Ep 29: If I Had A Million Dollars... I'd Do This

Remember playing the game when you were a kid? What would you do if you had a million dollars? What about the Barenaked Ladies song and the many ways you could spend a million dollars that it explores? Well, for many of you closing in on retirement, the question of what to do with a million dollars isn't a fetched dream. It's the reality of years of hard work and savings and now you want to "spend" that savings wisely in retirement. But where can you turn in today's economic environment that is rife with uncertainty?

Ep 28: The Matthew Effect (Pareto Distribution)

Range. Today's episode has a lot of range. We're going to talk about the book of Matthew, Accumulated Advantage, the 80/20 Pareto Distribution, Hockey, Celebrities, Endowments and YouTube stars and somehow tie it all together to explain some really interesting phenomena in the stock market and areas of the financial world.

Ep 27: Addressing The Risk To Your Retirement Security Part 2 - The Role of Annuities

In 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.

Ep 26: Addressing The Risk To Your Retirement Security Part 1 - The Role of Long Term Care

Certified 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.

Ep 25: It's All Greek To Me Part 2 - A Gamma Optimized Portfolio

We'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!

Ep 24: Investor Rules Of Thumb Part 2 - Distributors & Retirees

In 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.

Ep 23: Investor Rules Of Thumb Part 1 - Accumulators Saving For Retirement

Certified 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".

Ep 22: It's All Greek To Me Part 1

If 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).

Ep 21: Investing In A Post-Coronavirus World

How 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?

Ep 20: The "F" Word - Fiduciary

No worries, today's episode is NOT explicit. Brian invites Brett to join the program again to discuss this buzzword that has picked up a lot of steam in the financial world over the past few years. What is a Fiduciary? Who qualifies as one? Is it important for you to work with a fiduciary? They'll answer all these questions and more on today's show.

Make the Dough rise
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With Brian Doe, CFP®

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Make the Dough rise Podcast

With Brian Doe, CFP®

Make the Dough rise
Podcast