Episodes

When Should You Pay Off Your Mortgage Early?
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...
How Should I Invest Cash on the Sidelines?
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...
Where Should I Invest $50K Right Now?
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 ...
What’s in Ben’s Portfolio?
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 ...
What if This Time Is Different?
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...
Are Stocks Still For the Long Run?
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...
What’s the Best Time to Buy Stocks?
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...
Do I Still Have Time for Compounding to Work?
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 ...
How Do I Lock In Higher Yields on My Cash?
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! ...
How Much Is Your Happiness Worth?
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 ...
When Should You Rent Instead of Buy?
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 ...
How Expensive Is It to Have Kids?
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...
What’s the State of the U.S. Economy?
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...
Is It Too Late for a 401(k)?
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...
How Do I Stop Stressing About Money?
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...
How Do You Know if Your Financial Plan Is Working?
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...
Am I Saving Too Much?
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 ...
Should I Own a Rental Property?
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 ...
How Much Do You Need to Retire Early?
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...
Why Is Market Timing So Appealing?
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...
How Do You Invest 100% Of Your Money in Stocks?
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...
Is This the Worst Time Ever to Buy a Home?
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...
Will Stock Returns Be Lower Going Forward?
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...
What’s the Best Strategy for Selling Stocks?
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...