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!
►00:00 - Intro
►04:43 - Paying down debt.
►08:04 - Bond allocations.
►14:25 - Saving for a move.
►18:17 - Tough 401K situations.
►24:44 - Managing a HELOC.
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, Dan LaRosa, 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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