On episode 124 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFP, Michelle Katzen to discuss preparing your portfolio for a geopolitical event, how securities-based lending works, properly structuring your will and estate plan, winging your financial plan, and...
Published 05/16/24
On episode 123 of Ask The Compound, Ben Carlson is joined by RWM CFO and Ask The Compound celebrity Bill Sweet, to discuss if Social Security will exist in the future, asset allocation using the Thrift Savings Plan, tax planning before retirement, and much more! Submit your Ask The Compound...
Published 05/09/24