On episode 103 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management COO and Data Scientist Nick Maggiulli to discuss replacing housing exposure with REITs, questions to ask a prospective financial advisor, what amount of investable assets makes you rich, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to YCharts for sponsoring this episode! YCharts has a special gift for you just in time for the holiday season – t...
Dec 14, 2023•34 min
On episode 102 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO and tax extraordinaire Bill Sweet to discuss the relationship between rates and bonds, if the market is pricing in rate cuts for 2024, dealing with single stock concentration, how direct indexing works, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Go to https://www.birddogs.com/atc for a free white-t...
Dec 07, 2023•38 min
On episode 101 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CIO and Masters in Business host Barry Ritholtz to discuss how changes in interest rates affect bond ETF yields, how economists make predictions, rationalizing the purchase of high-cost items, and much more!! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Go to https://www.birddogs.com/atc for a free white-tech dad hat w...
Nov 30, 2023•39 min
On episode 100 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Advisor and CFP Alex Palumbo to discuss if market concentration matters, how Ben tracks his investments, paying cash or financing a sprinter van, getting an MBA, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Visit https://birddogs.com/ATC to get a free white-tech dad hat with every order! 🎥 Watch this ep...
Nov 16, 2023•34 min
On episode 99 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO Bill Sweet to discuss the taxation of bonds, treasury and municipal bonds, very-high-cost-of-living real estate, and more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Rocket Money for sponsoring this episode! Cancel your unwanted subscriptions by going to https://www.rocketmoney.com/atc . 🎥 Watch this episode on YouTube: https://youtube.com/live/Gz8Di...
Nov 09, 2023•35 min
On episode 98 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CEO Josh Brown to discuss when to sell your winners, today's tech stocks vs dot com tech stocks, de-risking a portfolio as you get older, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Go to https://www.birddogs.com/ATC or enter promo code ATC for a free white-tech dad hat with every purchase! 🎥 Watch this...
Nov 02, 2023•37 min
On episode 97 of Ask The Compound, Ben Carlson and Duncan Hill are joined by WisdomTree’s CIO, Jeremy Schwartz, to discuss owning stocks for the long run, if international diversification is worth it, why inflation is lower than it seems, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! 🎥 Watch this episode on YouTube: https://youtube.com/live/D6n3vfeKTbY 👕 Check out The Compound shop: https://www.idontshop.com Wealthcast Media, an affiliate of Ritholtz We...
Oct 26, 2023•38 min
On episode 96 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Chief Financial Officer Bill Sweet to discuss the timing of index fund investments, tax optimization for large bonuses, SEP IRAs vs Roth IRAs, utilizing SBLOCs. and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Visit https://birddogs.com/ATC for a free white-tech dad hat with every order! 🎥 Watch this episode...
Oct 19, 2023•36 min
On episode 95 of Ask The Compound, Ben Carlson and Duncan Hill are joined by CFP and Financial Advisor, Kevin Young to discuss saving for retirement later in life, planning for a pension, healthcare expense planning, what to do with an insurance payout, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Kaplan Schweser for sponsoring this episode! Visit https://www.schweser.com for more info. 🎥 Watch this episode on YouTube: https://youtube.com/live...
Oct 12, 2023•36 min
On episode 94 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Nick Maggiulli, COO and data extraordinaire to discuss if bonds belong in your portfolio, lump sum vs. DCA, utilizing more leverage, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Visit: https://birddogs.com/ATC or enter promo code ATC for a free white-tech dad hat with every purchase! 🎥 Watch this episode on YouTube: https://youtub...
Oct 05, 2023•33 min
On episode 93 of Ask The Compound, Ben Carlson is joined by Bill Sweet, CFO and Tax Superstar to discuss finding a good CPA, dealing with big tech RSUs, making less money to have a better lifestyle and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Rocket Money for sponsoring this episode! Go to https://rocketmoney.com/compound for more info. 🎥 Watch this episode on YouTube: https://www.youtube.com/watch?v=8ZS2dqKzDd8 👕 Check out The Compound shop:...
Sep 28, 2023•30 min
On episode 92 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Nick Sapienza, an RWM advisor and CFP to discuss buying a house with 7% rates, selling assets to pay debt, utilizing home equity to buy stocks, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Visit: https://birddogs.com/ATC or enter promo code ATC for a free white-tech dad hat with every purchase! 🎥 Watch this episode on YouTube: htt...
Sep 21, 2023•33 min
On episode 91 of Ask The Compound, Ben Carlson and Duncan Hill discuss dealing with questionable financial advice, the cost of kids, sports betting as a side hustle, investing in CDs, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! 🎥 Watch this episode on YouTube: https://youtube.com/live/odvl_cHbpNI 👕 Check out The Compound shop: https://www.idontshop.com Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities...
Sep 14, 2023•27 min
On episode 90 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CIO Barry Ritholtz to discuss bond duration, possible outcomes for the US Economy, selling winners vs. adding to losers, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Go to www.birddogs.com/ATC or enter promo code ATC for a free white-tech dad hat. 🎥 Watch this episode on YouTube: https://youtube.com/live/6zw9oFhi9vE 👕 Check o...
Sep 07, 2023•33 min
On episode 89 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Advisor Jonathan Novy to discuss when to buy bonds, right-sizing an emergency fund, when to buy life insurance, how annuities work, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Rocket Money for sponsoring this episode. Go to https://www.rocketmoney.com/atc for more info! 🎥 Watch this episode on YouTube: https://youtube.com/live/ZUWNdfkXzUA 👕 Check out The Compoun...
Aug 31, 2023•34 min
On episode 88 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFP Kevin Young to discuss utilizing a HELOC, managing emotions while saving for retirement, selling assets for a downpayment, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Go to www.birddogs.com/ATC or enter promo code ATC for a free white-tech dad hat. 🎥 Watch this episode on YouTube: https://youtube.com/live/zhFV...
Aug 24, 2023•32 min
On episode 87 of Ask The Compound, Ben Carlson and Duncan Hill are joined by CFA and CFP Blair duQuesney to discuss preparing for inheritances, adjustable rate mortgages, utilizing a reverse mortgage, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Tropical Bros for sponsoring this episode! Visit https://tropicalbros.com/products/super-stretch-animal-spirits-hawaiian-shirt to purchase the Animal Spirits X Tropical Bros Hawaiian shirt before they s...
Aug 17, 2023•32 min
On episode 86 of Ask The Compound, Ben Carlson and Duncan Hill are joined by a crew of Compound contributors to discuss starting a podcast, optimal savings rates, paying taxes now vs in the future, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Go to www.birddogs.com/ATC or enter promo code ATC for a free white-tech dad hat. 🎥 Watch this episode on YouTube: https://youtube.com/live/t9trrJw6bXk 👕 Check out T...
Aug 10, 2023•30 min
On episode 85 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Chief Financial Officer and CFP Bill Sweet to discuss houses vs. ETFs, GASP Roth vs. Traditional 401(k)s, and how to account for pension income as an asset class. Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Future Proof for sponsoring this episode! Secure your ticket at https://futureproof.advisorcircle.com/ before the August 15th deadline! 🎥 Watch this episode on YouTube: http...
Aug 03, 2023•32 min
On episode 84 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFP Nick Sapienza to discuss if the market is rigged, utilizing the 4% rule, paying down debt vs investing, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Go to http://www.birddogs.com/atc for a free Yeti style tumbler with every order. 🎥 Watch this episode on YouTube: https://youtube.com/live/fhs0cDzjYRQ 👕 Check ou...
Jul 27, 2023•39 min
On episode 83 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Social Leverage Partner Phil Pearlman and RWM CEO Josh Brown to discuss budgeting, why lump summing can be so hard, investing in Small Caps, automating your health, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Secure your Future Proof ticket before the August 15th deadline at: https://futureproof.advisorcircle.com/ 🎥 Watch this episode on YouTube: https://youtube.com/live/Fr84h...
Jul 20, 2023•38 min
On episode 82 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Doug Boneparth, Founder of Bonefide Wealth to discuss determining asset allocation, financial planning for young people, budgeting for employee stock option plans, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Go to http://www.birddogs.com/atc for a free Yeti style tumbler with every order. 🎥 Watch this episode on YouTube: https://...
Jul 13, 2023•36 min
On episode 81 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CIO and Masters in Business Host Barry Ritholtz to discuss what debt to pay off first, if we are in a new housing bubble, investing in corporate bonds vs government bonds, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Go to http://www.birddogs.com/atc for a free Yeti style tumbler with every order. 🎥 Watch this episode on YouTu...
Jun 29, 2023•30 min
On episode 80 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Chief Financial Officer Bill Sweet to discuss target date fund underperformance, whether Bill is wrong about the power of Roth IRAs, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Visit futureproof.advisorcircle.com to get your ticket and book your hotel before the August 15th deadline. Qualifying advisors go free, or get $200 off at futureproof.advisorcircle.com/downtown ! 🎥...
Jun 22, 2023•36 min
On episode 79 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM COO and Data Wizard Nick Maggiulli to discuss putting cash to work, when to borrow money, optimizing retirement distributions, data on the S&P 500s historic yield, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to our friends at Birddogs for sponsoring this episode! Get a free Yeti style tumbler with every order using the following link: http://birddogs.com/atc 🎥 W...
Jun 15, 2023•30 min
On episode 78 of Ask The Compound, Ben Carlson and Duncan Hill are joined by ATC’s all-time leader in appearances - Bill Sweet, to discuss timing your asset reallocations, pros and cons to rebalancing, inter-family asset transfer tax consequences, retirement tax planning, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Foundation Source for sponsoring this episode. Go to https://info.foundationsource.com/xm-philanthropic-personality to see what se...
Jun 08, 2023•27 min
On episode 77 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFP Ross Cohen to discuss retirement goal setting, when to spend and when to save, finding the highest yield, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to our friends at Birddogs for sponsoring this episode! Enter promo code "ATC" and get a free Yeti style tumbler with every order: http://birddogs.com/atc 🎥 Watch this episode on YouTube: https://youtub...
Jun 01, 2023•29 min
On episode 76 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFP Ben Coulthard to discuss home ownership planning, savings accounts vs money market accounts, pre-paying mortgages, when to get an advisor, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Enter promo code "ATC" and get a free Yeti style tumbler with every order: http://birddogs.com/atc 🎥 Watch this episode on YouTu...
May 25, 2023•33 min
On episode 75 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFP and Advisor Alex Palumbo to discuss government defaults, basic personal finance tips, tax planning for retirement, employee stock allocation, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Enter promo code "ATC" and get a free Yeti style tumbler with every order: http://birddogs.com/atc 🎥 Watch this episode on YouTube: https...
May 18, 2023•32 min
On episode 74 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and Tax Ninja Bill Sweet to discuss asset allocation, saving for a house, tax efficient rollovers, tax loss harvesting, and much more! Submit your questions to askthecompoundshow@gmail.com! For more information on Future Proof, visit: https://futureproof.advisorcircle.com/ 🎥 Watch this episode on YouTube: https://youtube.com/live/3flSZvRZi8g 👕 Check out The Compound shop: https://www.idontshop.com Wealthcast M...
May 11, 2023•35 min
