Episodes

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...

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 curve, the right amount of risk for IRAs, averaging down on losing stocks, and much more! Submit your questions to askthecompoundshow@gmail.com! Pick up a copy of Nick's new book, Just Keep Buying. Sign up for The Compound newsletter: https://email.thecompoundnews.com/sub...

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 it's okay to splurge, how target date funds work, 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 Ri...

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 off a mortgage early, questions to ask a financial advisor, and 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 abo...

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 first-time homebuyer, taxes for investors, UTMAs, HSAs, and more! Submit your questions to askthecompoundshow@gmail.com! Learn more about Animal Spirits NFTs for No Kid Hungry: https://awealthofcommonsense.com/2022/03/nfts-for-charity/ Sign up for The Compound newsletter: https...

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 advisor, Taylor Hollis to discuss: stagflation, automating your accounts, establishing a living trust, and Donor-Advised Funds. 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 Ri...

Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On this episode, Ritholtz Wealth tax expert Bill Artzerounian joins Ben and Duncan to discuss: preparing for a recession, how down markets can be a positive for investors, tax strategy, tax-loss harvesting, and 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://ww...

On episode 18 of Portfolio Rescue, Ben and Duncan are joined by Ritholtz advisor Kevin Young to discuss: inflation, prospects of a recession, SBLOCs, and where to invest a bunch of cash right now. Want to see your question on a future episode? Submit 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:...