What Does a Fed Rate Cut Mean for My Portfolio?
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 contribu...
1 Aug 202436min
How Much Should You Invest in Alternatives?
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 insuranc...
24 Juli 202435min
The Pros & Cons of Owning a Vacation Home
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 bo...
18 Juli 202438min
How Much Do I Need to Retire?
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,...
11 Juli 202432min
How to Deploy Cash on the Sidelines
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 treat...
27 Juni 202437min
What’s the Real Inflation Rate?
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 valuat...
20 Juni 202443min
How to Retire Early
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 fo...
13 Juni 202438min
How Would You Invest $14 Million?
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, transi...
5 Juni 202434min
