Is It Crazy to Be 100% in Stocks? | Ask The Compound 60 скачать в хорошем качестве

Is It Crazy to Be 100% in Stocks? | Ask The Compound 60

On episode 60 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Tax Ninja, CPA, and show favorite - Bill Sweet to discuss if being invested in 100% stocks is crazy, when to retire, when to do backdoor Roth conversions, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! To learn more about Future Proof, visit: https://futureproof.advisorcircle.com/ 👕 Check out The Compound shop: https://www.idontshop.com ►00:00 - Intro ►01:47 - Is a 100% stock portfolio crazy? ►03:35 - Why own bonds? ►09:45 - Structuring a portfolio when you've already won. ►14:30 - Backdoor Roth conversions. ►19:38 - Tax considerations for parents. ►25:42 - Roth, traditional, and backdoor Roth. 🎙️ Listen to our podcasts: The Compound and Friends: https://link.chtbl.com/compoundandfri... Animal Spirits: https://podcasts.apple.com/us/podcast... Ask The Compound: https://link.chtbl.com/askthecompound Talk with us about your portfolio or financial plan here: http://ritholtzwealth.com Check out Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com Instagram:   / thecompoundnews   Twitter:   / thecompoundnews   Tik Tok:   / thecompoundnews   Facebook:   / ritholtzwealth   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. Duncan Hill, Bill Sweet, and Ben Carlson 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 opinion and do not reflect the opinion of Ritholtz Wealth Management. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements 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. “Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, or their employees and are not compensated. All thoughts and opinions expressed herein are those of the commentators, who may or may not be clients, and are not influenced or compensated by Ritholtz Wealth Management, or any of its affiliates, in any way. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-yo... #thecompound #personalfinance #investing