Episodes

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...
I Sold My Stocks. What Now?
June 8, 2023

I Sold My Stocks. What Now?

On episode 78 of Ask The Compound, Ben Carlson and Duncan Hill are joined by ATC’s all-time leader in appearances - Bill Sweet, to discuss timing your asset reallocations, pros and cons to rebalancing, inter-family asset tran...
How Much Money Do You Need to Save?
June 1, 2023

How Much Money Do You Need to Save?

On episode 77 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFP Ross Cohen to discuss retirement goal setting, when to spend and when to save, finding the highest yield, and much more! Submit ...
Is International Diversification Worth It?
May 25, 2023

Is International Diversification Worth It?

On episode 76 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFP Ben Coulthard to discuss home ownership planning, savings accounts vs money market accounts, pre-paying mortgages, when to get a...
What if the U.S. Government Defaults?
May 18, 2023

What if the U.S. Government Defaults?

On episode 75 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFP and Advisor Alex Palumbo to discuss government defaults, basic personal finance tips, tax planning for retirement, employee stock allocation...
What’s the Biggest Financial Bubble of All-Time?
May 11, 2023

What’s the Biggest Financial Bubble of All-Time?

On episode 74 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and Tax Ninja Bill Sweet to discuss asset allocation, saving for a house, tax efficient rollovers, tax loss harvesting, and much more! Submi...
Is the Bear Market Over?
May 4, 2023

Is the Bear Market Over?

On episode 73 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CEO Josh Brown to discuss loan prepayments, bear market exhaustion, spending v saving, and much more! Submit your Portfol...
Am I Spending Too Much?
April 27, 2023

Am I Spending Too Much?

On episode 72 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFP Kevin Young to discuss college savings, the correlation between yields and multiples, life insurance planning, and much more! Su...
How Do I Max Out My Roth IRA?
April 20, 2023

How Do I Max Out My Roth IRA?

On episode 71 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CFO and Tax Ninja Bill Sweet to discuss funding a start-up, dividend investing, Backdoor Roths v SERPs, and much more! Submit your Portfolio Res...
Should I Pay Off My Mortgage or Invest in Stocks?
April 13, 2023

Should I Pay Off My Mortgage or Invest in Stocks?

On episode 70 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM Advisor and Estate Specialist Taylor Hollis to discuss selling company stock, saving taxes with trusts, saving for a down payment, and much more...
Will AI Replace Financial Advisors?
March 30, 2023

Will AI Replace Financial Advisors?

On episode 69 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CIO and Masters in Business host Barry Ritholtz to discuss when things get priced in, why banks get bailed out, how to get started in content, a...
Are We Done With High Inflation?
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...