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 Ramsey Show, WABC, WCCO, KOA, KDKA, and KKOB.

Tom is a CPA, CFP, holds a Master's Degree in Taxation, and is also President of Cerefice and Company, CPAs, one of the top financial firms in New Jersey.

In this episode Tom shares how he stepped into the work of financial planning and tax work, helping others achieve financial independence. The also shares more about this book Rich Habits and his insight into cultivating the right habits and mindset to achieve success!

If you want to learn how to start your Rich Habits journey, listen now! 

Calls to Action: 

Follow Dough Roller on Linkedin: https://www.linkedin.com/company/dough-roller/

Follow Dough Roller on Instagram: https://www.instagram.com/doughrollermoney/

Follow Dough Roller on Twitter: https://twitter.com/doughroller

Check out the Dough Roller website and blog: https://www.doughroller.net/

Timestamps:

00:00 - Introduction to Tom Corley

01:00 - Tom explains how he originally got into the world of financial planning and tax work

07:08 - What some of the key habits that Tom has identified to becoming successful

13:30 - What Tom has identified as a common trait for becoming successful

23:43 - Tom shares about some of the bigger concerns people have when coming to Tom for financial advice

28:50 - Tom shares his insights into stock portfolios 

33:29 - Tom and Rob talk about the struggle of financial planning

37:22 - Tom gives his advice and insight on annuities

39:09 - Where you can follow Tom and purchase his book

Mentioned in the Episode:

Read Tom’s Book: https://richhabits.net/ 

Connect with Tom on LinkedIn: https://www.linkedin.com/in/tomcorley/ 

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 Investing, Make Money Blogging, The Passive Income Myth, Crushing Youtube, and Self-Publishing for Passive Income.  And all 11 of his books he self-published.

In this episode, Joseph jumps straight into giving a firsthand look into creating passive revenue through self-publishing. He then shares how he went from working as an analyst to creating his own youtube channel where he gives his professional insight into financial trends. Lastly, he describes how he keeps his large investment portfolio organized and how you can too! 

If you're looking for a current read on today’s investment trends, keep on listening!  

Calls to Action: 

Follow Dough Roller on Linkedin: https://www.linkedin.com/company/dough-roller/

Follow Dough Roller on Instagram: https://www.instagram.com/doughrollermoney/

Follow Dough Roller on Twitter: https://twitter.com/doughroller

Check out the Dough Roller website and blog: https://www.doughroller.net/

Timestamps:

00:00 - Introduction to Joseph Hogue

01:30 - How Joseph has gone about self-publishing his own books

06:23 - Where to find and read Joseph’s books

07:24 - Joseph shares his career journey from an analyst to a YouTuber

11:40 - He shares what tools he uses for analyzing trends and his insight on recent trends

23:35 - Joseph gives his take and his approach to cryptocurrency

26:50 - He gives his opinion and insight into what we should learn about smart contracts on the blockchain

31:36 - He shares how many stocks that are in his portfolio

32:40 - Joseph tells us what tools he uses for investing in cryptocurrency

34:06 - He also shares about his low-cost index funds

35:04 - How Joseph keeps all of his transactions organized

36:11 - What Joseph has planned for 2022 and shares about his communities 

39:00 - How he handles his comment section on YouTube

40:10 - How to keep up with Joseph, his YouTube channel, and his other endeavours 

Mentioned in the Episode:

Subscribe to Let’s Talk Money!: https://www.youtube.com/channel/UCbKdotYtcY9SxoU8CYAXdvg 

Read Joseph’s Books: https://www.amazon.com/Mr.-Joseph-Hogue/e/B015134P9W 

Connect with Joseph on LinkedIn: https://www.linkedin.com/in/josephhogueefficientalpha/ 

On this episode Jack shares his journey workin with Vanguard for over a decade and how he has seen the company change over the years. He gives his insight on topics like stocks vs. bonds, rebalancing taxable accounts, and cryptocurrency. Jack has recently re-released an update to his book More Straight Talk on Investing, which was originally released in 2002.

Calls to Action: 

Follow Dough Roller on Linkedin: https://www.linkedin.com/company/dough-roller/

Follow Dough Roller on Instagram: https://www.instagram.com/doughrollermoney/

Follow Dough Roller on Twitter: https://twitter.com/doughroller

Check out the Dough Roller website and blog: https://www.doughroller.net/

Timestamps:

00:00 - Introduction to Jack Brennan

00:31 - Jack gives his response to all the criticism that has been directed at Vanguard over the years

04:51 - Jack gives his advice for those wondering how they should position their portfolios for the recent inflation

12:50 - Jack gives his opinion of the phrase “stock out perform bonds”

14:47 - Jack explains why he doesn’t practice the 4% rule

16:20 - Jack gives his take on international stocks

18:39 - Jack gives his opinion on the argument for not rebalancing in a taxable account

21:21 - He talk about Vanguard not being involved with cryptocurrency 

23:30 - He then give his advice and opinion on the cryptocurrency 

25:23 - Jack gives his insights into what he thinks are the biggest risks today for the long term investor in the United States?

30:29 - Jack dives in to his book and why he re-released it

34:00 - Where to keep up with Jack and his work

Mentioned in the Episode:

Read Jack’s books: https://amz.run/5PkQ 

In his early-to-mid 20s Ish became interested in personal development and started writing and researching his first book How Successful People Get Ish Done. With the creation and rise of NFT’s in the last 2 years, Ish is currently in the process of creating an NFT playbook for those who want to start investing with NFTs. This year, Ish was named one of Hispanic Executive’s 30 under 30 for 2021, and he gave the 2020 commencement speech at his alma mater, UC Merced. He currently hosts the podcast Getting Ish Done, and is only going up from there!

In this episode Rob and Ish talk about the world of investing and NFTs. Ish shares how he began his journey in NTFs and how he has approached this space so far. He tells us his opinion on how he thinks crypto and NFTs can be used in the future and what we can expect from it’s evolution. We are also able to get a glimpse into how he created his book and how making it into an NFTs is revolutionary. 

If you want an insider’s look into the world of NFTs this episode is for you! 

Calls to Action: 

Follow Dough Roller on Linkedin: https://www.linkedin.com/company/dough-roller/

Follow Dough Roller on Instagram: https://www.instagram.com/doughrollermoney/

Follow Dough Roller on Twitter: https://twitter.com/doughroller

Check out the Dough Roller website and blog: https://www.doughroller.net/

Timestamps:

00:00 - Introduction to Ish Verduzco

01:43 - Ish talks about his background and an overview of his career

05:13 - He share about his framework and how it’s worked for him overtime

08:38 - Ish’s advice on how to tackle his framework

11:57 - He shares about his approach to investing and how he got started

14:58 - He explains how he has invested his 401K

15:53 - What Ish’s crypto and NFT portfolio currently looks like

16:47 - In his on words Ish explains what an NFT is and his approach to the space
18:38 - Ish breaks down how his book is also an NFT and why this is so special

25:39 - He shares about the NFTs he has purchased as investments and how he estimates their value

31:15 - How he goes to purchase NFTs and where he likes to keep them once purchased

33:23 - Ish shares his view on the longevity of NFTs and what can NFTs actually solve for us

41:04 - How Ish thinks the future will look like if decentralized finance becomes the norm

44:57 - Ish share where he invests his crypto and his reasoning behind it

47:55 - How Ish thinks crypto and NFTs will perform in the future when the economy run out of money

49:58 - Where to follow Ish and all of his endeavors 

Mentioned in the Episode:

Buy Ish’s book: https://www.ishverduzco.com/book 

Visit Ish’s Website: https://www.ishverduzco.com/ 

Listen to Ish’s Podcast: https://www.ishverduzco.com/podcast 

Follow Ish on LinkedIn: https://www.linkedin.com/in/ishverduzco/ 

Follow Ish on Instagram: https://www.instagram.com/ishverduzco/ 

Follow Ish on Twitter: https://twitter.com/ishverduzco