166 episodes

Welcome to Portfolio Rescue, the show where Ben Carlson and a rotating cast of financial experts answer your questions about investing and personal finance.
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Portfolio Rescue The Compound

    • Business
    • 4.8 • 125 Ratings

Welcome to Portfolio Rescue, the show where Ben Carlson and a rotating cast of financial experts answer your questions about investing and personal finance.
Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

    How Does a Bear Market End?

    How Does a Bear Market End?

    On episode 39 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth tax specialist Bill Artzerounian to discuss savings rates, coping with a big stock market loss, when a bear market is technically over, reducing taxable income, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!
    Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.
    Check out The Compound shop: https://www.idontshop.com
    Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com
    Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Bill Sweet, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:
    https://ritholtzwealth.com/podcast-youtube-disclosures/
    Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0.

    Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

    • 29 min
    Is Real Estate the Best Inflation Hedge?

    Is Real Estate the Best Inflation Hedge?

    On episode 38 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth CFO and tax specialist Bill Sweet to discuss what asset class outperforms during rising inflation, when to take profits, backdoor Roth conversions, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!
    Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.
    Check out The Compound shop: https://www.idontshop.com
    Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com
    Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Bill Sweet, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:
    https://ritholtzwealth.com/podcast-youtube-disclosures/
    Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0.

    Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

    • 30 min
    Is Wealth Destroyed or Reallocated During a Bear Market?

    Is Wealth Destroyed or Reallocated During a Bear Market?

    On episode 37 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Advisor and CFP Alex Palumbo to discuss if wealth is destroyed or allocated, changing risk tolerances, a $200k wedding gift, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!
    Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.
    Check out The Compound shop: https://www.idontshop.com
    Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com
    Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Alex Palumbo, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:
    https://ritholtzwealth.com/podcast-youtube-disclosures/
    Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0.

    Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

    • 35 min
    Why You Should Buy Quickly and Sell Slowly

    Why You Should Buy Quickly and Sell Slowly

    On episode 36 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM COO and Data Specialist, Nick Maggiulli, to discuss planning for a home purchase, when to ditch the 401(k) match, the 4% rule, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!
    Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.
    Check out The Compound shop: https://www.idontshop.com
    Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com
    Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Nick Maggiulli, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:
    https://ritholtzwealth.com/podcast-youtube-disclosures/
    Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0.

    Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

    • 28 min
    What’s the Safest Thing to Buy During a Bear Market?

    What’s the Safest Thing to Buy During a Bear Market?

    On episode 35 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz CFO and tax specialist, Bill Sweet to discuss: what to buy in a bear market, investing vs paying off a 401(k) loan, robo advisors vs target date funds, and more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!
    Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.
    Check out The Compound shop: https://www.idontshop.com
    Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com
    Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Bill Sweet, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:
    https://ritholtzwealth.com/podcast-youtube-disclosures/
    Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0.

    Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

    • 28 min
    What’s the Best Travel Credit Card?

    What’s the Best Travel Credit Card?

    On episode 34 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Chris Hutchins to talk credit card points and travel tips! Chris is a life hacker, financial optimizer, and host of the All the Hacks podcast! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!
    Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.
    Check out The Compound shop: https://www.idontshop.com
    Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com
    Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:
    https://ritholtzwealth.com/podcast-youtube-disclosures/
    Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0.

    Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

    • 42 min

Customer Reviews

4.8 out of 5
125 Ratings

125 Ratings

Texas_Kamil ,

The best podcast in the world

I really enjoy this podcast. The best part is Duncan who I believe deserves his own weekly podcast. A raising star. A beacon of hope. The questions that get answered are ones I’m too afraid to ask but can usually relate to. The length of this podcast is great as well. Straight and to the point. Best to listen at 1.25 speed.

ASobering ,

Entertaining, insightful, and actionable! 🔥

This is one of the most insightful personal finance podcasts that I have ever come across! Every episode is jam-packed with useful tips and tricks that any investor can benefit from - highly recommend checking this show out if you’re looking for fresh, insightful takes on how to maximize your wealth!

Michael Batnick ,

Fuego

The Listeners Questions from Animal Spirits was always super informative. This new Portfolio Rescue format is fireeee.

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