Episodes

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...

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...

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...

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...

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...

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 ...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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 ...

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...

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...