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32 episodes with Bill Sweet
3 episodes with Bill Sweet
4 episodes with Bill Sweet
2 episodes with Bill Sweet
2 episodes with Bill Sweet
2 episodes with Bill Sweet
On episode 171 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Bill Sweet, tax specialist and RWM CFO to discuss tax-optimizing a portfolio rebalance, 60/40 portfolio drawdowns, moving or finding a new remote job, feeling stuck after selling too early, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! This episode is sponsored by Public. You can now boost your IRA with a 1% match – when you open an IRA on Public by visiting: http://public.com/ATC 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 If you're a financial advisor, sign up for advisor-focused content at: https://www.advisorunlock.com/
On episode 166 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and tax expert Bill Sweet to discuss consumer sentiment and politics, how TIPS are taxed, parking money after a home sale, getting an interest-only mortgage, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! This episode is sponsored by Public. Fund your account in five minutes or less at http://Public.com/ATC and get up to $10,000 when you transfer your old portfolio. 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 If you're a financial advisor, sign up for advisor-focused content at: https://www.advisorunlock.com/
On this TCAF Tuesday, Ritholtz Wealth CFO Bill Sweet joins Josh Brown to discuss "The Tax Time Bomb", and what becomes of the tax cuts of late 2017, post election. Then, at 29:00, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! Thanks to YCharts for sponsoring this episode! Get 20% off your initial YCharts Professional subscription when you start your free YCharts trial and tell them WAYT sent you (new customers only): https://go.ycharts.com/which-asset-classes-perform-best-as-inflation-is-driven-lower?utm_source=WAYT&utm_medium=partnership&utm_campaign=CPI_Whitepaper Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ 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. Michael Batnick and Josh Brown 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. 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. 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
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 askthecompoundshow@gmail.com! 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
On episode 138 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and tax specialist Bill Sweet to discuss using valuation as a market timing tool, optimizing tax vs Roth contributions, tax considerations when moving abroad, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Fabric By Gerber Life for sponsoring this episode! Start investing in your child today at: http://meetfabric.com/ATC 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
On episode 135 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and tax extraordinaire Bill Sweet to discuss investing in bonds before a rate-cutting cycle, how wash sale rules work, selling investment property in a tax-optimized way, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Fabric By Gerber Life for sponsoring this episode! Start investing in your child today at: http://meetfabric.com/ATC 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
On episode 130 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO and ATC favorite Bill Sweet, to discuss AI advisors, Roth account inheritance and tax treatments, considering future tax brackets when tax planning, Roth 401k tax treatments, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Fabric by Gerber Life for sponsoring this episode! Visit: https://meetfabric.com/atc to learn more! 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
On episode 128 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO and ATC favorite Bill Sweet, to discuss buying a house while in retirement, tax planning for NVDA shareholders, tax implications from annuities, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Rocket Money for sponsoring this episode! Cancel your unwanted subscriptions today by visiting: http://rocketmoney.com/atc 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
On episode 123 of Ask The Compound, Ben Carlson is joined by RWM CFO and Ask The Compound celebrity Bill Sweet, to discuss if Social Security will exist in the future, asset allocation using the Thrift Savings Plan, tax planning before retirement, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! 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
On episode 117 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO and tax specialist Bill Sweet to discuss the effects of high cash in a portfolio, paying down a mortgage today to refinance in the future, tax savings in ETFs vs mutual funds, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! 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 much more! https://www.thecompoundnews.com/subscribe
On episode 114 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO and tax specialist Bill Sweet to discuss the benefits of investing in gold, over-diversifying your portfolio, how to utilize investment tax credits, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! 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 much more! https://www.thecompoundnews.com/subscribe
On episode 109 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Bill Sweet, CFO and Tax Superstar to discuss the best allocation for saving for college, how much money a $70k truck costs you in the long run, tax implications when investing in bonds, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Stop wasting money on things you don't use. Cancel your unwanted subscriptions by going to https://rocketmoney.com/atc
On episode 102 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO and tax extraordinaire Bill Sweet to discuss the relationship between rates and bonds, if the market is pricing in rate cuts for 2024, dealing with single stock concentration, how direct indexing works, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Birddogs for sponsoring this episode! Go to https://www.birddogs.com/atc for a free white-tech dad hat with every purchase!
On episode 93 of Ask The Compound, Ben Carlson is joined by Bill Sweet, CFO and Tax Superstar to discuss finding a good CPA, dealing with big tech RSUs, making less money to have a better lifestyle and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Rocket Money for sponsoring this episode! Go to https://rocketmoney.com/compound for more info.
On episode 80 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Chief Financial Officer Bill Sweet to discuss target date fund underperformance, whether Bill is wrong about the power of Roth IRAs, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Visit futureproof.advisorcircle.com to get your ticket and book your hotel before the August 15th deadline. Qualifying advisors go free, or get $200 off at futureproof.advisorcircle.com/downtown!
On episode 78 of Ask The Compound, Ben Carlson and Duncan Hill are joined by ATC's all-time leader in appearances - Bill Sweet, to discuss timing your asset reallocations, pros and cons to rebalancing, inter-family asset transfer tax consequences, retirement tax planning, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!Thanks to Foundation Source for sponsoring this episode. Go to https://info.foundationsource.com/xm-philanthropic-personality to see what segment best describes your goals and how Foundation Source can help.
On episode 71 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CFO and Tax Ninja Bill Sweet to discuss funding a start-up, dividend investing, Backdoor Roths v SERPs, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!
On episode 68 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CFO Bill Sweet to discuss savings rates, buying government bonds, cash management, downsides to a backdoor Roth, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!
On episode 65 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CFO and tax superstar Bill Sweet to discuss short-term vs long-term bonds, investing in farmland, getting out of concentrated stock positions, utilizing a Roth IRA, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!
On episode 63 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CFO, Tax Ninja, and PR all-time-leading contributor Bill Sweet, to discuss how to invest in bonds, RMD calculations, the new Roth rule, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!This episode is sponsored by Liftoff. Visit https://liftoffinvest.com/ to learn more.
On episode 60 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Tax Ninja and PR favorite - Bill Sweet to discuss if being invested in 100% stocks is crazy, when to retire, when to do backdoor Roth conversions, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!To learn more about Future Proof, check out: https://futureproof.advisorcircle.com/
On episode 57 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Portfolio Rescue veteran and tax expert, Bill Sweet, to discuss why higher inflation should be good for stocks, offsetting capital gains, what to look for in a CPA/tax planner, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!This episode is sponsored by KraneShares. Visit https://kraneshares.com/ to learn more.
On episode 54 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CFO and Tax Super-Star, Bill Sweet, to discuss leverage in real estate, why the yield curve is inverted, early retirement, tax-loss harvesting, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!
On episode 52 of Portfolio Rescue, Ben Carlson is joined by RWM CFO and the taxman himself, Bill Sweet, to discuss SPAC losses, losing to inflation by investing under your mattress, and stock-picking companies you haven't heard of. Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!
On episode 50 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by CFP and Tax Specialist Bill Sweet, to discuss if or when to lower your contributions to a 401k, how to plan for future tax rates, the wash sale rule, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! This episode is presented by https://liftoffinvest.com. Liftoff® is an automated investment advisory service powered by Betterment, and is a wholly owned entity of Ritholtz Wealth Management LLC. Ritholtz Wealth Management is a Registered Investment Advisor who receives fees from clients who invest in their Liftoff proprietary portfolios, which are not necessarily discussed in the commentary.Check out The Compound shop: https://www.idontshop.comInvesting 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/Inclusion of advertisements by podcast sponsors 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: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. Hosted on Acast. See acast.com/privacy for more information.
On episode 46 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CFO and tax specialist Bill Sweet to discuss putting the fed funds rate on the blockchain, building an emergency fund, pension tax planning, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!This episode is presented by https://liftoffinvest.com. Liftoff® is an automated investment advisory service powered by Betterment, and is a wholly owned entity of Ritholtz Wealth Management LLC. Ritholtz Wealth Management is a Registered Investment Advisor who receives fees from clients who invest in their Liftoff proprietary portfolios, which are not necessarily discussed in the commentary.Check out The Compound shop: https://www.idontshop.comInvesting 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/Inclusion of advertisements by podcast sponsors 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: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. Hosted on Acast. See acast.com/privacy for more information.
Hello friends and fellow wisdom seekers! Welcome to The Brave New World Order Podcast. Straight out the dungeons of podcasting I am Brandon St. One. In this episode we dive into a couple of discussions between Bill Sweet at OculumLabs and the mysterious whistleblower known as Gideon. They discuss CSRQ-SM and how all of this is happening because of a spiritual war on the astral plane! This one goes deep! Email me! thebravenewworldorderpodcast@gmail.com Follow me on Twitter: @bravenwopodcast The Brave New World order is on Alt Media United! Check it out for other amazing independent media! https://altmediaunited.com/bnwo-podcast/ https://altmediaunited.com/ https://orderofmen.wixsite.com/join https://justpaste.it/oculum-labs-intel-drop-14 https://justpaste.it/gideon-intel-drop-17 --- Support this podcast: https://anchor.fm/bravenwopodcast/support
On episode 42 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth CFO and Tax Specialist Bill Sweet to discuss downgrading to one income, prepaying for college, optimizing unrealized capital losses, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.Check out The Compound shop: https://www.idontshop.comLearn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.comInvesting 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/Inclusion of advertisements by podcast sponsors 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: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
On episode 39 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth tax specialist Bill Artzerounian to discuss savings rates, coping with a big stock market loss, when a bear market is technically over, reducing taxable income, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.Check out The Compound shop: https://www.idontshop.comLearn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.comInvesting 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/Inclusion of advertisements by podcast sponsors 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: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
This episode is also available as a blog post: https://drdannielleblumenthal.wordpress.com/2022/08/02/bill-sweet-oculum-labs-disinformation-campaign/
On episode 38 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth CFO and tax specialist Bill Sweet to discuss what asset class outperforms during rising inflation, when to take profits, backdoor Roth conversions, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.Check out The Compound shop: https://www.idontshop.comLearn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.comInvesting 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/Inclusion of advertisements by podcast sponsors 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: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. See acast.com/privacy for privacy and opt-out information.
Hello! Welcome friends and fellow truth seekers to The Brave New World Order Podcast! Straight out the catacombs of podcasting I am Brandon St. One. Today I read through the conversations between OculumLabs founder Bill Sweet and the mysterious hacker and whistleblower known only as Gideon! thebraveneworldorderpodcast@gmail.com @bravenwopodcast The Brave New World Order Podcast is on Alt Media United! Check it out! https://altmediaunited.com/bnwo-podcast/ http://altmediaunited.com/ https://oculumlabs.com/interview-with-gideon-part-2-financial-reset/ https://oculumlabs.com/intel-drop-5-csrq-status-update-cabals-plans/ https://orderofmen.wixsite.com/join --- Support this podcast: https://anchor.fm/bravenwopodcast/support
On episode 35 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz CFO and tax expert, Bill Sweet to discuss carryforward capital loss deductions and tax benefits of robo-advisor vs. target date funds. Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.Check out The Compound shop: https://www.idontshop.comLearn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.comInvesting 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/Inclusion of advertisements by podcast sponsors 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: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. See acast.com/privacy for privacy and opt-out information.
On episode 28 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth CFO and tax expert Bill Sweet! Submit your questions to askthecompoundshow@gmail.com!Sign up for The Compound newsletter to stay in the loop: https://email.thecompoundnews.com/subscribeCheck out The Compound shop: https://www.idontshop.comLearn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.comInvesting 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/ See acast.com/privacy for privacy and opt-out information.
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 askthecompoundshow@gmail.com!Learn more about Animal Spirits NFTs for No Kid Hungry: https://awealthofcommonsense.com/2022/03/nfts-for-charity/Sign up for The Compound newsletter: https://email.thecompoundnews.com/subscribeCheck out The Compound shop: https://www.idontshop.comLearn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.comInvesting 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, 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 opinion and do not reflect the opinion of Ritholtz Wealth Management. See acast.com/privacy for privacy and opt-out information.
On this episode of Portfolio Rescue, Ben Carlson is joined by Bill Sweet to discuss: the sell-off, crypto taxes, and more! Want to see your question on a future episode? Submit to askthecompoundshow@gmail.com!Sign up for The Compound newsletter: https://email.thecompoundnews.com/subscribeGet your own Compound gear: https://idontshop.com/Check out our automated investing platform, Liftoff: http://liftoffinvest.comTalk with us about your portfolio or financial plan here: http://ritholtzwealth.comInvesting 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, 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 Ben and guests 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/ See acast.com/privacy for privacy and opt-out information.
As we head into the new year, it's helpful to pause and reflect on everything that's changed on YouTube over the past year and use that history as an indicator to see what's to come in 2022. Today we discuss the top changes that occurred on YouTube last year, use that to predict what's coming in this next year, and most importantly, consider what implications it has for our content strategy going into the new year. We discuss YouTube Shorts, video chapters, community tab changes, hidden dislike counts, podcasting on YouTube, storytelling for educations, and much more! CREATOR SPOTLIGHT: Check out Bill Sweet's channel, "The Dad Bod," here: https://www.youtube.com/channel/UCSrYXYezhDxRWxsc4kmi1BQ REGISTER FOR THE NEXT SESSION OF VIDEO LABS: https://videocreators.com/video-labs/ LEAVE A VOICE MESSAGE: Have comments, reactions, questions, a YouTube tip to share, or just want to say hi? Leave a voice message for us and we may use it in an upcoming podcast episode. https://www.speakpipe.com/videocreators
Welcome to Portfolio Rescue, an all-new show from The Compound where Ben Carlson and special guests answer your questions on investing and finance! On this episode (11/4 air date), Ben is joined by Blair duQuesnay to discuss saving for a downpayment, portfolio allocation, ESOPs, and more! Submit your questions to askthecompoundshow@gmail.com and tune in every Thursday at 11:00am to watch the show live on YouTube!Sign up for The Compound newsletter: https://email.thecompoundnews.com/subscribeCheck out The Compound shop: https://www.idontshop.comLearn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.comInvesting 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. Bill Sweet 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.See a complete list of disclosures here:https://ritholtzwealth.com/podcast-youtube-disclosures/ See acast.com/privacy for privacy and opt-out information.
Welcome to Portfolio Rescue, an all-new show from The Compound where Ben Carlson and special guests answer your questions on investing and finance! On the inaugural episode (10/28 air date), Ben is joined by Bill Sweet to discuss risk tolerance, investing in real estate, and what to do after you've maxed out contributions to your Roth IRA. Submit your questions to askthecompoundshow@gmail.com and tune in every Thursday at 11:30am to watch the show live on YouTube!Sign up for The Compound newsletter: https://email.thecompoundnews.com/subscribeCheck out The Compound shop: https://www.idontshop.comLearn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.comInvesting 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. Bill Sweet 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.See a complete list of disclosures here:https://ritholtzwealth.com/podcast-youtube-disclosures/ See acast.com/privacy for privacy and opt-out information.
This week we talk to Ritholtz Wealth CFO Bill Sweet. Bill has had a very unique career, which started serving our country in the military and also included a stint in his family's tax business prior to his work at Ritholtz. We talk about the lessons Bill has learned in his career and how others can benefit from them. We also take an in depth look at the Biden tax plan and cover the major points investors should be aware of in it. And we discuss what he has learned as an early adopter of direct indexing for clients. We hope you enjoy the discussion. ABOUT THE PODCAST Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors. SEE LATEST EPISODES https://www.validea.com/excess-returns-podcast FIND OUT MORE ABOUT VALIDEA https://www.validea.com FOLLOW OUR BLOG https://blog.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau
Bill Sweet was always interested in paranormal phenomena including the spiritual phenomena of prayer. Through meeting the founders of Spindrift Inc., Bruce and John Klingbeil, Bill began to grasp new ways of applying consciousness research to religion and science. Bill learned that the Klingbeils were Christian Science practitioners who were doing scientific tests of consciousness and prayer. Bill Sweet was president of Spindrift for four years. The Spindrift research has been helpful in showing that aspects of prayer and consciousness are real phenomena and not the human imagination. Spindrift studied the positive effects, biased effects, and the dark effects coming from people's prayers.For Your Listening Pleasure for these Lockdown / Stay-At-Home COVID and Variants Times - For all the radio shows available on The 'X' Zone Broadcast Network visit - https://www.spreaker.com/user/xzoneradiotv.Our radio shows archives and programming include: A Different Perspective with Kevin Randle; Alien Cosmic Expo Lecture Series; Alien Worlds Radio Show; America's Soul Doctor with Ken Unger; Back in Control Radio Show with Dr. David Hanscom, MD; Connecting with Coincidence with Dr. Bernard Beitman, MD; Dick Tracy; Dimension X; Exploring Tomorrow Radio Show; Flash Gordon; Imagine More Success Radio Show with Syndee Hendricks and Thomas Hydes; Jet Jungle Radio Show; Journey Into Space; Know the Name with Sharon Lynn Wyeth; Lux Radio Theatre - Classic Old Time Radio; Mission Evolution with Gwilda Wiyaka; Paranormal StakeOut with Larry Lawson; Ray Bradbury - Tales Of The Bizarre; Sci Fi Radio Show; Seek Reality with Roberta Grimes; Space Patrol; Stairway to Heaven with Gwilda Wiyaka; The 'X' Zone Radio Show with Rob McConnell; Two Good To Be True with Justina Marsh and Peter Marsh; and many other!That's The ‘X' Zone Broadcast Network Shows and Archives - https://www.spreaker.com/user/xzoneradiotv
Biden announces troops will leave Afghanistan, Dashcam video of deadly shooting in Georgia, Bizarre Saga of a Stolen Confederate Chair, Lottery Bill, Sweet Potato See omnystudio.com/listener for privacy information.
Biden announces troops will leave Afghanistan, Dashcam video of deadly shooting in Georgia, Bizarre Saga of a Stolen Confederate Chair, Lottery Bill, Sweet Potato See omnystudio.com/listener for privacy information.
Biden announces troops will leave Afghanistan, Dashcam video of deadly shooting in Georgia, Bizarre Saga of a Stolen Confederate Chair, Lottery Bill, Sweet Potato See omnystudio.com/listener for privacy information.
Biden announces troops will leave Afghanistan, Dashcam video of deadly shooting in Georgia, Bizarre Saga of a Stolen Confederate Chair, Lottery Bill, Sweet Potato See omnystudio.com/listener for privacy information.
Joe Moglia went from being a college football coach to Merrill Lynch's top producer in the world to the Chairman of TD Ameritrade. And then, when the opportunity presented itself, he returned to his coaching roots and took over Coastal Carolina's football program. Now he's back in business, bringing OppFi public on the NYSE. Joe stops by to talk to Josh about the new stuff he's working on and the important stuff he's learned over the course of his legendary career.Plus! Ritholtz Wealth Management CFO Bill Sweet jumps in to discuss the Biden tax proposals - what they mean for your household, your business, and your portfolio.Please leave us a rating and review wherever you listen, it really means a lot!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/ See acast.com/privacy for privacy and opt-out information.
Music of Latin America Mr. Henry and Mr. Fite have an amazing adventure to another dimension in today’s episode. They explore all kids of cool instruments used in Latin American music. Conga, maracas, cajon, oh my! They also compete in a cool game show hosted by Jerry Slapdash (who thinks he’s really handsome). We hope you enjoy today’s adventure learning about the music of Latin America! Check out our YouTube channel: https://www.youtube.com/channel/UCdGhqK_DWpRIKS45ICqN3eQ ***Classroom and Homeschool Teachers*** Find our digital resource to help enhance your classroom HERE! Like us on Facebook! Mr. Fite Check out original fun and educational music from Mr. Fite at https://brucefite.com/music and subscribe to Mr. Fite’s YouTube Channel Mr. Henry Learn music and the piano with Mr. Henry by subscribing to his YouTube channel: Mr. Henry’s Music World (Transcript) Let the music begin in 3, 2, 1... Learning music, having fun. That’s what we’re gonna do. Mr. Henry, Mr. Fite, exploring along with you. Learning music, having fun. That’s what we’re gonna do. Mr. Henry, Mr. Fite love hanging out with you. The Music Podcast for Kids! Hello and welcome to The Music Podcast for Kids we're your hosts Mr. Henry and Mr. Fite - Music educators extraordinaire! The Music Podcast for Kids is a fun and educational podcast where we learn and explore the best subject ever - music! And now, the music joke of the day. We love jokes, so if you have a joke, please visit our website themusicpodcastforkids.com to submit your joke. And guess what? It doesn't even have to be a music joke; it can be any joke. We will read and enjoy your joke on the podcast and also let everyone know who it came from and where you are in this great big wonderful music world. Our joke of the day is: Bill: Welp, I think it’s official. Bruce: Official? Bill: Yup, officially lost. Bruce: No way….. I know exactly where we are going. It’s up there, straight ahead. The fastest piano player in the west Bill: Well, alright, I sure hope you're right it’s getting hot out here and my back is kinda hurtin’. Gonna hop off this horse and take a break for a minute. (Hops off and walks but there is a shaking sound) Bruce: Umm, what is that sound? Bill: (scared ... ) you mean that rattle sound… Bruce: Yes, that rattle sound…. It gotta be a rattler!! Bill: (shaking and shivering scared) Ohhhh no, where is it? Can you see it? Bruce: Just relax, I can’t quite see it yet, Bill: Relax? How can I relax? There's a rattler near me.. oh it’s getting louder! Bruce: I don’t really see that rattler but yeah just relax and don’t move… Bill: don’t move? I can’t stop shaking…. I’m just too scared of rattlers! Bruce: wait a gosh darn tootin second here…. what you got in that bag? Bill: What does it matter what’s in my bag… there’s a rattler near me! I don’t wanna get bit! I wanna see the fastest piano player in the west! Bruce: (gets off horse) now get on over here and let me see that bag. Bill: No stay on your horse! Save yourself, save the horse! Bruce: Give me that bag!.... (takes bag) Yup, just what I thought…. a bag of maracas… there’s your rattler for ya. Bill: aw well shucks I... I knew that… forgot about that bag of maracas... Bruce: Well that’s enough drama for one day, let’s get a move on. Bill: Sounds good, just take a swig of this here water can and get back on my horse and……(rattle sound) Together: Rattlers!!! Make sure to send in your jokes by visiting our website themusicpodcastforkids.com a link to the website can be found in the show notes. And now, the music word of the day. Bill: Before we get to our main subject of the day, Music from Latin America, let’s check out the music word of the day: Conga! Bruce: Congas are drums that are tall and narrow. You can play them by sitting down, but many times you will see them paired together and mounted on a rack. Bill: It’s important to not get the congas mixed up with the bongos. Bruce: That's right, bongos are like a mini version of the conga drums. Congas are big and bongos are small. Bill: Conga drums are used in all types of music but originated in Afro Cuban Music. Bruce: The conga drum became more well known after the popular Conga Line tune and dance came about. Bill: Oh yeah I love the conga line. That's the one where everyone gets in a big line to form a circle to follow some fun three step shuffle. Bruce: That's right, and that's the word of the day Together: Conga! The music podcast for kids is brought to you by Mr. Henry's Music World YouTube channel. If you are interested in learning how to play the piano with a fun and engaging curriculum geared towards kids please subscribe to Mr. Henry's YouTube channel called mr. Henry's Music World. Links will be found in the show notes. Again, we thank you so much for tuning in. Thank you so much for listening. We hope you are enjoying the show so far. Please subscribe to the podcast to receive the latest episodes and leave a review through iTunes or wherever you get your podcasts. Also get updates on what we are up to Facebook and Instagram by finding us at Music Podcast for Kids. Links will be found in the show notes. On to the show! And now, the main subject of the day. Bill: (as if behind a door, while trying to open up a door) I don’t know Mr. Fite, I don't think there are any instruments up here anymore, they may have been sold at a garage sale…(door opens up) Together: Woooooaaaaahhhhhh Bruce: Gee, it’s a little dusty up here in the attic. Bill: Sure is! Wow, there is a bunch of stuff up here. Bruce: Ok, there has got to be some instruments from Latin America in here somewhere. Bill: I don’t know Mr. Fite, but we can certainly look. Bruce: Whats this small box thing here? Bill: Oh man, that's my pre-tendo. Bruce: Pre-tendo? Bill: Yeah, it's where I get to pretend to play video games, oh man I remember my most favorite game of all…. shmelda. Bruce: Shmelda? Are you sure you don’t mean... Bill: Ahh yes, shmelda, where you try and guess the smell of the... Bruce: Oh wow, look over here! I think I found something. Bill: Oh cool. What is that? Bruce: Its the...it’s the…. maraca! Bill: Nice! So maybe the instruments were not sold. Sweet! You found one, is there another? Bruce: Lets see here….. Umm…. eeshhh…… yup here it is! Bill: Awesome! Let's hear the sweet sound of the maracas! Bruce: Yup, these will do just perfectly for our presentation on music from Latin America. Bill: Sure will. What's the story about with these instruments? Bruce: Well first off, the maracas is made from a tree fruit in Puerto Rico called the higuera. Bill: From a fruit? Oh I’ve heard about this before ...and I’m pretty sure that doesn't work...I tried to make a maracas with apples the other day and it just turned into a bunch of mushy apple… sauce…. Bruce: Oh no no… this type of fruit has a hard shell, and once the pulp is taken out of the fruit, the hard shell sits until completely dried out, then seeds or pebbles are put inside and it is closed on up with a handle and boom, you have a maraca. Bill: Sweet! Bruce: Yeah, there are all different types of maracas that are used in particular parts of latin America. This one is made with cuero, which is a type of animal skin which are often found in the Carribbean. Bill: Cool! Let's find some other instruments from latin America. I’m going to check back here. Bruce: Sounds good, I will keep looking through this box…..dum da dum…..aghrghgh… oh what could this be? Hey Mr. Henry I think I found something... Bill:.Ummmm Mr. Fite? Uhhhh I think I found something as well….. I don't think you are going to believe me though. Bruce: oh well, what is it? Bill: No seriously, I think you need to come see this… Bruce: Oh come on, just tell me! Bill: Well ok, it looks like a portal to another dimension! Bruce:What? A portal to another dimension! Come on Mr. Henry, stop playing around.. Bill: I’m not playing around! You gotta see this…. Bruce: (walking towards) Mr. Henry, I’m pretty sure its not a portal to another dimension that's impossible, plus check out this instrument I just found its the gui…… (blast sound) Together: (epic music playing..) Wooooooooooaaaaaaahhhhhhhh Bill: See, I told ya Mr. Fite. I opened up this door that said “portal to another dimension” Bruce: Why would you open a door that ever says that!? Bill: You’re joking right? Why wouldn't you open a door that says that! Come on we gotta check this out! Bruce: Oh no...no way...I’ve seen this in movies before, it doesn't seem to ever work out quite right. There is usually something that will end up chasing after you, and you have to run a bunch and I already did my morning run, so I am set to…. Bill: Oh come on, nothing bad will happen. We may even be able to find more instruments from Latin America for our presentation! Bruce: Oh boy...well...that's true I guess… Bill:. Ok, cool..let's get going ... (portal music plays and crashes in) (music from a game show is playing) Bruce: Woah, that was crazy…. Bill: Yeah it was…. Bruce: What is going on…. Slapdash: (in background) Hahahaha! Welcome! Oh boy I am looking handsome today…. Welcome, welcome! Bruce: Mr. Slapdash? Bill: Yeah Mr. Slapdash? What is he doing here? Bruce: Oh boy...already regretting going through that portal. Bill: Oh no...it’ll be fine...I’m sure Mr. Slapdash has become a better game show host since the last time we saw him…. Bruce: Yeah lets hope Slapdash: Step right up Mr. Fite and Mr. henry! Great to see you both! You two seem very confident and totally in tune with what's going on Bruce: Ummm no Mr. Slapdash, we have no idea what's going on...I mean we just stepped through some wierd portal and now, bam, here we are talking with you... Bill: Wait did he say we are “totally in tune”...haha… I get it Slapdash: Right! Well, welcome to the instrument identification game, where you will listen to these instruments from Latin America and figure out which instrument it is. Bruce: Wait, did you say instrument from Latin America? This is perfect! We were just talking about instruments from Latin America Bill: yeah, this is perfect. See I told ya so Mr. Fite. Slapdash: Ahh right! Let’s get on with the game today! And it appears we are out of time! Bruce: What? Out of time? We just started Bill: Yeah Mr. Slapdash, we didn't even get to start the game yet.. Slapdash: Ahhh right LOL, JK…(clears throat).... Ahhh ok. You will listen to two different instruments. One is from Latin America and the other is not. You must tell me which one is from Latin America, and write a 32 page essay about that instrument. You have 10 seconds...here...we …. Bruce: Wait, did you say write a 32 page essay with only 10 seconds of time? Bill: Yeah mr. Slapdash that's impossible. Slapdash: Ahh right..uhhh.. Did I say that? Oh whatever...just figuring out the instrument will do just fine. Ok...here ...we ...go! Number 1 instrument: (plays) Number 2 instrument… which one is from Latin America? Bruce: Umm, I think i’ m going with the second one. Sound just like the conga drum! Bill: Yeah totally does. Good thinking Mr. Fite. We are going with - the conga drum! Slapdash: No sorry, that is not my favorite instrument, actually my favorite instrument is the nose harp...it just twangs along so nicely.. Bruce: Mr. Slapdash! Bill: Yeah Mr. Slapdash… we are not supposed to be picking your favorite instrument; the nose harp… Bruce: Wait..did you just say picking the nose...har… Slapdash: Hahaha just JKing you both there ...You are correct! The conga drum! From Latin America! (music plays, audience claps) Bruce: Oh great! Bill: Sweet! Slapdash: Ok, onto the next question. Who stole the cookie from the cookie jar? Bruce: What? Bill: Oh boy…. Slapdash: Haha.. Ok, here is the next listening challenge. Which is from latin America. Is it number 1 (plays) or number 2 (plays) Bill: I’m going with number 1. Sounds like the steel drum! Bruce: Yeah, I think you're totally right Mr. Henry. The steel drum can also be called the steel pan. Slapdash: Why would you want to steal a drum or a pan. That doesn’t seem like a good idea you know, you could get in big trouble... Bruce: No no, Mr Slapdash, the steel drum or steel pan is spelled S T E E L.. like the metal material “steel”. Bill: Right! The steel drum can actually be made from a 55 gallon industrial drum. They carefully craft each part of the steel to have different pitches to create that cool sound. Slapdash: Ah well right...let me see here...I am going to look over here to pretend like there is someone to check that answer and it looks like, yes Bob, is that correct…. Ummm (continues in background…) Bruce: Who is he looking at? I don’t see anyone… Bill: Yeah..there is no Bob.. In this room… oh boy Slapdash: Ahah!, Well yes, that is the answer! The Steel Drum! (music plays audience claps) And you are today's winners! Bruce: Wooohoo! Awesome. Bill: Yeah for sure, what do we win? Slapdash: Well, what do you have for them Johnny? Ummm johnny? Bruce: I don't think there is a johnny… Slapdash: Ahh right of course… well...guess what, you get a fantastic trip to the Caribbean to learn more about the instruments from latin America! Bill: Oh sweet! Slapdash: Yes! And right over here is the teleportation zaporoonie 3000 s model Bruce: Oh no, remember Mr. Henry, we already tried this thing… I’m still trying to get all of my hair back… Bill: Oh, I think they have updated the system since then. I’m sure there is nothing wrong with the teleportation zaporoonie 3000 s model now. Right Mr. Slapdash? Slapdash: Oh yes, of course, nothing will happen..yes, they have ...umm...upgraded the system, the only thing I have seen is some folks come back in mini form... Bruce: Mini form?? Bill: Oh I’m sure he means we feel so small in this great big music world..right Mr. Slapdash? Slapdash: uhh well, are you familiar with the size of a spoon? Bruce: Well of course Mr. Slapdash. Slapdash: Well yes, uhhhh you would be able to walk on the spoon Bill: Yikes, so that kinda mini form. Bruce: Nope no way am I getting into that machine Bill: Oh come on there is no way we will shrink, the chances are probably like 1 in a shma-zillion. Slapdash: One out of four. Bill: And plus we won this...for free! Lets celebrate by checking out more music from Latin America! Bruce: Wait did he just say 1 out of 4 get shrunk down to a sp… Bill: Put in the coordinates, buckle up the seats belt and fire this bad boy up... (ride music) Bruce: Oh no...look that spoon is huge...it happened we shrunk down...oh no… Bill: (Reading) Here lies the biggest spoon in the world. 200 feet long. Oh no Mr. Fite, we are still normal size,...it just so happens they have the biggest spoon ever here. Oh what's that noise? Bruce: Oh, sounds like those conga drums we heard earlier. Bill: Awesome, so what's the deal with the congas? Bruce: Well, the conga drum originally came from Cuba. Bill: Cool! Bruce: Yeah, and it can be played in a bunch of different ways. We call each way a different “tone”. There is the open tone, bass tone, muffled tone slap tone and rim shot tone. Bill: Wow, so you can create five different sounds on one drum? I just figured you just hit and with your hand and that's it. Bruce: Actually, you can play variations of just one of those tones. So, you could play the open tone in three different ways! Bill: Wow, that seems tough. Bruce: Sure is, so you could have 15 different types of sounds on the conga drum. Bill: Wowzers, that would take some serious practice. Bruce: Now, in an elementary school you may only learn two types of tones on the conga drum. The “low tone” which sounds like this…… and the “high tone” which sounds like this. Bill: Cool. It looks like the low tone is played in the middle of the drum with a cupped hand. Bruce: You got it, and the high tone is played on the side of the drum with a flat hand; using the fingers and high part of the hand. Bill: Sounds fun! Boy, I’m getting kinda tired. I am going to sit down on this box chair here for a second. Bruce: Oh wow! Cool, check it out, you're sitting on the cajon! Bill: Cajon? Ummm… it's just a box.. How is this an instrument? Bruce: Well, that's no ordinary box, although it does look like a box made of wood. It's actually a really cool instrument. The cajon is a box drum. Bill: Hmm , so how do you play this box drum thingy…. Bruce: It’s kinda played like the conga drum but you sit on it while performing. It does have a bunch of tones, but if we focus on the low and high tone, you would play near the middle of the cajon to get a deep, low sound...it almost sounds like a bass drum. Bill: Wow, thats awesome! Bruce: Then, if you play towards the top it sounds like a snare drum. Bill: Neat! How does it have that rattle sound to it? Bruce: Well, there are these wires called snare wires which are of course found on a snare drum. They use those same wires and put them in between the wood. Bill: Wow, it's like a drum set in a….box! Bruce: Yessir! Bill: So many cool instruments from Latin America. Bruce: For sure, well it's getting kinda late and I’m getting kinda hungry.. Bill: Yeah samezees. Ok, lets get back to the teleportation zaporoonie 3000 s model. Bruce: oh great…. Bill: Ok, put in the coordinates.. “Mr. Henry's Dusty Attic”, cool, emergency break off, buckle up…. (ride music) Bruce: Did we make it back? Wow... I don't remember you having such a large dusty couch in your attic… Bill: Hmmm. ….yeah that's a pretty large cup of water there… i mean I’m thirsty, but that's a ton of wa….. Bruce: Mr. Henry! You shrunk the music teachers! Bill: Oh I’m sure we can reverse this...let me get the manual let's see….just turn this knob here and do the cha cha slide while clucking like a chicken, then three turns. Bruce: (crying) I don't want to be tiny! I don't want to be tiny I don't want to be tiny (fades away with dreamy sequence) Bruce: (as if sleeping with a bad dream- drooling mouth open saying): I don't want to be tiny I don't want to be tiny. Bill: Hey Mr. Fite, wake up wake up… you're having a bad… Bruce: Ahhh ghhghagah Oh… boy. I was having a crazy dream about Mr. Slapdash, and learning about all the cool instruments from Latin America, but then getting shrunk into a little... Slapdash: Hahaha..did you say my name? Don't I just look so smart today and good looking... Bill: Come on Mr. Fite, we are about to go onto the Music Listening Challenge game! The winner gets a trip to the Caribbean! Time to wrap it up folks! Thank you so much for tuning in to the Music Podcast for Kids. We hope you enjoyed the show, and most importantly, learned something cool today about music. Remember to send in your jokes or even a topic in music you would like us to discuss by visiting our website themusicpodcastforkids.com. If you are interested in awesome educational and fun songs for your kids to listen and sing along with, please visit brucefite.com. Music is available to download with iTunes, CD Baby, and Facebook streaming platforms like Spotify and Amazon Radio. Links will be found in the show notes. If you are interested in learning how to play the piano with a fun and engaging curriculum geared toward kids, please subscribe to Mr. Henry's YouTube channel called Mr. Henry's Music World. Links would be found in the show notes. Please visit iTunes to leave a review of the podcast and also share the podcast with friends, relatives, aliens, whoever! Again we thank you so much for tuning in!
On today's show, we talk with Bill Sweet about the different options investors should consider when thinking about what type of vehicle they should use for their retirement money. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.
This week Josh talks to Business Insider columnist Linette Lopez about what happens to the stock market if Trump loses and doesn't leave. And is Joe Biden so terrible for investors? Tax expert and Ritholtz Wealth CFO Bill Sweet weighs in. Plus, Josh's take on the explosive Snowflake IPO and a round of What Are Your Thoughts with Michael Batnick.The Compound Show goes up every Friday morning, subscribe wherever you get your favorite podcasts! Leave us a rating and review, it goes a long way! See acast.com/privacy for privacy and opt-out information.
Bill Sweet was always interested in paranormal phenomena including the spiritual phenomena of prayer. Through meeting the founders of Spindrift Inc., Bruce and John Klingbeil, Bill began to grasp new ways of applying consciousness research to religion and science. Bill learned that the Klingbeils were Christian Science practitioners who were doing scientific tests of consciousness and prayer. Bill Sweet was president of Spindrift for four years. The Spindrift research has been helpful in showing that aspects of prayer and consciousness are real phenomena and not the human imagination. Spindrift studied the positive effects, biased effects, and the dark effects coming from people's prayers.
As summer is starting to wane (before it ever really got going!), I took the time to try to look around the corners of wealth management for clients with BILL SWEET. We discussed today's estate planning environment and the many challenges and opportunities that currently exist and why it's important to get going on that process now. Bill is the CFO of RITHOLTZ WEALTH MANAGEMENT. Founded by Josh Brown and Barry Ritholtz, RWM has burst onto the wealth scene with a media savvy and marketing push that is different than most in the wealth management space. Bill manages the finances of RWM and is the resident expert on taxes for the firm's clients. Bill was also a Captain in the U.S. Army where he presided over $12mm pieces of rolling thunder as a Tank Commander! Military Experience Bill's Experience as a Tank CommanderThe benefits of hiring Veterans and people with military experience:DisciplineExperience with StructureResponsibilityHonor / PrinciplesPhD in Getting Things DoneReady pool of experienced employees Links to Veterans Groups at the bottom for those with further interest. Our veterans are an amazing resource of talent in this country. The Estate Planning Environment Bill and I went into a wide-ranging discussion of the benefits of getting one's estate planning done now and what might change in the near future. Interest Rates are at generational lows which provides extra leverage and flexibility in moving assets out of an estate.This applies to many estate planning and intrafamily loan techniques that have incredible estate and wealth planning powerThe current AFR rates are here: AFR RATES and IRSValuations for assets are low due to the recent market volatility, which means a well-thought out plan can get more intrinsic value out of an estate.Federal Estate Tax Exemptions are at all-time highs: $11.58 million per individual, or $23.16 million per coupleFederal and State finances are going to require more revenue implying an INCREASE IN TAXES. (and probably at all levels)The elections in November could have a massive impact on the generosity and flexibility of the current estate tax climate at the Federal AND State level.States hard hit by the COVID-19 epidemic may face particular economic and social concerns that require extra funding. (New York is a good example)There will be increased State scrutiny for those using low tax jurisdictions for INCOME AND CAPITAL GAINS TAX PLANNING.Very brief discussion of domicile and residence and the art and science of personal state tax planningIt is more than just 180+ days and changing your car registration.Here is a recent Supreme Court Case on the potential for double taxation at the state level: Edelmans’ New York Connecticut Residency Tax CaseThere is going to be a mad rush for a lot of families to accomplish their estate planning before the end of the year (and thus a mad rush around the advisors to implement this planning)Beware of the 9/15 and 10/15 tax deadlines . . . accountants are just now catching their breath from PPP planning and the extended 7/15 deadlineLawyers and financial institutions have not seen a potential crush like this since 2012. We anticipate EXTREME stress on entity formation, trust drafting and reviews, KYC processes and account opening. Waiting until November could be a big mistake.NYS Estate Tax CliffIf you have a net worth of $5mm or higher in NYS, you need to revisit your plans to ensure that your STATE estate tax liability is as low as it can be and if there are any steps you can take to reduce it. My quick primer is HERE.Having health directives etc . . . in place because of COVID illnessesI covered this in detail here: HEALTH DIRECTIVESGetting deposits in on nursing homes to make sure you have a spot locked in etc . . . Final thoughts on getting started even if you aren't in the "1%" Veteran's Groups For veteran's employment programs especially in finance, Bill suggested that I highlight the work of Won...
As summer is starting to wane (before it ever really got going!), I took the time to try to look around the corners of wealth management for clients with BILL SWEET. We discussed today's estate planning environment and the many challenges and opportunities that currently exist and why it's important to get going on that process now. Bill is the CFO of RITHOLTZ WEALTH MANAGEMENT. Founded by Josh Brown and Barry Ritholtz, RWM has burst onto the wealth scene with a media savvy and marketing push that is different than most in the wealth management space. Bill manages the finances of RWM and is the resident expert on taxes for the firm's clients. Bill was also a Captain in the U.S. Army where he presided over $12mm pieces of rolling thunder as a Tank Commander! Military Experience Bill's Experience as a Tank CommanderThe benefits of hiring Veterans and people with military experience:DisciplineExperience with StructureResponsibilityHonor / PrinciplesPhD in Getting Things DoneReady pool of experienced employees Links to Veterans Groups at the bottom for those with further interest. Our veterans are an amazing resource of talent in this country. The Estate Planning Environment Bill and I went into a wide-ranging discussion of the benefits of getting one's estate planning done now and what might change in the near future. Interest Rates are at generational lows which provides extra leverage and flexibility in moving assets out of an estate.This applies to many estate planning and intrafamily loan techniques that have incredible estate and wealth planning powerThe current AFR rates are here: AFR RATES and IRSValuations for assets are low due to the recent market volatility, which means a well-thought out plan can get more intrinsic value out of an estate.Federal Estate Tax Exemptions are at all-time highs: $11.58 million per individual, or $23.16 million per coupleFederal and State finances are going to require more revenue implying an INCREASE IN TAXES. (and probably at all levels)The elections in November could have a massive impact on the generosity and flexibility of the current estate tax climate at the Federal AND State level.States hard hit by the COVID-19 epidemic may face particular economic and social concerns that require extra funding. (New York is a good example)There will be increased State scrutiny for those using low tax jurisdictions for INCOME AND CAPITAL GAINS TAX PLANNING.Very brief discussion of domicile and residence and the art and science of personal state tax planningIt is more than just 180+ days and changing your car registration.Here is a recent Supreme Court Case on the potential for double taxation at the state level: Edelmans’ New York Connecticut Residency Tax CaseThere is going to be a mad rush for a lot of families to accomplish their estate planning before the end of the year (and thus a mad rush around the advisors to implement this planning)Beware of the 9/15 and 10/15 tax deadlines . . . accountants are just now catching their breath from PPP planning and the extended 7/15 deadlineLawyers and financial institutions have not seen a potential crush like this since 2012. We anticipate EXTREME stress on entity formation, trust drafting and reviews, KYC processes and account opening. Waiting until November could be a big mistake.NYS Estate Tax CliffIf you have a net worth of $5mm or higher in NYS, you need to revisit your plans to ensure that your STATE estate tax liability is as low as it can be and if there are any steps you can take to reduce it. My quick primer is HERE.Having health directives etc . . . in place because of COVID illnessesI covered this in detail here: HEALTH DIRECTIVESGetting deposits in on nursing homes to make sure you have a spot locked in etc . . . Final thoughts on getting started even if you aren't in the "1%" Veteran's Groups For veteran's employment programs especially in finance, Bill suggested that I highlight the work of Won...
Bill Sweet from Spindrift Research joins Para to discuss scientific findings from research that demonstrates the power of prayer. Three forms of prayer will be discussed: goal-directed prayer, non goal-directed prayer, and how our Defense Mechanisms contribute to why we fail to get a decent grasp of our own psychic and spiritual experiences. Don’t miss this discussion.Bill Sweet was always interested in paranormal phenomena which include the spiritual phenomena of prayer. Through meeting the founders of Spindrift Research, Bruce and John Klingbeil, Bill began to grasp new ways of applying consciousness research to religion and science. Bill learned that the Klingbeils were healers in the Christian Science tradition who were doing scientific tests of consciousness and prayer. Bill Sweet was president of Spindrift for four years. Bill was brought up in Wilmette, Illinois. He graduated from New Trier High School, which was the top public high school in the country at the time. He went to Illinois State University and received a communications degree. Bill has the highest-level ham radio operator’s license. He is also an audiophile and musician. For the Chicago area, Bill’s booking agency handled bands ranging from Dixieland, Rock and Roll, Disco, Big Band, and small group jazz.
In Ep. 96, Tim talks with Bill Sweet, CFO of Ritholtz Wealth Management. They discuss Bill's time in the army, and how he transitioned into his career in finance. They also talk about how Bill is working with organizations on Wall Street to help veterans get jobs when they come back from duty. They talk about the importance of asset location when constructing your portfolio, the key points to know when starting your investing career, and what exactly happened to some folks tax refunds in 2018.
Bill Sweet was always been interested in paranormal phenomena including the phenomena of prayer. Through meeting the founders of Spindrift, Bruce and John Klingbeil, Bill began to grasp new ways of applying consciousness research to religion and science. He was president of Spindrift for four years. He graduated from New Trier High School, which was the top public high school in the country at the time and attended Illinois State University where he received a communications degree.
Bill Sweet was always been interested in paranormal phenomena including the phenomena of prayer. Through meeting the founders of Spindrift, Bruce and John Klingbeil, Bill began to grasp new ways of applying consciousness research to religion and science. He was president of Spindrift for four years. He graduated from New Trier High School, which was the top public high school in the country at the time and attended Illinois State University where he received a communications degree.
Our guest on this week's episode of the Long View is none other than Josh Brown, CEO of Ritholtz Wealth Management. Brown's story is unique and inspiring. He began his career as a broker but grew disillusioned with the industry's skewed incentives and practices, eventually pursuing a career as an independent Registered Investment Advisor. Along the way, Brown managed to author an acclaimed book, Backstage Wall Street, and build an enormous following around his blog, "The Reformed Broker," as well as his twitter handle, @reformedbroker. Now he oversees Ritholtz's day-to-day operations in addition to his other duties, which include serving as a regular contributor on CNBC, as a member of fintech firm BrightScope's advisory board, and most recently as a technical advisor on the Showtime hedge fund drama Billions. Introduction and Background Ritholtz Wealth Management Josh Brown bio The Reformed Broker Josh Brown @reformedbroker Backstage Wall Street: An Insider’s Guide to Knowing Who to Trust, Who to Run From, and How to Maximize Your Investments by Josh Brown BrightScope Brown's appearance on Showtime's Billions Origin Story "A personal crisis." Josh describes the epiphany he had in leaving the brokerage industry for the advice business after 10 years (1:20-3:41). "It worked immediately." How the Reformed Broker blog was born and led to a chance meeting with Barry Ritholtz, which gave rise to an RIA (3:42-5:21). Barry Ritholtz bio Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy by Barry Ritholtz "How I Met Barry" by Josh Brown, The Reformed Broker blog The Advice Business "If they haven’t figured it out by now, they probably don’t want to." Observations on how the advice business has changed (5:22-7:29). "Understanding Mutual Fund Classes" by Finra SEC Regulation Best Interest Definition of a nontraded REIT "Brokerages in name only." Why wirehouse clients aren't necessarily being ill-served by the system (7:30-8:09). Morgan Stanley First Quarter 2019 Earnings Results James P. Gorman, chairman and CEO of Morgan Stanley Lending: The key difference between a fee-based account at a Wall Street wirehouse and a fee-based account at a traditional RIA (8:10-10:34). "The Rise of Rich Man's Subprime" by Josh Brown, Fortune magazine Securities-based lending, explained How to Provide Financial Advice Telling the client "no." The difference between pushing product and offering advice (10:35-12:16). "When Fund Companies Pay to Play, So Do You" by Leslie Norton, Barron's "It's recreation; it's not a necessity." Helping clients to scratch an itch without putting their financial plans at risk (12:17-14:53). "Financial planning is the highest calling within our profession." Ensuring clients get past the firm's public persona and truly buy into its plan and approach (14:54-16:46). An ensemble approach to delivering advice to clients: The anti "eat what you kill." (16:47-18:58). Michael Batnick bio Michael Batnick's "The Irrelevant Investor" blog Ben Carlson bio Ben Carlson's "A Wealth of Common Sense" blog Blair duQuesnay bio Blair duQuesnay's "The Belle Curve" blog "Consider Firing Your Male Broker" by Blair duQuesnay, The New York Times op-ed How to Build an Advice Firm "Barry and I don't spread out a map like Napoleon and start sticking thumb-tacks in it." How Brown thinks about strategically expanding the firm (19:04-20:45). "If somebody comes to us in a rush, it's probably a bad situation, and we don't want anything to do with it." The advisor recruitment and weeding-out process (20:46-24:23). Kris Venne bio Bill Sweet bio Portfolio Construction and Asset Allocation "You're going to lose money. It's gonna happen. There's no way around it." The firm's approach to allocating assets and setting client expectations (24:24-27:33). Tactical asset allocation's role in their process: "We don't believe in investment alpha using tactical." (27:34-29:33) Sequence-of-return risk "What if you had a tactical model that almost never did anything?" How they built their tactical-asset-allocation overlay to help manage client behavior (29:34-33:13). "I hope it underperforms, because most of our clients' money is not invested in tactical." (33:14-35:03) "Every client is different, but their needs are not." Implementing a scalable asset allocation (35:04-37:08). "You want to be wrong in such a way that it's not going to be catastrophic for the end client." How Ritholtz sets capital-markets expectations (37:09-38:41). Managing Client Assets How Ritholtz approaches assets that clients bring in with them: "You've got a human being with their own issues." (38:42-40:58) Mark Tibergien bio "The longer I'm doing this, the more stuff I want to take out, not add." Brown explains why they err on the side of excluding various types of investments from client portfolios (40:59-42:33). "Our clients are here because they want us." Brown says fee pressure hasn't been an issue for the firm (42:34-44:22). Wealth/Stack Conference Nerd's Eye View blog (Michael Kitces) The Future of Advice "You're being judged on the portfolio, you should get paid on the portfolio you recommend." Brown is dubious of clients who aren't willing to pay for advice as a percentage of assets under advisement (44:23-46:50). "What People Will Pay For" by Josh Brown, Reformed Broker blog How a chocolatier's success reinforced the importance of consistency in client interactions: "Standardize the process, personalize the advice." (46:51-50:25) Hershey Park Hershey Museum
Host Damien Martin delivered oral comments concerning the proposed regulations regarding the qualified business income (QBI) deduction under Internal Revenue Code Section 199A at the U.S. Department of the Treasury and IRS public hearing on October 16, 2018. Find out what clarifications and modifications Damien requested and get key takeaways from the hearing as BKD’s Kori Zey and Julia Dengel join Damien to discuss the experience. BIO FOR GUESTS Kori Zey serves as a national tax assistant director in BKD’s National Office Tax Department. She also is a member of BKD National Construction & Real Estate Group and a Private Client Services advisor. Follow Kori on Twitter | Connect with Kori on LinkedIn Julia Dengel serves as a national tax manager in BKD’s National Office Tax Department. Follow Julia on Twitter | Connect with Julia on LinkedIn MORE ON THE QUALIFIED BUSINESS INCOME DEDUCTION Articles White Paper: The QBI Deduction under the Tax Cuts and Jobs Act IRS Releases Highly Anticipated Proposed Regulations Under §199A Omnibus Provides Fix for Grain Glitch Summaries QBI Deduction Flowchart Specified Service Trades & Businesses Aggregation Rules Podcast episodes Episode 8 (with guest Tony Nitti) Episode 16 (with guest Amy Wang) Episode 35 (with guest Tony Nitti) Episode 37 (with guests Andrea Carr, Glen Birnbaum, Blake Crow and Bill Sweet) Webinars Insights & Planning Points of the Proposed §199A Regulations (August 22) Pass-Through Considerations of Tax Reform (January 23). BKD Response & Advocacy BKD Comment Letter – September 28, 2018 GET MORE SIMPLY TAX A complete archive of our episodes is available on our website and YouTube playlist. We’d love to hear from you! Email feedback and questions to SimplyTax@bkd.com. Connect with Damien on social media! LinkedIn | Twitter | Instagram
Unless you’re a CPA, you probably don’t like to think about taxes, but after listening to this episode with Bill Sweet, you just might. Bill is the CFO and resident tax expert at Ritholtz Wealth Management, one of the fastest growing RIA’s in the country, and he is the perfect guest to make taxes interesting. I asked Bill to join… Continue Reading→ The post Talkin’ Taxes With Bill Sweet (022) appeared first on All About Your Benjamins™.
Bill Sweet from Spindrift Research joins Eldon to discuss scientific findings from research that demonstrates the power of prayer. Three forms of prayer will be discussed: goal-directed prayer, non goal-directed prayer, and how our Defense Mechanisms contribute to why we fail to get a decent grasp of our own psychic and spiritual experiences. Don’t miss this discussion. Bill Sweet was always interested in paranormal phenomena which include the spiritual phenomena of prayer. Through meeting the founders of Spindrift Research, Bruce and John Klingbeil, Bill began to grasp new ways of applying consciousness research to religion and science. Bill learned that the Klingbeils were healers in the Christian Science tradition who were doing scientific tests of consciousness and prayer. To learn more about Provocative Enlightenment Radio, go to http://www.provocativeenlightenment.com
Billions pray about other people. Religious terrorists pray about “you” everyday. Do they pray to heal or to hurt? What does the science say about the influence of prayer? Bill Sweet joins Eldon to discuss his book, A Journey Into Prayer: Pioneers of Prayer in the Laboratory. The data speaks!
“Prayer is an unrelenting mental input into our world.” On this episode of The Malliard Report, we dive into a topic that is not only divisive within the paranormal circles, but is also known to cause issues among those in the “mainstream”. For many, the utilization of prayer is an incredibly powerful tool: whether used… Continue reading Bill Sweet – Journey into prayer Learn more about your ad choices. Visit megaphone.fm/adchoices
For episode 111, I interviewed Bill Sweet from the MAHA Music Festival. MAHA is an annual music festival that takes place in Omaha, Nebraska. This will be the festival's sixth year; and it has grown in both quality and stature with each year. The date is August 16, 2014. This year's line-up includes: Death Cab For Cutie, The Head and The Heart, Local Natives, The Both (Aimee Mann and Ted Leo), Doomtree, Radkey, The Envy Corps, Icky Blossoms, Domestica, Twinsmith, Matt Whipkey, and M34N STR33T. MAHA is a unique festival in that it is a non-profit operation. The festival is run entirely by volunteers, and is supported with donations from local sponsors. In addition to the two music stages, there are also tents that feature local artists, poets, and comedians. Bill and I talk about the origins of the festival, its goals for the future, and how much actual work goes into pulling off one of these things. For more information on the festival and getting tickets, go to mahamusicfestival.com Thanks for listening. Enjoy. ©2014 The Dark Stuff Podcast
We have the ability to engage empowered prayer; the ability to manifest intended results and, in some way, you are already doing it. In 1969 near Chicago, Bruce and John Klingbeil began to explore "the positive, biased, and negative effects of prayer." They founded Spindrift Inc. to support research and education in the fields that studied consciousness, prayer, spirituality, and the placebo effect. The Klingbeils presumed that the purpose behind quality prayer is to nudge disorder toward order.
Author Bill Sweet joins us tonight to talk about the Spindrift research which began in 1969 by Bruce & John Klingbeil. The father & son team developed scientific laboratory tests to validate the effectiveness of prayer which they ran until their 'strange deaths in 1993".
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