The Dough Roller Money Podcast

Latest Episodes:

DR 110: The Complete Guide to Cash Back Credit Cards Sep 26, 2014

Show notes

Recently two readers emailed me about cash back credit cards. Their questions prompted me to put this guide together to help readers better understand, compare, and choose a cash rewards credit card. First let’s look at the emails. From a reader named Pop: You have a great post on a strategy to use cash back […]

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DR 109: The 5-Year Rule on Roth IRA Conversions Sep 25, 2014

Show notes

The 5-year rule on Roth IRA distributions comes in two flavors. The first applies to earnings from Roth IRA contributions. We covered the rule in Podcast 105. The second aspect of the rule applies to distributions of Roth IRA conversions. That’s what we’ll look at today. Listen to this Article 1. The Two 5-Year Rules […]

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DR 108: Should You Pay Off Your Mortgage or Invest for Retirement? Sep 23, 2014

Show notes

Imagine you’ve just inherited some money. The amount just happens to match the outstanding balance on your mortgage. Now you have a decision. Do you pay off the mortgage or invest the money for retirement. That’s the question facing a podcast listener named Shelly. Here is her email to me: Great job on your podcasts. […]

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DR 107: Monthly Investment Update–September 2014 Sep 20, 2014

Show notes

It’s time for our monthly investment portfolio update. In each update I run through the tools I use and the results of my investments. I show you the good and the bad. We’ll even cover some mistakes I’ve made and what I’ve learned from those mistakes. Let’s start with the tools and a high level […]

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DR 106: 8 Black Belt Budgeting Tips Sep 13, 2014

Show notes

It’s not an overstatement to say that budgeting is the foundation upon which all lasting wealth is built. That’s true whether you make $40,000 a year as a teacher or $40 million a year as an entertainer. If your cash flow is well managed, you can build wealth on any income. If it’s not well […]

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DR 105: The 5-Year Roth IRA Rule for Contributions (breaking the rule is costly) Sep 09, 2014

Show notes

The Roth IRA was established by the Taxpayer Relief Act of 1997 and named after its chief legislative sponsor, Senator William Roth of Delaware. The Roth IRA enables individuals with earned income to contribute after-tax (nondeductible) money to the retirement account. If the rules are followed, the money grows tax free. Unlike a traditional IRA, […]

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DR 104: Rags to Riches and Back Again–Interview with Million Bucks by 30 Author Alan Corey Sep 06, 2014

Show notes

Is it possible to build $1 million in net worth in 10 years starting from scratch? In today’s interview with Alan Corey, author of A Million Bucks By 30, we’ll learn exactly how one man did it. I learned about Alan and his book from a listener named Natalie, who I had the pleasure of interviewing […]

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DR 103: The Small Business 401k–Interview with CEO Chad Parks of The Online 401(k) Sep 05, 2014

Show notes

If you’re a small business owner – whether you have employees or not – the thought of setting up a retirement plan can be overwhelming. 401ks and even SEP-IRAs are swimming in rules and regulations. What business owner really has enough hours in the day to deal with it? For that reason, I asked Chad […]

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DR 102: 4 Times Recharacterizing an IRA Conversion or Contribution Can Save Your Bacon (Literally) Sep 03, 2014

Show notes

One of the best retirement savings tools is often overlooked. The tool can save you thousands of dollars in taxes and sleepless nights if you made a mistake with your IRA. And yet according to a 2010 study by Fidelity less than one-third of investors are aware of this tool. I’m referring to what’s called […]

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DR 101: Should You Use an HSA for Retirement Savings Aug 28, 2014

Show notes

Should you use a Health Savings Account (HSA) to save for retirement? That’s the question a listener to the Dough Roller Money Podcast asked recently. Here’s Mike’s email: Hi Rob, I have a question about my HSA at work. I have about $14,000 in it. I have not used it at all in the past […]

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