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 tax expert, Bill Sweet. Submit your questions to askthecompoundshow@gmail.com!
►00:00 - Intro
►05:05 - What percent of a first-time home buyer's net worth should be put down in that first real estate purchase?
►10:13 - Where to lump sum invest cash.
►15:32 - How would you direct young / beginner investors to start learning about tax law?
►20:38 - How can I maximize the tax efficiency of UTMA accounts?
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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, Bill Sweet 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/
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