x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

Ask The Compound

Welcome to Ask The Compound, the weekly show where Ben Carlson, Duncan Hill, and a rotating cast of financial experts answer your questions about investing and personal finance. Ben is a leading financial writer and the Director of Institutional Asset Management at Ritholtz Wealth Management. Duncan is a podcast producer and the Director of Creative Media at Ritholtz Wealth Management. See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/

business investing

All Episodes

37:27

When Should I Get out of T-Bills?

Ask The Compound ·

2024/08/08

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:

en

34:55

What Does a Fed Rate Cut Mean for My Portfolio?

Ask The Compound ·

2024/08/01

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!Thanks to Public for sponsoring this episode! Visit https://public.com/ for more info! The Compound x Tropical Bros:

en

34:40

How Much Should You Invest in Alternatives?

Ask The Compound ·

2024/07/24

On episode 133 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Advisors Cameron Rufus, CFP, and Dan LaRosa, QPFC, AIC to discuss 20-year expected returns, tips for renewing insurance, starting a defined benefit plan, pros and cons of alternative investments, 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

en

36:55

The Pros & Cons of Owning a Vacation Home

Ask The Compound ·

2024/07/18

On episode 132 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and Tax Specialist Bill Sweet to discuss dying with zero, tax-optimizing retirement distributions, diversifying bond fund exposure, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!Thanks to Public for sponsoring this episode. Visit https://public.com/ to learn more about how you can earn 5.1% APY with a high-yield cash account. Subscribe to The Compound Newsletter for all

en

30:53

How Much Do I Need to Retire?

Ask The Compound ·

2024/07/11

On episode 131 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Jill Schlesinger, CFP and Host of Jill On Money to discuss if the 4% rule actually works, the best part-time side hustles, stock picking tips and tricks, when to stop contributing for retirement, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!Thanks to Public for sponsoring this episode. Visit https://public.com/ to learn more about how you can earn 5.1% APY with a high-yield cash

en

36:24

How to Deploy Cash on the Sidelines

Ask The Compound ·

2024/06/27

On episode 130 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO and ATC favorite Bill Sweet, to discuss AI advisors, Roth account inheritance and tax treatments, considering future tax brackets when tax planning, Roth 401k tax treatments, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!Thanks to Fabric by Gerber Life for sponsoring this episode! Visit: https://meetfabric.com/atc to learn more! The Compound x

en

44:15

What’s the Real Inflation Rate?

Ask The Compound ·

2024/06/20

On episode 129 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Chairman and CIO Barry Ritholtz to discuss if Private Equity is increasing public market valuations, calculating your personal inflation rate, concerns over US Government debt, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt Subscribe to The Compound

en

36:46

How to Retire Early

Ask The Compound ·

2024/06/13

On episode 128 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO and ATC favorite Bill Sweet, to discuss buying a house while in retirement, tax planning for NVDA shareholders, tax implications from annuities, 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 The Compound x Tropical

en

33:40

How Would You Invest $14 Million?

Ask The Compound ·

2024/06/05

On episode 127 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CEO and CNBC Halftime panelist Josh Brown to discuss Ben and Josh’s personal portfolios, transitioning to an index-only portfolio, hedging against AI, indexing vs buying Magnificent 7 stocks, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt Subscribe to

en

39:57

How Many Credit Cards Should You Have?

Ask The Compound ·

2024/05/30

On episode 126 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Katie Gatti Tassin of Money With Katie, a millennial personal finance-focused content platform with over 8M podcast downloads to discuss how many credit cards are too many, how valuable a low-rate mortgage is, planning for a big purchase, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!Thanks to Fabric by Gerber Life for sponsoring this episode! Visit: https://meetfabric.com/atc to

en

35:52

Is Private Equity Buying All the Houses?

Ask The Compound ·

2024/05/23

On episode 125 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFP, Nick Sapienza to discuss optimizing the financials around a new-home build, if private equity is driving up housing prices, tax planning around RSUs, considerations to think about when hiring a financial advisor, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!Thanks to RocketMoney for sponsoring this episode! Visit: https://www.rocketmoney.com/atc and cancel

en

31:58

How to Hedge Your Portfolio for World War III

Ask The Compound ·

2024/05/16

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 much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Future Proof for sponsoring this episode! Visit https://futureproofhq.com/festival/atc/ to secure your

en

35:40

Is Social Security Going Bankrupt?

Ask The Compound ·

2024/05/09

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 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

en

31:53

How to Make It as a Younger Financial Advisor

Ask The Compound ·

2024/05/02

On episode 122 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Alex Palumbo, CFP and Financial Advisor at Ritholtz Wealth Management to discuss defining a target savings rate, having imposter syndrome as a young advisor, why the S&P 500 is the wrong benchmark for most investors, buying vs renting, 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,

en

29:54

Will Higher Rates Derail the Stock Market?

Ask The Compound ·

2024/04/25

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 askthecompoundshow@gmail.com! Thanks to Rocket Money for sponsoring this episode! Visit https://rocketmoney.com/ATC and cancel your unwanted subscriptions today! 🎥 Watch this

en

26:16

The Psychology of Inflation

Ask The Compound ·

2024/04/18

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 askthecompoundshow@gmail.com!Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out

en

31:59

The Most Tax-Efficient Places to Live

Ask The Compound ·

2024/04/11

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 askthecompoundshow@gmail.com!Thanks to Rocket Money for sponsoring this episode! Visit https://www.rocketmoney.com/ATC and cancel your unwanted subscriptions today! 🎥 Watch this episode on

en

31:55

Is It Better to Buy or Rent Right Now?

Ask The Compound ·

2024/04/04

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 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

en

31:02

An Alternative to the 60/40 Portfolio

Ask The Compound ·

2024/03/28

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 askthecompoundshow@gmail.com!Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who the next TCAF

en

36:25

Is the S&P 500 Overvalued?

Ask The Compound ·

2024/03/21

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 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 much more! https://www.thecompoundnews.com/subscribe 🎥 Watch this episode on YouTube:

en

322 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...