DR 032: Jemstep–an Asset Allocation and Investment Selection Tool

Betterment All Stocks Allocation

This is the twenty-fifth day in our 31-Day Money Challenge. Over 31 days we’ll publish 31 podcasts, each designed to help you move closer to financial freedom. Yesterday we covered how to tell if you are on track to retire. In today’s podcast, I interview Simon Roy of Jemstep, an online asset allocation and investment […]

Published or Updated: July 29, 2014

DR 029: My Investment Portfolio

My Investments in Personal Capital

This is the twenty-second day in our 31-Day Money Challenge. Over 31 days we’ll publish 31 podcasts, each designed to help you move closer to financial freedom. Yesterday we discussed the importance of keeping mutual fund fees as low as possible. In today’s podcast, I share my own asset allocation plan and the investments I’ve […]

Published or Updated: July 29, 2014

DR 028: How and Why to Keep Investing Costs Low

Bank Fees

This is the twenty-first day in our 31-Day Money Challenge. Over 31 days we’ll publish 31 podcasts, each designed to help you move closer to financial freedom. Yesterday we interviewed Stig Nybo about how to become a super saver. In today’s podcast, we look at mutual fund costs, why the matter, and how to keep […]

Published or Updated: July 29, 2014

DR 026: How to Evaluate and Pick Mutual Funds

how to invest in mutual funds

This is the nineteenth day in our 31-Day Money Challenge. Over 31 days we’ll publish 31 podcasts, each designed to help you move closer to financial freedom. Yesterday we covered how to create an asset allocation plan. In today’s podcast, we’ll look at how you pick mutual funds to implement your asset allocation plan. Sponsors: […]

Published or Updated: July 29, 2014

DR 025: How to Create an Asset Allocation Plan

Asset Allocation

This is the eighteenth day in our 31-Day Money Challenge. Over 31 days we’ll publish 31 podcasts, each designed to help you move closer to financial freedom. Yesterday I interviewed author Larry Swedroe about his book, Think, Act, and Invest Like Warren Buffett. In today’s podcast, we cover how to build an asset allocation plan. […]

Published or Updated: July 29, 2014

DR 024: How to Invest Like Warren Buffett [Interview withLarry Swedroe]

Warren Buffett and Charlie Munger

This is the seventeenth day in our 31-Day Money Challenge. Over 31 days we’ll publish 31 podcasts, each designed to help you move closer to financial freedom. Yesterday we looked at why it’s important to invest like a business owner. In today’s podcast, we interview Larry Swedroe, author of Think, Act, and Invest Like Warren […]

Published or Updated: July 29, 2014

DR 023: Why You Should Invest Like a Business Owner

Best Small Business Credit Cards

This is the sixteenth day in our 31-Day Money Challenge. Over 31 days we’ll publish 31 podcasts, each designed to help you move closer to financial freedom. Yesterday we interviewed Carl Richards, author of The Behavior Gap. In today’s podcast, we look at why it’s important to think like a business owner when it comes […]

Published or Updated: July 29, 2014

DR 022: Interview with Carl Richards, Author of The Behavior Gap

Dough Roller Podcast--Veterans Day

This is the fifteenth day in our 31-Day Money Challenge. Over 31 days we’ll publish 31 podcasts, each designed to help you move closer to financial freedom. Yesterday we looked at juggling competing financial goals, like getting out of debt and saving for retirement. In today’s podcast, we turn to investing with an interview of […]

Published or Updated: July 29, 2014

DR 003: How to Invest for Retirement with Rick Ferri

Dough Roller Podcast--Veterans Day

One of the best books on investing is All About Asset Allocation by Rick Ferri. He’s written several great investing books, but AAAA is my favorite. It’s a must read, particularly if you’re just starting out or want to learn more about passive investing. In October of this year at a personal finance bloggers conference […]

Published or Updated: November 27, 2013