Why Your Portfolio Needs Guardrails, with Ben Carlson | Jill on Money

On this special episode of Jill on Money, Jill Schlesinger talks with Ben Carlson about his career path, his investing philosophy, and why investors should create a framework for their investing decisions. Jill Schlesinger is an Emmy and Gracie Award winning Business Analyst for CBS News and host of the Jill on Money podcast. For more, check out: https://www.jillonmoney.com. ►00:00 Intro ►02:03 Ben’s career start ►09:36 Starting his blog and going to Ritholtz ►17:19 Personal finance and advice ►21:01 A shift in the industry ►22:55 Setting up guardrails for your portfolio ►27:09 Risk and allocation ►32:16 Investing to-do list ►35:13 Avoiding investing mistakes 👕 Check out The Compound shop: https://www.idontshop.com 🎙️ Listen to our podcasts: The Compound and Friends: https://link.chtbl.com/compoundandfriends Animal Spirits: https://link.chtbl.com/animalspirits Ask The Compound: https://link.chtbl.com/askthecompound Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews “Jill on Money” is a publication by Jill Schlesinger, the content creator. Jill Schlesinger is not an employee of Ritholtz Wealth Management. This podcast is for informational purposes only and should not be relied upon for investment decisions. Investing involves the risk of loss. Nothing in this podcast should be construed as a solicitation of an offer to buy or hold, an interest in any investment product. The opinions expressed in this video are those of Jill Schlesinger and her guests. They do not purport to reflect the opinions or views of Ritholtz Wealth Management or its employees. Any recommendations or presentation of material therein do not imply the expression of any opinion whatsoever on the part of Ritholtz Wealth Management concerning the suitability or reliance on any financial topics discussed. The Compound is hosting “Jill on Money” videos for purposes of distribution for Jill Schlesinger through Wealthcast Media, an affiliate of Ritholtz Wealth Management. Wealthcast Media, from time to time, generates advertising revenues on its media channels and has agreements in place to share those revenues with content creators. Ritholtz Wealth Management is not a client or investor with Jill Schlesinger. 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. Jill’s Disclosures: All opinions expressed by Jill Schlesinger on this website and on the “Jill On Money” radio show are solely Jill Schlesinger’s opinions and do not reflect the opinions of CBS News, its parent and affiliated companies or radio station affiliates. You should not treat any opinion expressed on this website or on the radio show as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Jill Schlesinger, CBS News, its parent and affiliated companies and radio station affiliates make no warranty as to the completeness or accuracy of any opinion expressed on this website or on the radio show, and any opinion expressed on this website or on the radio show should not be relied upon as complete or accurate. Before acting on any information on this website or on the radio show, you should consider whether it is suitable for your particular circumstances and seek advice from your own financial or investment adviser. #thecompound #personalfinance #investing