On episode 121 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Bill Artzerounian, CFP, CPA, and RWM Tax Manager to discuss why higher interest rates haven’t affected stocks more, planning for a large tax liability, paying taxes now vs. in the future, and much more! Submit your Ask The Compound questions to [email protected]! Thanks to Rocket Money for sponsoring this episode! Visit https://rocketmoney.com/ATC and cancel your unwanted subscriptions today! 🎥 Watch...

On episode 120 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Jill Schlesinger, CFP and Host of Jill On Money to discuss factoring in a pension for retirement planning, utilizing home equity vs paying cash for home projects, getting used to higher inflation, career instability due to AI, and much more! Submit your Ask The Compound questions to [email protected]! Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find...

On episode 119 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Wes Gray, the CEO and CIO of Alpha Architect to discuss moving to pay less taxes, building mental toughness instead of diversifying, the best way to diversify away from value, and much more! Submit your Ask The Compound questions to [email protected]! Thanks to Rocket Money for sponsoring this episode! Visit https://www.rocketmoney.com/ATC and cancel your unwanted subscriptions today! 🎥 Watch this...

On episode 118 of Ask The Compound, Ben Carlson and Duncan Hill are joined by the author of Just Keep Buying and Of Dollars and Data, Nick Maggiulli, to discuss timing asset allocation, renting vs buying real estate, optimizing your portfolio glide path, and much more! Submit your Ask The Compound questions to [email protected]! 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...

On episode 117 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO and tax specialist Bill Sweet to discuss the effects of high cash in a portfolio, paying down a mortgage today to refinance in the future, tax savings in ETFs vs mutual funds, and much more! Submit your Ask The Compound questions to [email protected]! Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who the next...

On episode 116 of Ask The Compound, Ben Carlson and Duncan Hill run through a backlog of the best viewer questions we've got! Submit your Ask The Compound questions to [email protected]! 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 much more! https://www.thecompoundnews.com/subscribe 🎥 Watch this episode on YouTube:...

On episode 115 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Advisor and CFP Ben Coulthard to discuss what returns you should be content with over the long run, when to take profits, career advice for financial planners, the pros and cons of utilizing multiple advisors, and much more! Submit your Ask The Compound questions to [email protected]! Thanks to Rocket Money for sponsoring this episode! Cancel your unwanted subscriptions by...

On episode 114 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO and tax specialist Bill Sweet to discuss the benefits of investing in gold, over-diversifying your portfolio, how to utilize investment tax credits, and much more! Submit your Ask The Compound questions to [email protected]! 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...

On episode 113 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Advisor and insurance expert Jonathan Novy to discuss, winging a financial plan, employee stock options at Apple, life insurance as an investment, the pros and cons of life insurance, and much more! Submit your Ask The Compound questions to [email protected]! Thanks to Rocket Money for sponsoring this episode! Cancel your unwanted subscriptions by going to:...

On episode 112 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CIO Barry Ritholtz to discuss if it’s safe to buy a Peloton, if you should hedge semiconductor exposure, creating generational wealth, working in finance right out of college, and much more! Submit your Ask The Compound questions to [email protected]! Thanks to Fabric by Gerber Life for sponsoring this episode! Visit meetfabric.com/ATC to learn more! 🎥 Watch this episode on...

On episode 111 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Downtown Josh Brown to discuss: career advice for young financial advisors, the role of TIPS, buying at all-time highs, and much more! Submit your Ask The Compound questions to [email protected]! Stop wasting money on things you don’t use. Cancel your unwanted subscriptions by going to https://rocketmoney.com/atc 🎥 Watch this episode on YouTube: https://www.youtube.com/watch?v=pOa7E6vIZrI 👕 Check out...

On episode 110 of Ask The Compound, Ben Carlson and Duncan Hill are joined by CFP, CFA, and RWM Advisor Blair duQuesnay to discuss investing at all-time highs, transitioning to a single income, dealing with increased insurance costs, borrowing against retirement plans, and much more! Submit your Ask The Compound questions to [email protected]! Thanks to Fabric by Gerber Life for sponsoring this episode! Visit meetfabric.com/ATC to learn more! 🎥 Watch this episode on YouTube:...

On episode 109 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Bill Sweet, CFO and Tax Superstar to discuss the best allocation for saving for college, how much money a $70k truck costs you in the long run, tax implications when investing in bonds, and much more! Submit your Ask The Compound questions to [email protected]! Stop wasting money on things you don’t use. Cancel your unwanted subscriptions by going to https://rocketmoney.com/atc 🎥 Watch this episode on...

On episode 108 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Jill Schlesinger, CFP and Host of Jill On Money to discuss retiring with 100% stocks, optimizing your portfolio rebalances, how much you should spend on a forever home, and much more! Submit your Ask The Compound questions to [email protected]! For more from Jill, check out: https://www.jillonmoney.com/ Thanks to Future Proof for sponsoring this episode. Register for the festival at:...

On episode 107 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Advisor and CFP Kevin Young to discuss return expectations in Real Estate, when to cut your losses on a poorly performing stock, what to do with a 401(k) from a former job, and much more! Submit your Ask The Compound questions to [email protected]! Thanks to Fabric by Gerber Life for sponsoring this episode! Visit meetfabric.com/ATC to learn more! 🎥 Watch this episode on...

On episode 106 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Chief Financial Officer Bill Sweet to talk about investing in Bitcoin, whether tax professionals make good financial advisors, when paying down a mortgage early makes sense, and how to use 72(t) distributions to retire early. Submit your Ask The Compound questions to [email protected]! Thanks to RocketMoney for sponsoring this episode! Cancel your unwanted subscriptions by...

On episode 105 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Advisor Nick Sapienza to discuss: a different take on FIRE, diversifying out of a concentrated position, understanding inflation, and much more! Thanks to RocketMoney for sponsoring this episode! Cancel your unwanted subscriptions by going to https://www.rocketmoney.com/atc. 🎥 Watch this episode on YouTube: https://www.youtube.com/watch?v=mLfseZTjJ04 👕 Check out The Compound shop:...

On episode 104 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Advisor and estate specialist Taylor Hollis to discuss how much bonds are down from highs, if it makes sense to own both the S&P 500 and the Nasdaq 100, understanding concentrated position and geographic risk, and much more! Submit your Ask The Compound questions to [email protected]! Thanks to Birddogs for sponsoring this episode! Go to https://www.birddogs.com/atc for a...

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 [email protected]! Thanks to YCharts for sponsoring this episode! YCharts has a special gift for you just in time for the holiday season...

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 [email protected]! Thanks to Birddogs for sponsoring this episode! Go to https://www.birddogs.com/atc for a free...

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 [email protected]! Thanks to Birddogs for sponsoring this episode! Go to https://www.birddogs.com/atc for a free white-tech dad...

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 [email protected]! Thanks to Birddogs for sponsoring this episode! Visit https://birddogs.com/ATC to get a free white-tech dad hat with every order! 🎥 Watch...

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 [email protected]! 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:...

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 [email protected]! 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...