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Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On episode 21, Ben and Duncan are joined by Ritholtz tax expert, Bill Sweet to discuss: how much to put down as a first-time homebuyer, taxes for investors, UTMAs, HSAs, and more! Submit your questions to [email protected]!
Sign up for The Compound newsletter to stay in the loop: https://www.thecompoundnews.com/subscribe
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/
Learn more about your ad choices. Visit megaphone.fm/adchoices
By The Compound4.8
301301 ratings
Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On episode 21, Ben and Duncan are joined by Ritholtz tax expert, Bill Sweet to discuss: how much to put down as a first-time homebuyer, taxes for investors, UTMAs, HSAs, and more! Submit your questions to [email protected]!
Sign up for The Compound newsletter to stay in the loop: https://www.thecompoundnews.com/subscribe
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/
Learn more about your ad choices. Visit megaphone.fm/adchoices

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