Uploaded July 2026 | Updated September 2026, 2 weeks ago
On episode 229 of Ask The Compound, Ben Carlson, Duncan Hill and Bill Sweet discuss: whether $1 million still makes you rich, how to prioritize saving with a baby on the way, whether to aggressively pay down an 8.24% SBA loan or enjoy the rewards of your success, how rental properties fit into your asset allocation, and whether it's ever worth selling stocks to buy a house. Plus, they share practical insights on balancing wealth-building with real-life financial decisions.
This episode is sponsored by Public. Learn more at public.com/ATC
Submit your Ask The Compound questions to askthecompoundshow@gmail.com!
►00:00 - Intro
►03:20 - How many rich people are there?
►11:14 - Prioritizing savings with a baby on the way.
►19:27 - Paying off an SBA loan
►25:09 - How does real estate figure into asset allocation decisions?
►30:55 - Should you sell stocks to buy a house?
Compound Merch: idontshop.com
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TCAF: podcasts.thecompoundnews.com/show/TCAF
Animal Spirits: podcasts.thecompoundnews.com/show/animalspirits
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Talking Wealth: podcasts.thecompoundnews.com/show/talking-wealth
Talk with us about your portfolio or financial plan here: http://ritholtzwealth.com
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson 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 opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: ritholtzwealth.com/podcast-youtube-disclosures/
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 ritholtzwealth.com/advertising-disclaimers
Public Disclosure: Paid for by Public Investing. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Complete disclosures available at public.com/disclosures
#personalfinance #askthecompound #stocks #investing101 #wealth
On episode 229 of Ask The Compound, Ben Carlson, Duncan Hill and Bill Sweet discuss: whether $1 million still makes you rich, how to prioritize saving with a baby on the way, whether to aggressively pay down an 8.24% SBA loan or enjoy the rewards of your success, how rental properties fit into your asset allocation, and whether it's ever worth selling stocks to buy a house. Plus, they share practical insights on balancing wealth-building with real-life financial decisions.
This episode is sponsored by Public. Learn more at public.com/ATC
Submit your Ask The Compound questions to askthecompoundshow@gmail.com!
►00:00 - Intro
►03:20 - How many rich people are there?
►11:14 - Prioritizing savings with a baby on the way.
►19:27 - Paying off an SBA loan
►25:09 - How does real estate figure into asset allocation decisions?
►30:55 - Should you sell stocks to buy a house?
Compound Merch: idontshop.com
FOLLOW US ON SOCIAL MEDIA
instagram: instagram.com/thecompoundnews
Twitter: twitter.com/thecompoundnews
TikTok: tiktok.com/@thecompoundnews
Linkedin: linkedin.com/company/the-compound-media
Sign up for The Compound newsletter: thecompoundnews.com/subscribe
Listen to our podcasts:
TCAF: podcasts.thecompoundnews.com/show/TCAF
Animal Spirits: podcasts.thecompoundnews.com/show/animalspirits
Ask The Compound: podcasts.thecompoundnews.com/show/ATC
Talking Wealth: podcasts.thecompoundnews.com/show/talking-wealth
Talk with us about your portfolio or financial plan here: http://ritholtzwealth.com
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson 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 opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: ritholtzwealth.com/podcast-youtube-disclosures/
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 ritholtzwealth.com/advertising-disclaimers
Public Disclosure: Paid for by Public Investing. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Complete disclosures available at public.com/disclosures
#personalfinance #askthecompound #stocks #investing101 #wealth
