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The Dough Roller Money Podcast

Rob Berger

The Dough Roller Money Podcast covering personal finance, investing, money management and financial freedom

  • 18 minutes 11 seconds
    DR 366: Net Worth, Bank Accounts, and Treasury Yields

    Today in episode 366 of the Dough Roller Money Podcast we cover tracking your net worth, having more than one bank account, and current action in treasury yields.

    Empower: https://go.robberger.com/empower/yt-366

    Kubera: https://go.robberger.com/kubera/yt-366

    CNN Article: https://www.cnn.com/2023/08/03/business/wells-fargo-technical-issue-direct-deposits/index.html

    10 Best Checking Accounts: https://www.doughroller.net/banking/free-online-checking-accounts/

    Best Savings Accounts: https://www.allcards.com/best-savings-account-rates/

    Treasury Yields: https://home.treasury.gov/resource-center/data-chart-center/interest-rates/TextView?type=daily_treasury_yield_curve&field_tdr_date_value_month=202308

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    The Dough Roller Money Podcast is a finance podcast for easy-to-understand advice on managing your money. How to make it, give it, save it, spend it, and invest it in a way that puts you in control of your money and makes it work for you. This fun, relatable and honest podcast shoots straight and helps people understand the big picture as well as the nuances of owning your finances. From retirement planning, best practices for saving, paying off debt, smart investing and so much more. You don’t have to be a financial expert to listen, but you can become one! Make sure you SUBSCRIBE so you won't miss any of our upcoming episodes! ➡️ https://bit.ly/DoughRollerYouTube #personalfinance #financetips #moneytips #financialliteracy #moneypodcast DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.

    6 August 2023, 10:39 am
  • 36 minutes 44 seconds
    DR 367: The 4% Rule, 3 Financial Planning Tools, and the Optimal Credit Card Rewards Strategy

    In today's podcast we cover three topics:

    1. The 4% Rule: Just how realistic is the 4% rule for most retirees? I have my doubts, and will briefly discuss an alternative called the Spend Safely in Retirement Strategy.
    2. Financial Planning Tools: We'll look at three of my favorite financial planning tools.
    3. Finally, we'll cover what I think is an optimal credit card rewards strategy.

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    The Dough Roller Money Podcast is a finance podcast for easy-to-understand advice on managing your money. How to make it, give it, save it, spend it, and invest it in a way that puts you in control of your money and makes it work for you. This fun, relatable and honest podcast shoots straight and helps people understand the big picture as well as the nuances of owning your finances. From retirement planning, best practices for saving, paying off debt, smart investing and so much more. You don’t have to be a financial expert to listen, but you can become one! Make sure you SUBSCRIBE so you won't miss any of our upcoming episodes! ➡️ https://bit.ly/DoughRollerYouTube #personalfinance #financetips #moneytips #financialliteracy #moneypodcast DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.

    22 July 2023, 12:00 am
  • 25 minutes 45 seconds
    DR 366: Inflation, Rates and Recession

    Today we discuss the latest CPI and PPI numbers, their effect on interest rates, and the whether a recession is coming.

    CPI: https://www.bls.gov/cpi/

    CPI Details: https://www.bls.gov/news.release/pdf/cpi.pdf

    PPI: https://www.bls.gov/ppi/

    Savings Account Rates: https://www.allcards.com/best-savings-account-rates/

    Money Market Account Rates: https://www.allcards.com/money-market-accounts/

    CD Rates: https://www.allcards.com/best-cd-rates/

    No-Penalty CD Rates: https://www.allcards.com/best-no-penalty-cd-rates/

    T-Bill Yields: https://fixedincome.fidelity.com/ftgw/fi/FILanding

    Mortgage Rates: https://www.bankrate.com/mortgages/mortgage-rates/

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    The Dough Roller Money Podcast is a finance podcast for easy-to-understand advice on managing your money. How to make it, give it, save it, spend it, and invest it in a way that puts you in control of your money and makes it work for you. This fun, relatable and honest podcast shoots straight and helps people understand the big picture as well as the nuances of owning your finances. From retirement planning, best practices for saving, paying off debt, smart investing and so much more. You don’t have to be a financial expert to listen, but you can become one! Make sure you SUBSCRIBE so you won't miss any of our upcoming episodes! ➡️ https://bit.ly/DoughRollerYouTube #personalfinance #financetips #moneytips #financialliteracy #moneypodcast DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.

    14 July 2023, 2:43 pm
  • 23 minutes 18 seconds
    DR 365: Budgeting Credit Cards, Maximizing a Fund's Returns and the Power of Subtraction

    Today in episode 365, we look at the following three topics:

    Budgeting Credit Cards: How should we manage credit card debt in our budget? We'll look at the difference between credit cards we pay in full each month and credit card debt we are working to pay down.

    Maximizing Returns: There is one simple strategy we can use to get the most returns out of a mutual fund or ETF. We'll talk about that strategy and how we can use it to build a solid investment plan.

    The Power of Subtraction: Finally, we'll look at why removing things from our lives can be just as powerful as adding things.

    Resources:

    https://www.morningstar.com/funds/are-you-leaving-money-table-your-funds-returns

    The Dough Roller Money Podcast is a finance podcast for easy-to-understand advice on managing your money. How to make it, give it, save it, spend it, and invest it in a way that puts you in control of your money and makes it work for you. This fun, relatable and honest podcast shoots straight and helps people understand the big picture as well as the nuances of owning your finances. From retirement planning, best practices for saving, paying off debt, smart investing and so much more. You don’t have to be a financial expert to listen, but you can become one! Make sure you SUBSCRIBE so you won't miss any of our upcoming episodes! ➡️ https://bit.ly/DoughRollerYouTube #personalfinance #financetips #moneytips #financialliteracy #moneypodcast DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.

    7 July 2023, 1:14 pm
  • 19 minutes 28 seconds
    DR 364: Cash Stuffing, Student Loans and Your Retirement Number

    Today in episode 364 we'll talk about cash stuffing, student loans, and how much you need to retire.

    Cash Stuffing: My parents called this the envelope budgeting method. Today TikTok and YouTube have rebranded it as cash stuffing and made the envelope system cool again. We talk about its pros and cons.

    Student Loans: There are two topics on tap for today. First, we expect the Supreme Court to rule today on President Biden's attempt to wipe out $400 billion in student loans. We also look at the economic effects of student loan repayments set to resume in October.

    Retirement: Finally, we look at a survey showing how much we think we need to retire. The results vary significantly by age, as you'll see.

    Resources:

     

     

    30 June 2023, 10:39 am
  • 19 minutes 18 seconds
    DR 363: Is SaveBetter Safe, 3 Best Budgeting Apps, and Vanguard's New $25 Fee

    Today we begin by looking at SaveBetter (now called Raisin). They offer some of the best interest rates on bank accounts available anywhere. But several people have emailed me asking whether SaveBetter is safe. I'll share the response I received directly from SaveBetter.

    Then we look at 3 of the best budgeting apps, including one that is free and one that gives you complete control of your data.

    Finally, we talk about the new $25/month fee that some Vanguard clients will incur beginning in September if they don't act now.

    RESOURCES

    Join the Newsletter: https://doughroller.activehosted.com/f/1

    Best Savings Accounts: https://www.allcards.com/best-savings-account-rates/

    Best Money Market Accounts: https://www.allcards.com/money-market-accounts/

    Best No-Penalty CDs: https://www.allcards.com/best-no-penalty-cd-rates/

    Empower (Personal Capital): https://go.robberger.com/empower/yt-dr363

    Simplifi: https://go.doughroller.net/simplifi/yt-dr363

    Tiller: https://go.robberger.com/tiller/yt-dr363

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    The Dough Roller Money Podcast is a finance podcast for easy-to-understand advice on managing your money. How to make it, give it, save it, spend it, and invest it in a way that puts you in control of your money and makes it work for you. This fun, relatable and honest podcast shoots straight and helps people understand the big picture as well as the nuances of owning your finances. From retirement planning, best practices for saving, paying off debt, smart investing and so much more. You don’t have to be a financial expert to listen, but you can become one! Make sure you SUBSCRIBE so you won't miss any of our upcoming episodes! ➡️ https://bit.ly/DoughRollerYouTube #personalfinance #financetips #moneytips #financialliteracy #moneypodcast DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.

    23 June 2023, 4:45 pm
  • 14 minutes 34 seconds
    DR 362: Inflation, Dave Ramsey Lawsuit & Investing Fees

    Today we start be discussing inflation. Both CPI and PPI numbers are down and the Fed has paused interest rate hikes. For the moment, an FDIC-insured savings account pays more than the rate of inflation. Then we discuss the $150 million lawsuit against Dave Ramsey. There are some important lessons here for all of us. Finally, I answer a listener's question about investment fees inside a Roth workplace retirement Account. RESOURCES:

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    The Dough Roller Money Podcast is a finance podcast for easy-to-understand advice on managing your money. How to make it, give it, save it, spend it, and invest it in a way that puts you in control of your money and makes it work for you. This fun, relatable and honest podcast shoots straight and helps people understand the big picture as well as the nuances of owning your finances. From retirement planning, best practices for saving, paying off debt, smart investing and so much more. You don’t have to be a financial expert to listen, but you can become one! Make sure you SUBSCRIBE so you won't miss any of our upcoming episodes! ➡️ https://bit.ly/DoughRollerYouTube #personalfinance #financetips #moneytips #financialliteracy #moneypodcast DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.

    16 June 2023, 11:50 am
  • 25 minutes 54 seconds
    DR 361: Binance, Marriott Bonvoy Credit Cards & Getting Investment Help

    Today in episode 361 of the Dough Roller Money Podcast, we cover three things:

    1. Binance: Why has the SEC sued Binance related entities, including its CEO, CZ, and what can we learn from the lawsuit.
    2. Marriott Bonvoy has just increased the welcome offer on its credit cards.
    3. And I'll share a story of the advice a gave a friend in retirement looking for help managing their investments.

    RESOURCES MENTIONED IN THE PODCAST

    -Dough Roller Newsletter: https://robberger.com/newsletter/ -Rob Berger Newsletter: https://doughroller.activehosted.com/f/1

    -Rob Berger YouTube Channel: https://www.youtube.com/@rob_berger -Dough Roller YouTube Channel: https://www.youtube.com/channel/UCmWLSuglwdpdWbHhgjaIxRg

    -Marriott Bonvey Brilliant Card: https://www.allcards.com/marriott-bonvoy-brilliant-american-express-card/?utm_campaign=DR+Podcast&utm_source=YouTube&utm_medium=textlink

    -Marriott Bonvey Bevy Card: https://www.allcards.com/marriott-bonvoy-bevy-american-express-card/?utm_campaign=DR+Podcast&utm_source=YouTube&utm_medium=textlink

    -Amex Platinum Card: https://www.allcards.com/american-express-platinum-card-review/?utm_campaign=DR+Podcast&utm_source=YouTube&utm_medium=textlink

    -Binance SEC complaint: https://www.sec.gov/files/litigation/complaints/2023/comp-pr2023-101.pdf

    -Binance SEC Memorandum of Law: https://www.sec.gov/files/litigation/complaints/2023/brief-pr2023-103.pdf

    -Mark Zoril (Plan Vision): https://planvisionmn.com/

    -List of Fixed Fee Planners: https://robberger.com/low-cost-financial-advisors/

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    The Dough Roller Money Podcast is a finance podcast for easy-to-understand advice on managing your money. How to make it, give it, save it, spend it, and invest it in a way that puts you in control of your money and makes it work for you. This fun, relatable and honest podcast shoots straight and helps people understand the big picture as well as the nuances of owning your finances. From retirement planning, best practices for saving, paying off debt, smart investing and so much more. You don’t have to be a financial expert to listen, but you can become one! Make sure you SUBSCRIBE so you won't miss any of our upcoming episodes! ➡️ https://bit.ly/DoughRollerYouTube #personalfinance #financetips #moneytips #financialliteracy #moneypodcast DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.

    9 June 2023, 2:08 pm
  • 9 minutes 36 seconds
    DR 360: Past, Present and Future
    5 June 2023, 12:44 pm
  • 32 minutes 1 second
    Eliminate Your Money Mistakes with Tracey Bissett

    Today on the Dough Roller Money Podcast we are talking with Tracey Bissett!

    Tracey is an award-winning Financial Literacy Educator. She founded Bissett Financial Fitness, hosts the Young Money podcast, and on top of all this she is also a full-time professor in the financial services faculty within the Business School at Centennial College.

    Last year Tracey was awarded as the Most Influential Financial Literacy Leader and The Best Financial Education & Consulting Firm for Bissett Financial Fitness. 

    In this episode, Tracey jumps right into her goal as a financial fitness coach and how she is here to guide people through their money mistakes! She gives her advice on what business owners new and old should be looking out for when dealing with their company’s finances. She also explains how business owners can apply their financial literacy into their personal lives! 

    If you are ready to eliminate your money mistakes keep on listening! 

     

     

    Calls to Action: 

     

    Follow Dough Roller on Linkedin: https://www.linkedin.com/company/dough-roller/

    Follow Dough Roller on Instagram: https://www.instagram.com/doughrollermoney/

    Follow Dough Roller on Twitter: https://twitter.com/doughroller

    Check out the Dough Roller website and blog: https://www.doughroller.net/

     

     

    Timestamps:

     

    00:00 - Introduction to Tracey

    03:09 - What are the personal biases Tracey think people should look out for when dealing with money

    06:30 - Tracey explains what exactly is a financial fitness coach

    08:41 - What are the money mistakes she sees that business owners often make

    10:50 - What are Tracey’s tips for businesses to get out of these mistakes

    13:53 - Does what Tracey teach translates from business owners to personal finance 

    16:26 - Tracey’s advice for business owners who aren’t intentional with spending money

    18:15 - How she approaches helping with people who have side hustles and her advice for those starting side hustles

    23:50 - What are the currently issues that Tracey seeing during COVID

    27:00 - How Tracey helps young adults

    32:36 - Where you can follow Tracey and her endeavours 

    Mentioned in the Episode:

     

    Check out Tracey’s Website: https://www.bissettfinancialfitness.com/about/ 

    Listen to Tracey’s Podcast: https://ymwithtraceybissett.libsyn.com/ 

    Connect with Tracey on LinkedIn: https://www.linkedin.com/in/traceybissett/?originalSubdomain=ca 

    2 May 2022, 4:00 am
  • 37 minutes 54 seconds
    Creating Million Dollar Habits with Tom Corley

    Today on The Dough Roller Money Podcast we are talking with Tom Corley! Tom is the author of the best-selling book Rich Habits, is a frequent speaker and contributor to CNBC, and has shared his insights on over 1,000 radio shows including The Dave Ramsey Show, WABC, WCCO, KOA, KDKA, and KKOB.

    Tom is a CPA, CFP, holds a Master's Degree in Taxation, and is also President of Cerefice and Company, CPAs, one of the top financial firms in New Jersey.

    In this episode Tom shares how he stepped into the work of financial planning and tax work, helping others achieve financial independence. The also shares more about this book Rich Habits and his insight into cultivating the right habits and mindset to achieve success!

    If you want to learn how to start your Rich Habits journey, listen now! 

     

     

    Calls to Action: 

     

    Follow Dough Roller on Linkedin: https://www.linkedin.com/company/dough-roller/

    Follow Dough Roller on Instagram: https://www.instagram.com/doughrollermoney/

    Follow Dough Roller on Twitter: https://twitter.com/doughroller

    Check out the Dough Roller website and blog: https://www.doughroller.net/

     

     

    Timestamps:

     

    00:00 - Introduction to Tom Corley

    01:00 - Tom explains how he originally got into the world of financial planning and tax work

    07:08 - What some of the key habits that Tom has identified to becoming successful

    13:30 - What Tom has identified as a common trait for becoming successful

    23:43 - Tom shares about some of the bigger concerns people have when coming to Tom for financial advice

    28:50 - Tom shares his insights into stock portfolios 

    33:29 - Tom and Rob talk about the struggle of financial planning

    37:22 - Tom gives his advice and insight on annuities

    39:09 - Where you can follow Tom and purchase his book

    Mentioned in the Episode:

     

    Read Tom’s Book: https://richhabits.net/ 

    Connect with Tom on LinkedIn: https://www.linkedin.com/in/tomcorley/ 

    25 April 2022, 4:00 am
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