What’s the Biggest Financial Bubble of All-Time?
On episode 74 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and Tax Ninja Bill Sweet to discuss asset allocation, saving for a house, tax efficient rollovers, tax loss harvest...
11 Touko 202335min
Is the Bear Market Over?
On episode 73 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CEO Josh Brown to discuss loan prepayments, bear market exhaustion, spending v saving, and much ...
4 Touko 202331min
Am I Spending Too Much?
On episode 72 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFP Kevin Young to discuss college savings, the correlation between yields and multiples, life insurance pl...
27 Huhti 202336min
How Do I Max Out My Roth IRA?
On episode 71 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CFO and Tax Ninja Bill Sweet to discuss funding a start-up, dividend investing, Backdoor Roths v SERPs, and much more! ...
20 Huhti 202326min
Should I Pay Off My Mortgage or Invest in Stocks?
On episode 70 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM Advisor and Estate Specialist Taylor Hollis to discuss selling company stock, saving taxes with trusts, saving for a do...
13 Huhti 202332min
Will AI Replace Financial Advisors?
On episode 69 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CIO and Masters in Business host Barry Ritholtz to discuss when things get priced in, why banks get bailed out, how to ...
30 Maalis 202339min
Are We Done With High Inflation?
On episode 68 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CFO Bill Sweet to discuss savings rates, buying government bonds, cash management, downsides to a backdoor Roth, and mu...
23 Maalis 202328min
Is My Money Safe?
On episode 67 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CEO and CNBC Veteran Josh Brown to discuss if Twitter caused a bank run, what happens if a brokerage fails, where to ke...
16 Maalis 202333min
