On episode 193 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Josh Brown to discuss taking profits, rebalancing FOMO, what to do with your inheritance, asset allocation, advisor career advice, and more. Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! COMPOUND X CRAMER: https://compoundcramer.eventbrite.com/ This episode is sponsored by Public. Fund your account in five minutes or less by visiting http://public.com/ATC Subscribe to The Compound Newsletter ...
Oct 15, 2025•46 min
On episode 192 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Jurrien Timmer, Director of Global Macro at Fidelity Investments to discuss the new normal of market concentration, the slowing labor market, international stocks, the deal with gold, defining a bubble and more. Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! This episode is sponsored by Rocket Money. Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go...
Oct 08, 2025•44 min
On episode 191 of Ask The Compound, Ben Carlson and Duncan Hill discuss the 4% rule, dying with zero $$$, investing in a bubble, what is upper middle class, and more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! This episode is sponsored by Public. Fund your account in five minutes or less by visiting http://public.com/ATC Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who the next TCAF guest is, get update...
Oct 01, 2025•39 min
On episode 190 of Ask The Compound, Ben Carlson and Duncan Hill discuss the best place to keep cash, career advice for young CFAs, where to invest $100k right now, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! Check out Exhibit A here: https://exhibitaforadvice.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! ...
Sep 24, 2025•32 min
On episode 189 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Chief Financial Officer Bill Sweet to discuss when investing in bonds makes sense, how to choose the right mortgage, the right balance of Roth vs Traditional, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! This episode is sponsored by Public. Find out more at: https://public.com/ATC Subscribe to The Compound Newsletter for all the latest Compound content, live ev...
Sep 17, 2025•39 min
On episode 188 of Ask The Compound, Ben Carlson and Duncan Hill discuss: diversifying a real estate empire, when it makes sense to splurge, RSUs with Joey Fishman, emergency funds, and more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! This episode is sponsored by Rocket Money. Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/atc today. Subscribe to The Compound Newsletter for all the latest Comp...
Sep 10, 2025•33 min
On episode 187 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Chief Financial Officer Bill Sweet to discuss fundamentals, the Roth limit conspiracy, spending income vs principal, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! This episode is sponsored by Public. Fund your account in five minutes or less by visiting: https://public.com/ATC Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, fi...
Sep 03, 2025•42 min
On episode 186 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Chief Investment Strategist Barry Ritholtz to discuss pre-70s S&P data, buying used cars, private investment opportunities, evaluating your financial advisor, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! This episode is sponsored by Rocket Money. Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/atc to...
Aug 27, 2025•37 min
On episode 185 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Chief Market Strategist Callie Cox to discuss asset allocation advice, navigating a financialized economy, what if we don’t get a recession in the foreseeable future, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! This episode is sponsored by Public. Find out more at: https://public.com/ATC Subscribe to The Compound Newsletter for all the latest Compound content, live event anno...
Aug 20, 2025•39 min
On episode 184 of Ask The Compound, Ben Carlson and Duncan Hill discuss the best emergency funds, impulse purchases, preparing for a future home purchase, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! This episode is sponsored by Rocket Money. Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/atc today. Subscribe to The Compound Newsletter for all the latest Compound content, live ev...
Aug 13, 2025•31 min
On episode 183 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO Bill Sweet to discuss tax-optimized investment management and withdrawal strategies, what makes a client annoying, buying vs renting, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! This episode is sponsored by Public. Find out more at: https://public.com/ATC Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who t...
Aug 06, 2025•40 min
On episode 182 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM COO and Author Nick Maggiulli to discuss The Wealth Ladder, accounting for inflation in your plans, high net worth planning, career implications around moving, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! This episode is sponsored by Betterment Advisor Solutions. Grow your RIA, your way by visiting: https://Betterment.com/advisors Subscribe to The Compound Newsletter for a...
Jul 30, 2025•31 min
On episode 181 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Senior Advisor Joey Fishman to discuss purchasing employee stock options, investing during a lost decade, asset allocation and crypto, optimizing your physical health, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! This episode is sponsored by Public. Find out more at: https://public.com/ATC Subscribe to The Compound Newsletter for all the latest Compound content, live event...
Jul 23, 2025•39 min
On episode 180 of Ask The Compound, Ben Carlson and Duncan Hill discuss planning for a home purchase, what to do if you failed a CFA test, optimizing 401k contributions, forgoing a real estate agent, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! This episode is sponsored by Rocket Money. Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/atc today. Subscribe to The Compound Newsletter...
Jul 16, 2025•35 min
On episode 179 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and tax specialist Bill Sweet to discuss putting cash to work, thoughts on the new tax bill, how Trump accounts affect 529’s, creating a savings target, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! This episode is sponsored by Public. Fund your account in five minutes or less by visiting: https://public.com/ATC Subscribe to The Compound Newsletter for all the latest Co...
Jul 09, 2025•39 min
On episode 178 of Ask The Compound, Ben Carlson and Duncan Hill discuss dating vs DCAing, if high college expenses will affect the economy, investing at all-time highs, 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.com/subscribe If ...
Jul 02, 2025•31 min
On episode 177 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth CEO and TCAF Host Josh Brown to discuss how to get rich without crypto, how RWM invests, reaching retail investors, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! This episode is sponsored by Public. Find out more at: https://public.com/ATC Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who the next TC...
Jun 25, 2025•43 min
On episode 176 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Chief Market Strategist Callie Cox to discuss Ben's typical work day, expected returns, understanding risk tolerance, if a savings rate is too high, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! This episode is sponsored by Rocket Money. Cancel your unwanted subscriptions and reach your financial goals faster with the Rocket Money app! Enter my show name Ask The Compound in the...
Jun 18, 2025•40 min
On episode 175 of Ask The Compound, Ben Carlson and Duncan Hill are joined by CFO and Tax Specialist Bill Sweet to discuss downsides to 100% of assets in a Roth, making a career shift towards finance, the best savings options for kids, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! This episode is sponsored by Public. Fund your account in five minutes or less and earn up to $10,000 when you transfer your investments over to Public by visiting: http://publ...
Jun 11, 2025•33 min
On episode 174 of Ask The Compound, Ben Carlson and Duncan Hill discuss AI and deflation, private equity in 401(k)s, ETFs for the long run, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! This episode is sponsored by Rocket Money! Download the Rocket Money app and enter my show name Ask the Compound in the survey so they know I sent you! Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who the nex...
Jun 04, 2025•32 min
On episode 173 of Ask The Compound, Ben Carlson and Duncan Hill discuss using stocks as an emergency fund, optimizing RMDs, factoring in pensions as income, fictional book recommendations and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! This episode is sponsored by Public. Find out more by visiting: http://public.com/ATC Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who the next TCAF guest is, g...
May 28, 2025•33 min
On episode 172 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Steve Quirk, Chief Brokerage Officer at Robinhood to discuss when buy the dip will stop working, the future of retail trading, AI as an advisor, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! This episode is sponsored by Rocket Money. Cancel your unwanted subscriptions today by downloading the Rocket Money app. Enter "Ask the Compound" in the survey so they know we sent you! Mor...
May 21, 2025•35 min
On episode 171 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Bill Sweet, tax specialist and RWM CFO to discuss tax-optimizing a portfolio rebalance, 60/40 portfolio drawdowns, moving or finding a new remote job, feeling stuck after selling too early, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! This episode is sponsored by Public. You can now boost your IRA with a 1% match – when you open an IRA on Public by visiting: http://public.com/...
May 14, 2025•40 min
On episode 170 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Michael Sidgmore, Co-Founder and Partner at Broadhaven Ventures to discuss diversification using private markets, how tariffs affect private credit, at what net worth private assets make sense, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! This episode is sponsored by Betterment Advisor Solutions. Grow your RIA, your way by visiting: http://Betterment.com/advisors Subscribe to ...
May 07, 2025•44 min
On episode 169 of Ask The Compound, Ben Carlson and Duncan Hill discuss the meaning behind U.S. dollar strength or weakness, investing in bonds vs using high yield savings accounts, the optimal amount of emergency savings, building a cash reserve vs paying down debt, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! This episode is sponsored by Public. Fund your account in five minutes or less at http://public.com/ATC and earn up to $10,000 when you transfer...
Apr 30, 2025•34 min
On episode 168 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Chief Investment Officer and Masters in Business host Barry Ritholtz to discuss staying invested amidst bearishness, the best case scenario around tariffs, preparing for a recession, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! This episode is sponsored by Rocket Money. Download the Rocket Money App and tell them Ask The Compound sent you! Subscribe to The Compound Newslet...
Apr 23, 2025•36 min
On episode 167 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Chief Market Strategist Callie Cox to discuss dealing with policy uncertainty, the bull case for tariffs, politics affecting portfolios, planning for the future amidst chaos, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! This episode is sponsored by Public. Fund your account in five minutes or less at http://public.com/ATC and earn up to $10,000 when you transfer your old p...
Apr 16, 2025•40 min
On episode 166 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and tax expert Bill Sweet to discuss consumer sentiment and politics, how TIPS are taxed, parking money after a home sale, getting an interest-only mortgage, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com ! This episode is sponsored by Public. Fund your account in five minutes or less at http://Public.com/ATC and get up to $10,000 when you transfer your old portfolio. Subs...
Apr 02, 2025•34 min
On episode 165 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CEO and Halftime Report star Josh Brown to discuss what’s going on with real estate, going through job loss, when to hire a financial advisor, getting out of illiquid investments, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Check out Exhibit A: https://exhibitaforadvice.com/ Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements,...
Mar 26, 2025•43 min
On episode 164 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Advisor Blair duQuesnay, CFP, CFA to discuss inaccurate Wall Street price targets, possible outcomes from tariffs, approaching difficult conversations around diversification, taking a 401k loan, 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 ...
Mar 19, 2025•35 min
