Make The Dough Rise

Ep 33: Social Security Surprise!

Ep 32: Time For Some Positivity

Ep 31: 401(k) - Too Much of a Good Thing

Ep 30: Deadly Dollars & Tax Trap Doors

Ep 29: If I Had A Million Dollars... I’d Do This

Ep 28: The Matthew Effect (Pareto Distribution)

Ep 27: Addressing The Risk To Your Retirement Security Part 2 - The Role of Annuities

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.