096 - Bill Sweet - Ritholtz Wealth Management

In Ep. 96, Tim talks with Bill Sweet, CFO of Ritholtz Wealth Management. They discuss Bill's time in the army, and how he transitioned into his career in finance.  They also talk about how Bill is working with organizations on Wall Street to help veterans get jobs when they come back from duty.  They talk about the importance of asset location when constructing your portfolio, the key points to know when starting your investing career, and what exactly happened to some folks tax refunds in 2018.

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Tim and Tom Mullooly from Mullooly Asset Management bring you "Living With Money". Tim and Tom will walk you through your financial life step by step. From the very basics of personal finance to in-depth financial planning and investing methods, you will truly learn how to live with money. With years of experience spanning multiple generations, Tim and Tom bring a unique perspective to your financial life, whether you're just starting out, or getting close to retirement. Through educational episodes, and interviews with guests from a number of industries, "Living With Money" will help you tackle topics like cash flow management, college planning, student loans, online banking, investing, retirement planning, estate planning, insurance needs, workplace retirement accounts, taxes, overall financial planning, and so much more. Let's get started.