Make The Dough Rise

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.

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.

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.

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.

Ep 9: No Quotas, No Bonuses

Special guest Brett Danko, managing partner of Main Street Financial Solutions (MSFS), joins the show today to talk about the special relationship between Livingworth Wealth Advisors and MSFS. They'll discuss the origin of their relationship and why this particular structure is so beneficial to clients. They'll also discuss the differences between different financial designations and what it truly means to be a "financial advisor".

Ep 8: Guns, Gold & Ammo

Recent attacks on Saudi oil refineries have once more bubbled up conversations about the fragility of the world's oil and economic systems. What would happen if we truly had an energy, or financial crisis that led to some of our worst fears? We'll take a quick look at those scenarios on today's show and talk about what your financial plan b (and plan c and plan d) should look like. The widely agreed upon metric for "emergency savings" is 3-6 months of expenses, but is that advice really solid? We'll look at some other items you should consider making a part of your true financial back up plan.

Ep #7: 529 Plans Are Like Good Wine (With Pizza)

Parents and grandparents often want to help with the college expenses of a loved one and so many turn to 529 plans for help. On today's show, we'll break down the good and bad of these types of plans and present you with some alternative saving methods to consider. The end goal, of course, is to help pay for the education. But can it be done more efficiently? Listen in to join the discussion.

Ep #6: The Top 10 Tax Hikes That Don’t ”Raise Taxes”

You would think that every tax hike would be big news and have extensive coverage from the media. However, sometimes there are convoluted ways that your taxes can be raised. Brian breaks down how these intricate methods might affect you.

Ep #5: Why You Want An Independent Custodian

Some people choose to place their finances in the care of an independent custodian. In today's show, Brian breaks down this term and explains how it might be beneficial to you.

Ep #4: Fund The ”Fun Fund”

It can be easy to allocate money to bills and an emergency fund, but what about money for fun? Let's talk about a few steps that may fuel the "fun fund".