DR 246: HBWAI--Asset Allocation Overview

FromThe Dough Roller Money Podcast

Start listening View podcast show

DR 246: HBWAI--Asset Allocation Overview

FromThe Dough Roller Money Podcast

ratings:

Length:

38 minutes

Released:

Jan 23, 2017

Format:

Podcast episode

Description

In our continuing series on How to Build Wealth on Any Income, today we start a deep dive into asset allocation and how to build a solid investment plan.

Released:

Jan 23, 2017

Format:

Podcast episode

Titles in the series (100)

The #1 Money Podcast covering personal finance, investing, money management and financial freedom

Skip carousel

DR 014: 20 Ways to Save Money Without Pain or Sacrifice: 20 Ways to Save Money Without Pain or Sacrifice by The Dough Roller Money Podcast
27 min listen
DR 025: How to Create an Asset Allocation Plan: How to create an asset allocation plan by The Dough Roller Money Podcast
58 min listen
DR 008: What is Financial Freedom [with Jean Chatzky]: How to achieve financial freedom by The Dough Roller Money Podcast
32 min listen
DR 003: How to Invest for Retirement with Rick Ferri: 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 inves by The Dough Roller Money Podcast
56 min listen
DR 006: How to Make 6-Figures Publishing Books on Amazon [with Mike Piper]: Learn how to make a full time income writing books for the Amazon platform by The Dough Roller Money Podcast
48 min listen
DR 002: How to Improve Your FICO Score with Credit Expert Tom Quinn: Credit scores and reports are as confusing as they are important. Since 2007 when Dough Roller launched, I’ve fielded hundreds of questions about credit reports and scores. What I’ve learned is just how much misinformation is out there about how FICO by The Dough Roller Money Podcast
57 min listen
DR 011: 7 Tips for Effective and Stress-free Budgeting: How to Create an Effective and Stress-free Budget by The Dough Roller Money Podcast
20 min listen
DR 010: How and Why to Track Your Net Worth: How to track your financial progress with a net worth statement by The Dough Roller Money Podcast
31 min listen
DR 012: The Four Rules of Budgeting [with Jesse Mecham of YNAB]: The 4 Rules of Budgeting with YNAB Founder, Jesse Mecham by The Dough Roller Money Podcast
21 min listen
DR 005: 6 Accelerators to Improve Retirement Preparedness with Fidelity’s John Sweeney: 6 ways to boost your retirement preparedness with Fidelity's John Sweeney by The Dough Roller Money Podcast
40 min listen
DR 016: Reader Q&A: I tackle reader questions in this episode by The Dough Roller Money Podcast
23 min listen
DR 038: The Dough Roller Podcast Listener Q&A Edition: Wrap-up to the 31-Day Money Challenge by The Dough Roller Money Podcast
31 min listen
DR 017: Credit Scores 101: Credit Scores: Why they are critical and how they are calculated by The Dough Roller Money Podcast
27 min listen
DR 021: Which Way is Up?: How to tackle competing financial goals at the same time by The Dough Roller Money Podcast
25 min listen
DR 024: How to Invest Like Warren Buffett [Interview withLarry Swedroe]: Interview with investing author Larry Swedroe by The Dough Roller Money Podcast
48 min listen
DR 009: How to Set Effective Financial Goals You'll Actually Achieve: How to set powerful financial goals you'll actually achieve. by The Dough Roller Money Podcast
32 min listen
DR 004: Obamacare FAQs with Nate Purpura of eHealth: Everything you need to know about Obamacare from an Affordable Care Act expert. by The Dough Roller Money Podcast
62 min listen
DR 015: 10 Money Management Tools to Build Wealth: My 10 Favorite Money Management Tools by The Dough Roller Money Podcast
28 min listen
DR 001: How to Make the Most of Veterans Benefits: On this Veterans Day, I’m happy to announce the launch of the Dough Roller Podcast. It’s been a long time in the making, and while I don’t have all the kinks worked out, it is off to a good start. To commemorate Veterans Day, by The Dough Roller Money Podcast
55 min listen
DR 026: How to Evaluate and Pick Mutual Funds: A simple strategy for selecting mutual funds by The Dough Roller Money Podcast
33 min listen
DR 019: How to Get Out of Debt: The 4-Step approach to getting out of debt once and for all by The Dough Roller Money Podcast
35 min listen
DR 018: Interview with Experian Credit Expert, Maxine Sweet: How to improve your credit with Experian credit expert, Maxine Sweet by The Dough Roller Money Podcast
53 min listen
DR 013: The One-N-Done Method of Saving Serious Dough: The secret to saving money without pain or sacrifice by The Dough Roller Money Podcast
26 min listen
DR 007: How to Retire at Age 30 [with Mr. Money Mustache]: Learn how one guy retired after just nine years of work at the ripe old age of 30 by The Dough Roller Money Podcast
71 min listen
DR 028: How and Why to Keep Investing Costs Low: Why investment costs matter and how to calculate them by The Dough Roller Money Podcast
31 min listen
DR 022: Interview with Carl Richards, Author of The Behavior Gap: An interview with author Carl Richards about why we do dumb things with our money by The Dough Roller Money Podcast
36 min listen
DR 070: Investing Made Easy – An Interview with Betterment Founder Jon Stein: Several years ago I met Betterment’s founder and CEO, Jon Stein. At the time, Betterment was just getting started, and we had a chance to talk about what Betterment offered investors. Since then Betterment has grown significantly, by The Dough Roller Money Podcast
54 min listen
DR 032: Jemstep--an Asset Allocation and Investment Selection Tool: Interview with Simon Roy of Jemstep, an online asset allocation and selection tool by The Dough Roller Money Podcast
84 min listen
DR 052: A Step-by-Step Guide to Rebalancing Your Investments: A step-by-step guide to rebalancing your investments by The Dough Roller Money Podcast
30 min listen
DR 023: Why You Should Invest Like a Business Owner: Why you should invest like a business owner by The Dough Roller Money Podcast
38 min listen

More Episodes from The Dough Roller Money Podcast

Skip carousel

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: Kubera: CNN Article: 10 Best Checking Accounts: Best Savings Accounts: ... by The Dough Roller Money Podcast
18 min listen
DR 367: The 4% Rule, 3 Financial Planning Tools, and the Optimal Credit Card Rewards Strategy: In today's podcast we cover three topics: 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. Financial Planning Tools: We'll look... by The Dough Roller Money Podcast
37 min listen
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: CPI Details: PPI: Savings Account Rates: Money Market Account Rates: CD Rates: No-Penalty CD Rates: T-Bill Yields: ... by The Dough Roller Money Podcast
26 min listen
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... by The Dough Roller Money Podcast
23 min listen
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... by The Dough Roller Money Podcast
19 min listen
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... by The Dough Roller Money Podcast
19 min listen
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... by The Dough Roller Money Podcast
15 min listen
DR 361: Binance, Marriott Bonvoy Credit Cards & Getting Investment Help: Today in episode 361 of the Dough Roller Money Podcast, we cover three things: Binance: Why has the SEC sued Binance related entities, including its CEO, CZ, and what can we learn from the lawsuit. Marriott Bonvoy has just increased the welcome offer... by The Dough Roller Money Podcast
26 min listen
DR 360: Past, Present and Future by The Dough Roller Money Podcast
10 min listen
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... by The Dough Roller Money Podcast
32 min listen
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... by The Dough Roller Money Podcast
38 min listen
Keeping Up With the Trends with Joseph Hogue: Today on The Dough Roller Money Podcast, we have Joseph Hogue! Joseph is the founder of Let’s Talk Money, a wildly popular Youtube channel on finance, and is the author of 11 books about finance. Some of the titles include Step By Step Dividend... by The Dough Roller Money Podcast
38 min listen
Creating Long Term Financial Success with Jack Brennan: Today on the Dough Roller Money Podcast we have Jack Brennan! Jack is a Chairman and served as CEO of The Vanguard Group from 1996-2009. He has steered trillions- literally trillions- of dollars throughout his career, and you’d be hard-pressed to... by The Dough Roller Money Podcast
33 min listen
The Present and Future of NFTs with Ish Verduzco: Today on the Dough Roller Money Podcast we are talking to Ish Verduzco! He’s the author of How Successful People Get Ish Done, and the host of the Getting Ish Done podcast. In his early-to-mid 20s Ish became interested in personal development... by The Dough Roller Money Podcast
47 min listen
Assessing Your Financial Priorities with Larry Hagner: Today we’re talking with Larry Hagner! Larry is the founder and CEO of The Dad’s Edge. He is an author, podcast host, and speaker. Larry founded his brand The Good Dad Project, later coined The Dad Edge, in 2015 after he published his book... by The Dough Roller Money Podcast
42 min listen
Investing Personalities with Dr. Daniel Crosby: Today on Dough Roller, we are talking with Dr. Daniel Crosby! He is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby recently co-authored a New York Times Best-Selling... by The Dough Roller Money Podcast
37 min listen
Rock Your Retirement with Roger Whitney: Today on Dough Roller, we are talking with Roger Whitney! Roger is The Retirement Man. His blog and podcast of the same name are legendary, and his mission is to help people shift what they think is possible in retirement by changing how they live,... by The Dough Roller Money Podcast
42 min listen
Finding Your Financial Voice with Harlan Landes: Today on Dough Roller, we are talking with Harlan Landes! Harlan is the Founder and Executive Director of the Plutus Foundation, which provides resources and grant money to assist the independent financial media to create, develop, and administer... by The Dough Roller Money Podcast
36 min listen
Overcoming Obstacles With Bola Sokunbi: Today on Dough Roller, we are talking with Bola Sokunbi! Bola is a best-selling author and the founder and CEO of Clever Girl Finance. In this episode, we talk about Bola’s inspiring backstory and where she got her inspiration to start her own... by The Dough Roller Money Podcast
43 min listen
Smart Financial Planning with Peter Mallouk: Today on Dough Roller, we are talking with Peter Mallouk! Peter is the President and CEO of Creative Planning. Creative Planning is a Registered Investment Advisory firm that manages over $90 billion dollars in assets and serves clients in all 50... by The Dough Roller Money Podcast
36 min listen
Retiring Before 40 with Steve and Courtney Adcock: Today on Dough Roller, we are talking with Doug Nordman. Doug is a best-selling author of two books, The Military Guide to Financial Independence and Raising Your Money-Savvy Family For Next Generation Financial Independence. He retired from the... by The Dough Roller Money Podcast
39 min listen
The Nitty Gritty of Military Retirement with Doug Nordman: Today on Dough Roller, we are talking with Doug Nordman. Doug is a best-selling author of two books, The Military Guide to Financial Independence and Raising Your Money-Savvy Family For Next Generation Financial Independence. He retired from the... by The Dough Roller Money Podcast
48 min listen
The Revolution That Wasn’t with Spencer Jakab: Today we are chatting with Spencer Jakab! Spencer is an award-winning journalist who has written for the Financial Times, Dow Jones, and The Wall Street Journal, where he is currently the editor of the Heard on the Street column. He has a new book... by The Dough Roller Money Podcast
37 min listen
Real Estate Investing 101 with Robert Leonard: Today on Dough Roller, we are talking with Robert Leonard! Robert is an expert investor, entrepreneur, and podcast host! He attended University of Massachusetts where he graduated Cum Laude with a BSBA degree in Finance and Economics along with a MBA... by The Dough Roller Money Podcast
47 min listen
Get On the Debt-Free Path with George Kamel: Today on Dough Roller, we are talking with George Kamel! George is a Ramsey Personality and Personal Finance Expert, host of The Fine Print podcast and cohost of the EntreLeadership podcast. He has previously hosted The Ramsey Show video channel,... by The Dough Roller Money Podcast
38 min listen
Supercharge Your Learning with Scott Young: Today on Dough Roller, we are talking with Scott Young! Scott Young is an author, entrepreneur, computer programmer, and host of The Scott Young Podcast. Scott has started and kept up a wildly popular blog since he was 18 years old, and most notably... by The Dough Roller Money Podcast
36 min listen
Welcome Back to the Dough Roller Money Podcast: Ready to be rolling in the dough? Our goal at Dough Roller is to help you make the most of your money and provide easy-to-understand guidance on managing your finances, building wealth, and attaining financial freedom. Because it pays to be smart... by The Dough Roller Money Podcast
4 min listen
Time-Based vs Opportunistic Rebalancing: Rob discusses two basic approaches to rebalance your portfolio. The easiest approach is time-based and the second approach is market-based. Whichever approach you choose, you want to take emotions out of the equation. Remember, a good rebalancing... by The Dough Roller Money Podcast
27 min listen
How Much Dough Should You Spend in Retirement?: Most people thinking about saving for retirement, but what about spending? How do you figure out how much you should spend in retirement? While there isn't a magic number, there is a withdrawal rate that historically, should help your portfolio last a... by The Dough Roller Money Podcast
30 min listen
Small Cap Value vs. Growth: Which is Better?: In this episode, Rob responds to a question from a listener: "Can you explain why small cap value might not be the best bet." Rob breaks down small cap vs. large cap stocks and value vs. growth. Which is better for your portfolio? Does it matter? You... by The Dough Roller Money Podcast
28 min listen

Related podcast episodes

Skip carousel

The Best Market for Real Estate Investing - Epic Wealth Wednesday | 275: Epic Wealth Wednesday shares the unfair advantage that will allow you to get rich permanently. Start with leveraging your resources and raising capital through creative financing. Then attract investment opportunity and... by Epic Real Estate Investing
22 min listen
FTM 448: The Power of Preparedness: What if you could build a financial foundation so strong that it could weather any storm that comes your way? Want to learn how simple, actionable steps can lead to a more financially secure and prepared future? Uncover the keys to financial... by Follow the Money Weekly Radio
41 min listen
Finance OS: Short-Term Goals: Today we start to build on what we’ve talked about so far. We’ve laid the foundation of debt elimination, creating an emergency fund and having the right protection in place. Now we can start looking to the future and set some goals… Show... by The Meaningful Money Personal Finance Podcast
32 min listen
Building a Vertically Integrated Housing Company with $2bn AUM - Casey Lynch, CEO of Roundhouse: Roundhouse is a fully integrated developer and operator of multifamily housing. Starting with a single condominium purchased amidst the financial crisis in 2009, we have since developed and acquired a portfolio of over 5,000 multifamily homes. Toda... by Masters of Moments
86 min listen
E319: Understanding Deal Structure - Steven Pesavento: Although the concept of a deal structure is fairly simply understood there are some more complex strategies that can put your investment into a much more secure position. Join Steven as he takes a deeper dive into the deal structure options to help you when looking at your investment opportunities. by The Investor Mindset - Name Your Number Show [$]
12 min listen
Will 2024 Surge Against The Odds? | Nicole Webb by Wealthion - Be Financially Resilient
35 min listen
E278: Diversification - Single Asset Vs Funding Investing - Steven Pesavento: Whether you are looking at just starting to invest or a long-term investor, you need to look at diversifying your portfolio. In today’s episode, Steven takes us through the differences between single asset and funding investing and how real estate can be the investing strategy you have been looking for. by The Investor Mindset - Name Your Number Show [$]
12 min listen
Strategizing for Wealth and Freedom - Dave Wolcott #5773: Summary: We’re always looking for different ways to invest and achieve financial goals, and this episode’s guest provides viable solutions for doing so. Founder and CEO of Pantheon Investments, Dave Wolcott, joins us to talk about developing... by Financial Survival Network
16 min listen
Safe is the NEW Risky - Epic Wealth Wednesday | 278: Epic Wealth Wednesday spills the beans on what actually makes a “safe” investment. Get the plan to escape the race with new strategies for leveraging your resources, limiting your liabilities and building money-making assets. Put this plan to work... by Epic Real Estate Investing
23 min listen
A Conversation with Kelly Shaw, Principal @ Vestigo Ventures | AlmaPact | Synchrony | GE Capital | Harvard Business School by Women in Venture Capital
17 min listen
E131: Clear Investing Goals: Investing for Cashflow or Appreciation - Steven Pesavento: This week we ask: What are your investing goals? Maybe you're looking for cashflow, an income stream, appreciation or a net return. If this applies to you then make sure you don't miss this episode as we'll be learning how to find investments that fit your criteria and how to use them to achieve goals going forward in your investing career. The Passive Investing Playbook - https://theinvestormindset.com/passive by The Investor Mindset - Name Your Number Show [$]
14 min listen
Long-Termism in Real Estate Investing: Are you looking to start building a passive income stream from multifamily real estate investments? This video is for you! In today’s episode, you will learn from our guest Fuquan Bilal, an experienced investor and entrepreneur, as he shares his... by Jake and Gino Multifamily Investing Entrepreneurs
37 min listen
98 Versus "The Gathering Darkness" Part 7 - Outcome of a Lifetime Commitment to Equities by Mindful Money
36 min listen
How To Invest In Secondary Markets From A Distance With Kimberly Kesterke - Real Estate Women by Real Estate Investing For Women
26 min listen
2023 Year-End Review: The 7e Investments Fund And The Dynamic Market Landscape With Lauren Wells by Creating Wealth Simplified
34 min listen
Tips For Buying Cheap Land Remotely and Flipping It With Jessey and Kevin: Welcome to the Investing for Beginners podcast. In today’s show, we discuss: Land investing with Jessey and Kevin from REI Conversion What land investing is, and how to get started. Different approaches to finding and investing in the best properties, by The Investing for Beginners Podcast - Your Path to Financial Freedom
50 min listen
Get Your Mind On Your Money - Epic Wealth Wednesday | 268: A first real estate investment brings some confidence, then continue to add properties to build long-term cash flow. A diverse real estate portfolio delivers financial freedom and Epic Wealth. Shift your mindset to building streams of money.... by Epic Real Estate Investing
22 min listen
How To Become Wealthy. Focus on the ROI! | 582: Today, we are talking about how to become wealthy. Focus on the ROI! This bottom line principle is paramount to the wealth creation and, though people generally grasp it, they don’t fully understand it, which is why we decided to break it down and,... by Epic Real Estate Investing
23 min listen
Ravi Viswanathan – Venture Secondaries and Growth Capital at NewView (EP.327): Today’s sponsored insight features Ravi Viswanathan, Founder and Managing Partner of NewView Capital (NVC), a venture firm that created a disruptive model for strategic secondary investing that blends portfolio acquisitions with direct investing. ... by Capital Allocators – Inside the Institutional Investment Industry
45 min listen
Ep #923 - The Power of Preparation - Own Your Power Success Tip: Unlock the secrets to success in multifamily real estate through the power of preparation. This week's On Your Power clip emphasizes the importance of deliberate planning and action. Learn the art of careful preparation to navigate the opportunities... by Lifetime Cash Flow Through Real Estate Investing
5 min listen
56.Register Your Down Payment as a Mortgage with Michael Yasny: Here's another interesting episode worth exploring! We've been told about the possibility of leveraging our home equity to secure capital for our investment. However, that seems to be the extent of the information provided to us. Michael Yasny... by How to Raise Capital 101 Show for Real Estate Investors
23 min listen
#120 - Alex Shahidi - Risk Parity: How to Invest for All Market Environments by Opto Sessions – Invest in the Next Big Idea
50 min listen
From Single-Family To Multifamily Investing W/ Bernie & Michael: Single-family investing is sometimes easier to begin with as it involves just a transaction of buying the right property, however, in the long term, most investors switch to Multi-family investing due to the scale, tax advantages and more wealth... by Jake and Gino Multifamily Investing Entrepreneurs
40 min listen
Presented by The Scotiabank Women Initiative: Heading on the ESG Journey by Scotiabank Market Points
16 min listen
168 | Andrea Petersen | Building A Purpose-Driven Real Estate Business: Is it possible to invest in real estate with little money? by The Greatness Machine
56 min listen
100 Versus "The Gathering Darkness" Part 9 - What About Social Responsibility (ESG)? by Mindful Money
20 min listen
Revealing How Artificial Intelligence Can Shape Market Trends | Stephen McBride by Wealthion - Be Financially Resilient
36 min listen
E174: Underwriting: What You Should Know - Devin Elder: This week real estate entrepreneur Devin Elder and I dive deep into what's changed for underwriting since last year including cheaper interest rates, the "COVID escrow" and much more. ?? Get The Passive Investing Playbook - https://theinvestormindset.com/passive Successful real estate entrepreneur Devin Elder drops by to give us some advice on what can save you time, money and stress when first getting into the investing game. He tells us: think about what you're best at; for you it might be easier to buy a stabilized property rather than one going straight to heavy renovation. If you're not experienced in property management, then the return might not be worth the work and stress. We dive into this and much more including what to look for when underwriting and what impact the past 12 months has had on the market. Devin Elder is a real estate entrepreneur and sole owner of DJE Texas Management Group LLC, which manages all asp by The Investor Mindset - Name Your Number Show [$]
30 min listen
Why You Should Consider Triple Net Lease Commercial Investing by The Real Estate InvestHER Show
60 min listen
092: Versus “The Gathering Darkness,” Part 1 - Support Ownership of Great Businesses By Understanding Words and Meaning by Mindful Money
11 min listen

Discover this podcast and so much more

DR 246: HBWAI--Asset Allocation Overview

DR 246: HBWAI--Asset Allocation Overview

Description

Titles in the series (100)

More Episodes from The Dough Roller Money Podcast

Related podcast episodes