Financial and retirement planning guidance with Brian Doe of Livingworth Wealth Advisors, based in the Greensboro, Georgia. Serving the lake country and beyond.
Special guest Brett Danko, managing partner of Main Street Financial Solutions (MSFS), joins the show today to talk about the special relationship between Livingworth Wealth Advisors and MSFS. They'll discuss the origin of their relationship and why this particular structure is so beneficial to clients. They'll also discuss the differences between different financial designations and what it truly means to be a "financial advisor".
Read MoreRecent attacks on Saudi oil refineries have once more bubbled up conversations about the fragility of the world's oil and economic systems. What would happen if we truly had an energy, or financial crisis that led to some of our worst fears? We'll take a quick look at those scenarios on today's show and talk about what your financial plan b (and plan c and plan d) should look like. The widely agreed upon metric for "emergency savings" is 3-6 months of expenses, but is that advice really solid? We'll look at some other items you should consider making a part of your true financial back up plan.
Read MoreParents and grandparents often want to help with the college expenses of a loved one and so many turn to 529 plans for help. On today's show, we'll break down the good and bad of these types of plans and present you with some alternative saving methods to consider. The end goal, of course, is to help pay for the education. But can it be done more efficiently? Listen in to join the discussion.
Read MoreYou would think that every tax hike would be big news and have extensive coverage from the media. However, sometimes there are convoluted ways that your taxes can be raised. Brian breaks down how these intricate methods might affect you.
Read MoreSome people choose to place their finances in the care of an independent custodian. In today's show, Brian breaks down this term and explains how it might be beneficial to you.
Read MoreIt can be easy to allocate money to bills and an emergency fund, but what about money for fun? Let's talk about a few steps that may fuel the "fun fund".
Read MoreAs with many people planning for retirement, its' likely that you've got a lot of the right things, but they may not be in exactly the right place. Brian talks about a very simple step you can take to optimize your investments as you build your retirement portfolio.
Read MoreThe Stretch IRA has been a useful financial planning tool for many years. But new legislation making its way through Congress might cause its demise (see the SECURE Act). We'll ask Brian Doe about the implications of the legislation and why you might need to be concerned if you haven't taken the proper steps to guard against this new development.
Read MoreWelcome to the first episode of Make The Dough Rise with Brian Doe. On this edition, we'll get to know Brian a little better, explore how he got into the industry, why he calls Georgia home, and detail for you what we hope you'll learn from listening to future podcasts.
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