On episode 40 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth CIO Barry Ritholtz to discuss how to invest a lump sum, investing for dependents, dealing with low rate assets, and much more! Submit your Portfolio Rescue questions to [email protected]!
►00:00 - Intro. ►03:08 - Investing a lump sum. ►07:38 - Investing for dependents. ►10:14 - Dealing with low rate assets. ►14:04 - Buying vs. renting. ►20:52 - Finding a new advisor. ►25:41 - 401k investing.
Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Barry Ritholtz, 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/
