DR 050: How to Prepare as You Near Retirement [Interview with Author Emily Birken]

5 Years Before You Retire

Podcast: Play in new window | Download | EmbedAre you ready to retire? Have you done all of the things you should have in the few years leading up to retirement? These are the questions our guest today has answered in her comprehensive book on retirement readiness, The Five Years Before You Retire. I had […]

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Published or Updated: April 3, 2014

DR 049: How Much of Your Retirement Nest Egg Should You Invest in Stocks?

Untitled spreadsheet

Podcast: Play in new window | Download | EmbedIn the 31-Day Money Challenge, we covered the basics of asset allocation. Today we are going to focus more specifically on how much to invest in stocks and how much in bonds. The stock/bond allocation is the most important piece of asset allocation. The question of stocks […]

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Published or Updated: April 2, 2014

Take Advantage of the IRA Catch-Up Rule

Google spreadsheets future value function

In reading about retirement lately, I’ve been reminded of an important money tip. If you’re 50 or older, remember to take advantage of the $1,000 IRA catch up contribution. When you’re 50+, you can contribute more to an IRA than younger folks can. That extra $1,000 added to the limit can make a big difference. […]

Published or Updated: March 27, 2014

DR 046: 4% Retirement Withdrawal Rule–An Interview with Vanguard’s Maria Bruno and Colleen Jaconetti

Vanguard Investments

Podcast: Play in new window | Download | EmbedWhat do retirement planning professionals from Vanguard have to say about retirement topics like the 4% rule? In today’s podcast I interview two investment analysts at Vanguard with over 35 years of combined experience – Maria Bruno, CFP and Colleen Jaconetti, CFP. We talk about everything from […]

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Published or Updated: March 26, 2014

DR 040: How Best to Use a Backdoor Roth IRA

Key Retirement Assumptions

Podcast: Play in new window | Download | EmbedEven if you exceed the income limits for contribution to a Roth IRA, you may still be able to take advantage of this excellent additional retirement account option. You can work through what’s called a “backdoor Roth,” which basically means that you convert traditional IRA contributions into […]

Published or Updated: March 30, 2014

Can you contribute to a 401k and IRA?

question mark twn

During the 31-Day Money Challenge, readers sent in a lot of great questions. One question from a reader named David is one I’ve received many times. Here it is: My 401k is maxed out for the year at 17,500 + 5,500. Can I also contribute a total of 6,500 to a conventional IRA with after-tax […]

Published or Updated: April 21, 2014

DR 038: The Dough Roller Podcast Listener Q&A Edition

Dough Roller Podcast--Veterans Day

Podcast: Play in new window | Download | EmbedThis is the last day in our 31-Day Money Challenge. Over the past 31 days, I’ve published 31 podcasts, each designed to help you move closer to financial freedom. Yesterday was talked about retirement accounts. In today’s podcast, we wrap up the series with a number of […]

Published or Updated: February 8, 2014

DR 031: How to Tell If You Are on Track to Retire

Retired

Podcast: Play in new window | Download | EmbedThis is the twenty-fourth 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 Brandon Turner about real estate investing. Today I’m going to cover a number of reader comments and […]

Published or Updated: April 21, 2014

DR 027: How to Become a Retirement Super Saver [Interview with Stig Nybo]

Coin Dropping Into Piggy Bank

Podcast: Play in new window | Download | EmbedThis is the twentieth 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 how to pick mutual funds to implement an asset allocation plan. In today’s podcast, we explore […]

Published or Updated: February 6, 2014