On episode 152 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and Tax Specialist Bill Sweet to discuss parameters to follow when using a brokerage account, optimizing taxable and non-taxable assets, selling RSUs vs using a HELOC for home improvements, investing in precious metals, and much more! Submit your Ask The Compound questions to [email protected]!
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►00:00 - intro ►02:49 - Parameters around investing in a brokerage account ►08:30 - Optimizing taxable and non-taxable assets ►13:46 - Financial plan check-up ►19:36 - Selling RSUs vs using a HELOC for home upgrades ►27:27 - Precious metals as an investment
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