Episodes

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 much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! This episode is presented by https://liftoffinvest.com. Liftoff® is an automated investment advisory service powered by Betterment, and is a wholly owned entity of Ritholtz Wealth Management L...

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 environment, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! This episode is presented by https://liftoffinvest.com. Liftoff® is an automated investment advisory service powered by Betterment, and is a wholly owned entity of Ritholtz Wealth...

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 much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! This episode is presented by https://liftoffinvest.com. Liftoff® is an automated investment advisory service powered by Betterment, and is a wholly owned entity of Ritholtz Wealth Management...

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, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! This episode is presented by https://liftoffinvest.com. Liftoff® is an automated investment advisory service powered by Betterment, and is a wholly owned entity of Ritholtz Wealth Managemen...

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 your Portfolio Rescue questions to askthecompoundshow@gmail.com! Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings. Check out The Compound shop: https://www.idontshop.com Learn more a...

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, maxing out I bonds, and much more! Send your Portfolio Rescue questions to askthecompoundshow@gmail.com! Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings. Check out The Compound shop: ...

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, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings. Check out The Compound shop: https://www.id...

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 advisor, selling or HODLing, allocating to bonds as a young person, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more abo...

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, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings. Check out The Compound shop: https://www.ido...

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 over, reducing taxable income, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings. Check out The C...

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 Roth conversions, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings. Check out The Compound shop:...

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 much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings. Check out The Compound shop: https://www.idontshop....

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! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings. Check out The Compound shop: https://www.idontshop.com Learn ...

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 date funds, and more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings. Check out The Compound shop: https:/...

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! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings. Check out The Compound shop: https://www.idontshop.com Learn mor...

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 401K situations!! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings. Check out The Compound shop: https://www.i...

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, investing in international stocks, and bear market allocations! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings. Ch...

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 exposure, benefits of REITs vs directly owning real estate rentals, and mega backdoor Roths! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! Sign up for The Compound newsletter to stay in the loop: https://email.thecompoundnews.com/subscribe Check out The ...

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 tolerance, and how to take advantage of an employee stock purchase plan. Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! Sign up for The Compound newsletter to stay in the loop: https://email.thecompoundnews.com/subscribe Check out The Compound shop: https...

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 the sidelines. Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! Sign up for The Compound newsletter to stay in the loop: https://email.thecompoundnews.com/subscribe Check out The Compound shop: https://www.idontshop.com Learn more about Ritholtz Wealth'...

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 the loop: https://email.thecompoundnews.com/subscribe Check out The Compound shop: https://www.idontshop.com Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com Investing involves the risk of loss. This podcast is for informat...

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 askthecompoundshow@gmail.com! Sign up for The Compound newsletter to stay in the loop: https://email.thecompoundnews.com/subscribe Check out The Compound shop: https://www.idontshop.com Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com Inve...

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, and much more! Submit your questions to askthecompoundshow@gmail.com! Sign up for The Compound newsletter to stay in the loop: https://email.thecompoundnews.com/subscribe Check out The Compound shop: https://www.idontshop.com Learn more about Ritholtz Wealth's automated i...

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! Submit your questions to askthecompoundshow@gmail.com! Sign up for The Compound newsletter: https://email.thecompoundnews.com/subscribe Check out The Compound shop: https://www.idontshop.com Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://lift...