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!
►00:00 - Intro
►02:21 - Evolution of savings rates
►07:13 - Savings accounts vs short-term bonds
►10:26 - Rethinking a retirement plan
►15:27 - Restricted stock units
►20:13 - Exercising startup shares
►27:14 - Maxing out I savings bonds
📈 Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.
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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, Joey Fishman, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them 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/
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