On episode 36 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM COO and Data Specialist, Nick Maggiulli, to discuss planning for a home purchase, when to ditch the 401(k) match, the 4% rule, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!
►00:00 - Intro
►04:15 - Planning for a home purchase.
►10:00 - When to ditch your 401(k) match.
►14:40 - The 4% rule.
►19:12 - Bond and equity allocations.
►23:45 - Fidelity allocations.
Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.
Check out The Compound shop: https://www.idontshop.com
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 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, Nick Maggiulli, 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/
#thecompound #stocks #investing
