DR 132: Robo Advisors–The Pros and Cons

The first so called Robo Advisor I recall is Betterment. Several years ago I met its founder, Jon Stein, and recently interviewed him for the podcast. Since then I’ve used or evaluated Motif Investing, Acorns, WealthFront, Future Advisors, and JemStep. I’ve also used extensively the free Financial Dashboard offered by Personal Capital. It was with […]

DR 131: Retirement Plan Options for Small Businesses–An Interview with Fidelity’s Brian Hogan

One of the biggest surprises for me as a blogger was the retirement plan options available to a small business owner. While a 401k maximum contribution is $17,500 (as of 2014) and an IRA is $5,500 (as of 2014), as a small business owner I can sock away more than $50,000 a year. It almost […]

DR 130: The #1 Way to Save Money Is . . .

The many ways to save money are limited only by our imagination. That’s why I asked the readers of the Dough Roller Newsletter their #1 money saving tip. In past weeks they have given some great replies to other questions: What is your favorite book about money? Where do you keep your emergency fund? What […]

DR 129: 5 Simple Strategies to Stay Productive Working from Home (bet you never thought of #5)

I‘ve struggled with productivity for years. Give me a deadline and I can work like a rented mule. Leave me to my own devices, however, and I’m as productive as carefree summer day at the beach. This really came to light for me when I started working from home. With no supervisors and few hard […]

DR 128: What All Kids Should Know About Saving & Investing–An Interview with Author Rob Pivnick

We interview author Rob Pivnick about his book, What All Kids Should Know About Saving and Investing. With a son and daughter now grown, I often wonder how well I prepared them to handle finances. While they are both now in their early 20’s, the truth is that their financial education is far from over. […]

DR 127: iQuantifi–Interview with its Founder Tom White

Robo-advisors are all the rage today. These online tools help automate investing, from picking an asset allocation plan to buying the mutual funds or ETFs to rebalancing. What they don’t do, however, is help us with broader financial planning tasks. Enter iQuantifi. Founded by Tom White, a former financial planner and investment advisor, iQuantifi is […]