The Dough Roller Money Podcast

Latest Episodes:

DR 210: How to evaluate your investment portfolio May 02, 2016

Show notes

Evaluating your investment portfolio is a critical task for DIY investors. That’s particularly true if you have an investment advisor manage your money and are now considering taking over the reins. That’s exactly the situation of a reader named Dave who emailed me recently. He’s five to 10 years away from retirement. His investments are […]

The post How to Evaluate an Investment Portfolio appeared first on The Dough Roller.

DR 209: How to Read a Personal Finance Book the Right Way Apr 18, 2016

Show notes

Think of the last personal finance book you read. What did you get out of it? How did it change your life? What are you doing differently today with your finances as a result of reading the book? These are some of the questions I started asking myself as looked through my large collection of […]

The post How to Read a Personal Finance Book the Right Way appeared first on The Dough Roller.

DR 208: Interview with Vanguard on its Investment Advisory Service Apr 10, 2016

Show notes

The Department of Labor released its final regulation on what’s known as the Fiduciary Rule. The rule requires those offering paid financial advice on retirement accounts to put their client’s interests first. While at first glance the rule seems anything but objectionable, it raises some concerns. One key concern is cost. While fee-only advisors promote the […]

The post Finally, Investment Advice That Won’t Rob You Blind appeared first on The Dough Roller.

DR 207: The Money Binder: How to Prepare Your Finances for Your Death Mar 28, 2016

Show notes

In many families one person handles the finances. In our case, I handle everything about our money from budgeting to investing. My wife has no interest in taking over this responsibility. And that presents a potential problem. What would my wife do should I get hit by a truck? How would she handle our investments? […]

The post The Money Binder: How to Prepare Your Finances For Your Death appeared first on The Dough Roller.

DR 206: How to Use a Retirement Account as a Down Payment on a Home Mar 02, 2016

Show notes

We recently received the following question from a reader named Sam: My question: As a first time home buyer, is it possible to leverage retirement accounts as a down payment? Is this a good idea? Does it matter whether its a TSP, Roth IRA, IRA, etc? I seem to be finding conflicting opinions/statements. The answer is not […]

The post Can You Use Retirement Accounts to Buy Your First Home? appeared first on The Dough Roller.

DR 205: Review of the brand new YNAB 5 budgeting software Feb 29, 2016

Show notes

We look at YNAB 5, the new budget software, and evaluate both the good and bad changes to this excellent money management tool. We also talk about the 2015 letter to Berkshire Hathaway shareholders and how you can get an estimate of your future social security retirement benefits.

The post Review of YNAB 5 from You Need a Budget appeared first on The Dough Roller.

DR 204: 7 Student Loan Repayment Plan Options Reviewed Feb 08, 2016

Show notes

In this podcast we look at repayment plan options for those with federal student loans. Picking the best plan can lower your payments, and potentially save you a bundle.

The post How to Pick the Best Student Loan Repayment Plan appeared first on The Dough Roller.

DR 203: Interview with Founders of Draft, a Portfolio Analysis Tool Feb 04, 2016

Show notes

Recently I had the chance to speak with Brad Lawler and Jason St. Peter, founders of DraftApp.com. This app enables investors to evaluate the asset allocation of their portfolio and compare it to other portfolios of like-minded investors. Think of it as crowdsourcing your investment portfolio analysis. As described by the company, “The app allows […]

The post Interview with Founders of Investment Portfolio Analysis App–Draft appeared first on The Dough Roller.

DR 202: How to Get Rid of Cable with Cord Cutting Expert John Brillhart Jan 19, 2016

Show notes

Cable TV costs a fortune. According to Leichtman Research Group, Inc., the average household pays $99.10 a month for TV. This represents at 39% increase over 2010 figures. With streaming options growing, however, many families have started to cut the cord. We even wrote a guide on how to get rid of cable while still […]

The post Cutting the Cord – How to Get Rid of Cable appeared first on The Dough Roller.

DR 201: 4 New Year's Resolutions for a Great 2016 Jan 01, 2016

Show notes

How did you do financially in 2015? It’s a curious question to ask entering a new year, wouldn’t you say? But only by measuring your progress in the most recent year can you get yourself mentally and financially prepared for progress in the year that’s now upon us. For that reason, we’ve prepared a 2015 […]

The post 2015 Annual Financial Checkup appeared first on The Dough Roller.

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