The Dough Roller Money Podcast

Latest Episodes:

10 Last Minute Tax Tips From Jackson Hewitt Apr 08, 2015

Show notes

With April 15th just around the corner, I jumped at the chance to talk with Mark Steber, the Chief Tax Officer with Jackson Hewitt. Jackson Hewitt is one of the largest tax preparation services in the country. Mark has been with the company for about a decade and has worked in various facets of income […]

The post 10 Last Minute Tax Tips From Jackson Hewitt appeared first on The Dough Roller.

How Thinking Long Term Can Help You Manage Your Money Mar 31, 2015

Show notes

This past weekend I spent several hours going through long forgotten papers. Like an old friend I haven’t spoke to in years, the paperwork brought back memories. The papers relating to finances were particularly interesting. For example, I found the sales receipt for a new 1965 Mustang my grandfather purchased for my step-mother when she […]

The post How Thinking Long Term Can Help You Manage Your Money appeared first on The Dough Roller.

5 Reasons Never to Pay Off a Mortgage Early (and 1 Reason You Must) Mar 27, 2015

Show notes

Whether to pay off a mortgage early is an important decision. For some it’s a question of whether to allocate some extra cash each month to the mortgage. For others it’s a question of whether to pay off the home loan all at once. The lump sum approach often becomes an option from an inheritance […]

The post 5 Reasons Never to Pay Off a Mortgage Early (and 1 Reason You Must) appeared first on The Dough Roller.

DR 167: Interview with Josh Peters of Morningstar Mar 14, 2015

Show notes

Josh Peters is director of Equity Income Strategy for Morningstar, and has been for over 10 years. He is also the writer and editor of Morningstar DividendInvestor, the newsletter that is built around the portfolio that he manages. He is also the author of The Ultimate Dividend Playbook. His strategy is to emphasize the production […]

The post DR 167: Interview with Josh Peters of Morningstar appeared first on The Dough Roller.

DR 166: How a Husband and Father of 3 Retired at Age . . . 33 Mar 07, 2015

Show notes

Imagine retiring at the age of 33, after just 10 years in the workforce. A fantasy you think? Hardly. I interviewed Justin, founder and owner of the blog RootOfGood.com, where he discusses the financial aspects of early retirement, as well as the psychology behind it. This was an enlightening interview on a number of fronts. […]

The post DR 166: How a Husband and Father of 3 Retired at Age . . . 33 appeared first on The Dough Roller.

DR 165: Financial Freedom Calculator - How Much Should You Save? Mar 02, 2015

Show notes

How much should you be saving? It’s a question that we ask a lot, and there are a number of rules of thumb. One answer is based on the 50/20/30 budgeting system. Popularized by Senator Elizabeth Warren, this rule of thumb suggests we should be saving 20% of our income. Any general guideline, however, has […]

The post Financial Freedom Calculator – How Much Should You Save? appeared first on The Dough Roller.

DR 164: Risk Parity Portfolio Construction with Dar Sandler Feb 26, 2015

Show notes

In his book, Money–Master the Game: 7 Simple Steps to Financial Freedom, Tony Robbins describes what he calls an All Weather Portfolio. It’s very heavy in bonds, commodities, and gold, which makes it a questionable approach to investing. Yet it’s loosely based on an investing approach called risk parity that’s used by Ray Dalio of […]

The post DR 164: Risk Parity Portfolio Construction with Dar Sandler appeared first on The Dough Roller.

DR 163: The David Swensen Unconventional Success Portfolio Feb 23, 2015

Show notes

Davd Swensen manages more than $20 billion in assets as the Chief Investment Officer of the Yale endowment fund. Several years ago he distilled his investment knowledge and experience into a book, Unconventional Success, for the average investor. The book is an excellent guide to low cost, passive investing. One of the many great aspects […]

The post DR 163: The David Swensen Unconventional Success Portfolio appeared first on The Dough Roller.

How Long Does it Take to Become a Millionaire? Feb 15, 2015

Show notes

This could be the million dollar question itself, since it’s something that so many people want to know. And actually, at least mathematically, it’s a question that has an easy answer. It just depends on how much money you save and what you earn on your investments. But before we get into the mechanics of […]

The post How Long Does it Take to Become a Millionaire? appeared first on The Dough Roller.

529 Plan vs. Roth IRA—How to save for college Feb 04, 2015

Show notes

What’s the best way to save for a child’s education? We compare three options–a 529 Plan, a Roth IRA, and a taxable account. Is it better to save for a child’s college education with a 529 plan or a Roth IRA? That’s the question that Dan, a listener to the weekly Dough Roller Money Podcast […]

The post 529 Plan vs. Roth IRA—How to save for college appeared first on The Dough Roller.

Our TOPPODCAST Picks

Follow Us

Stay Connected

The Dough Roller Money Podcast

Related Podcasts

Links

Stay Connected