Financial and retirement planning guidance with Brian Doe of Livingworth Wealth Advisors, based in the Greensboro, Georgia. Serving the lake country and beyond.
Join us for the 100th episode of our podcast where Brian and his daughter, Hannah, explore the evolution of financial literacy from adolescence to college. In Hannah’s second appearance on the podcast (three years since her first show), this episode features discussions on the importance of early savings, adhering to a budget, and the basics of investing. They also tackle practical financial skills and the art of making informed financial decisions.
Read MoreIn this episode of Make The Dough Rise, we explore the critical yet often overlooked aspects of retirement planning—sequence of returns, long-term super cycles, and withdrawal rates. Join us as our summer intern, Kayla, shares fresh insights from her research on market efficiencies and investing strategies. Plus, we'll analyze scenarios of retirees facing vastly different financial landscapes based on timing alone, revealing how choices made during major market events like the dot-com bubble and other financial crises can drastically alter one's financial future. Whether it's panic selling or attempting to time the market, learn why staying disciplined with a well-thought-out investment plan is crucial.
Read MoreIt’s time to revisit some of our favorite wacky indicators that we discussed for the first time back in 2022. Today we’ll find out if Starbucks and gold prices are solid indicators of the economy’s direction. We’ll also give you an update on Social Security in the wake of the annual report released by the trustees. Can you believe that the news isn’t all bad? Listen to this episode of Make the Dough Rise to find out all the details. Finally, we celebrate a cool recognition for the podcast and welcome a new voice, intern Kayla, to the show!
Read MoreWhile you're tidying up the garage and carrying on your traditional spring cleaning tasks, tune into this episode of Make The Dough Rise where we focus on "spring cleaning" your finances, covering essential topics such as tax preparation, the importance of beneficiary reviews, and strategic updates to your investment portfolio. Could Small Cap Value be the most undervalued segment in the market right now? We'll also provide insights into effective planning tools and the implications of upcoming tax law changes.
Read MoreDive into the evolving global landscape in our latest episode of Make The Dough Rise, where we explore the seismic shifts challenging the post-WWII status quo. This "New World Order" could change how we think and approach personal and macro-finance conversations for decades to come. From the end of America's role as the global maritime protector to the pressing realities of de-globalization and the unprecedented energy shifts, we dissect how these changes are reshaping economies and geopolitics. Tune in as we seek to understand a new era defined by industrial upheaval, energy revolutions, and the critical need for innovation in facing the future's uncertain tides.
Read MoreIt’s time to turn our attention to 2024 and unravel the potential twists and turns ahead in the financial world. With the "Recession is coming" mantra entering its third year, we explore the diminishing shadows of inflation and emerging signs of industrial deflation. And as we step into an election year, we demystify the impact of political shifts on the market, and we don't shy away from addressing the elephant in the room: Federal actions. Will there be a shift from rate raising to cutting? Finally, we wrap up with a crucial segment on strategic goal setting. Join us for this episode as we equip you with the knowledge and strategies to make 2024 not just another year, but a milestone in your financial journey.
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