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Many people are generous with the causes they care about—but how you give can be just as important as how much you give. Today, we’ll discuss five charitable-gifting strategies that can potentially increase the impact of your giving while improving your tax and financial picture, with new team member Kendra Van Mol.
Get In Touch:
Schedule An Introductory Call - https://calendly.com/bdoe/15min
Call Directly - 706-451-9800
What does it really take to stay in the home you love as you age? In this episode of Make the Dough Rise, we’re talking about aging in place- and why it takes more than hope, good health, or a paid-off house to make it work. Tune in to learn how proactive planning can help preserve independence, protect loved ones, and create more choices for the years ahead.
Featuring Abbie Vogt, Aging Life Care Manager at a•bridge: Aging Life Care Management
Learn more about a•bridge: https://abridgecare.com/
Get In Touch:
Schedule An Introductory Call - https://calendly.com/bdoe/15min
Call Directly - 706-451-9800
Oil panic headlines are everywhere, but stocks are back near all-time highs. So, what's going on? We'll break it down. And if you're an AI junkie, Brian will share some of the "top stocks to own right now" as predicted by Chat GPT, Claude & Gemini.
Get In Touch:
Schedule An Introductory Call - https://calendly.com/bdoe/15min
Call Directly - 706-451-9800
Most people hear “geopolitics” and tune out—until it shows up in their monthly budget and portfolio. The world’s biggest headlines flow straight into oil prices, inflation, interest rates, and market performance. Today we’re breaking down what this means in plain English—and why it matters for your financial plan in light of the current global chaos.
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Schedule An Introductory Call - https://calendly.com/bdoe/15min
Call Directly - 706-451-9800
What if AI didn’t just beat us at games like chess or Go, but could actually help us beat inflation, optimize our portfolios, and achieve our biggest goals? In this episode, we explore how the rise of AI - from game-changing victories to genetic breakthroughs - is reshaping the way we plan, invest, and think about the future.
The Thinking Game Documentary
https://www.youtube.com/watch?v=d95J8yzvjbQ&themeRefresh=1
Get In Touch:
Schedule An Introductory Call - https://calendly.com/bdoe/15min
Call Directly - 706-451-9800
In this episode, we take a step back from the scary headlines about a possible market crash in 2026 and talk about what really matters when planning for the future. Using real-life examples, we explain how playing it too safe can actually hurt you over time by limiting growth and ignoring important pieces like Social Security. We also shift the focus from vague financial goals to clear life priorities, and identify the things that truly need to be funded and when.
Get In Touch:
Schedule An Introductory Call - https://calendly.com/bdoe/15min
Call Directly - 706-451-9800
Where the economy is headed and who’s getting left behind could shape our collective future. In this episode, we explore how to build lasting, appreciable assets for heirs, what the national debt and demographic shifts mean for tomorrow’s workers, and how global dynamics from Poland’s latest economic moves - to gold’s role as a supposed “safe haven” - fit into the bigger picture.
Get In Touch:
Schedule An Introductory Call - https://calendly.com/bdoe/15min
Call Directly - 706-451-9800
From the publisher's feed
Make The Dough Rise is your guide to building, protecting, and enjoying the wealth you’ve worked so hard to create. Hosted by Brian Doe, CFP®, the show breaks down financial planning in a way…