Episodes
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...
July 7, 2022
What’s the Safest Thing to Buy During a Bear Market?
On episode 35 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz CFO and tax specialist, Bill Sweet to discuss: what to buy in a bear market, investing vs paying off a 401(k) loan, robo advisors vs target...
June 30, 2022
What’s the Best Travel Credit Card?
On episode 34 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Chris Hutchins to talk credit card points and travel tips! Chris is a life hacker, financial optimizer, and host of the All the Hacks podcast ! Subm...
June 23, 2022
Is It Time to Sell Bonds?
On episode 33 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Director of Corporate Retirement Planning, Dan LaRosa, to discuss paying down debt, bond allocations, saving for a move, and tough 4...
June 16, 2022
How Can I Hedge Falling Housing Prices?
On episode 32 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth advisor, Ben Coulthard to discuss hedging the price of your home, de-risking your portfolio, the New Zealand housing market, investi...
June 9, 2022
What’s More Important: Saving or Investing?
On episode 31 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Tax Manager, Bill Artzerounian to discuss helping dad with his finances, how to invest in an HSA, when to lower international exposu...
June 2, 2022
How Does Compounding Work in a Bear Market?
On episode 30 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth advisor Taylor Hollis to discuss how to get started writing, how compounding works in a down market, when to adjust your risk tolera...
May 26, 2022
How Do I Buy During a Bear Market?
On episode 29 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth advisor Blair duQuesnay to discuss lump sum investing, hedging, being opportunistic in a bear market, and what to do with cash on th...
May 19, 2022
How Do I Max Out My Retirement Accounts?
On episode 28 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth CFO and tax expert Bill Sweet! Submit your questions to askthecompoundshow@gmail.com! Sign up for The Compound newsletter to stay in...
May 12, 2022
How Do I Survive a Bear Market?
On episode 27 of Portfolio Rescue, Ben and Duncan are joined by Barry Ritholtz! Barry is the host of the Masters in Business podcast and Chairman and CIO of Ritholtz Wealth Management. Submit your questions to askthecompounds...
May 5, 2022
Is 75/25 the New 60/40?
Welcome to Portfolio Rescue episode 26! On this episode, Ben and Duncan are joined by Ritholtz advisor Kevin Young to discuss moving from individual stocks to ETFs, rental properties, portfolio weighting, 401(k) contributions...
April 27, 2022
Why Does the Stock Market Go Up?
Welcome to Portfolio Rescue episode 25! On this episode, Ben and Duncan are joined by financial educator and author Brian Feroldi to discuss the stock market, dollar-cost averaging, student loans, inflation, and much more! Su...
April 21, 2022
Should I Average Down on Losing Investments?
Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On this episode, Ben and Duncan are joined by Ritholtz Wealth COO and data expert, Nick Maggiulli to discuss the yield...
April 14, 2022
How do Series I Savings Bonds Work?
Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On episode 23, Ben and Duncan are joined by Ritholtz advisor, Ben Coulthard to discuss: series I savings bonds, when i...
April 7, 2022
Should I Pay Down Student Loans or Invest in the Market?
Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On episode 21, Ben and Duncan are joined by Ritholtz advisor, Matt Lohrius to discuss: rising interest rates, paying o...
March 31, 2022
How Much of My Net Worth Should I Use for a Down Payment?
Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On episode 21, Ben and Duncan are joined by Ritholtz tax expert, Bill Sweet to discuss: how much to put down as a firs...