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!
►00:00 - Intro
►02:31 - Is there any way to prep for stagflation? Any actionable ideas?
►09:15 - Finding a balance between spiderweb accounts vs one checking account.
►14:02 - Establishing a living trust.
►19:27 - Insight on Donor-Advised Funds.
Sign up for The Compound newsletter: https://email.thecompoundnews.com/subscribe
Check out The Compound shop: https://www.idontshop.com
Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Taylor Hollis and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by Ben and guests are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
Listen to our podcasts:
The Compound and Friends: https://link.chtbl.com/compoundandfriends
Animal Spirits: https://podcasts.apple.com/us/podcast/animal-spirits-podcast/id1310192007
Portfolio Rescue: https://link.chtbl.com/totherescue
Talk with us about your portfolio or financial plan here: http://ritholtzwealth.com
Check out Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com
Instagram: https://instagram.com/thecompoundnews
Twitter: https://twitter.com/thecompoundnews
Facebook: https://www.facebook.com/ritholtzwealth
#investing #thecompound #personalfinance
