Make The Dough Rise

Make The Dough Rise

By Brian DoeBusinessEntrepreneurshipInvesting
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Make The Dough Rise episodes

  • Ep 19: Real Estate With Riezl Baker
    Today we sit down with local realtor Riezl Baker. Riezl has been in the real estate business for over 20 years and serves the Greensboro, Georgia area. We discuss why people want to retire in the Greensboro area and what some of her clients look for when they are buying a house for their retirement. Since Brian has also put in 20 years into his financial career, we discuss what the other has learned throughout their career and how important experience is in both of these professions.
    29 min
  • Ep 18: Insulating Your Income Plan from the Market
    The Coronavirus and other economic forces have caused the stock market to crater and experience some wild ups and downs the past few weeks. It has a lot of investors worried about how they should proceed with their retirement plans. Do you go to cash? Hold on for the ride? Or view this as a buying opportunity? Brian will talk about some of the conversations he's had with people in the wake of the market volatility.
    We'll also look back at some previous market crashes and draw lessons from those issues that we can apply to today's current crisis. And if you like examples and case studies, Brian will go in depth on how he structured a real person's portfolio through the 2008 crash and will outline how the Retirement Shield Process protects clients during these uncertain times.
    34 min
  • Ep 17: FDR Was Right - But Then...
    This episode features a neat history lesson about the origins of Social Security, but also gives Brian the chance to analyze some of the current problems surrounding this "entitlement" program. Is it truly an effective way to still eliminate elder poverty? How does it need to fit into a retiree's financial plan? We'll lay out some of the massive changes that have impacted Social Security over the past few decades and how that positions us for the future.
    39 min
  • Ep 16: How Much Do Headlines Impact Your Portfolio?
    Impeachment. Coronavirus. Elections. We have some major headlines dominating the news right now and these events are causing some ups and downs in the markets. But how big of an effect do newsmaking stories actually have on our portfolios? And can we predict these movements and challenges before they happen? We'll take a look at some interesting studies on the subject of predictions as we analyze some recent news items along the way. You're guaranteed to learn something new on today's episode.
    If you have a high net worth, have a large IRA or 401(k) account or plan to pass money on to the next generation then you'll want to listen up to this episode. The Stretch IRA is dead and some good opportunities passed away with it, but that doesn't mean you're left without alternative solutions.
    27 min
  • Ep 15: Death Of The Stretch IRA
    Back on Episode #2 of this podcast, we talked a lot about how the Stretch IRA might disappear if a piece of legislation called the SECURE Act was signed into law. Well, now it is indeed the law of the land. The Senate passed the House's bill and President Trump signed it right before 2019 came to an end and the law went into effect at the start of 2020. So while the law does bring some good retirement planning developments, it's also going to carry some negative impacts for certain investors.
    If you have a high net worth, have a large IRA or 401(k) account or plan to pass money on to the next generation then you'll want to listen up to this episode. The Stretch IRA is dead and some good opportunities passed away with it, but that doesn't mean you're left without alternative solutions.
    42 min
  • Ep 14: Death - A Pain In The Heirs
    This episode's topic isn't a fun one, but we'll do our best to make it educational and try to lighten the mood along the way. We'll discuss some of the common misconceptions people have about how to structure an end of life plan. We'll discuss beneficiaries, help you understand probate, talk about consolidation & survivorship titling. If you think a simple will is enough to handle a lot of these decisions, you should listen to this episode because we'll show you things a will doesn't address and go over the proper ways to make sure your family is taken care of during this tough financial and emotional situation.
    33 min
  • Ep 13: 2020 - I Can See Clearly Now
    To kick off the new year we're going to tackle one of the most popular financial investment vehicles out there... the 401(k). Why is it a bad thing to be a "401(k) Millionaire" and just how big of trouble are you in if a majority of your savings is hanging out in one of these accounts? We'll answer those questions and more as we look to start the new decade off with some clarity and a well defined financial resolution.
    19 min
  • Ep 12: Looking Back At The Decade
    Another decade is coming to a close. We'll use that as an opportunity to take stock in what's happened both personally and financially on a broader scale the past 10 years and see what lessons we can learn for 2020 and beyond.
    38 min
  • Ep 11: The Real Hole In Medicare
    Long-term care. It's the real hole in Medicare's coverage. We promised in the previous episode we'd come back to this topic, so let's spend some time breaking down your options for addressing the long-term care need. Do you know your care options? What about hybrid life insurance policies or annuities with a long-term care benefit? Are reverse lines of credit worth exploring? Brian will take us through these items and more on today's show.
    33 min
  • Ep 10: Medicare & Swiss Cheese
    Brett Danko joins Brian Doe again to discuss one of Brett's most passionate subjects, Medicare. Brett has a "famous" analogy to make Medicare easier to understand, and yes, it might make you a little hungry if you're a fan of swiss cheese. The two will cover all the different Medicare options and how they go about helping clients decide which routes are the best to take.
    29 min

About Make The Dough Rise

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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…