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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 who behind The Compound on YouTube. You can hear short phon... More
Latest Episode
2019-4-26

Talking Behavioral Coaching (Tadas with Brendan Mullooly)

Season 1, Ep. 122

“But I want to dispel an implicit myth about behavioral coaching: it is not predicated upon its recipient being crazy, stupid, or reckless. Nor is it predicated upon its purveyor being a genius, stoic, or super-human. It is predicated upon both parties being human.”


Brendan Mullooly, who blogs at Your Brain on Stocks, is an investment advisor based in New Jersey for Mullooly Asset Management. Tadas got Brendan on the phone to talk about a recent post of his entitled “I Need Behavioral Coaching, Said No One, Ever” where he talks about the value of behavioral coaching and why we all need it..


You can read more about Brendan’s take on behavioral coaching at his blog Your Brain on Stocks:

https://yourbrainonstocks.com/i-need-behavioral-coaching-said-no-one-ever/


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https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ


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 if you seriously need this spelled out for you. https://thereformedbroker.com/terms-and-conditions/

2019-4-26

Talking Behavioral Coaching (Tadas with Brendan Mullooly)

Season 1, Ep. 122

“But I want to dispel an implicit myth about behavioral coaching: it is not predicated upon its recipient being crazy, stupid, or reckless. Nor is it predicated upon its purveyor being a genius, stoic, or super-human. It is predicated upon both parties being human.”


Brendan Mullooly, who blogs at Your Brain on Stocks, is an investment advisor based in New Jersey for Mullooly Asset Management. Tadas got Brendan on the phone to talk about a recent post of his entitled “I Need Behavioral Coaching, Said No One, Ever” where he talks about the value of behavioral coaching and why we all need it..


You can read more about Brendan’s take on behavioral coaching at his blog Your Brain on Stocks:

https://yourbrainonstocks.com/i-need-behavioral-coaching-said-no-one-ever/


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

https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ


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 if you seriously need this spelled out for you. https://thereformedbroker.com/terms-and-conditions/

2019-4-24

An Investment Tool Advisors Love (with Josh, Michael and YCharts CEO Sean Brown)

Season 1, Ep. 121
2019-4-22

Teaching Financial Literacy to High Schoolers (Tadas with Tony Isola)

Season 1, Ep. 120

“Personal finance can’t be taught in one day or period. It’s a lifetime journey. A full week, though not long enough, gives kids a fighting chance and sparks their interest for further independent study.”


Tony Isola an investment advisor representative at Ritholtz Wealth Management, who blogs at A Teachable Moment recently about his experience teaching a personal finance mini-course to high schoolers over the course of a week. Tadas Viskanta got him on the phone to talk about what he taught the kids and asks why we, as a society, don’t demand our kids be financially literate..


You can read more about Tony’s experience at his blog, A Teachable Moment.

https://tonyisola.com/2019/04/what-happened-when-we-spent-a-week-teaching-h-s-kids-about-money/


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

https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ


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 if you seriously need this spelled out for you. https://thereformedbroker.com/terms-and-conditions/

2019-4-19

Planning to Be Single (Tadas with Douglas Boneparth)

Season 1, Ep. 119

“But the truth is, singles should be planning “for one,” because they need to plan, period. When people don’t take ownership of needing to reach financial independence on their own, they are more likely to put off their goals entirely. ”


Douglas Boneparth is the President of Bone Fide Wealth in New York City. Tadas Viskanta got Douglas on the phone to talk about a recent post of his entitled “Planning to be Single” where he talks about the similarities (and differences) in financial planning for singles vs. couples.


You can read more about Douglas’ take at his blog Bone Fide Wealth: https://bonefidewealth.com/blog/planning-to-be-single/


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

https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ


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 if you seriously need this spelled out for you.

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

2019-4-18

The Retirement Crisis: Real or Phony? (with Michael and Josh)

Season 1, Ep. 118

Two dueling versions of the looming retirement crisis that affects millennials, Gen Xers and Boomers in various ways. Mary Childs wrote that the shortfall is actually worse than we all think. For example:


The average saver puts 6.8% of their annual income into their workplace retirement plan...


Boomers are saving 8.5% of their annual income, while Gen X workers save 7.4%. Millennials are saving just 5.7% because many of them are more focused on paying down debt, starting a family and buying their first home. Okay, so far this makes sense.


But according to the article, "Two-thirds still factor in income from Social Security, in addition to what they’re saving for retirement personally, the survey found. But 42% don’t even believe those benefits will be available to them when the time comes. What’s worse, 27% of American workers have already borrowed against their workplace retirement plan, and 27% have accepted penalties to pull money out."


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

https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ


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/

 

Subscribe to the mini podcast on iTunes or Spotify

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2019-4-16

What does it mean to be elite? (with Josh)

Season 1, Ep. 117

Josh shouts out some of the elite-level activities taking place with Ritholtz Wealth, including some praise for trading, admin and the young financial advisors who are making their mark on the firm and its clientele.


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

https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ


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/

 

Subscribe to the mini podcast on iTunes or Spotify

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

2019-4-15

Overcoming a Reluctance to Spend in Retirement (with Tadas and Ashby Daniels)

Season 1, Ep. 116

"Retirement should be one of the most fun times of your life. But, generally, that’s only possible if you’re comfortable spending your life savings."


Ashby Daniels, a retirement planner at Shorebridge Wealth Management, who blogs at Retirement Field Guide did a post about why it can be really difficult for retirees to change gears from saving for retirement to spending in retirement. Tadas Viskanta got him on the phone to talk about why this is the case and what planners and retirees can do to make the transition a little easier.


You can read more about Ashby’s take on spending in retirement at his blog, Retirement Field Guide

 

https://retirementfieldguide.com/spending-in-retirement/


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

https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ


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 if you seriously need this spelled out for you. https://thereformedbroker.com/terms-and-conditions/