When Should You Pay Off Your Mortgage Early?

On episode 102 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO and tax extraordinaire Bill Sweet to discuss the relationship between rates and bonds, if the market is pricing in rate cuts for 2024, dealing with single stock concentration, how direct indexing works, and much more! Submit your Ask The Compound questions to [email protected]!

Thanks to Birddogs for sponsoring this episode! Go to https://www.birddogs.com/atc for a free white-tech dad hat with every purchase!

►00:00 - Intro
►04:20 - The relationship between bonds and rates
►09:55 - Is the market already pricing in rate cuts for 2024?
►15:33 - Pros and cons of paying off a mortgage
►21:41 - Dealing with single-stock concentration
►28:47 - Thoughts on TLH

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