Episodes
Jan. 12, 2023
How Much Do Dividends Matter to the Stock Market?
On episode 59 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM Tax Specialist, CPA, and CFP, Bill Artzerounian, to discuss reinvesting dividends, saving money through tax returns, when you should hire an acc...
Jan. 5, 2023
Why Should I Invest in the Stock Market?
On episode 58 of Portfolio Rescue, Ben Carlson and Duncan Hill discuss deflation, if the stock market is a Ponzi Scheme, what to do with emergency fund cash, and much more! Submit your Portfolio Rescue questions to askthecomp...
Dec. 22, 2022
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 lo...
Dec. 15, 2022
Will Baby Boomers Crash the Stock Market?
On episode 56 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Downtown Josh Brown to discuss what to do with extra cash, the difference between publicly traded and non-traded REITs, generational selling pressur...
Dec. 8, 2022
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,...
Dec. 1, 2022
Is Real Estate a Better Investment Than the Stock Market?
On episode 54 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CFO and Tax Super-Star, Bill Sweet, to discuss leverage in real estate, why the yield curve is inverted, early retirement, tax-loss harvesting, ...
Nov. 17, 2022
How Should You Invest for Your Kids?
On episode 53 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFP, Kevin Young to discuss investing in bonds as a young person, what to do with monthly allowances, life expectancy and retirement...
Nov. 10, 2022
When Should You Sell Your Beaten-Down Stocks?
On episode 52 of Portfolio Rescue, Ben Carlson is joined by RWM CFO and the taxman himself, Bill Sweet, to discuss SPAC losses, losing to inflation by investing under your mattress, and stock-picking companies you haven’t hea...
Nov. 3, 2022
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-b...
Oct. 27, 2022
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...
Oct. 20, 2022
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 consequences of 7% mort...
Oct. 13, 2022
What’s the Worst Case Scenario for Stocks?
On episode 48 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM Advisor, CFP, and Higher-Education Specialist Tony Isola to discuss buying your first house, where to start with FAFSA, 529 contributions, and m...
Oct. 6, 2022
Should I Buy a House Right Now?
On episode 47 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Animal Spirits co-host Michael Batnick to discuss timing the bond market, Michael's pitch for muni bonds, whether or not to buy a home in this envir...
Sept. 29, 2022
What’s the Best Inflation Hedge Right Now?
On episode 46 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CFO and tax specialist Bill Sweet to discuss putting the fed funds rate on the blockchain, building an emergency fund, pension tax planning, and...
Sept. 22, 2022
Are All Bear Markets Like This?
On episode 45 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Taylor Hollis, trust and estate specialist, CFP, and CFA to discuss going mortgage-free, writing covered calls, when to set up a trust or estate, an...
Sept. 15, 2022
Do Young People Need a Financial Advisor?
On episode 44 of Portfolio Rescue, Ben Carlson and Duncan Hill discuss tips for people living in high-cost areas, low-cost indexing vs paying for an advisor, when it makes sense to pay down debt early, and much more! Submit y...
Sept. 8, 2022
How Much Should You Save in Your 30s?
On episode 43 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth advisor, Joey Fishman, to discuss savings accounts vs short-term bonds, Restricted Stock Units (RSU), exercising startup shares, max...
Sept. 1, 2022
How Do You Minimize Taxes in Retirement?
On episode 42 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth CFO and Tax Specialist Bill Sweet to discuss downgrading to one income, prepaying for college, optimizing unrealized capital losses,...
Aug. 25, 2022
How should I Invest in My 20s?
On episode 41 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth CEO Josh Brown to discuss inflation-linked bonds, diversifying fixed income exposure, prospecting for younger clients as a financial...
Aug. 18, 2022
How Should I Invest an Inheritance?
On episode 40 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by the podfather himself, Ritholtz Wealth CIO Barry Ritholtz! We discuss investing a lump sum, investing for dependents, dealing with low rate assets, ...
Aug. 11, 2022
How Does a Bear Market End?
On episode 39 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth tax specialist Bill Artzerounian to discuss savings rates, coping with a big stock market loss, when a bear market is technically ov...
July 28, 2022
Is Real Estate the Best Inflation Hedge?
On episode 38 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth CFO and tax specialist Bill Sweet to discuss what asset class outperforms during rising inflation, when to take profits, backdoor Ro...
July 21, 2022
Is Wealth Destroyed or Reallocated During a Bear Market?
On episode 37 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Advisor and CFP Alex Palumbo to discuss if wealth is destroyed or allocated, changing risk tolerances, a $200k wedding gift, and muc...
July 14, 2022
Why You Should Buy Quickly and Sell Slowly
On episode 36 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM COO and Data Specialist, Nick Maggiulli, to discuss planning for a home purchase, when to ditch the 401(k) match, the 4% rule, and much more! Su...