On episode 163 of Ask The Compound, Ben Carlson and Duncan Hill discuss why market timing is a bad idea, letting winners ride, keeping or selling rental property, preparing for a regional recession, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who the next TCAF guest is, get updates on the latest merch drops, and more! https://www.thecompoundnews...
Mar 12, 2025•29 min
On episode 162 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and Tax Specialist Bill Sweet to discuss narratives around recessions, dealing with market uncertainty, financial planning for a private golf membership, tax planning with Roths and 401ks, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! Thanks to Public for sponsoring this episode. Fund your account in five minutes or less at http://Public.com/ATC and get up to $10,000 wh...
Mar 05, 2025•32 min
On episode 161 of Ask The Compound, Ben Carlson and Duncan Hill discuss if ETFs can bring down the market, what to focus on as an investment committee member, reducing risk due to a government-induced market collapse, using savings to restore a car, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! Thanks to Rocket Money for sponsoring this episode. Visit: http://rocketmoney.com/atc and cancel your unwanted subscriptions today! Subscribe to The Compound News...
Feb 26, 2025•33 min
On episode 160 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Chief Investment Officer and Masters in Business host Barry Ritholtz to discuss buying the dip, portfolio management near retirement, retiring with a mortgage, buying a luxury vehicle, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! Thanks to Rocket Money for sponsoring this episode. Visit: http://rocketmoney.com/atc and cancel your unwanted subscriptio...
Feb 12, 2025•37 min
On episode 159 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Chief Financial Officer and Tax Specialist Bill Sweet to discuss unaffordable housing around the world, utilizing a rental to reduce taxes, tax optimizing an inherited IRA, if tariffs are a form of tax, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! Thanks to Public for sponsoring this episode. Visit: http://Public.com/ATC and get up to $10,000 when yo...
Feb 05, 2025•38 min
On episode 158 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Chief Investment Strategist Callie Cox to discuss if now is the time to sell NVDA, timing the market with rebalancing, the strength of the U.S. Economy, getting out of highly concentrated positions, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! Thanks to Rocket Money for sponsoring this episode. Visit: http://rocketmoney.com/atc and cancel your unwant...
Jan 29, 2025•36 min
On episode 157 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Advisors Taylor Hollis and Nick Sapienza to discuss advice for overconfident investors, reducing the cost of insurance, how many years of spending you should have saved, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! Thanks to Public for sponsoring this episode! Fund your account in five minutes or less at Public.com/ATC and get up to $10,000 when you transfer yo...
Jan 22, 2025•34 min
On episode 156 of Ask The Compound, Ben Carlson and Duncan Hill discuss concentrating within sectors of the S&P 500, how economies outside the US affect US markets, taking chips off the table vs timing the market, financial planning after hitting your retirement goal, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! Thanks to Rocket Money for sponsoring this episode! Visit: http://rocketmoney.com/atc and cancel your unwanted subscriptions today! Ask The...
Jan 15, 2025•27 min
On episode 155 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and Tax Specialist Bill Sweet to discuss tax planning for trading accounts, thoughts on custom indexing, using margin to stay invested, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! Thanks to Public for sponsoring this episode! Visit: http://Public.com/ATC and get up to $10,000 when you transfer your old portfolio. 🎥 Watch this episode on YouTube: https://youtube.com/l...
Jan 08, 2025•30 min
On episode 154 of Ask The Compound, Ben Carlson and Duncan Hill discuss the most optimal savings rate, if buffered ETFs should be considered fixed income, timing the housing market, investing as a teenager, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! Thanks to Rocket Money for sponsoring this episode! Cancel your unwanted subscriptions today by visiting: http://rocketmoney.com/atc Ask The Compound Survey: https://www.surveymonkey.com/r/ZHCP3CR Subscrib...
Dec 17, 2024•32 min
On episode 153 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CEO and CNBC Halftime star Josh Brown to discuss if AI will solve the financial advisor shortage, buying the election and selling the inauguration, putting money to work at all-time highs, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Public for sponsoring this episode! Visit: https://public.com/ATC and lock in a 6% or higher yield with a Bond Account. Subscribe to...
Dec 11, 2024•41 min
On episode 152 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and Tax Specialist Bill Sweet to discuss parameters to follow when using a brokerage account, optimizing taxable and non-taxable assets, selling RSUs vs using a HELOC for home improvements, investing in precious metals, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! Thanks to Rocket Money for sponsor...
Dec 04, 2024•36 min
On episode 151 of Ask The Compound, Ben Carlson and Duncan Hill discuss the importance of diversification as a young investor, if younger generations are getting left behind, if it's too late to buy Bitcoin, financial planning using ChatGPT, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! Ask The Compound Survey: https://www.surveymonkey.com/r/ZHCP3CR Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find o...
Nov 27, 2024•28 min
On episode 150 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 politics and investing, timing the sale of a house, dollar cost averaging vs lump summing at all-time highs, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! Thanks to Rocket Money for sponsoring this episode! Visit: http://rocketmoney.com/atc and cancel your unwanted subscriptions today! The Com...
Nov 20, 2024•36 min
On episode 149 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Cullen Roche, Founder and CIO of Discipline Funds to discuss how worried we should be about government debt, how to slow down government debt moving forward, the impact of deficits on financial markets, understanding recent interest rate movements, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! Thanks to Public for sponsoring this episode! Visit: https://public.com/ATC and lock ...
Nov 12, 2024•39 min
On episode 148 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Bill Artzerounian, a CFP, CPA, and Director of Tax Services at Ritholtz Wealth Management to discuss which candidate is more likely to cause economic strife, how to prepare for changing tax environments, optimizing for tax-advantaged retirement contributions, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! Thanks to Rocket Money for sponsoring this episode! Visit: http://rocketmo...
Nov 06, 2024•29 min
On episode 147 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Jill Schlesinger, CFP of Jill on Money to discuss reducing concentrated holdings, gold as an investment, utilizing Roth conversions, the argument for traditional contributions as opposed to Roth, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! Thanks to Public for sponsoring this episode! Visit: https://public.com/ATC and lock in a 6% or higher yield with a Bond Account. The Comp...
Oct 30, 2024•33 min
On episode 146 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Morgan Housel, Partner at The Collaborative Fund and author of The Psychology of Money and Same as Ever to discuss how to produce engaging content at a high pace, utilizing data vs storytelling, if Ben is a permabull, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! Thanks to Rocket Money for sponsoring this episode! Visit: http://rocketmoney.com/atc and cancel your unwanted subsc...
Oct 23, 2024•35 min
On episode 145 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Callie Cox, Chief Market Strategist at RWM and author of OptimistiCallie to discuss when diversification goes too far, timing the housing market, overcoming financial mistakes, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! Thanks to Public for sponsoring this episode! Visit https://public.com/atc to lock in a 6% or higher yield with a Bond Account. The Compound x Tropical Bros:...
Oct 16, 2024•37 min
On episode 144 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Nick Maggiulli, RWM COO and author of Just Keep Buying and Of Dollars and Data to discuss bull and bear market definitions, if small cap exposure enhances diversification, valuing a pension, knowing when to take profits, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! Thanks to Rocket Money for sponsoring this episode! Visit: http://rocketmoney.com/atc and cancel your unwanted su...
Oct 09, 2024•32 min
On episode 143 of Ask The Compound, Ben Carlson and Duncan Hill do a speed round to discuss pursuing a CFA, shifting to long-term bonds near retirement, utilizing home equity lines of credit, what it means to be over or underweight a stock, the most optimal way to get international equity exposure, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! Thanks to Public for sponsoring this episode! Visit: http://public.com/atc and discover how you can lock in a 6+...
Oct 02, 2024•37 min
On episode 142 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO and Head of the Tax team Bill Sweet to discuss retirement income planning, tax considerations when getting married, tax-advantaged solutions for selling property, minimizing taxes during an early retirement, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! Thanks to Rocket Money for sponsoring this episode! Visit: http://rocketmoney.com/atc and cance...
Sep 25, 2024•38 min
On episode 141 of Ask The Compound, Ben Carlson and Duncan Hill discuss how bond math works, the best time to refinance your mortgage, what rate cuts mean for the economy, making a career change to wealth management, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! Thanks to Public for sponsoring this episode! Visit: http://public.com/atc and discover how you can lock in a 6+% yield until 2028. Subscribe to The Compound Newsletter for all the latest Compoun...
Sep 19, 2024•27 min
On episode 140 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management advisor, investment committee member, and estate specialist Taylor Hollis to discuss if we are in a buy-the-dip market due to high cash balances, navigating trust and trustee conflict issues, financial planning around worst case scenarios and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! Thanks to Public for sponsoring this episode! Visit: http://public.c...
Sep 12, 2024•33 min
On episode 139 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CIO and Chairman Barry Ritholtz to discuss if the market is about to crash, if the U.S. economy is grinding towards recession, paying off a low-rate mortgage early, staying invested with large gains, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! Thanks to Rocket Money for sponsoring this episode! Visit: http://rocketmoney.com/atc and cancel your unwanted subscriptions today...
Sep 05, 2024•43 min
On episode 138 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and tax specialist Bill Sweet to discuss using valuation as a market timing tool, optimizing tax vs Roth contributions, tax considerations when moving abroad, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! Thanks to Fabric By Gerber Life for sponsoring this episode! Start investing in your child today at: http://meetfabric.com/ATC The Compound x Tropical Bros: https://tr...
Aug 29, 2024•37 min
On episode 137 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth's Chief Market Strategist, Callie Cox! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! This episode is sponsored by Public. Make your savings work harder and earn an industry-leading 5.1% APY with a high-yield cash account on Public. Visit https://public.com/ to learn more! The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt ...
Aug 21, 2024•34 min
On episode 136 of Ask The Compound, Ben Carlson and Duncan Hill are joined by CFP and RWM Advisor Alex Palumbo to discuss how well bonds hedge stocks, when to diversify out of company stock, how to benchmark financial service performance, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! Thanks to Rocket Money for sponsoring this episode! Visit: http://rocketmoney.com/atc and cancel your unwanted subscriptions today! The Compound x Tropical Bros: https://tro...
Aug 15, 2024•35 min
On episode 135 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and tax extraordinaire Bill Sweet to discuss investing in bonds before a rate-cutting cycle, how wash sale rules work, selling investment property in a tax-optimized way, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! Thanks to Fabric By Gerber Life for sponsoring this episode! Start investing in your child today at: http://meetfabric.com/ATC The Compound x Tropical Bros...
Aug 08, 2024•39 min
On episode 134 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Sr. Advisor Jonathan Novy to discuss portfolio implications of a rate-cutting cycle, owning life insurance vs contributing to retirement, paying down a high-interest loan vs investing, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! This episode is sponsored by Public. Make your savings work harder and earn an industry-leading 5.1% APY with a high-yield cash account on Public...
Aug 01, 2024•36 min
