Episodes

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 Compou...

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/zhF...

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 ...

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 ...

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: htt...

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 your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Go to http://www.birddogs.com/atc for a free Yeti style tumbler with every order. 🎥 Watch this episode on YouTube: https://youtube.com/live/fhs0cDzjYRQ 👕 Check o...

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, automating your health, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Secure your Future Proof ticket before the August 15th deadline at: https://futureproof.advisorcircle.com/ 🎥 Watch this episode on YouTube: https://youtube.com/live/Fr84...

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 stock option plans, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Go to http://www.birddogs.com/atc for a free Yeti style tumbler with every order. 🎥 Watch this episode on YouTube: https:/...

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 bonds vs government bonds, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Go to http://www.birddogs.com/atc for a free Yeti style tumbler with every order. 🎥 Watch this episode on YouT...

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 more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Visit futureproof.advisorcircle.com to get your ticket and book your hotel before the August 15th deadline. Qualifying advisors go free, or get $200 off at futureproof.advisorcircle.com/downtown! 🎥...

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 500s historic yield, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to our friends at Birddogs for sponsoring this episode! Get a free Yeti style tumbler with every order using the following link: http://birddogs.com/atc 🎥 Watc...

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 transfer tax consequences, retirement tax planning, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Foundation Source for sponsoring this episode. Go to https://info.foundationsource.com/xm-philanthropic-personality to see what s...

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 your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to our friends at Birddogs for sponsoring this episode! Enter promo code "ATC" and get a free Yeti style tumbler with every order: http://birddogs.com/atc 🎥 Watch this episode on YouTube: https://youtu...

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 an advisor, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Enter promo code "ATC" and get a free Yeti style tumbler with every order: http://birddogs.com/atc 🎥 Watch this episode on YouT...

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, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Enter promo code "ATC" and get a free Yeti style tumbler with every order: http://birddogs.com/atc 🎥 Watch this episode on YouTube: http...

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! Submit your questions to askthecompoundshow@gmail.com! For more information on Future Proof, visit: https://futureproof.advisorcircle.com/ 🎥 Watch this episode on YouTube: https://youtube.com/live/3flSZvRZi8g 👕 Check out The Compound shop: https://www.idontshop.com Wealthcast...

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 Portfolio Rescue questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Enter promo code "DUNCAN" and get a free Yeti style tumbler with every order: http://birddogs.com/duncan 🎥 Watch this episode on YouTube: https://youtube.com/live/3flSZvRZi...

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! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Enter promo code "BENPR" and get a free Yeti style tumbler with every order: https://www.birddogs.com/collections/shorts?utm_source=youtube&utm_medium=infl...

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 Rescue questions to askthecompoundshow@gmail.com! 👕 Check out The Compound shop: https://www.idontshop.com Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusi...

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! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Enter promo code "RESCUE" and get a free Yeti style tumbler with every order: https://www.birddogs.com/collections/pants?utm_source=youtube&utm_medium=i...

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, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! 👕 Check out The Compound shop: https://www.idontshop.com Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affilia...

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 Portfolio Rescue questions to askthecompoundshow@gmail.com! 👕 Check out The Compound shop: https://www.idontshop.com Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails...

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 much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! 👕 Check out The Compound shop: https://www.idontshop.com Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliate...

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 your Portfolio Rescue questions to askthecompoundshow@gmail.com! 👕 Check out The Compound shop: https://www.idontshop.com Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs an...