Financial and retirement planning guidance with Brian Doe of Livingworth Wealth Advisors, based in the Greensboro, Georgia. Serving the lake country and beyond.
Are dividend stocks making a comeback? How will the tech sector impact the products you buy, but also the ones you invest in? And what challenges (or opportunities) exist in foreign markets? These are just some of the questions Brian will answer on today's episode as we look at 10 investment themes to keep an eye on for the remainder of 2022.
Read MoreYou've heard the advice before, and it makes complete sense. Buy low. Sell high. Duh. But hardly any of us successfully do it when it comes to investing in the market. The problem is that most of us let our emotions rule our decision making and we have no "sell discipline". As Brian tells us on today's show, it's only gotten worse with the improvements and advancements in technology over the years. With recent market volatility, it's a good idea for us to bring this topic back to the top of the stack and lean on Brian to remind us why it's always good to have a system in place and to listen to it during times of upheaval.
Read MoreWe're celebrating the 50th episode of Make The Dough Rise by giving away fabulous cash and prizes on today's show. Listen to find out how you can win. And using 50 as our inspiration, we'll highlight some of our best episodes from the past two years that are particularly worth a listen for those of you in your early-to-mid fifties. We'll talk a little about investing rules of thumb for accumulators, annuities, long term care, taxes, early retirement and much more.
Read MoreIn the second part of the series on addressing the risk to your retirement security we'll tackle the controversial topic of annuities. Jamal is back to help Brian explore the pros and cons of these financial products and dive into the reasons why they're so misunderstood.
Read MoreCertified Financial Planner Jamal Mahmood joins the show to start another two-part series. This series explores two major risks to your retirement security. In part 1, we'll explore the need for long term care coverage and explore some of the creative ways Brian and Jamal help solve the problem of accounting for future healthcare needs.
Read MoreWe're back to the alphabet soup we first started to explore in episode 22 of the show. On that episode we dove into financial terms like Alpha, Beta and Sigma. Today, our focus is on Gamma. And the major shift here is from focusing on specific investment measurements to truly trying to understand the additional value that a financial advisor brings to the table. How can a good financial advisor help you make good financial planning decisions and how can we measure that impact? We'll cover the five key indicators and factors that go into finding that value. There's a lot to unpack here, but that also means it's a great opportunity to learn something new. So grab a slice and lend an ear as we kick off the 25th episode of Make The Dough Rise!
Read MoreIn the second part of our rules of thumb series, Brian, Kerrie and Walter will tackle rules that apply to us once we retire or enter that distribution phase of our financial lives. We'll cover the 4% rule, when to take social security, and asset allocation.
Read MoreCertified Financial Planner Kerrie Debbs joins the show today to begin our two-part series on rules of thumb investors need to know. This doesn't mean we should always follow the various rules of thumb, but it's important to understand them and know when they should and shouldn't apply to us. Part 1 covers rules that are applicable to us during the accumulation phase of life, or pre-retirement. We'll cover the Rule of 72, Emergency Funds, and "buying on the dip".
Read MoreIf you're ever trying to diagnose an investment or look under the hood of your portfolio, you're likely to find lots of metrics that might feel an awful lot like (Greek) alphabet soup. On this show, Brian will help us look at some industry jargon and break it down into simple terms to help us better understand how things like cost, risk and performance are evaluated for various investments. You'll learn about Alpha, Beta, Sigma, and Sharpe Ratios. Don't be intimidated by it all. As always, we'll make it easy to understand (well... at least we'll try).
Read MoreHow much has the Coronavirus cost the United States? Is Mnuchin right that it's "not the time to worry about debt"? What kind of damage is being done to the economy with the large scale economic shut down? And what are some of the best available solutions, strategies and opportunities to investigate in the wake of all the COVID-19 fallout?
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