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The Compound Show

Real unscripted conversations about investing, from the industry's experts.

Listen in on real phone calls behind the scenes of Ritholtz Wealth Management. Featuring Josh Brown, Michael Batnick, Blair duQuesnay, Ben Carlson, and the team behind The Compound on YouTube. You can hear episodes with ... More
Latest Episode
2019-8-20

The Benefits of a Regular Paycheck (Tadas with @FerventFinance)

Season 1, Ep. 154
“I have something to admit – I enjoy receiving a paycheck twice every month. Some people are willing to give up the sure thing to pursue a passion project, launch their own business, or take a year off to travel the world. While I’m envious of those with such conviction, I just can’t pull the trigger.”


Kevin (@ferventfinance) blogs at Fervent Finance and is the co-host of the Reversion to the Mean podcast with Justin Castelli. Tadas got Kevin on the phone Skype to talk about a recent post of his entitled “It’s Okay to Like Your Paycheck.” While the media is focused on Instagram influencers, FIRE advocates and startup CEOs, there is a whole world of people out there doing the do. Kevin talks about how a “regular job” has a host of benefits that go beyond a regular paycheck.


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Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/

2019-8-20

The Benefits of a Regular Paycheck (Tadas with @FerventFinance)

Season 1, Ep. 154
“I have something to admit – I enjoy receiving a paycheck twice every month. Some people are willing to give up the sure thing to pursue a passion project, launch their own business, or take a year off to travel the world. While I’m envious of those with such conviction, I just can’t pull the trigger.”


Kevin (@ferventfinance) blogs at Fervent Finance and is the co-host of the Reversion to the Mean podcast with Justin Castelli. Tadas got Kevin on the phone Skype to talk about a recent post of his entitled “It’s Okay to Like Your Paycheck.” While the media is focused on Instagram influencers, FIRE advocates and startup CEOs, there is a whole world of people out there doing the do. Kevin talks about how a “regular job” has a host of benefits that go beyond a regular paycheck.


1-click play or subscribe on your favorite podcast app

 

Subscribe to the mini podcast on iTunes or Spotify

 

Enable our Alexa skill here - "Alexa, play the Compound show!"

 

Talk to us about your portfolio or financial plan here: https://ritholtzwealth.com/

 

Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/

2019-8-8

Building Personal Equity (Tadas with Dasarte Yarnway)

Season 1, Ep. 153
“Because of the complexity of these compensation structures, I find that most people love the idea of having equity but do not understand it. With companies paying up to 50% of their employees total compensation package in equity, it’s important to understand what exactly is at stake when you decide to accept that job offer for “the next big thing.”


Dasarte Yarnway (@dasarteyarnway) is the founder of Berknell Financial group which is a fee-only financial planning firm headquartered in San Francisco. Dasarte is also the host of The Young Money Podcast. Tadas got Dasarte on the phone to talk about his newly published book Pay Me in Equity. In some industries, equity compensation is an important part of your pay package, so understanding the details is crucial. Beyond the financial aspects, ownership is an important concept that applies in different areas of our lives.


Where to find Dasarte's work:


Pay Me in Equity: A Millennial Guide to Understanding Equity Compensation


The Young Money Podcast


Young Money: 4 Proven Actions to Design Your Wealth While You Still Can

 

1-click play or subscribe on your favorite podcast app

 

Subscribe to the mini podcast on iTunes or Spotify

 

Enable our Alexa skill here - "Alexa, play the Compound show!"

 

Talk to us about your portfolio or financial plan here: https://ritholtzwealth.com/

 

Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/

2019-8-2

Balancing Today and Tomorrow (Tadas with Jeremy Walter)

Season 1, Ep. 152
“A right balance is somewhere in between – enjoying Today while planning for Tomorrow. And there’s no magical, universal formula, spreadsheet, or ratio to figure this out. It’s entirely subjective to each person and family.”


Jeremy Walter (@jeremywalter) is the founder of Fident Financial, LLC and logs at Calibrating Capital:. Tadas got Jeremy on the phone to talk about a recent post of his entitled “Today vs. Tomorrowland” where he writes about the challenges of balancing our need to live in the moment while planning for our uncertain future.


You can read more at Andrew’s blog Calibrating Capital:


https://calibratingcapital.com/today-vs-tomorrowland/

https://calibratingcapital.com/living-in-today-a-case-study/


1-click play or subscribe on your favorite podcast app

 

Subscribe to the mini podcast on iTunes or Spotify

 

Enable our Alexa skill here - "Alexa, play the Compound show!"

 

Talk to us about your portfolio or financial plan here: https://ritholtzwealth.com/

 

Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/

2019-7-31

What Are Your Thoughts 7/31 (Josh and Michael)

Season 1, Ep. 151
2019-7-18

Everyone Deserves Good Financial Advice. Everyone. (Josh and Michael with Jon Stein and Dan Egan)

Season 1, Ep. 150

Once upon a time, quality financial advice was only available for millionaires and the sophisticated investors who had the expertise to find the right advisors and understand exactly what they were getting. 


Non-millionaires and younger investors were ignored by traditional Wall Street brokerage firms, left to fend for themselves or, worse, to be preyed upon by unscrupulous brokers and insurance salesmen with skewed incentives.  


But times have changed, thanks to an innovative wave of new advisory firms, new services from large institutions and disruptive technology. Now, quality investment advice is available to everyone. 


Automated asset management services and robo-advisors unleashed a storm of creativity and progress, and now human advisors are adopting these technologies to incorporate into their practices, serving a new customer that they otherwise would not have been able to reach and help. 


We built Liftoff as a way to serve young investors and those who do not meet the minimum asset levels of traditional wealth management firms. Rather than send our fans and friends away to figure things out for themselves, we wanted to be able to help them ourselves, which led to years of development and evolution. 


Liftoff is a collaboration between Ritholtz Wealth Management and Betterment, combining what we believe is best in class asset allocation technology with the human touch of certified financial planners and advisors. 


We'd love for you to try us out and see what it's all about!


You can learn more at https://liftoffinvest.com/ right now!


1-click play or subscribe on your favorite podcast app

 

Subscribe to the mini podcast on iTunes or Spotify

 

Enable our Alexa skill here - "Alexa, play the Compound show!"

 

Talk to us about your portfolio or financial plan here:

http://ritholtzwealth.com/

 

Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer:

https://thereformedbroker.com/terms-and-conditions/

2019-7-16

This isn't a financial business.

Season 1, Ep. 149

This isn't a financial business. It's a communications business. The sooner people get this through their heads, the better equipped they'll be to serve clients. In an all-hands meeting, Josh discusses the primacy of empathy and caring over everything else.


1-click play or subscribe on your favorite podcast app

 

Subscribe to the mini podcast on iTunes or Spotify

 

Enable our Alexa skill here - "Alexa, play the Compound show!"

 

Talk to us about your portfolio or financial plan here:

http://ritholtzwealth.com/

 

Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer:

https://thereformedbroker.com/terms-and-conditions/