Claim OwnershipPodcast – The Dough Roller
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Money Management and Personal Finance | The Dough Roller
20 Episodes
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Rob discusses two basic approaches to rebalance your portfolio. The easiest approach is time-based and the second approach is market-based.Rob discusses two basic approaches to rebalance your portfolio. The easiest approach is time-based and the second approach is market-based.
The post Time-Based vs Opportunistic Rebalancing appeared first on The Dough Roller.
Most people thinking about saving for retirement, but what about spending? How do you figure out how much you should spend in retirement?Most people thinking about saving for retirement, but what about spending? How do you figure out how much you should spend in retirement?
The post DR Podcast 340: How Much Dough Should You Spend in Retirement? appeared first on The Dough Roller.
Rob breaks down small cap vs. large cap stocks and value vs. growth. Which is better for your portfolio? Does it matter? You may be surprised at the answer.Rob breaks down small cap vs. large cap stocks and value vs. growth. Which is better for your portfolio? Does it matter? You may be surprised at the answer.
The post Small Cap Value vs. Growth: Which is Better? appeared first on The Dough Roller.
Year end is a perfect time to give your retirement and other investments an annual tune-up. Each year at this time I evaluate my 401(k), rollover IRA and taxable investment accounts to see if I should make any changes to my asset allocation plan for the next year. Generally, I look at five things: (1) […]Is there a formula for creating a perfect portfolio? In this podcast episode, we discuss what's important for building a sound asset allocation plan.
The post DR Podcast 338: Building a Sound Asset Allocation Plan appeared first on The Dough Roller.
In episode 335 of the Dough Roller Podcast, Rob talks about why (and how) he invests the rewards from his cash back and travel credit cards.In episode 335 of the Dough Roller Podcast, Rob talks about why (and how) he invests the rewards from his cash back and travel credit cards.
The post DR Podcast 335: How to Make the Most of Credit Card Rewards appeared first on The Dough Roller.
Dividend investing can be a solid way to earn income from your investments, but there are risks associated with it too. Here's what to know first.Dividend investing can be a solid way to earn income from your investments, but there are risks associated with it too. Here's what to know first.
The post What You Need to Know About Dividend Investing appeared first on The Dough Roller.
If you have multiple investments or “buckets of cash" to fund your retirement, which do you take from and when? Rob gives us his thoughts in Podcast 334.If you have multiple investments or “buckets of cash" to fund your retirement, which do you take from and when? Rob gives us his thoughts in Podcast 334.
The post DR Podcast 334: The Bucket Strategy appeared first on The Dough Roller.
COVID-19 is impacting almost every aspect of our lives. Investors now wonder, does the 4% Rule still apply or is it null and void in this economic climate?COVID-19 is impacting almost every aspect of our lives. Investors now wonder, does the 4% Rule still apply or is it null and void in this economic climate?
The post Podcast 330: How Will COVID-19 Affect the 4% Rule Over the Next Decade? appeared first on The Dough Roller.
It’s not surprising if you are worried about how COVID-19 will affect your investments. Here's how investors can take control in this unprecedented time.It’s not surprising if you are worried about how COVID-19 will affect your investments. Here's how investors can take control in this unprecedented time.
The post DR Podcast 329: COVID-19 and Your Investments appeared first on The Dough Roller.
The investing decisions you make during a market crash will impact your investment returns forever. If you make the right decisions in a falling market, you can profit handsomely. Here’s how it works. According to Bloomberg, the S&P 500 is up over 16% year-to-date. But that doesn’t mean this will last forever. In fact, […]A falling stock market can strike fear in the heart's of investors. Here is how anybody can profit during a market crash.
The post How to Profit from a Stock Market Crash appeared first on The Dough Roller.
If you’ve spent any time on retirement planning, you’ve probably heard mention of the 4% rule. It was developed to help determine how much money retirees could safely take from retirement accounts annually, without depleting their funds. Summarizing the rule quickly, you can withdraw 4% of your portfolio on day 1 of your retirement. You […]In podcast 327, we address misinformation and assumptions about the 4 percent rule to give you a better understanding of how it works.
The post DR Podcast 327: What You Really Need to Know About the 4% Rule appeared first on The Dough Roller.
If you don’t qualify to file your taxes for free, what’s the next best option? We’ll compare prices and features below to help you find the cheapest tax software. There are five major tax preparation software packages on the market that most do-it-yourself tax preparers will use: Credit Karma Tax, TurboTax, TaxACT, H&R Block, and eSmart Tax. […]Who has the cheapest tax software, including free versions--Credit Karma Tax, TurboTax, TaxACT, eSmart Tax or H&R Block? We have the answers in this side-by-side comparison.
The post What Is The Cheapest Tax Software for 2020? appeared first on The Dough Roller.
You may know the value of a dollar but what about the value of all the dollars in your accounts and assets? Here’s where we talk about how and why to track your net worth. This is the third day in our 31-Day Money Challenge. Over 31 days we’ll publish 31 podcasts, each designed to […]How to track your net worth and why it's an important tool to measure your financial progress.
The post How and Why to Track Your Net Worth appeared first on The Dough Roller.
Tax loss harvesting can be a smart tool for investors. But first, you have to learn how it works. Here’s our easy guide to tax loss harvesting. Table of Contents What Is Tax Loss Harvesting? A Practical Example How Tax Loss Harvesting Works Things to Keep in Mind With Tax Loss Harvesting Pros and Cons […]A complete guide to tax loss harvesting and the wash sale rule. Learn how it works, its benefits, its limitations, and how you can use it to defer taxes. We'll also look at the implications for those who use robo advisors that offer TLH services.
The post DR Podcast 301: A Guide to Tax Loss Harvesting appeared first on The Dough Roller.
Chances are, you’ve at least heard about FIRE at some point in your financial journey. But whether you’re brand new to the concept or are working on implementing it in your own life, there’s one thing that’s likely true across the board: figuring out the magical number that would make FIRE possible for you is […]How much money do you need to reach FIRE? The calculation process isn’t an exact science, but the result will give you a pretty solid idea of your target savings, in order to reach financial independence and/or early retirement. Rob sums up the math behind FIRE in podcast 319.
The post DR Podcast 319: The Math Behind FIRE appeared first on The Dough Roller.
In this podcast, Rob takes a deep dive into what you get when you pay high advisory fees. Most of the time, you’re paying for an actively managed fund that’s highly diversified across maybe 20-30 funds. In contrast, Vanguard or similar index funds put your money in 3 or 4 mutual funds. But don’t stop […]Rob takes a deep dive into what you get when you pay high advisory fees, and discuss how (and whether or not you should) leave your expensive investment advisor.
The post DR Podcast 314: How To Leave Your Expensive Investment Advisor appeared first on The Dough Roller.
The squeaky wheel may get the grease but the flywheel gets the dough. What is a flywheel, you ask? Rob describes it as a wheel that doesn’t like change. It’s difficult to get it rolling, but once it builds momentum, you can’t stop it. That’s what you want to envision as you contribute to your […]The squeaky wheel may get the grease but the flywheel gets the dough. What is a flywheel, you ask? A wheel that doesn't like change. It's difficult to get it rolling, but once it builds momentum, you can't stop it. How can you power your flywheel? This is one episode that will get your wheels turning!
The post DR Podcast 311: The Flywheel appeared first on The Dough Roller.
Podcast 310 is in the bag… the mailbag! We’re discussing four questions from readers focusing on investing for retirement. First, is 40 basis points a high fee for 401k funds and is it worth the expense? Rob breaks down the math and tells us why investing fees are like kryptonite and what are some other […]Podcast 310 is in the bag… the mailbag! We’re discussing questions from readers focusing on investing and retirement. First, is 40 basis points a high fee for 401k funds and is it worth the expense? Rob breaks down the math and tells us why investing fees are like kryptonite.
The post DR Podcast 310: Listener Q&A appeared first on The Dough Roller.
Exactly how much should you be saving for retirement? It seems everyone has an opinion on this deceptively simple question. Actually, it is simple to answer, so long as you understand the implications of your choices. Are your retirement savings going to be enough for you to live comfortably during your golden years? To address this […]Figuring out how much money you need to retire can be mind-boggling. Learn how much to save for retirement by using just one simple rule of thumb here.
The post DR Podcast 082: Are You Saving Enough for Retirement? Here’s One Rule of Thumb to Know appeared first on The Dough Roller.
Too often, when setting financial goals, we become discouraged. It’s hard to see the point when you don’t feel like you’re making progress. If you want to feel like what you’re doing is worthwhile, understanding the Progress Principle, and how to apply to your finances, is vital. In this article, we’ll take a look at […]Too often, when setting financial goals, we become discouraged. It’s hard to see the point when you don’t feel like you’re making progress. If you want to feel like what you’re doing is worthwhile, understanding the Progress Principle, and how to apply to your finances, is vital.
The post DR Podcast 309: The Progress Principle appeared first on The Dough Roller.
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