The Dough Roller Money Podcast

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The Cheapest Tax Software of 2016–TurboTax vs TaxAct vs H&R Block Jan 28, 2015

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There are three major tax preparation software packages on the market that most do-it-yourself tax preparers will use – TurboTax, TaxACT and H&R Block. Comparing these three options to find the cheapest can be a real chore. Each has several editions with varying features. As a result, it is important to compare competing editions between […]

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How to Use the Debt Avalanche with Variable Rate Loans Jan 27, 2015

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In what order should you pay down your debts? For those working hard to get out of debt, it’s an important question. Often we focus on either the amount of our debt or the interest rates. But what if the interest rate on a loan can change, either because it’s a variable rate or perhaps a […]

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How to Make the Best of a Bad 401(k) Jan 26, 2015

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Investing in a 401(k) plan at work can be a lot like eating at a cheap buffet. There are a lot of options, but they’re all bad. For those trying hard to keep investing costs down and to invest with a solid asset allocation plan, having bad options in a 401(k) or 403(b) is like finding […]

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Was Your Portfolio Designed by Rube Goldberg? Jan 23, 2015

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When you look at your investment portfolio, does Rube Goldberg come to mind? Goldberg was a Pulitzer Price winning cartoonist famous for drawing complicated contraptions designed to perform a simple task. In fact, Webster’s New World Dictionary defines a “Rube Goldberg” as a “comically involved, complicated invention, laboriously contrived to perform a simple operation.” […]

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How to Limit Taxes from Mutual Funds and ETFs–An Interview with James Rowley of Vanguard Jan 22, 2015

Show notes

The tax implications of mutual funds and ETFs can make the tax code look simple. Unlike investing in individual stocks, mutual funds can generate capital gains even when you haven’t sold any shares of the fund. These distributions make asset location–whether to hold certain investments in taxable or retirement accounts–critical. To help us sort through […]

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List of Credit Cards that Offer Signup Bonuses Jan 21, 2015

Show notes

Credit Card signup bonuses offer significant benefits. Many cards offer bonus miles or points worth $400 or more in statement credit. Other cards simply offer bonus cash or free airline tickets. A reader named Ben wrote to me recently asking about these bonuses: I’ve been curious about credit card sign on bonuses for a long […]

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Interview With Herbert Moore of WiseBanyan Jan 20, 2015

Show notes

Imagine that could use an online tool that could help you choose the asset allocation for your investments, whether in an IRA or a taxable account, reinvest all of your dividends, rebalance your portfolio as the value of your investments change, and perform even more complicated strategies, like tax loss harvesting. Now imagine that this tool […]

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A Guide to Tax Loss Harvesting & Robo Advisors Jan 19, 2015

Show notes

Tax loss harvesting is one of the few free lunches in the world of investing. With a little planning, you can reduce or even eliminate your capital gains in any given year. In some cases, you may also get a deduction from ordinary income of up to $3,000. Tax Loss Harvesting, sometimes abbreviated TLH, has come […]

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7 Ways to Harness the Power of Habit Jan 16, 2015

Show notes

So much of our lives are lived on autopilot. We go about each day pretty much the same way we lived the previous day, and likely how will live tomorrow. From our morning routine to our drive to work, to our coffee break mid-afternoon, to dinner with friends in the evening, our habits control many […]

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Betterment vs. Wealthfront Jan 15, 2015

Show notes

Two of the biggest robo advisors are Betterment and WealthFront. At first glance they may appear to be virtually identical. Both create diversified portfolios with similar low cost ETFs. Both rebalance your portfolio, reinvest your dividends, and offer tax loss harvesting. Both have slick, easy to use websites. But there are some significant differences between […]

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