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    Business

    The Dough Roller Money Podcast

    The Dough Roller Money Podcast helps people make the most of their money. Through interviews, news, tips and resources, the show helps you take your finances to the next level. Whether you are just starting out, under a mountain of debt, or nearing retirement, the Dough Roller Podcast can help you achieve your financial goals. And remember, the best thing money can buy is financial freedom.

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    Copyright: Copyright © Dough Roller 2016

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    Latest Episodes:
    Creating Million Dollar Habits with Tom Corley Apr 25, 2022
    Show notes

    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/


    Keeping Up With the Trends with Joseph Hogue Apr 18, 2022
    Show notes

    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/


    Creating Long Term Financial Success with Jack Brennan Apr 11, 2022
    Show notes

    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


    The Present and Future of NFTs with Ish Verduzco Apr 04, 2022
    Show notes

    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


    Assessing Your Financial Priorities with Larry Hagner Mar 28, 2022
    Show notes

    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/


    Investing Personalities with Dr. Daniel Crosby Mar 21, 2022
    Show notes

    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


    Rock Your Retirement with Roger Whitney Mar 14, 2022
    Show notes

    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


    Finding Your Financial Voice with Harlan Landes Mar 07, 2022
    Show notes

    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


    Overcoming Obstacles With Bola Sokunbi Feb 28, 2022
    Show notes

    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


    Smart Financial Planning with Peter Mallouk Feb 21, 2022
    Show notes

    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.


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