How to Make It as a Younger Financial Advisor

On episode 122 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Alex Palumbo, CFP and Financial Advisor at Ritholtz Wealth Management to discuss defining a target savings rate, having imposter syndrome as a young advisor, why the S&P 500 is the wrong benchmark for most investors, buying vs renting, and much more! Submit your Ask The Compound questions to [email protected]!

►00:00 - Intro
►02:36 - How to determine a target savings rate
►08:53 - How to combine finances with disproportionate incomes
►13:06 - Imposter syndrome as a young advisor
►20:55 - Why the S&P 500 is the wrong benchmark for most investors
►24:50 - Buying vs renting real estate in Dallas

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Investing involves the risk of loss. This podcast is for informational purposes only and should not be relied upon for investment decisions and is not a solicitation or recommendation to buy or sell any securities. Ben Carlson, Alex Palumbo, 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 additional disclosures: https://www.ritholtzwealth.com/podcas.... “Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, or their employees and are not compensated.

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