Ask The Compound

On episode 244 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Bill Sweet to answer six listener questions on investing, retirement planning, taxes, and real estate. They discuss how to diversify away from the concentrated AI trade without going to cash, retirement strategies for high-income business owners, and the best ways for individual investors to buy bonds. Plus, which investments belong in a Roth IRA, how to manage an inherited IRA under the 10-year withdrawal rule, and wh

On episode 243 of Ask The Compound, Ben Carlson and Duncan Hill answer six listener questions on bonds, retirement, financial planning, and the psychology of spending. They discuss when it makes sense for long-term investors to own bonds, how to think about safe withdrawal rates and aggressive retirement portfolios, and what adult children should ask when meeting with their parents’ financial advisor. Plus, whether high yields could ever justify going 100% into bonds, how higher interest rates c

On episode 242 of Ask The Compound, Ben Carlson and Duncan Hill discuss: when the next bear market and recession could hit, why rising Treasury yields haven’t rattled the stock market, and whether the AI boom could ultimately become the catalyst for the next major sell-off. Plus, insurance expert Jonathan Novy joins the show to explain when permanent life insurance actually makes sense, how to think about long-term care insurance versus self-insuring, and whether annuities can help cover future

On episode 241 of Ask The Compound, Ben Carlson and Duncan Hill answer listener questions on whether private markets are capturing more of the economy’s biggest gains before companies go public, what that could mean for index funds and ETFs, whether paying off a 2.875% mortgage can ever make sense, and how AI could reshape careers in equity research. They also discuss how to diversify an all-stock portfolio as a growth-heavy account gets larger, the role of defensive stocks, and why economies ne

On this live episode of Ask The Compound from Future Proof in Huntington Beach, Ben Carlson, Alex Morris, Bill Sweet, and Barry Ritholtz tackle listener questions on bonds, luxury spending, generational wealth, and managing an actively traded portfolio. They discuss what a 5%+ bond yield really means, how inflation affects fixed-income investments, and where TIPS can fit into a portfolio. Plus, when it makes sense to spend on luxury purchases like watches, whether baby boomers are really a threa

On episode 239 of Ask The Compound, Ben Carlson, Bill Sweet, and Duncan Hill tackle six listener questions on investing, retirement, and managing risk. They discuss the research behind trend-following and momentum strategies, how mega-backdoor Roth 401(k) conversions work, what to do with down payment savings when buying a home is still years away, and whether a pension can serve as the bond allocation in your portfolio. Plus, Roth vs. traditional 401(k) contributions for high earners, borrowing

On episode 238 of Ask The Compound, Ben Carlson and Duncan Hill discuss how to prepare for a potential government debt crisis, choosing between stocks, bonds and cash, how much to allocate to international stocks, the best places to park short-term savings, dealing with bigger portfolio swings as your wealth compounds, and how lifelong savers can learn to spend and enjoy their money in retirement. This episode is sponsored by Fitnexa. For $10 off SomniPods 3, visit: http://go.fitnexa.com/qQ0AbS

On episode 237 of Ask The Compound, Ben Carlson, Bill Sweet and Duncan Hill discuss the most important things investors should know before buying stocks, how to transfer retirement accounts tax-efficiently, and managing large chunks of variable income. Plus, they cover the financial planning basics every family should have in place, how much risk to take in college savings accounts, and more. This episode is sponsored by Fitnexa. For $10 off, visit: http://go.fitnexa.com/qQ0AbS Compound Merch:

On episode 236 of Ask The Compound, Ben Carlson and Duncan Hill discuss whether market crashes are a thing of the past, planning for longevity risk, stocks vs. real estate, talking finances with aging parents, and how inflation impacts sustainable spending rates. This episode is sponsored by Betterment Advisor Solutions. Learn more at https://betterment.com/advisors Compound Merch: ⁠⁠⁠⁠⁠https://idontshop.com/⁠⁠⁠⁠⁠ Submit your Ask The Compound questions to ⁠⁠⁠⁠⁠askthecompoundshow@gmail.com⁠⁠⁠⁠