On episode 48 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM Advisor, CFP, and Higher-Education Specialist Tony Isola to discuss buying your first house, where to start with FAFSA, 529 contributions, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!
►00:00 - Intro
►04:55 - The worst case for the stock market
►12:15 - Replacing bonds with dividend stocks in your 60/40 portfolio
►16:10 - Buying your first house
►20:57 - FAFSA and paying for college
►27:43 - 529 contributions vs maxing 401(k)
This episode is presented by https://liftoffinvest.com. Liftoff® is an automated investment advisory service powered by Betterment, and is a wholly owned entity of Ritholtz Wealth Management LLC. Ritholtz Wealth Management is a Registered Investment Advisor who receives fees from clients who invest in their Liftoff proprietary portfolios, which are not necessarily discussed in the commentary.
Read Tony's blog: https://tonyisola.com/
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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, Tony Isola, 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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