Podcasts about dough roller

Andy chats with real people (not advisors) doing their own retirement planning. In this episode, Andy talks with Rob Berger, the creator of the Rob Berger YouTube channel, the founder of the former DoughRoller website, published author and more!. They talk about a wide array of retirement planning topics such as when he started getting serious about retirement planning and a variety of financial topics such as Social Security, investing, how he plans to address any potential long term care scenarios and more!Links in this episode:Rob's YouTube channel - https://www.youtube.com/@rob_bergerRob's website - https://robberger.com/Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com

Referring back to his article, Fundamentals Of Retirement: Is the Summit “Good Enough?”, Jesse uses an experience hiking in the Adirondack Mountains as a metaphor to explore retirement preparedness. He recounts how being poorly equipped for a challenging hike can mirror the pitfalls of entering retirement without thorough planning - you might reach the summit, but the journey and destination may not be as enjoyable. Sharing the example of a couple, John and Eva, who are on the brink of retirement with substantial assets and a solid financial plan, Jesse raises critical questions about their investment strategy, withdrawal plans, and tax considerations, suggesting that while they are well-positioned, their retirement journey could be smoother with additional preparation. For today's interview, Jesse is joined by Rob Berger. Rob is a contributing editor for Forbes Advisor, host of the Financial Freedom Show, and author of “Retire Before Mom and Dad: The Simple Numbers Behind A Lifetime of Financial Freedom”. He founded Doughroller.net in 2007, a popular personal finance blog that attracted millions of visitors. With a background as a litigation attorney, Rob is now a prominent voice in retirement planning, providing valuable education through his YouTube channel and other platforms. If you're looking for quality retirement finance tips, no matter where you are on your journey, this is a great episode for you!   Key Takeaways: • Preparing for retirement allows you to enjoy the journey and the destination (just like hiking!). • Learn about key aspects of retirement planning, such as investment strategy, withdrawal plans, and tax considerations, and the need for comprehensive preparation. • What is the “Retirement Income Death Spiral”? And how can we avoid it? • How does inflation and stock market conditions really affect your retirement savings? • How to take a conservative approach to Social Security and still have cautious optimism about the future. • Why you should not focus on individual stocks when planning for retirement!   Key Timestamps: (02:10) Jesse's Monologue: Retirement Planning Fundamentals (05:47) John and Eva's Retirement Scenario (13:09) Interview with Rob Berger (14:00) Understanding the Retirement Income Death Spiral (15:55) Inflation and Retirement Planning (23:40) Social Security Concerns and Assumptions (25:48) The Future of Social Security and Political Solutions (27:24) The Importance of Diversified Income in Retirement (29:26) The Role of Cash and Bonds in Retirement Portfolios (34:21) The Emotional Side of Market Volatility (39:26) Common Financial Mistakes and How to Avoid Them   Key Topics Discussed: The Best Interest, Jesse Cramer, Rochester New York, financial planner, financial advisor, wealth management, retirement planning, tax planning, personal finance, Rob Berger, Retire Before Mom and Dad, Social Security, retirement account mistakes   Mentions: Website: https://robberger.com/  YouTube: https://www.youtube.com/@rob_berger  LinkedIn: https://www.linkedin.com/in/bergerra/  Mentions:  https://bestinterest.blog/reaching-the-summit-retirement/  Retire Before Mom and Dad: The Simple Numbers Behind A Lifetime of Financial Freedom How Much Cash Should You Hold In Retirement?   Should Cash Replace Bonds in a Portfolio? How to Avoid the Retirement Income Death Spiral?    More of The Best Interest: Check out the Best Interest Blog at bestinterest.blog Contact me at jesse@bestinterest.blog   The Best Interest Podcast is a personal podcast meant for educational and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.  

Today I’m thrilled to have my good friend and mastermind buddy, Rob Berger on the show. Rob is the founder of Dough Roller, which is a top financial blog that he grew to 2 million visitors per year before he sold it for a large sum of money.  After the sale of his blog, he decided to start a YouTube channel, which he’s managed to grow to 180k subs by defying every best practice.  Here’s how he did it! What You’ll Learn How to quickly build a popular YouTube channel from scratch Why best practices for a YouTube channel don’t […] The post 516: How To Skyrocket A YouTube Channel To 180K Subs By IGNORING Best Practices With Rob Berger appeared first on MyWifeQuitHerJob.com.

Bill & Becky chat with Rob Berger.  He wears many hats.  He is a deputy editor at Forbes, an investor, lawyer, personal finance blogger, and YouTuber.  He founded the popular website Doughroller.net.  We discuss his book "Retire Before Mom & Dad: The Simple Numbers Behind a Lifetime of Financial Freedom."  The difference here is that we are mom and dad!  He recently published a video on his YouTube channel called "50+ and Haven't Saved for Retirement? Here's What To Do."  He gave our show a shout-out in the same breath as Mr. Money Mustache and Choose FI!  We reached out to him and he did not hesitate to join us today on Catching Up to FI. Resources mentioned on the show: Doughroller.net Retire Before Mom & Dad: The Simple Numbers Behind a Lifetime of Financial Freedom by Rob Berger 50+ and Haven't Saved for Retirement? Here's What To Do YouTube Video Financial Freedom Calculator What Is the 4% Rule for Withdrawals in Retirement and How Much Can You Spend? Atomic Habits: An Easy & Proven Way To Build Good Habits & Break Bad Ones by James Clear The Progress Principle: Using Small Wins to Ignite Joy, Engagement, and Creativity at Work by Steven Kramer and Teresa Amabile But First, Save 10: The One Simple Money Move That Will Change Your Life by Sarah-Catherine Gutierrez The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, Free Life by J.L. Collins Rocket Money Rob Berger's YouTube Channel Empower Personal Dashboard Mint NewRetirement Mr. Money Moustache LeanFIRE ChubbyFIRE FatFIRE

Tired of paying retail for everything? David Pogue (of NOVA and CBS Sunday Morning fame) joins us to talk money-saving hacks. How much can you save just by buying at the right time, using the modern version of coupons, and shopping at the right stores? We'll talk about Best Buy, Amazon, Retail Me Not, and more on today's show. That's not all. Rob Berger from Dough Roller joins us to discuss the new Betterment offerings. Is this a company on the attack or one that's been forced to be defensive? We also throw out the Haven Life line to Matt, who asks about the right time to rebalance and take a letter from Rick, who has comments about RFID and also debt cleansing. Of course, Doug still brings home the trivia and much more. The show originally aired in 2017 so ignore any mention of current events. FULL SHOW NOTES: https://www.stackingbenjamins.com/money-hacks-david-pogue-rewind-1377 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at StackingBenjamins.com/201. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Rob Berger is an investment technology guru. A litigation attorney in a previous life, Rob started Doughroller.net in 2007, an online community for people to improve their finances and build wealth. The site received tens of millions of visitors. Rob sold the website in 2018, became a Forbes Deputy Editor, published a book, Retire Before Mom and Dad, and now runs the Financial Freedom Show (YouTube), RobBerger.com, and Allcards.com, a website about credit cards and banking.   This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free website at Bogleheads.org and the wiki site is Bogleheads® wiki.    Since 2000, the Bogleheads' have held national conferences in major cities around the country. There are also many Local Chapters in the US and even a few Foreign Chapters that meet regularly. New Chapters are being added on a regular basis. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.     This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.

Today on the Dough Roller Money Podcast we are talking with Tracey Bissett! Tracey is an award-winning Financial Literacy Educator. She founded Bissett Financial Fitness, hosts the Young Money podcast, and on top of all this she is also a full-time professor in the financial services faculty within the Business School at Centennial College. Last year Tracey was awarded as the Most Influential Financial Literacy Leader and The Best Financial Education & Consulting Firm for Bissett Financial Fitness.  In this episode, Tracey jumps right into her goal as a financial fitness coach and how she is here to guide people through their money mistakes! She gives her advice on what business owners new and old should be looking out for when dealing with their company's finances. She also explains how business owners can apply their financial literacy into their personal lives!  If you are ready to eliminate your money mistakes keep on listening!      Calls to Action:    Follow Dough Roller on Linkedin: https://www.linkedin.com/company/dough-roller/ Follow Dough Roller on Instagram: https://www.instagram.com/doughrollermoney/ Follow Dough Roller on Twitter: https://twitter.com/doughroller Check out the Dough Roller website and blog: https://www.doughroller.net/     Timestamps:   00:00 - Introduction to Tracey 03:09 - What are the personal biases Tracey think people should look out for when dealing with money 06:30 - Tracey explains what exactly is a financial fitness coach 08:41 - What are the money mistakes she sees that business owners often make 10:50 - What are Tracey's tips for businesses to get out of these mistakes 13:53 - Does what Tracey teach translates from business owners to personal finance  16:26 - Tracey's advice for business owners who aren't intentional with spending money 18:15 - How she approaches helping with people who have side hustles and her advice for those starting side hustles 23:50 - What are the currently issues that Tracey seeing during COVID 27:00 - How Tracey helps young adults 32:36 - Where you can follow Tracey and her endeavours  Mentioned in the Episode:   Check out Tracey's Website: https://www.bissettfinancialfitness.com/about/  Listen to Tracey's Podcast: https://ymwithtraceybissett.libsyn.com/  Connect with Tracey on LinkedIn: https://www.linkedin.com/in/traceybissett/?originalSubdomain=ca 

Today on The Dough Roller Money Podcast we are talking with Tom Corley! Tom is the author of the best-selling book Rich Habits, is a frequent speaker and contributor to CNBC, and has shared his insights on over 1,000 radio shows including The Dave Ramsey Show, WABC, WCCO, KOA, KDKA, and KKOB. Tom is a CPA, CFP, holds a Master's Degree in Taxation, and is also President of Cerefice and Company, CPAs, one of the top financial firms in New Jersey. In this episode Tom shares how he stepped into the work of financial planning and tax work, helping others achieve financial independence. The also shares more about this book Rich Habits and his insight into cultivating the right habits and mindset to achieve success! If you want to learn how to start your Rich Habits journey, listen now!      Calls to Action:    Follow Dough Roller on Linkedin: https://www.linkedin.com/company/dough-roller/ Follow Dough Roller on Instagram: https://www.instagram.com/doughrollermoney/ Follow Dough Roller on Twitter: https://twitter.com/doughroller Check out the Dough Roller website and blog: https://www.doughroller.net/     Timestamps:   00:00 - Introduction to Tom Corley 01:00 - Tom explains how he originally got into the world of financial planning and tax work 07:08 - What some of the key habits that Tom has identified to becoming successful 13:30 - What Tom has identified as a common trait for becoming successful 23:43 - Tom shares about some of the bigger concerns people have when coming to Tom for financial advice 28:50 - Tom shares his insights into stock portfolios  33:29 - Tom and Rob talk about the struggle of financial planning 37:22 - Tom gives his advice and insight on annuities 39:09 - Where you can follow Tom and purchase his book Mentioned in the Episode:   Read Tom's Book: https://richhabits.net/  Connect with Tom on LinkedIn: https://www.linkedin.com/in/tomcorley/ 

Today on The Dough Roller Money Podcast, we have Joseph Hogue! Joseph is the founder of Let's Talk Money, a wildly popular Youtube channel on finance, and is the author of 11 books about finance. Some of the titles include Step By Step Dividend Investing, Make Money Blogging, The Passive Income Myth, Crushing Youtube, and Self-Publishing for Passive Income.  And all 11 of his books he self-published. In this episode, Joseph jumps straight into giving a firsthand look into creating passive revenue through self-publishing. He then shares how he went from working as an analyst to creating his own youtube channel where he gives his professional insight into financial trends. Lastly, he describes how he keeps his large investment portfolio organized and how you can too!  If you're looking for a current read on today's investment trends, keep on listening!   Calls to Action:    Follow Dough Roller on Linkedin: https://www.linkedin.com/company/dough-roller/ Follow Dough Roller on Instagram: https://www.instagram.com/doughrollermoney/ Follow Dough Roller on Twitter: https://twitter.com/doughroller Check out the Dough Roller website and blog: https://www.doughroller.net/     Timestamps:   00:00 - Introduction to Joseph Hogue 01:30 - How Joseph has gone about self-publishing his own books 06:23 - Where to find and read Joseph's books 07:24 - Joseph shares his career journey from an analyst to a YouTuber 11:40 - He shares what tools he uses for analyzing trends and his insight on recent trends 23:35 - Joseph gives his take and his approach to cryptocurrency 26:50 - He gives his opinion and insight into what we should learn about smart contracts on the blockchain 31:36 - He shares how many stocks that are in his portfolio 32:40 - Joseph tells us what tools he uses for investing in cryptocurrency 34:06 - He also shares about his low-cost index funds 35:04 - How Joseph keeps all of his transactions organized 36:11 - What Joseph has planned for 2022 and shares about his communities  39:00 - How he handles his comment section on YouTube 40:10 - How to keep up with Joseph, his YouTube channel, and his other endeavours  Mentioned in the Episode:   Subscribe to Let's Talk Money!: https://www.youtube.com/channel/UCbKdotYtcY9SxoU8CYAXdvg  Read Joseph's Books: https://www.amazon.com/Mr.-Joseph-Hogue/e/B015134P9W  Connect with Joseph on LinkedIn: https://www.linkedin.com/in/josephhogueefficientalpha/ 

Today on the Dough Roller Money Podcast we have Jack Brennan! Jack is a Chairman and served as CEO of The Vanguard Group from 1996-2009. He has steered trillions- literally trillions- of dollars throughout his career, and you'd be hard-pressed to find anyone with better financial astuteness than Jack. Currently, Jack is a director of Guardian Life Insurance Company of America, American Express Company, and Rockefeller Capital Management. He is Chairman of the Board of Trustees of the University of Notre Dame, and is a founding trustee of King Abdullah University of Science and Technology. This past year Jack re-released an update to his book More Straight Talk on Investing, which was originally released in 2002. On this episode Jack shares his journey workin with Vanguard for over a decade and how he has seen the company change over the years. He gives his insight on topics like stocks vs. bonds, rebalancing taxable accounts, and cryptocurrency. Jack has recently re-released an update to his book More Straight Talk on Investing, which was originally released in 2002.     Calls to Action:    Follow Dough Roller on Linkedin: https://www.linkedin.com/company/dough-roller/ Follow Dough Roller on Instagram: https://www.instagram.com/doughrollermoney/ Follow Dough Roller on Twitter: https://twitter.com/doughroller Check out the Dough Roller website and blog: https://www.doughroller.net/ Timestamps:   00:00 - Introduction to Jack Brennan 00:31 - Jack gives his response to all the criticism that has been directed at Vanguard over the years 04:51 - Jack gives his advice for those wondering how they should position their portfolios for the recent inflation 12:50 - Jack gives his opinion of the phrase “stock out perform bonds” 14:47 - Jack explains why he doesn't practice the 4% rule 16:20 - Jack gives his take on international stocks 18:39 - Jack gives his opinion on the argument for not rebalancing in a taxable account 21:21 - He talk about Vanguard not being involved with cryptocurrency  23:30 - He then give his advice and opinion on the cryptocurrency  25:23 - Jack gives his insights into what he thinks are the biggest risks today for the long term investor in the United States? 30:29 - Jack dives in to his book and why he re-released it 34:00 - Where to keep up with Jack and his work Mentioned in the Episode:   Read Jack's books: https://amz.run/5PkQ 

Today on the Dough Roller Money Podcast we are talking to Ish Verduzco! He's the author of How Successful People Get Ish Done, and the host of the Getting Ish Done podcast.  In his early-to-mid 20s Ish became interested in personal development and started writing and researching his first book How Successful People Get Ish Done. With the creation and rise of NFT's in the last 2 years, Ish is currently in the process of creating an NFT playbook for those who want to start investing with NFTs. This year, Ish was named one of Hispanic Executive's 30 under 30 for 2021, and he gave the 2020 commencement speech at his alma mater, UC Merced. He currently hosts the podcast Getting Ish Done, and is only going up from there! In this episode Rob and Ish talk about the world of investing and NFTs. Ish shares how he began his journey in NTFs and how he has approached this space so far. He tells us his opinion on how he thinks crypto and NFTs can be used in the future and what we can expect from it's evolution. We are also able to get a glimpse into how he created his book and how making it into an NFTs is revolutionary.  If you want an insider's look into the world of NFTs this episode is for you!      Calls to Action:    Follow Dough Roller on Linkedin: https://www.linkedin.com/company/dough-roller/ Follow Dough Roller on Instagram: https://www.instagram.com/doughrollermoney/ Follow Dough Roller on Twitter: https://twitter.com/doughroller Check out the Dough Roller website and blog: https://www.doughroller.net/   Timestamps:   00:00 - Introduction to Ish Verduzco 01:43 - Ish talks about his background and an overview of his career 05:13 - He share about his framework and how it's worked for him overtime 08:38 - Ish's advice on how to tackle his framework 11:57 - He shares about his approach to investing and how he got started 14:58 - He explains how he has invested his 401K 15:53 - What Ish's crypto and NFT portfolio currently looks like 16:47 - In his on words Ish explains what an NFT is and his approach to the space18:38 - Ish breaks down how his book is also an NFT and why this is so special 25:39 - He shares about the NFTs he has purchased as investments and how he estimates their value 31:15 - How he goes to purchase NFTs and where he likes to keep them once purchased 33:23 - Ish shares his view on the longevity of NFTs and what can NFTs actually solve for us 41:04 - How Ish thinks the future will look like if decentralized finance becomes the norm 44:57 - Ish share where he invests his crypto and his reasoning behind it 47:55 - How Ish thinks crypto and NFTs will perform in the future when the economy run out of money 49:58 - Where to follow Ish and all of his endeavors  Mentioned in the Episode:   Buy Ish's book: https://www.ishverduzco.com/book  Visit Ish's Website: https://www.ishverduzco.com/  Listen to Ish's Podcast: https://www.ishverduzco.com/podcast  Follow Ish on LinkedIn: https://www.linkedin.com/in/ishverduzco/  Follow Ish on Instagram: https://www.instagram.com/ishverduzco/  Follow Ish on Twitter: https://twitter.com/ishverduzco  

Today we're talking with Larry Hagner! Larry is  the founder and CEO of The Dad's Edge. He is an author, podcast host, and speaker. Larry founded his brand The Good Dad Project, later coined The Dad Edge, in 2015 after he published his book The Dad's Edge: 9 Simple Ways to Have: Unlimited Patience, Improved Relationships, and Positive Lasting Memories.  He's also the host of The Dad Edge Podcast where he's interviewed over 700 experts on all things pertaining to life and fatherhood. And last year in 2020 Larry was chosen as a speaker/educator for the Financial Freedom Movement Summit.  On today's episode we chat with Larry about his childhood journey, growing up without a father-figure, and how that led to him creating The Dad's Edge. We'll also hear about how COVID-19 changed Larry's financial priorities and philosophies.      Calls to Action:    Follow Dough Roller on Linkedin: https://www.linkedin.com/company/dough-roller/ Follow Dough Roller on Instagram: https://www.instagram.com/doughrollermoney/ Follow Dough Roller on Twitter: https://twitter.com/doughroller Check out the Dough Roller website and blog: https://www.doughroller.net/     Timestamps:   00:00 - Introducing Larry Hagner 01:52 - The backstory of The Dad Edge 08:13 - Larry's backstory and journey to The Dad's Edge 20:17 - When Larry shifted The Dad's Edge to full time work 21:26 - The Masterminds community 24:47 - How money growing up affected Larry to today 31:35 - What financial issues cause couples the most problems 34:05 - How Larry landed on his financial philosophies 37:19 - How COVID-19 shifted Larry's financial priorities 42:01 - Where to keep up with The Dad's Edge and Larry     Mentioned in the Episode:   Dad's Edge Website - https://thedadedge.com/ Dad's Edge Podcast - https://thedadedge.com/podcast/ Larry's Free 21 Day Course - https://thedadedge.com/extraordinary-marriage/ Larry's LinkedIn - https://www.linkedin.com/in/larry-hagner-a82b8715/

Today on Dough Roller, we are talking with Dr. Daniel Crosby! He is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby recently co-authored a New York Times Best-Selling book titled, Personal Benchmark: Integrating Behavioral Finance and Investment Management.  Daniel was named one of the “12 Thinkers to Watch” by Monster.com and a “Financial Blogger You Should Be Reading” by AARP, and is the author of many best-selling books which include:You're Not That Great, The Laws of Wealth, and Behavioral Investor. He also hosts the podcast Standard Deviations which tackles money, mind, and meaning, all through a psychological lens. One today's episode we talk about how Dr. Daniel created the Irrationality Index, and the different investing personalities. We'll also learn about Dr. Crosby's stance on higher risk investments like crypto, and how different personality traits can have different levels of success when investing!     Calls to Action:    Follow Dough Roller on Linkedin: https://www.linkedin.com/company/dough-roller/ Follow Dough Roller on Instagram: https://www.instagram.com/doughrollermoney/ Follow Dough Roller on Twitter: https://twitter.com/doughroller Check out the Dough Roller website and blog: https://www.doughroller.net/ Timestamps:   00:00 - Introducing Dr. Daniel Crosby 03:11 - How Daniel created the Irrationality Index 08:11 - Behavioral Finance lessons to learn in the market 13:07 - Value Momentum Investors vs. Value Camp Investors 20:05 - Identifying Investment Biases 23:28 - Incorporating momentum into you investment philosophy 26:52 - Dr. Daniel's insights on fear 29:28 - Dr. Daniel's research on personality traits in successful investors 38:31 - Where to keep up with Dr. Daniel Mentioned in the Episode:   Dr. Daniel's Twitter - https://twitter.com/danielcrosby   Dr. Daniel's LinkedIn - https://www.linkedin.com/in/danielcrosby/   Standard Deviations Podcast - https://podcasts.apple.com/us/podcast/standard-deviations-with-dr-daniel-crosby/id1241946146   Dr. Daniel's Books - https://www.amazon.com/Daniel-Crosby/e/B00O72MW1W/ref=dp_byline_cont_book_1

Today on Dough Roller, we are talking with Roger Whitney! Roger is The Retirement Man. His blog and podcast of the same name are legendary, and his mission is to help people shift what they think is possible in retirement by changing how they live, work, and celebrate what's possible in the present.  Roger is a 3 time PLUTUS award winner and author of Rock Retirement: A Simple Guide to Help You Take Control and be More Optimistic About the Future. He's been ranked by Investopedia as one of the most influential financial advisers for over 5 years, and he created the Rock Retirement Club, which is an online community which provides tools for others to build an amazing retirement. On the show today we talk with Roger about his firm Agile Retirement and their philosophies. We'll also learn how to overcome mental hurdles surrounding retirement planning and how to create your own unique retirement plan. If you've ever had any confusion around retirement, keep listening to this episode for some great advice! Calls to Action:    Follow Dough Roller on Linkedin: https://www.linkedin.com/company/dough-roller/ Follow Dough Roller on Instagram: https://www.instagram.com/doughrollermoney/ Follow Dough Roller on Twitter: https://twitter.com/doughroller Check out the Dough Roller website and blog: https://www.doughroller.net/     Timestamps:   00:00- Introducing Roger Whitney 01:44- Roger's firm, Agile Retirement 05:11- How Roger approaches retirement planning 14:10- Building a framework for your finances 20:46 - Narrowing down your planning priorities 24:59- Overcoming mental hurdles around retirement 27:53- Finding your personal perfect retirement number 42:13- Where to keep up with Roger     Mentioned in the Episode:   Roger's Website and Class- https://www.rockretirementclub.com/ Retirement Answer Man Podcast- https://podcasts.apple.com/us/podcast/retirement-answer-man/id834314596

Today on Dough Roller, we are talking with Harlan Landes! Harlan is the Founder and Executive Director of the Plutus Foundation, which provides resources and grant money to assist the independent financial media to create, develop, and administer programs that enhance financial literacy, education, and empowerment. He also ran one of the first personal finance blogs, Consumerism Commentary. In this episode, we talk about Harlan's financial journey from losing everything, to creating a foundation that deals in millions of dollars a year. We'll also hear about Harlan's saving and investing methods.    Calls to Action:    Follow Dough Roller on Linkedin: https://www.linkedin.com/company/dough-roller/ Follow Dough Roller on Instagram: https://www.instagram.com/doughrollermoney/ Follow Dough Roller on Twitter: https://twitter.com/doughroller Check out the Dough Roller website and blog: https://www.doughroller.net/   Timestamps:   00:00- Introducing Harlan Landes 01:52- Harlan's first blog Consumerism Commentary 09:37- How Consumerism Commentary became a business 19:53- Harlan's next move after selling Consumerism Commentary 32:21- How and why Harlan founded The Plutus Foundation 37:10- Harlan's next projects 39:00- Where to keep up with Harlan   Mentioned in the Episode:   Plutus Foundation - https://plutusfoundation.org/  Harlan's Twitter - https://twitter.com/harlanlandes

Today on Dough Roller, we are talking with Bola Sokunbi! Bola is a best-selling author and the founder and CEO of Clever Girl Finance.  In this episode, we talk about Bola's inspiring backstory and where she got her inspiration to start her own businesses. We'll also talk about the wage disparity and financial hurdles women and people of colour face when trying to build their wealth. This interview will leave you feeling inspired and ready to take action, so keep on listening! Calls to Action:    Follow Dough Roller on Linkedin: https://www.linkedin.com/company/dough-roller/ Follow Dough Roller on Instagram: https://www.instagram.com/doughrollermoney/ Follow Dough Roller on Twitter: https://twitter.com/doughroller Check out the Dough Roller website and blog: https://www.doughroller.net/     Timestamps:   00:00 - Introducing Bola Sokunbi 00:52 - Bola's Inspiration and Backstory 06:28 - Why Bola Started Heavily Saving in College 09:49 - Bola's First Side Hustle 15:26 - The Beginning of Clever Girl Finance 20:33 - Bola's Decision to Make Her Courses Free 25:20 - The Financial Challenges Women Face 36:10 - Building Wealth as a Woman in Other Countries 39:40 - What's Next for Bola 42:06 - How to Keep Up With Bola     Mentioned in the Episode:   Clever Girl Finance Website - https://www.clevergirlfinance.com/ Clever Girl Finance Instagram – https://www.instagram.com/clevergirlfinance/?hl=en Clever Girl Finance YouTube - https://www.youtube.com/channel/UCXpAvdmdMHiwVtG9R05qFig

Today on Dough Roller, we are talking with Peter Mallouk! Peter is the President and CEO of Creative Planning. Creative Planning is a Registered Investment Advisory firm that manages over $100 billion dollars in assets and serves clients in all 50 states. Both Creative Planning and Peter have been recognized as industry leaders by organizations such as Barron's, Financial Times and CNBC. RIA Channel, published by Forbes, recently ranked Creative planning as the #1 Wealth Manager for 2020.* Along with Creative Planning, Peter also provides financial education to those who have been underserved by the financial service industry. He and his wife have received awards such as the Giving the Basics Human Dignity award and Variety Presidential Citation award. He has also founded a non-profit dedicated to providing under-resourced communities with actionable financial education. Today we talk with Peter about his thoughts on our current inflation in the market, and his thoughts on cryptocurrency stocks. We'll also hear all about what Creative Planning does. If you want to hear some hard truths about financial planning, keep listening!   * See Creative Planning's website at https://creativeplanning.com/important-disclosure-information/ for important award disclosure information.

Today on Dough Roller, we are talking with Doug Nordman. Doug is a best-selling author of two books, The Military Guide to Financial Independence and Raising Your Money-Savvy Family For Next Generation Financial Independence. He retired from the military at age 41, and spends his time now helping other military families and veterans become financially independent.  In this episode, we talk about how Doug was able to retire at age 41 and how he earns his passive income now. We'll also hear Doug's advice on asset allocation and how to deal with the behavioral side of finance. If you want to hear some great advice for retirement planning, keep listening!   Calls to Action:   Follow Dough Roller on Linkedin: https://www.linkedin.com/company/dough-roller/ Follow Dough Roller on Instagram: https://www.instagram.com/doughrollermoney/ Follow Dough Roller on Twitter: https://twitter.com/doughroller Check out the Dough Roller website and blog: https://www.doughroller.net/   Timestamps:    00:20- Doug's History as a Navy Nuclear Engineer  02:29- How Doug Earned Money After Retiring from the Navy  10:17- How Doug Uses the 4% Rule  12:57- Doug's Advice on Asset Allocation  17:09- Doug's Plan of Retiring at 41  27:13- About Doug's Book The Military Guide to Financial Independence   32:14- How Doug Started Surfing  34:59- The Importance of Behavioral Finance   42:08- The Tools Doug Uses to Maintain his Budget  46:01- How to Keep Up with Doug   Mentioned in the Episode:   Doug's First Book: The Military Guide to Financial Independence and Retirement Doug's Most Recent Book: Raising Your Money-Savvy Family For Next Generation Financial Independence  Doug's Facebook: https://www.facebook.com/doug.nordman.5 Doug's Website: https://the-military-guide.com/ Doug's Twitter: https://twitter.com/themilitaryguid

Today on Dough Roller, we are talking with Doug Nordman. Doug is a best-selling author of two books, The Military Guide to Financial Independence and Raising Your Money-Savvy Family For Next Generation Financial Independence. He retired from the military at age 41, and spends his time now helping other military families and veterans become financially independent.  In this episode, we talk about how Doug was able to retire at age 41 and how he earns his passive income now. We'll also hear Doug's advice on asset allocation and how to deal with the behavioral side of finance. If you want to hear some great advice for retirement planning, keep listening!   Calls to Action:    Follow Dough Roller on Linkedin: https://www.linkedin.com/company/dough-roller/ Follow Dough Roller on Instagram: https://www.instagram.com/doughrollermoney/ Follow Dough Roller on Twitter: https://twitter.com/doughroller Check out the Dough Roller website and blog: https://www.doughroller.net/   Timestamps:    00:20- Doug's History as a Navy Nuclear Engineer  02:29- How Doug Earned Money After Retiring from the Navy  10:17- How Doug Uses the 4% Rule  12:57- Doug's Advice on Asset Allocation  17:09- Doug's Plan of Retiring at 41  27:13- About Doug's Book The Military Guide to Financial Independence   32:14- How Doug Started Surfing  34:59- The Importance of Behavioral Finance   42:08- The Tools Doug Uses to Maintain his Budget  46:01- How to Keep Up with Doug   Mentioned in the Episode:   Doug's First Book: The Military Guide to Financial Independence and Retirement Doug's Most Recent Book: Raising Your Money-Savvy Family For Next Generation Financial Independence  Doug's Facebook: https://www.facebook.com/doug.nordman.5 Doug's Website: https://the-military-guide.com/ Doug's Twitter: https://twitter.com/themilitaryguid

Today we are chatting with Spencer Jakab! Spencer is an award-winning journalist who has written for the Financial Times, Dow Jones, and The Wall Street Journal, where he is currently the editor of the Heard on the Street column. He has a new book coming out on the GameStop/Meme Stock events of 2021 called The Revolution That Wasn't: GameStop, Reddit, and the Fleecing of Small Investors. In today's episode we talk with Spencer about his new book and the early days of the GameStop saga. We'll also hear Spencer's personal thoughts about funding your index funds and portfolios, and what he thinks about crypto investing.    Calls to Action:    Follow Dough Roller on Linkedin: https://www.linkedin.com/company/dough-roller/ Follow Dough Roller on Instagram: https://www.instagram.com/doughrollermoney/ Follow Dough Roller on Twitter: https://twitter.com/doughroller Check out the Dough Roller website and blog: https://www.doughroller.net/   Mentioned in the Episode:   Spencer's new book- https://www.amazon.com/gp/product/B09DP5L6QG/ref=dbs_a_def_rwt_bibl_vppi_i0 Spencer's Twitter- https://twitter.com/Spencerjakab?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor Spencer's Website-https://spencerjakab.com/ Spencer's Articles on WSJ- https://www.wsj.com/news/author/spencer-jakab

Today on Dough Roller, we are talking with Robert Leonard! Robert is an expert investor, entrepreneur, and podcast host! He attended University of Massachusetts where he graduated Cum Laude with a BSBA degree in Finance and Economics along with a MBA degree in Accounting and Finance. Robert then became a Certified Management Accountant (CMA) where he practiced as a financial analyst and corporate finance manager. He is an accounting and finance professional with an immense passion for stock and real estate investing, business, and entrepreneurship, which allowed him to quit his W2 position and begin his own real estate investment business.  He is currently the host of two podcasts, Millennial Investing and Real Estate 101 which are under The Investor's Podcast group where he has recently became VP of growth and innovation. Robert is also a founder and managing partner of Piranha Capital, a boutique real estate investment firm.  In this episode, we talk about Robert's journey to finance and motocross beginnings. We'll learn about Robert's story of his first real estate investment, and how it hooked him into house hacking. We'll also discuss stock portfolios, bitcoin investment, and rules of thumb for property rental management. If you want to learn more about real estate investing, keep listening!   Social Media:   Follow Dough Roller on Linkedin: https://www.linkedin.com/company/dough-roller/ Follow Dough Roller on Instagram: https://www.instagram.com/doughrollermoney/ Follow Dough Roller on Twitter: https://twitter.com/doughroller Check out the Dough Roller website and blog: https://www.doughroller.net/   TIME STAMPS:   00:21- Robert's Motocross Backstory and Path to Finance 07:14-  What Robert is Doing Now and His Podcasts 09:06- Robert's First Real Estate Investment and House Hacking 22:49- Robert's Real Estate Empire Today 25:09- Why Robert's Properties are Long Distance 35:00- Robert's Rules of Thumb for Property Rentals 37:22- Managing Properties During COVID 42:00- Robert's Stock Portfolio and Investment in Bitcoin 53:46- Where to Keep Up With Robert   Mentioned in the Episode:   Investor Shadow Robert's Twitter Robert's Instagram Milennial Investing Podcast

Today on Dough Roller, we are talking with George Kamel! George is a Ramsey Personality and Personal Finance Expert, host of The Fine Print podcast and cohost of the EntreLeadership podcast. He has previously hosted The Ramsey Show video channel, Ramsey live events, Borrowed Future podcast, and Foundations in Personal Finance High School Curriculum. He has been a staple of the Ramsey team personalities, and has been working on their team since 2013.  George is a huge proponent of helping people make the most of their money, to make the most of their life through all sorts of different channels. Recently, he spearheaded the release of Ramsey Solutions first documentary, Borrowed Future: How Student Loans Are Killing the American Dream. The documentary is based off the eight episode podcast he hosted back in 2019 and he is a producer on the film. In this episode, we talk about how George became involved with the Dave Ramsey team, and how he used the Ramsey methods to become debt-free. We also discuss George's podcasting ventures and the release of his new documentary, Borrowed Future. George also tells us about finance trends we should be weary of, his take on credit-cards and their rewards programs, and how the student loan crisis is taking over people's lives. If you're looking for clear-cut ways to get on the path to being debt free, keep listening!   Social Media:   Follow Dough Roller on Linkedin: https://www.linkedin.com/company/dough-roller/ Follow Dough Roller on Instagram: https://www.instagram.com/doughrollermoney/ Follow Dough Roller on Twitter: https://twitter.com/doughroller Check out the Dough Roller website and blog: https://www.doughroller.net/   TIME STAMPS:   00:29-George's Backstory and How He Got Involved With Dave Ramsey 02:09- How George Follows the Ramsey Method to Become Debt Free 04:49- George's Podcasts 06:43- Finance Trends to Be Weary Of 08:01- George's Opinion on Bitcoin 10:21-George's Take on Credit Card and Rewards 14:17- Student Loans and George's Documentary 24:50- How Policy Can Effect Change for Student Loans 30:28- How George Paid of $40,000 of Debt 35:12- How to Bulletproof Our Finances   Mentioned in the Episode:   The Fine Print Podcast EntreLeadership Podcast Borrowed Future Documentary  George's Instagram George's Twitter

Today on Dough Roller, we are talking with Scott Young! Scott Young is an author, entrepreneur, computer programmer, and host of The Scott Young Podcast. Scott has started and kept up a wildly popular blog since he was 18 years old, and most notably has completed some amazing learning challenges, such as the MIT Challenge where in just one year he learned the entire curriculum of MIT's computer science major without taking any classes, and The Year Without English where he set out to learn 4 different languages over the course of one year. Scott's first book Ultralearning, is a Wall Street Journal Best-Seller, and in 2012 he gave a TEDX talk about his approach to learning and his time at MIT, which has been viewed over half a million times. He has written over 1000 articles on everything from holistic learning to finding the meaning of life. Scott is a master of self-teaching and learning, and an exemplary multi-hyphenate scholar. In this episode, we talk about Scott's journey with his learning challenges, including his infamous time with the MIT challenge. Scott tells us how he got into personal development and learning, and how he uses those skills in his day-to-day life. We'll also talk about the emotional side of investing, and how to keep your anxiety at bay when making risky finance decisions. If you're looking to up your learning intake and hear some investing tips, listen on!   Social Media:   Follow Dough Roller on Linkedin: https://www.linkedin.com/company/dough-roller/ Follow Dough Roller on Instagram: https://www.instagram.com/doughrollermoney/ Follow Dough Roller on Twitter: https://twitter.com/doughroller Check out the Dough Roller website and blog: https://www.doughroller.net   Timestamps:   00:21- Scott's Background and “Claim to Fame” 01:58- Scott's Journey with the MIT Challenge 13:20- How Scott Became Obsessed with Personal Development 16:29- What Can We Do To Improve Our Learning Ability 19:16- How Scott Overcame Difficult Feedback 24:36- Telling the Difference Between Luck and Mastery 28:04- The Emotional Side of Investing 32:45- Scott's Courses and Teachings 35:18- Scott's Upcoming Ultra Learning Projects   Mentioned in the Episode:   Scott's Writings About His Learning Challenges- https://www.scotthyoung.com/blog/my-projects/  Scott's blog- https://www.scotthyoung.com/ Scott's Courses and Trainings- https://www.scotthyoung.com/blog/books-courses/ Scott's Podcast- Scott Young Podcast Ultralearning Book- Ultralearning

Ready to be rolling in the dough? Our goal at Dough Roller is to help you make the most of your money and provide easy-to-understand guidance on managing your finances, building wealth, and attaining financial freedom. Because it pays to be smart about money.  We are back and better than ever, so join us for a new episode every week on Mondays! The purpose of this re-introductory episode is to give you a glimpse of what's to come and to welcome you, our listeners. Whether you're just tuning in for the first time, or have listened to Dough Roller since the start, welcome! In the coming months, we will be bringing on new hosts and special guests to have conversations with a diverse range of leaders in personal finance. In these conversations, we will cover easy-to-understand financial tips,  guidance on managing money, retirement planning, and best practices for saving. We'll also dig deeper into hot topics in the finance world like cryptocurrencies, the gig economy, real estate, and much more!   We would love to hear from you, our listeners, so please connect with us through our socials and tell us what else you'd like to hear on the show! With the Dough Roller Money Podcast you will learn how to make more, spend less, and invest the rest!   Social Media:   Follow Dough Roller on Linkedin: https://www.linkedin.com/company/dough-roller/ Follow Dough Roller on Instagram: https://www.instagram.com/doughrollermoney/ Follow Dough Roller on Twitter: https://twitter.com/doughroller Check out the Dough Roller website and blog: https://www.doughroller.net

Mark and Rob have a conversation about many topics, Blogging, Markets, the Future… Podcast Date: 04/08/20

In this episode of The Dental Sherpa, Caleb interviews Rob Berger (Author of Retire Before Mom & Dad, Investor, and Deputy Editor @Forbes) about all things investing and money ... specifically for you dentists! A little about Rob ... In 2007, he started Doughroller.net as an online community for people to improve their finances and build wealth. Since that time, Dough Roller has received millions of visitors and been featured by the likes of Yahoo! Finance, MSN Money, U.S. News and World Report, the Wall Street Journal Online and more. In 2018 he sold the website to a public company in Israel and retired. A few weeks later, he started working for Forbes. Before these entrepreneurial ventures, he was a litigation attorney. Caleb & Rob break down everything you need to know about investing and how to achieve financial freedom as a dentist! Please reach out to Caleb or Colin for further questions. For more info please visit our websites below! Rob Berger: https://robberger.com/ Trusted Practice Transitions Produced by KaneCast

Want to replace your W-2 income with an online business? Learn from those who have done it! Rob Berger from Dough Roller and Forbes joins us to talk about building his business, leaving his day job behind, then ultimately selling the business he built and living the life he wants to live.Rob normally doesn't talk on this topic - typically you'll find him writing and talking about personal finance on his blog at Dough Roller, on his podcast, or on Forbes.Topics you'll learn about:The best source of traffic for your online businessHow to monetize and make money from your siteWhat it takes to stick it out until results happen!Rob's 3 best investments he's madeGet in touch:www.robberger.comhttps://www.forbes.com/sites/robertberger/#54bc1be126b2www.doughroller.netOther Similar Episodes:Time management and multifamily side hustling with Kyle Jones5 Year Plan to Financial Freedom with Anna Kelley

Rob Berger is a litigation attorney and founder of the Dough Roller, popular personal finance and investing website with a singular focus—to help people achieve financial freedom. Rob is also the author of a book called "Retire Before Mom & Dad". In this episode, we discuss Rob's approach to investing as well as the current state of the capital markets, short term, and long term economic outlook. To conclude the podcast Rob gives advice to all young or inexperienced investors. Tune in for more! You can find Rob at: - https://www.forbes.com/sites/robertberger/#29c6403126b2 - https://robberger.com/

Most of us have heard of the concept of early retirement and financial freedom. Yet for many, the specifics of exactly how to reach financial independence can be elusive and difficult to achieve.In this episode, we chat with Rob Berger – successful entrepreneur, retired trial lawyer, and author of the book Retire Before Mom And Dad: The Simple Numbers Behind A Lifetime Of Financial Freedom.Rob shares with us how he was able to achieve financial freedom at just 49 years of age, after just 7 years of targeted focus and intentional progress toward his goals. He talks about the specific steps he took in his process, including cutting out his daily mocha lattes, paying off his debts, monetizing his online businesses, and investing in real estate and the stock market.--WHAT TO LISTEN FORHow, despite the lavish lifestyle Rob was able to achieve as a lawyer, he was still missing the fulfillment and flexibility he truly wantedHow Rob got started on his journey to financial freedom and how long it took him to get thereRob’s specific tips on how to get started on your journey to early retirementRob’s formula for determining the exact amount you need to retire confidentlyHow Rob uses a “money audit” to ensure he’s keeping his expenses lean --RESOURCES FROM THIS EPISODEWebsite: https://robberger.com/--CONNECT WITH USTo connect with Annie and Julie, as well as with other Investing For Good listeners, and to get the latest scoop on new and upcoming episodes, join the Investing For Good Podcast Community on Facebook.To learn more about real estate syndication investment opportunities, join the Goodegg Investor Club.Be sure to also grab your free copy of the Investing For Good book (just pay S&H).--Thanks for listening, and until next time, keep investing for good!

If you are in debt, bad with money, or looking for a straightforward way to take command of your finances, my guest today has written the book for you. This isn’t just another personal finance book or budgeting guide telling you how to live like someone else. Instead, his book is designed to give you the framework for success from dozens of people who have found their own path to financial independence. Chris Mamula is the author of Choose FI: Your Blueprint to Financial Independence. Chris writes about financial independence while expanding the conversation around what retirement is and can be at CanIRetireYet.com. His articles have been featured on MarketWatch, DoughRoller, and Business Insider. He achieved financial independence and retired from his physical therapy career in 2017, at the age of 41. In addition to writing, he now focuses on being a dedicated husband, stay at home dad and dirtbag/ski-bum depending on the season at his home in the mountains of Utah. Here’s my conversation with Chris Mamula, author of Choose FI, in episode 483 of Informed Choice Radio.

Sponsors: Kids on 45th: An established thrift store in Seattle, now selling online! You tell them your style, sizes, + types of garments, and they handpick clothes + ship to your door! Try out a box for your kiddo! Kidson45th.comConsolidating: Whittling down anything + everything to manageable tasks; want to eat veggies but hate how they taste? Consolidate it in a juice! Want to go a lot of places but don’t want to waste gas? Consolidate it in 1 trip! Consolidating, just mash it together - it’s better that way.Notable Notes:What the Internet has to say:This article from Families for Financial Freedom provides 35 ways to cut expenses on transportationWhat Jen + Jill have to say:(1) saving when buying a car, A. Buy small or economical carB. No car payment!(2) saving on commuting and travel, A. Drive lessB. carpoolC. Can you telecommute a few days a weekD. Public transportationE. one vehicle!!(3)Saving on car maintenance and repairsA. Regular maintenanceB.  Be wary of mechanics - shop around for trusted mechanic(4) saving on auto insurance.A. Be loyal - but negotiateB. Re-shop car insurance - for negotiation or switching for better ratesC. BundleD. Maintain good creditE. Don't pay your children’s premiums!More from the Internet:This article from Dough Roller gives 6 compelling arguments for why we should all pay cash for our vehiclesMore from Jen + Jill:Why pay cashSpend less by paying cashYou avoid interestForces assessment of prioritiesPaying cash can get discountsRequires financial disciplineHelps prioritize other financial goalsHow to pay cashWhat can you afford?Sell your current car and buy a less expensive vehicle!Call bank and raise limit, can spread transaction over a few cards, consider using a credit card (if no extra charge)BILL OF THE WEEK - Thanks Jasmine for sharing your $790 bill from jeep dealership for a repair - so glad you had the money in your emergency fund!If you want to submit your bill of the week visit frugalfriendspodcast.com/bill to leave us a billLightning RoundHow we get aroundJen - 2 vehicles; paid cash! and sometimes a motorcycle :)Jill - 2 vehicles; paid cash!Wrapping Up:We’re doing something a little new this year with a new way to enter our monthly giveaway! Share this episode on facebook or social media, tag us in it and you'll be entered to win a $10 amazon gift card! We’ll pick 1 winner for every 5 tags at the end of the month.ALSO you can still enter by leaving us a review on iTunes or Stitcher, screenshot the review and send it to frugalfriendspodcast@gmail.com. We’re just adding a new way to win!

Chris Mamula is an expert on choosing financial independence. He used principles of traditional retirement planning, combined with creative lifestyle design, to retire from a career as a physical therapist at age 41. After poor experiences with the financial industry early in his professional life, he educated himself on investing and tax planning. Now he draws on his experience to write about wealth building, DIY investing, financial planning, early retirement, and lifestyle design at Can I Retire Yet? Chris's writing has been featured in MarketWatch, Doughroller, Business Insider and RockStar Finance. He is also the primary author of the forthcoming book Choose FI: Your Blueprint to Financial Independence.  Chris’s story begun when he and his wife made a plan to pay off her student debt while living solely on her income. After they successfully paid it off, they started to wonder if they needed a different strategy if they wanted to start a family. So he went down the financial learning rabbit hole and while it changed his life, he realized a lot of it didn't resonate with him. His book, Choose FI, is the product of him wanting to give a different perspective. The post AALP 251 – Choosing Financial Independence with Chris Mamula appeared first on Wealth Clinic.

Rob Berger, founder of Dough Roller and Retire Before Mom and Dad, talks about the simple math of early retirement and more essential FI lessons that are important to talk about.  For more information, visit the show notes at https://ChooseFI.com/156

Choose FI Your Blueprint to Financial Independence    Chris shares his journey to financial independence and how you can create your own path to the life you choose. It's about creating time freedom to live life on your terms.      Take away: Figure out what you want from life and create a financial plan to achieve it.   Action step: Do a 80/20 analysis - to figure out the 1 or 2 things that would provide you the biggest impact.   Money Learnings: School didn't teach Chris about money. He learned watching his dad start his business in photography. His mother taught him to be frugal. He also learned to stay away from debt.   Bio: Chris Mamula used principles of traditional retirement planning, combined with creative lifestyle design, to retire from a career as a physical therapist at age 41. After poor experiences with the financial industry early in his professional life, he educated himself on investing and tax planning. Now he draws on his experience to write about wealth building, DIY investing, financial planning, early retirement, and lifestyle design at Can I Retire Yet? Chris' writing has been featured in MarketWatch, Doughroller, Business Insider and RockStar Finance. He is also the primary author of the book Choose FI: Your Blueprint to Financial Independence. You can reach him at chris@caniretireyet.com Highlights from this episode:   Focus your spending on what you love. Chris's experience of watching his dad start and run his business. The experience of early "retirement". The power of owning your time. Money does not equal happiness.  Being a "dirtbag". Some of the early investing mistakes. The book: Choose FI Your Blueprint to Financial Independence. Figuring out your path and enjoying the journey. Changing the bubble you normally live in and getting out of your comfort zone. Getting dads to be more involved in kid's lives.  Creating space to be able to figure out what you want in life.    canIretireyet.com choosefi.com/book Twitter: @caniretire_yet     Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom!   Thanks for listening!   Show Sponsor: http://profitcomesfirst.com/   Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes   If you like the show please leave a review on iTunes: http://bit.do/richersoul   https://www.facebook.com/richersoul http://richersoul.com/   rocky@richersoul.com   Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Chris Mamula is the lead co-author of the ChooseFI book and a financial writer for Can I Retire Yet? In this in-depth interview, Chris explains how the FIRE movement developed, and how the principles of traditional retirement planning, combined with creative lifestyle design, allowed him to retire early from a career as a physical therapist at age 41, and pursue his passion for teaching others about financial independence.   After poor experiences with the financial industry early in his professional life, Chris educated himself on investing and tax planning. Now he draws on his experience to write about wealth building, DIY investing, financial planning, early retirement, and lifestyle design at Chris' writing have been featured in MarketWatch, Doughroller, Business Insider and RockStar Finance.    This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance and relevant information to other investors of all experience levels at no cost.   The organization's free website is Bogleheads.org, and the wiki site is Bogleheads® wiki. Bogleheads sites are operated by volunteers who contribute time and talent. Donations help defray operating costs.   Since 2000, the Bogleheads' have held national conferences in major cities around the country and currently meet in Philadelphia in the autumn of each year. There are dozens of Local Chapters in the US and several Foreign Chapters that also meet regularly.   This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012.

The Dough Roller podcast is all about money. How to make it, give it, save it, and spend it in a way that moves us closer to financial freedom. On the latest episode we’re joined by Rob Berger, the man behind the podcast, and author of Retire Before Mom and Dad: The Simple Numbers Behind A Lifetime of Financial Freedom. The concept behind Dough Roller is very similar to what we do with Jill on Money. Its goal is to help people make sense out of the ever-more complicated world of personal finance, investing, and money management by discussing everything from asset allocation to zero coupon bonds, from savings yields to real estate investing, and from raising financially fit kids to raising financially fit parents. Whether you are just starting out, under a mountain of debt, or nearing retirement, Dough Roller can help you achieve your financial goals. And remember, the best thing money can buy is financial freedom. Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. Connect with me at these places for all my content: https://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ https://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50 "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Episode 111: Chris Mamula shares his path to financial independence and retiring at 41. He's also primary author of Choose FI: Your Blueprint to Financial Independence. Guest Biography Chris Mamula used principles of traditional retirement planning, combined with creative lifestyle design, to retire from a career as a physical therapist at age 41. After poor experiences with the financial industry early in his professional life, he educated himself on investing and tax planning. Now he draws on his experience to write about wealth building, DIY investing, financial planning, early retirement, and lifestyle design at Can I Retire Yet? Chris' writing has been featured in MarketWatch, Doughroller, Business Insider and RockStar Finance. He is also the primary author of the forthcoming book Choose FI: Your Blueprint to Financial Independence. Show notes: http://www.inspiredmoney.fm/111 Find more from our guest: Can I Retire Yet? - Save More - Invest Smarter - Retire Sooner Choose FI: Your Blueprint to Financial Independence by Chris Mamula, Brad Barrett, Jonathan Mendonsa Mentioned in this episode: ChooseFI | Join the Financial Independence Movement Tools of Titans: The Tactics, Routines, and Habits of Billionaires, Icons, and World-Class Performers by Tim Ferriss Dirtbag Millionaires Mr. Money Mustache Financial Mentor - Todd Tressidder How Much Money Do I Need to Retire? (Financial Freedom for Smart People Book 5) - Todd Tressidder This first year of early retirement has been one of the hardest of my life Runnymede Money Tip of the Week Defining financial independence // How much to save Thanks for Listening! To share your thoughts: Leave a note in the comment section below. Share this show on Twitter or Facebook. Join us at the Inspired Money Makers groups at facebook and LinkedIn To help out the show: Leave an honest review on Apple Podcasts. Your ratings and reviews really help, and I read each one. Email me your address, and I'll mail you an autographed copy of Kimo West and Ken Emerson's CD, Slackers in Paradise. Subscribe on Apple Podcasts. Special thanks to Jim Kimo West for the music.

Today we sit down with Rob Berger, host of the Dough Roller podcast and author of Retire Before Mom & Dad about the five lies we all are told about money. Because we fall into these traps, we're duped to live a life on the hamster wheel, working harder and harder, but getting nowhere. Today we'll talk about debt, investing, insurances, advisors and more, so that you can take charge of your finances. Plus, during our headlines segment, we'll cover one piece from Financial Planning about an ex-advisor who is off to prison for duping his clients with a Ponzi scheme. What did he do wrong? We'll share. We'll also jump into some big news from the IRS. One product's tax treatment with regard to advisor's fees is changing. That may change the way advisors...and YOU view that particular tool. And after we take some time for some of Doug's french fry themed trivia we'll take a voicemail from Jason during our Haven LifeLine. Jason wants to know our thoughts about funds and strategies that will deliver the highest risk-adjusted return. Should he be 100% equities with his money or something safer? Thanks to Grammarly for supporting Stacking Benjamins. Get 20% off a Grammarly premium account, go to Grammarly.com/sb.

We're so excited to have Allison Baggerly, founder of Inspired Budget co-hosting with Jill while Jen is on maternity leave! Allison is psyched about teaching women how to budget, making savings second nature, and paying off debt! Check out Frugal Friends Episode 18 where we first introduced Allison on our show! Sponsors: Ebates: We love and use Ebates all the time so we wanted to give them a shout out. If you’ve never used it, Ebates is a shopping portal where you can get cash-back on purchases from your favorite stores. We use it for Groupon, Amazon, Walmart, travel sites and more. And, if you haven’t tried Ebates yet we’ve got a $10 welcome bonus for you on your first purchase of $25 or more when you sign up through frugalfriendspodcast.com/ebates Starch Based Adhesives: You know the kind. There’s nothing quite like sending a letter and licking the rim of the envelope to seal that sucker up! We know they’ve come up with better solutions, and at the very least one could use a damp paper towel - but who doesn’t want the thrill of licking paper and the risk of a bleeding tongue? Starch based adhesives, the best way to get a free snack in the middle of a work day. Notable Notes: What the Internet has to say: This article from Dave Ramsey breaks it down for us and explains what exactly the envelope system is and how it works! What Allison + Jill have to say: The envelope system is an excellent tool to help you stay on top of your budget and immediately alerts you when 'there's no more money to spend'! Think of the budget categories that need cash envelopes Figure out your budget amount Create and fill cash envelopes for the budget categories Spend only what you’ve put into the cash envelope! We appreciated the "Common Questions" - and found there are solutions to any of the barriers we can identify and that this system is workable! More from the Internet: This article from Dough Roller plays devil's advocate and gives 7 reason why the envelope system is not a great idea. There are definitely some valid points, but also some arguments that have flexibility with solutions. What Allison + Jill have to say: We agree - the envelope system can be scary at first. carrying around cash is not a common experience! Definitely consider how much cash you carry with you and how you can keep it safe! We disagree with the argument that "you can't use credit cards" - there is absolutely freedom to inforporate credit card use if that's what works for you. Choose what you will use the CC on and use cash for the rest! The author argues that there are better budgeting systems BUT the whole point is that the envelope system connects us with our cash and spending - nothing can replace that! One barrier that does require some individualization is juggling money around. If one person holds the 'grocery money' - it can be complicated if the other needs to stop at the store for a food item. This can be solved, but still a barrier for some! BILL OF THE WEEK - Thank you for sharing your bill of the week with us! We always look forward to hearing these! If you want to submit your bill of the week visit frugalfriendspodcast.com/bill to leave us a bill Lightning Round How to make the envelope system work for you! More from Allison on the topic HERE No method is perfect; but try it out for 3 months! Make it beautiful! If you find it pleasing to interact with - it's more likely to stick! Try out Allison's low cost cash envelope printables! For those on a strict budget, or are serious about getting out of debt - this is for you! Hunker down and make it work! Frugal Friends Book Club: It’s July and we’re reading Mom and Dad we Need to Talk by Cameron Huddleston for book club! If you want a free copy, leave us a review on iTunes or Stitcher, screenshot the review and send it to frugalfriendspodcast@gmail.com. We’ll select the winners at the end of the month. See you next week!

Co-hosts of House of FI podcast join us to explore a simpler path to wealth, shifting our awareness and mindfulness from the pursuit of more stuff to the pursuit of financial freedom. There’s one thing we know for sure. We put our time, energy, and our money towards the things that we value. But what happens when our values are incongruent with our consumption behaviors, placing us in danger of missing out on the freedom associated with living the life of our dreams? Here to help us explore the intersection between the KonMari Lifestyle and Financial Independence are co-hosts of the House of FI podcast - Wendy and Timika. House of FI helps families who dream of retiring early, but are unsure how to do so AND raise a family, figure out a plan. Their guests share their journey to financial independence, early retirement, and debt freedom. We want to hear from you! Tell us your burning tidying questions or share stories about how KonMari has impacted your life. Find us at www.sparkjoypodcast.com and click “Ask Spark Joy” to leave a question or comment for a chance to be featured on next week’s show. While you’re there, sign-up to join our Spark Joy podcast community and get notified when each episode airs. You can also join the Spark Joy podcast community on Facebook, Instagram or Twitter at the handle @sparkjoypodcast. In this episode, you’ll enjoy: - The true definition of Financial Independence (FI) or Financial Independence Retirement (FIRE) - What led Wendy and Timika to start down the path to FI - Common myths and misconceptions associated with FI - Timika's marathon KonMari tidying experience with Kristyn and how it relates to her financial journey - The "eels" that attach to us, as mentioned on John Roderick's podcast - The end goal: How do you know when you've reached FI? - How influencers such as Mr. Money Mustache or The Dough Roller have calculated fees associated with actively managed retire accounts - How to the get over the getting started hurdle when it comes to FI - The importance of using a tool like Personal Capital to track and manage your net worth - How the FI community handles healthcare coverage - The importance of taking and celebrating the small steps - Podcast's that House of FI recommended to extend your FI community: Journey to Launch and ChooseFI Wendy's favorite FI tip: Tracking your fixed and discretionary expenses Timika's favorite FI tip: Wendy's meal planning tips; Refinance your mortgage to a lower rate when appropriate to free up money for debt pay off; Get a roommate, move from a single family home to a multi to generate rental income, or buy a car that's not brand new. Use travel credit cards to generate reward points. What sparks joy for Wendy: Launching House of FI! What sparks joy for Wendy: Launching House of FI!! To hear more from House of Fi, check out their podcast via houseoffi.com or connect with them on Facebook. After catching up on their latest episodes, leave a review of House of FI on iTunes for a chance to win a copy of Kids Money Habits by Amy Koit. Gems: - "...essentially, setting yourself up so you're in a position to have choices." - "People are also beginning to think more about how to optimize their lives so they can do more things that bring them joy on a regular basis." - "The idea that you have to be extremely frugal to the point of deprivation is one myth." - "When you add it all up, you see the huge mound of money that's exiting your bank account; just like I saw the huge mound of clothes that my three year old climbed on top of when we put it all in one place and went through it one by one." - "What is it that you're doing this for? What are you going to retire to? What does financial independence look like?" - "It's really being more intentional about our money...the balancing of each financial decision..really sticking to the goal." - "Don't be an island. Make sure that you're connected with other people and a community." You can find Karin Socci at The Serene Home You can find Kristyn Ivey at For the Love of Tidy Special Guest: House of FI.

In Episode 3, Steve and Alex discuss: Sports Betting will be legal in nearby West Virginia. Will you head over to Charlestown for that? The gambling system Alex used to make thousands when he was younger. The Montgomery County Fair…do you still enjoy it??? Taste of MoCo… Food Truck Festival in the City of Gaithersburg? UMBC's Jairus Lyles (Silver Spring native) signs with the Utah Jazz. MoCoSnow/MoCoDough Commercials with Hacksaw Jim Duggan, Mean Gene Okerlund, and Gordon Ramsay Fractured Prune and Dough Roller came and went in Rockville Adding lanes to 270/495, ICC drag racing, what Alex learned in driving school Most Famous People from Blair and Churchill High Schools and the reaction from readers. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

How does one teach kids about money? How do you raise kids that aren't spoiled?

Rob Berger is the founder of Dough Roller, a personal finance website and one of my favorite podcasts under the same name. Rob is a lawyer, excellent chess player, and recent empty-nester. He’s always tackling the next big financial topic.

In this episode, you’ll hear Rob share what he does that’s led to financial success, his process for paying off a lot of debt, financial goals, how he invests, and much more. So let’s dig in. Let’s meet today’s Master of Money… http://ptmoney.com/rob  

If you’re a first-time homebuyer, shopping for a mortgage can be scary. There are just so many options out there, and you may not understand what all the terminology means. Before you apply for a mortgage, you should be sure that you understand what’s available. There are literally thousands of specific mortgage products on the […] The post What Types of Mortgages Are There and Which One Is Right for You? appeared first on The Dough Roller.

Rob Berger is the man behind DoughRoller.net. We’ve appreciated his material over the last year and found his research and content on Robo-advisors particularly pertinent to our recent discussions. Jon Stein came on the show back in episode 22 to discuss Betterment, and we wanted to get Rob’s take on the benefits of Robo-advisors like Wealthfront and Betterment. On this episode, we compare the top 2 leading Robo-advisor platforms and discuss the pros and cons of tax-loss harvesting, the overall value of this automated feature, and which type of accounts it is most effective in. Relevant links: Blog - http://www.doughroller.net/ Linkedin - https://www.linkedin.com/in/bergerra Twitter - https://twitter.com/Doughroller/media Where are we: Sam – Florida Rob – Virginia Johnn FD - Chiang Mia Discussed (relevant links): Free spreadsheet - A tool Rob uses to track his portfolio performance Investing in gold and Silver - Buying gold and silver bullion a smart move ILAB 22 -Betterment Ceo Jon Stein a Decade of Pioneering Robo Advisory ILAB 15 - Meb Faber on Building the All Seasons Portfolio Show Notes: 06:00 – Robs Portfolio with Betterment, Wealthfront and Vanguard 08:15 – Life strategy fund vs. target date retirement fund 11:05 – Tax loss harvesting long-term benefits 22:48 – Index fund Low cost passive investing 24:21 – Wealth Front vs. Betterment 27:29 – Rob’s personal investment allocation model 28:50 – Is owning gold and silver a productive asset? 32:50 – Investing in one platform consistently 34:17 – Pricing fees with Wealth Front and Betterment 36:00 – Auto saving money since 18 years’ old 40:00 – Vanguard vs. Robo-advisory 42:00 – Presidential election 2017 Trump vs. Clinton If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here! Copyright 2016. All rights reserved. Read our disclaimer here.  

Welcome back to our eighth – and  final – installment of the How to Start an Online Business series. We’ve covered what you need (and don’t need) to make money online, how to set up a WordPress site, what you need to do to drive traffic to your business, and now, we’re going to talk […] The post How to Make Money With Your Blog appeared first on The Dough Roller.

Welcome to the 7th installment of our podcast series on launching your own, profitable website or blog. I’m glad you’ve stuck around and hope you’re learning a lot. In past posts, we’ve talked about picking the right domain name, setting up your WordPress site, and content strategy. Today, we are going to talk about driving […] The post How to Drive Traffic to Your Online Business appeared first on The Dough Roller.

I received my initial financial education, particularly as it relates to investing, courtesy of the school of hard knocks. My wife and I spent the first decade of our careers investing with an advisor, one who was paid by commissions on the products we were sold. In the process, we made many massive and expensive […] The post Variable Annuities: What They Are and Why They’re a Bad Idea for Most Investors appeared first on The Dough Roller.

Welcome to Podcast 223, which is the 6th installment of our How to Start an Online Business series. I’m glad you’ve made it this far. If you’re just jumping in, we have covered picking a topic, getting a domain, and setting up a WordPress site in recent weeks. Today, we will be covering your content […] The post How to Plan the Content for Your New Blog appeared first on The Dough Roller.

I‘ve recently received a couple of emails from readers about Health Savings Accounts. One comes from Robert, who writes: I would like you to cover HSAs in the future podcast. We just started using one, and we are getting confused and occasionally tripped up by some of the rules. And a podcast listener named Patrick […] The post How to Use a Health Savings Accounts to Save For Retirement appeared first on The Dough Roller.