It can be easy to allocate money to bills and an emergency fund, but what about money for fun? Let's talk about a few steps that may fuel the "fun fund".
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As with many people planning for retirement, its' likely that you've got a lot of the right things, but they may not be in exactly the right place. Brian talks about a very simple step you can take to optimize your investments as you build your retirement portfolio.
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The Stretch IRA has been a useful financial planning tool for many years. But new legislation making its way through Congress might cause its demise (see the SECURE Act). We'll ask Brian Doe about the implications of the legislation and why you might need to be concerned if you haven't taken the proper steps to guard against this new development.
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Welcome to the first episode of Make The Dough Rise with Brian Doe. On this edition, we'll get to know Brian a little better, explore how he got into the industry, why he calls Georgia home, and detail for you what we hope you'll learn from listening to future podcasts.
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