When Should You Sell Your Beaten-Down Stocks?
On episode 52 of Portfolio Rescue, Ben Carlson is joined by RWM CFO and the taxman himself, Bill Sweet, to discuss SPAC losses, losing to inflation by investing under your mattress, and stock-picking ...
10 Nov 202229min
When Should Your Asset Allocation Change?
On episode 51 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM advisor, CFP, and CFA, Blair DuQuesnay to discuss how your asset allocation should change when your net worth grows, re...
3 Nov 202234min
What’s a Better Buy Right Now - Stocks or Bonds?
On episode 50 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by CFP and Tax Specialist Bill Sweet, to discuss if or when to lower your contributions to a 401k, how to plan for future tax ...
27 Okt 202239min
What Is the Fed Doing?
On episode 49 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Cullen Roche, Author of Pragmatic Capitalism and Founder of Discipline Funds to discuss if the Fed is making a mistake, the...
20 Okt 202234min
What’s the Worst Case Scenario for Stocks?
On episode 48 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM Advisor, CFP, and Higher-Education Specialist Tony Isola to discuss buying your first house, where to start with FAFSA,...
13 Okt 202233min
Should I Buy a House Right Now?
On episode 47 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Animal Spirits co-host Michael Batnick to discuss timing the bond market, Michael's pitch for muni bonds, whether or not to...
6 Okt 202230min
What’s the Best Inflation Hedge Right Now?
On episode 46 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CFO and tax specialist Bill Sweet to discuss putting the fed funds rate on the blockchain, building an emergency fund, ...
29 Sep 202237min
Are All Bear Markets Like This?
On episode 45 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Taylor Hollis, trust and estate specialist, CFP, and CFA to discuss going mortgage-free, writing covered calls, when to set...
22 Sep 202230min
