On episode 108 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Jill Schlesinger, CFP and Host of Jill On Money to discuss retiring with 100% stocks, optimizing your portfolio rebalances, how much you should spend on a forever home, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! For more from Jill, check out: https://www.jillonmoney.com/ Thanks to Future Proof for sponsoring this episode. Register for the festival at: https://futureproof.advisorcircle.com/festival/registration/?utm_campaign=FPF24%20-%20Registration&utm_content=278112824&utm_medium=social&utm_source=linkedin&hss_channel=lcp-76482554 ►00:00 - Intro ►03:32 - Optimizing your parents' financial plan ►08:20 - Living on Dividend Income in Retirement ►14:49 - Did the lost decade increase future returns ►20:33 - Can you contribute to a Roth if you make $200k+? ►24:51 - Optimizing portfolio rebalances ►26:04 - Is a Total World Index the perfect equity investment? ►27:26 - How much to spend on a forever home Sign up for our newsletter: https://www.thecompoundnews.com/ 👕 Check out The Compound shop: https://www.idontshop.com Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews 🎙️ Listen to our podcasts: The Compound and Friends: https://link.chtbl.com/compoundandfriends Animal Spirits: https://podcasts.apple.com/us/podcast/animal-spirits-podcast/id1310192007 Ask The Compound: https://link.chtbl.com/askthecompound 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 regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill 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. Wealthcast Media, 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/. “Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, or their employees and are not compensated. All thoughts and opinions expressed herein are those of the commentators, who may or may not be clients, and are not influenced or compensated by Ritholtz Wealth Management, or any of its affiliates, in any way. 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/ #thecompound #personalfinance #investing