Ask The Compound

How to Manage Your Money When Retiring Early


Listen Later

On episode 142 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO and Head of the Tax team Bill Sweet to discuss retirement income planning, tax considerations when getting married, tax-advantaged solutions for selling property, minimizing taxes during an early retirement, and much more! Submit your Ask The Compound questions to [email protected]!


Thanks to Rocket Money for sponsoring this episode! Visit: http://rocketmoney.com/atc and cancel your unwanted subscriptions today!


The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt


Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who the next TCAF guest is, get updates on the latest merch drops, and more! https://www.thecompoundnews.com/subscribe


🎥 Watch this episode on YouTube: https://youtube.com/live/cr90VJkHvFA


đź‘• Check out The Compound shop: https://www.idontshop.com


The Compound Media, Incorporated, 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. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.


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 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.


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-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices

...more
View all episodesView all episodes
Download on the App Store

Ask The CompoundBy The Compound

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

292 ratings


More shows like Ask The Compound

View all
Masters in Business by Bloomberg

Masters in Business

2,158 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

927 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,996 Listeners

Trillions by Bloomberg

Trillions

194 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

586 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,076 Listeners

The Long View by Morningstar

The Long View

884 Listeners

Excess Returns by Excess Returns

Excess Returns

71 Listeners

Halftime Report by CNBC

Halftime Report

412 Listeners

RiskReversal Pod by RiskReversal Media

RiskReversal Pod

804 Listeners

MRKT Matrix by RiskReversal Media

MRKT Matrix

182 Listeners

On The Tape with Danny Moses by RiskReversal Media

On The Tape with Danny Moses

155 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

46 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

996 Listeners

The Real Eisman Playbook by Steve Eisman

The Real Eisman Playbook

50 Listeners