Ask The Compound

On episode 39 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth tax specialist Bill Artzerounian to discuss savings rates, coping with a big stock market loss, when a bear market is technically over, reducing taxable income, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.Check out The Compound shop: https://www.idontshop.comLearn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.comInvesting involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Bill Sweet, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:https://ritholtzwealth.com/podcast-youtube-disclosures/Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0.Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

On episode 38 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth CFO and tax specialist Bill Sweet to discuss what asset class outperforms during rising inflation, when to take profits, backdoor Roth conversions, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.Check out The Compound shop: https://www.idontshop.comLearn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.comInvesting involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Bill Sweet, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:https://ritholtzwealth.com/podcast-youtube-disclosures/Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0.Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

On episode 37 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Advisor and CFP Alex Palumbo to discuss if wealth is destroyed or allocated, changing risk tolerances, a $200k wedding gift, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.Check out The Compound shop: https://www.idontshop.comLearn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.comInvesting involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Alex Palumbo, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:https://ritholtzwealth.com/podcast-youtube-disclosures/Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0.Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

On episode 36 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM COO and Data Specialist, Nick Maggiulli, to discuss planning for a home purchase, when to ditch the 401(k) match, the 4% rule, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.Check out The Compound shop: https://www.idontshop.comLearn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.comInvesting involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Nick Maggiulli, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:https://ritholtzwealth.com/podcast-youtube-disclosures/Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0.Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

On episode 35 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz CFO and tax specialist, Bill Sweet to discuss: what to buy in a bear market, investing vs paying off a 401(k) loan, robo advisors vs target date funds, and more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.Check out The Compound shop: https://www.idontshop.comLearn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.comInvesting involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Bill Sweet, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:https://ritholtzwealth.com/podcast-youtube-disclosures/Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0.Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

On episode 34 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Chris Hutchins to talk credit card points and travel tips! Chris is a life hacker, financial optimizer, and host of the All the Hacks podcast! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.Check out The Compound shop: https://www.idontshop.comLearn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.comInvesting involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:https://ritholtzwealth.com/podcast-youtube-disclosures/Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0.Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

On episode 33 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Director of Corporate Retirement Planning, Dan LaRosa, to discuss paying down debt, bond allocations, saving for a move, and tough 401K situations!! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.Check out The Compound shop: https://www.idontshop.comLearn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.comInvesting involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Dan LaRosa, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:https://ritholtzwealth.com/podcast-youtube-disclosures/Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0.Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

On episode 32 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth advisor, Ben Coulthard to discuss hedging the price of your home, de-risking your portfolio, the New Zealand housing market, investing in international stocks, and bear market allocations! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.Check out The Compound shop: https://www.idontshop.comLearn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.comInvesting involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Ben Coulthard, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:https://ritholtzwealth.com/podcast-youtube-disclosures/Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0.Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

On episode 31 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Tax Manager, Bill Artzerounian to discuss helping dad with his finances, how to invest in an HSA, when to lower international exposure, benefits of REITs vs directly owning real estate rentals, and mega backdoor Roths! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!Sign up for The Compound newsletter to stay in the loop: https://email.thecompoundnews.com/subscribeCheck out The Compound shop: https://www.idontshop.comLearn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.comInvesting involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Bill Artzerounian, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:https://ritholtzwealth.com/podcast-youtube-disclosures/Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

On episode 30 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth advisor Taylor Hollis to discuss how to get started writing, how compounding works in a down market, when to adjust your risk tolerance, and how to take advantage of an employee stock purchase plan. Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!Sign up for The Compound newsletter to stay in the loop: https://email.thecompoundnews.com/subscribeCheck out The Compound shop: https://www.idontshop.comLearn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.comInvesting involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Taylor Hollis, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:https://ritholtzwealth.com/podcast-youtube-disclosures/Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices