
On episode 125 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFP, Nick Sapienza to discuss optimizing the financials around a new-home build, if private equity is driving up housing prices, tax planning around RSUs, considerations to think about when hiring a financial advisor, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to RocketMoney for sponsoring this episode! Visit: https://www.rocketmoney.com/atc and cancel your unwanted subscriptions today! 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 ►00:00 - Intro ►02:06 - Optimizing the financials of a new-home build ►08:22 - Is Private Equity driving up housing prices? ►16:25 - Tax planning around RSU windfalls ►22:18 - Considerations when hiring a financial advisor ►26:28 - Optimizing a financial plan for a major illness 👕For the latest in financial blogger fashion: https://www.idontshop.com 🎙️Listen to our podcasts: TCAF: https://podcasts.thecompoundnews.com/show/TCAF/ Animal Spirits: https://podcasts.thecompoundnews.com/show/animalspirits/ Ask The Compound: https://podcasts.thecompoundnews.com/show/ATC/ Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ Talk with us about your portfolio or financial plan here: http://ritholtzwealth.com Check out Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com 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, Nick Sapienza, 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/podcast-youtube-disclosures. “Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, or their employees and are not compensated. 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 with, Ritholtz Wealth Management or any of its employees. See disclaimers: https://www.ritholtzwealth.com/podcast-youtube-disclosures. #thecompound #investing #finance