Make The Dough Rise Brian Doe

While you're tidying up the garage and carrying on your traditional spring cleaning tasks, tune into this episode of Make The Dough Rise where we focus on "spring cleaning" your finances, covering essential topics such as tax preparation, the importance of beneficiary reviews, and strategic updates to your investment portfolio. Could Small Cap Value be the most undervalued segment in the market right now? We'll also provide insights into the latest effective planning tools and the implications of upcoming tax law changes.

Dive into the evolving global landscape in our latest episode of Make The Dough Rise, where we explore the seismic shifts challenging the post-WWII status quo. This "New World Order" could change how we think and approach personal and macro-finance conversations for decades to come. From the end of America's role as the global maritime protector to the pressing realities of de-globalization and the unprecedented energy shifts, we dissect how these changes are reshaping economies and geopolitics. Tune in as we seek to understand a new era defined by industrial upheaval, energy revolutions, and the critical need for innovation in facing the future's uncertain tides.

It’s time to turn our attention to 2024 and unravel the potential twists and turns ahead in the financial world. With the "Recession is coming" mantra entering its third year, we explore the diminishing shadows of inflation and emerging signs of industrial deflation. And as we step into an election year, we demystify the impact of political shifts on the market, and we don't shy away from addressing the elephant in the room: Federal actions. Will there be a shift from rate raising to cutting? Finally, we wrap up with a crucial segment on strategic goal setting. Join us for this episode as we equip you with the knowledge and strategies to make 2024 not just another year, but a milestone in your financial journey.

With 2024 almost here, this episode seeks to take a positive reflection on 2023. We'll highlight some personal and professional achievements from the year and give you some tips on how to make the most out of your remaining days this year. We'll also reflect on an issue that has gained more national attention, Social Security overpayments. Brian brought this to light on the last episode and shares additional insights with us today. We'll conclude with some money moves you can consider in the final few weeks of the year like tax optimization, charitable giving strategies, end-of-year contributions, and more...

Explore the tangled web of healthcare economics on this episode of Make The Dough Rise. We're tackling the sky high rise of health insurance costs, the historical roots of current policies, and the entangled systems that drive these soaring prices. Brian will also provide an update on his recent story about navigating the rigid structures of Social Security and what the migration of thousands of millionaires to new countries means for the global financial climate (BRICS).

In this episode, we dive into the numbers and explore wealth percentiles. Where do you rank? Are you on par with everyone else? What does it mean to be financially comfortable? Find out how your net worth compares to different age groups and wealth percentiles across the United States. We’ll also expose the flaws in the standard 60/40 portfolio and look at the pandemic’s impact on our attitudes about what it means to “be wealthy”.