Episodes

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 spend on a forever home, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Future Proof for sponsoring this episode. Register for the festival at: https://futureproof.advisorcircle.com... 🎥 Watch this episode on YouTube: https://ww...

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 poorly performing stocks, the basics to creating a will, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Fabric by Gerber Life for sponsoring this episode! Visit meetfabric.com/ATC to learn more! 🎥 Watch this episode on YouTube: h...

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 advisors, when paying down a mortgage early makes sense, and how to use 72(t) distributions to retire early. Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to RocketMoney for sponsoring this episode! Cancel your unwanted subscriptions by going to...

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 inflation, and much more! Thanks to RocketMoney for sponsoring this episode! Cancel your unwanted subscriptions by going to https://www.rocketmoney.com/atc . 👕 Check out The Compound shop: https://www.idontshop.com Wealthcast Media, an affiliate of Ritholtz Wealth Management,...

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 the S&P 500 and the Nasdaq 100, understanding concentrated position and geographic risk, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Go to https://www.birddogs.com/atc for a free whit...

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 financial advisor, what amount of investable assets makes you rich, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to YCharts for sponsoring this episode! YCharts has a special gift for you just in time for the holiday season – t...

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 rate cuts for 2024, dealing with single stock concentration, how direct indexing works, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Go to https://www.birddogs.com/atc for a free white-t...

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 economists make predictions, rationalizing the purchase of high-cost items, and much more!! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Go to https://www.birddogs.com/atc for a free white-tech dad hat with e...

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 financing a sprinter van, getting an MBA, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Visit https://birddogs.com/ATC to get a free white-tech dad hat with every order! 🎥 Watch this epi...

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 more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Rocket Money for sponsoring this episode! Cancel your unwanted subscriptions by going to https://www.rocketmoney.com/atc . 🎥 Watch this episode on YouTube: https://youtube.com/live/Gz8DiD...

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 as you get older, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Go to https://www.birddogs.com/ATC or enter promo code ATC for a free white-tech dad hat with every purchase! 🎥 Watch this ...

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 than it seems, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! 🎥 Watch this episode on YouTube: https://youtube.com/live/D6n3vfeKTbY 👕 Check out The Compound shop: https://www.idontshop.com Wealthcast Media, an affiliate of Ritholtz Weal...

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, SEP IRAs vs Roth IRAs, utilizing SBLOCs. and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Visit https://birddogs.com/ATC for a free white-tech dad hat with every order! 🎥 Watch this episode ...

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 do with an insurance payout, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Kaplan Schweser for sponsoring this episode! Visit https://www.schweser.com for more info. 🎥 Watch this episode on YouTube: https://youtube.com/live/...

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! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Visit: https://birddogs.com/ATC or enter promo code ATC for a free white-tech dad hat with every purchase! 🎥 Watch this episode on YouTube: https://youtube...

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 Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Rocket Money for sponsoring this episode! Go to https://rocketmoney.com/compound for more info. 🎥 Watch this episode on YouTube: https://www.youtube.com/watch?v=8ZS2dqKzDd8 👕 Check out The Compound shop: h...

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 much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Visit: https://birddogs.com/ATC or enter promo code ATC for a free white-tech dad hat with every purchase! 🎥 Watch this episode on YouTube: http...

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 Compound questions to askthecompoundshow@gmail.com! 🎥 Watch this episode on YouTube: https://youtube.com/live/odvl_cHbpNI 👕 Check out The Compound shop: https://www.idontshop.com Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities f...

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 your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Go to www.birddogs.com/ATC or enter promo code ATC for a free white-tech dad hat. 🎥 Watch this episode on YouTube: https://youtube.com/live/6zw9oFhi9vE 👕 Check out...

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 more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Rocket Money for sponsoring this episode. Go to https://www.rocketmoney.com/atc for more info! 🎥 Watch this episode on YouTube: https://youtube.com/live/ZUWNdfkXzUA 👕 Check out The Compound ...

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 much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Go to www.birddogs.com/ATC or enter promo code ATC for a free white-tech dad hat. 🎥 Watch this episode on YouTube: https://youtube.com/live/zhFVv...

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 your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Tropical Bros for sponsoring this episode! Visit https://tropicalbros.com/products/super-stretch-animal-spirits-hawaiian-shirt to purchase the Animal Spirits X Tropical Bros Hawaiian shirt before they s...

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 Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Go to www.birddogs.com/ATC or enter promo code ATC for a free white-tech dad hat. 🎥 Watch this episode on YouTube: https://youtube.com/live/t9trrJw6bXk 👕 Check out The...

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 as an asset class. Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Future Proof for sponsoring this episode! Secure your ticket at https://futureproof.advisorcircle.com/ before the August 15th deadline! 🎥 Watch this episode on YouTube: https...