Replacement for Bonds?
Is a Backdoor Roth IRA Worth the Hassle?
Does the Debt Ceiling Matter to the Market?
Is Whole Life Insurance Ever Worth It?
Is It Crazy to Be 100% Invested in Stocks?
How Much Do Dividends Matter to the Stock Market?
Why Should I Invest in the Stock Market?
What's the Market Going to Do in 2023?
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 Rescu…
Will Baby Boomers Crash the Stock Market?
Why Is the Bond Market Screaming Recession?
On episode 55 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFP Alex Palumbo, to discuss leverage in real estate, why the yield curve is inverted, withdrawing a 401K, offsetting capital gains, and much more! Submit your Portfolio Rescue questions to askthecompoun…
Is Real Estate a Better Investment Than the Stock Market?
How Should You Invest for Your Kids?
When Should You Sell Your Beaten-Down Stocks?
When Should Your Asset Allocation Change?
On episode 51 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM advisor, CFP, and CFA, Blair DuQuesnay to discuss how your asset allocation should change when your net worth grows, real returns for bonds, I-bonds, and much more! Submit your Portfolio Rescue questions to asktheco…
What’s a Better Buy Right Now - Stocks or Bonds?
On episode 50 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by CFP and Tax Specialist Bill Sweet, to discuss if or when to lower your contributions to a 401k, how to plan for future tax rates, the wash sale rule, and much more! Submit your Portfolio Rescue questions to askthecompou…
What Is the Fed Doing?
On episode 49 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Cullen Roche, Author of Pragmatic Capitalism and Founder of Discipline Funds to discuss if the Fed is making a mistake, the consequen…
What’s the Worst Case Scenario for Stocks?
