Make The Dough Rise

Ep 26: Addressing The Risk To Your Retirement Security Part 1 - The Role of Long Term Care

Certified Financial Planner Jamal Mahmood joins the show to start another two-part series. This series explores two major risks to your retirement security. In part 1, we'll explore the need for long term care coverage and explore some of the creative ways Brian and Jamal help solve the problem of accounting for future healthcare needs.

Ep 25: It’s All Greek To Me Part 2 - A Gamma Optimized Portfolio

We're back to the alphabet soup we first started to explore in episode 22 of the show. On that episode we dove into financial terms like Alpha, Beta and Sigma. Today, our focus is on Gamma. And the major shift here is from focusing on specific investment measurements to truly trying to understand the additional value that a financial advisor brings to the table. How can a good financial advisor help you make good financial planning decisions and how can we measure that impact? We'll cover the five key indicators and factors that go into finding that value. There's a lot to unpack here, but that also means it's a great opportunity to learn something new. So grab a slice and lend an ear as we kick off the 25th episode of Make The Dough Rise!

Ep 24: Investor Rules Of Thumb Part 2 - Distributors & Retirees

In the second part of our rules of thumb series, Brian, Kerrie and Walter will tackle rules that apply to us once we retire or enter that distribution phase of our financial lives. We'll cover the 4% rule, when to take social security, and asset allocation.

Ep 23: Investor Rules Of Thumb Part 1 - Accumulators Saving For Retirement

Certified Financial Planner Kerrie Debbs joins the show today to begin our two-part series on rules of thumb investors need to know. This doesn't mean we should always follow the various rules of thumb, but it's important to understand them and know when they should and shouldn't apply to us. Part 1 covers rules that are applicable to us during the accumulation phase of life, or pre-retirement. We'll cover the Rule of 72, Emergency Funds, and "buying on the dip".

Ep 22: It’s All Greek To Me Part 1

If you're ever trying to diagnose an investment or look under the hood of your portfolio, you're likely to find lots of metrics that might feel an awful lot like (Greek) alphabet soup. On this show, Brian will help us look at some industry jargon and break it down into simple terms to help us better understand how things like cost, risk and performance are evaluated for various investments. You'll learn about Alpha, Beta, Sigma, and Sharpe Ratios. Don't be intimidated by it all. As always, we'll make it easy to understand (well... at least we'll try).

Ep 21: Investing In A Post-Coronavirus World

How much has the Coronavirus cost the United States? Is Mnuchin right that it's "not the time to worry about debt"? What kind of damage is being done to the economy with the large scale economic shut down? And what are some of the best available solutions, strategies and opportunities to investigate in the wake of all the COVID-19 fallout?

Ep 20: The ”F” Word - Fiduciary

No worries, today's episode is NOT explicit. Brian invites Brett to join the program again to discuss this buzzword that has picked up a lot of steam in the financial world over the past few years. What is a Fiduciary? Who qualifies as one? Is it important for you to work with a fiduciary? They'll answer all these questions and more on today's show.

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.

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.

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.