Episodes
March 23, 2023
Are We Done With High Inflation?
On episode 68 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CFO Bill Sweet to discuss savings rates, buying government bonds, cash management, downsides to a backdoor Roth, and much more! Submit your Port...
March 16, 2023
Is My Money Safe?
On episode 67 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CEO and CNBC Veteran Josh Brown to discuss if Twitter caused a bank run, what happens if a brokerage fails, where to keep an emergency fund, and...
March 9, 2023
Should I Invest in Real Estate instead of my 401(k)?
On episode 66 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFA Blair duQuesnay to discuss how much to spend on a wedding, how a backtest works, taking out a 401K loan, and much more! Submit y...
March 2, 2023
Should I Put Riskier Stocks in my Roth IRA?
On episode 65 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CFO and tax superstar Bill Sweet to discuss short-term vs long-term bonds, investing in farmland, getting out of concentrated stock positions, u...
Feb. 23, 2023
Are Covered Calls a Replacement for Bonds?
On episode 64 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CIO and the Blogfather, Barry Ritholtz, to discuss saving for a down payment, using option writing strategies, US population demographics and va...
Feb. 9, 2023
Is a Backdoor Roth IRA Worth the Hassle?
On episode 63 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CFO, Tax Ninja, and PR all-time-leading contributor Bill Sweet, to discuss how to invest in bonds, RMD calculations, the new Roth rule, and much...
Feb. 2, 2023
Does the Debt Ceiling Matter to the Market?
On episode 62 of Portfolio Rescue, Ben Carlson, and Duncan Hill are joined by RWM Advisor and CFP, Kevin Young, to discuss US Government default risk, inverted yield curves, safeguarding your financial plan, and much more! Su...
Jan. 26, 2023
Is Whole Life Insurance Ever Worth It?
On episode 61 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM Advisor and Insurance Specialist, Jonathan Novy, to discuss if the stock market can go up forever, when life insurance makes sense, starting an ...
Jan. 19, 2023
Is It Crazy to Be 100% Invested in Stocks?
On episode 60 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Tax Ninja and PR favorite - Bill Sweet to discuss if being invested in 100% stocks is crazy, when to retire, when to do backdoor Roth conversions, a...
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...