The Dough Roller Money Podcast

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 professor in the financial services faculty within the Business School at Centennial College.

Last year Tracey was awarded as the Most Influential Financial Literacy Leader and The Best Financial Education & Consulting Firm for Bissett Financial Fitness. 

In this episode, Tracey jumps right into her goal as a financial fitness coach and how she is here to guide people through their money mistakes! She gives her advice on what business owners new and old should be looking out for when dealing with their company’s finances. She also explains how business owners can apply their financial literacy into their personal lives! 

If you are ready to eliminate your money mistakes keep on listening! 



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00:00 - Introduction to Tracey

03:09 - What are the personal biases Tracey think people should look out for when dealing with money

06:30 - Tracey explains what exactly is a financial fitness coach

08:41 - What are the money mistakes she sees that business owners often make

10:50 - What are Tracey’s tips for businesses to get out of these mistakes

13:53 - Does what Tracey teach translates from business owners to personal finance 

16:26 - Tracey’s advice for business owners who aren’t intentional with spending money

18:15 - How she approaches helping with people who have side hustles and her advice for those starting side hustles

23:50 - What are the currently issues that Tracey seeing during COVID

27:00 - How Tracey helps young adults

32:36 - Where you can follow Tracey and her endeavours 

Mentioned in the Episode:


Check out Tracey’s Website: 

Listen to Tracey’s Podcast: 

Connect with Tracey on LinkedIn: 

Direct download: DR_e-18_Tracey_Bissett_Finalised_Master_-16LUFS.mp3
Category:general -- posted at: 12:00am EDT

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! 



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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: 

Connect with Tom on LinkedIn: 

Direct download: DR_e-17_Tom_Corley_Finalised_Master_-16LUFS.mp3
Category:general -- posted at: 12:00am EDT

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!  

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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!: 

Read Joseph’s Books: 

Connect with Joseph on LinkedIn: 

Direct download: DR_e-16_Joseph_Hogue_Finalised_Master_-_16LUFS.mp3
Category:general -- posted at: 12:00am EDT

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 find anyone with better financial astuteness than Jack. Currently, Jack is a director of Guardian Life Insurance Company of America, American Express Company, and Rockefeller Capital Management. He is Chairman of the Board of Trustees of the University of Notre Dame, and is a founding trustee of King Abdullah University of Science and Technology. This past year Jack re-released an update to his book More Straight Talk on Investing, which was originally released in 2002.

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.



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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: 

Direct download: DR_e-15_Jack_Brennan_Finalised_Master_-_16LUFS.mp3
Category:general -- posted at: 12:00am EDT

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 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: 


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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: 

Visit Ish’s Website: 

Listen to Ish’s Podcast: 

Follow Ish on LinkedIn: 

Follow Ish on Instagram: 

Follow Ish on Twitter:  

Direct download: DR_E_-14_Ish_Verduzco__Finalised_Master_-16LUFS.mp3
Category:general -- posted at: 12:00am EDT

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 The Dad's Edge: 9 Simple Ways to Have: Unlimited Patience, Improved Relationships, and Positive Lasting Memories. 

He’s also the host of The Dad Edge Podcast where he’s interviewed over 700 experts on all things pertaining to life and fatherhood. And last year in 2020 Larry was chosen as a speaker/educator for the Financial Freedom Movement Summit. 

On today’s episode we chat with Larry about his childhood journey, growing up without a father-figure, and how that led to him creating The Dad’s Edge. We’ll also hear about how COVID-19 changed Larry’s financial priorities and philosophies. 



Calls to Action: 


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00:00 - Introducing Larry Hagner

01:52 - The backstory of The Dad Edge

08:13 - Larry’s backstory and journey to The Dad’s Edge

20:17 - When Larry shifted The Dad’s Edge to full time work

21:26 - The Masterminds community

24:47 - How money growing up affected Larry to today

31:35 - What financial issues cause couples the most problems

34:05 - How Larry landed on his financial philosophies

37:19 - How COVID-19 shifted Larry’s financial priorities

42:01 - Where to keep up with The Dad’s Edge and Larry



Mentioned in the Episode:


Dad’s Edge Website -

Dad’s Edge Podcast -

Larry’s Free 21 Day Course -

Larry’s LinkedIn -

Direct download: DR_E_-13_Larry_Hagner_Finalised_Master_-16LUFS.mp3
Category:general -- posted at: 12:00am EDT

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 book titled, Personal Benchmark: Integrating Behavioral Finance and Investment Management. 

Daniel was named one of the “12 Thinkers to Watch” by and a “Financial Blogger You Should Be Reading” by AARP, and is the author of many best-selling books which include:You’re Not That Great, The Laws of Wealth, and Behavioral Investor. He also hosts the podcast Standard Deviations which tackles money, mind, and meaning, all through a psychological lens.

One today’s episode we talk about how Dr. Daniel created the Irrationality Index, and the different investing personalities. We’ll also learn about Dr. Crosby’s stance on higher risk investments like crypto, and how different personality traits can have different levels of success when investing!



Calls to Action: 


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00:00 - Introducing Dr. Daniel Crosby

03:11 - How Daniel created the Irrationality Index

08:11 - Behavioral Finance lessons to learn in the market

13:07 - Value Momentum Investors vs. Value Camp Investors

20:05 - Identifying Investment Biases

23:28 - Incorporating momentum into you investment philosophy

26:52 - Dr. Daniel’s insights on fear

29:28 - Dr. Daniel’s research on personality traits in successful investors

38:31 - Where to keep up with Dr. Daniel

Mentioned in the Episode:


Dr. Daniel’s Twitter -


Dr. Daniel’s LinkedIn -


Standard Deviations Podcast -


Dr. Daniel’s Books -

Direct download: DR_E_-12_Daniel_Crosby_Finalised_Master_-16LUFS.mp3
Category:general -- posted at: 1:00am EDT

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, work, and celebrate what's possible in the present. 

Roger is a 3 time PLUTUS award winner and author of Rock Retirement: A Simple Guide to Help You Take Control and be More Optimistic About the Future. He’s been ranked by Investopedia as one of the most influential financial advisers for over 5 years, and he created the Rock Retirement Club, which is an online community which provides tools for others to build an amazing retirement.

On the show today we talk with Roger about his firm Agile Retirement and their philosophies. We’ll also learn how to overcome mental hurdles surrounding retirement planning and how to create your own unique retirement plan. If you’ve ever had any confusion around retirement, keep listening to this episode for some great advice!

Calls to Action: 


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00:00- Introducing Roger Whitney

01:44- Roger’s firm, Agile Retirement

05:11- How Roger approaches retirement planning

14:10- Building a framework for your finances

20:46 - Narrowing down your planning priorities

24:59- Overcoming mental hurdles around retirement

27:53- Finding your personal perfect retirement number

42:13- Where to keep up with Roger



Mentioned in the Episode:


Roger’s Website and Class-

Retirement Answer Man Podcast-

Direct download: DR_e-11_Rpger_Whitney_Finalised_Master_-16LUFS.mp3
Category:general -- posted at: 1:00am EDT

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 programs that enhance financial literacy, education, and empowerment. He also ran one of the first personal finance blogs, Consumerism Commentary.

In this episode, we talk about Harlan’s financial journey from losing everything, to creating a foundation that deals in millions of dollars a year. We’ll also hear about Harlan’s saving and investing methods. 


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00:00- Introducing Harlan Landes

01:52- Harlan’s first blog Consumerism Commentary

09:37- How Consumerism Commentary became a business

19:53- Harlan’s next move after selling Consumerism Commentary

32:21- How and why Harlan founded The Plutus Foundation

37:10- Harlan’s next projects

39:00- Where to keep up with Harlan


Mentioned in the Episode:


Plutus Foundation - 

Harlan’s Twitter -

Direct download: 10_Harlan_Landes.mp3
Category:general -- posted at: 12:00am EDT

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 businesses. We’ll also talk about the wage disparity and financial hurdles women and people of colour face when trying to build their wealth. This interview will leave you feeling inspired and ready to take action, so keep on listening!

Calls to Action: 


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00:00 - Introducing Bola Sokunbi

00:52 - Bola’s Inspiration and Backstory

06:28 - Why Bola Started Heavily Saving in College

09:49 - Bola’s First Side Hustle

15:26 - The Beginning of Clever Girl Finance

20:33 - Bola’s Decision to Make Her Courses Free

25:20 - The Financial Challenges Women Face

36:10 - Building Wealth as a Woman in Other Countries

39:40 - What’s Next for Bola

42:06 - How to Keep Up With Bola



Mentioned in the Episode:


Clever Girl Finance Website -

Clever Girl Finance Instagram –

Clever Girl Finance YouTube -

Direct download: 9_Bola_Sokunbi_v1.mp3
Category:general -- posted at: 12:00am EDT

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 $100 billion dollars in assets and serves clients in all 50 states. Both Creative Planning and Peter have been recognized as industry leaders by organizations such as Barron’s, Financial Times and CNBC. RIA Channel, published by Forbes, recently ranked Creative planning as the #1 Wealth Manager for 2020.*

Along with Creative Planning, Peter also provides financial education to those who have been underserved by the financial service industry. He and his wife have received awards such as the Giving the Basics Human Dignity award and Variety Presidential Citation award. He has also founded a non-profit dedicated to providing under-resourced communities with actionable financial education.

Today we talk with Peter about his thoughts on our current inflation in the market, and his thoughts on cryptocurrency stocks. We’ll also hear all about what Creative Planning does. If you want to hear some hard truths about financial planning, keep listening!


* See Creative Planning’s website at for important award disclosure information.

Direct download: e-06_Peter_Mallouk_Finalised_Master.mp3
Category:general -- posted at: 12:00am EDT

Today on Dough Roller, we are talking with Steve and Courtney Adcock! Steve and Courtney both retired from their full time jobs in their mid-30s, with nearly $1 million in the bank. Today, they live an “off the grid” lifestyle, and for the first few years of retirement traveled the country in an airstream! They run a popular finance blog detailing their savings methods and other finance advice, and have been featured in publications like MarketWatch, Forbes, Business Insider, CNBC, and Vice.


Today Steve and Courtney tell us their stories of achieving retirement so young, and what their asset allocation looks like because of that. We’ll also hear how they manage healthcare, scarcity mindset, and how 2020 affected their financial plans.  


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00:28- All About Steve and Courtney

03:46- What Inspired Steve and Courtney to Start Saving for Retirement

10:03- How Long it Took Steve and Courtney to Save

15:15- Steve and Courtney’s Asset Allocation

20:35- The LEANFire Discussion for Steve and Courtney

26:07- How Steve and Courtney Manage Healthcare

28:05- How a Childhood Bankruptcy Affected Courtney

30:46- 2020 and What’s Next For Steve and Courtney

38:57- Where to Keep Up with Steve and Courtney


Mentioned in the Episode:

Steve’s Blog-

Steve’s Twitter-

Direct download: e-05__Steve__Courntey_Adcock_Finalised_Master.mp3
Category:general -- posted at: 12:00am EDT

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 military at age 41, and spends his time now helping other military families and veterans become financially independent. 

In this episode, we talk about how Doug was able to retire at age 41 and how he earns his passive income now. We’ll also hear Doug’s advice on asset allocation and how to deal with the behavioral side of finance. If you want to hear some great advice for retirement planning, keep listening!


Calls to Action: 


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 00:20- Doug’s History as a Navy Nuclear Engineer

 02:29- How Doug Earned Money After Retiring from the Navy

 10:17- How Doug Uses the 4% Rule

 12:57- Doug’s Advice on Asset Allocation

 17:09- Doug’s Plan of Retiring at 41

 27:13- About Doug’s Book The Military Guide to Financial Independence 

 32:14- How Doug Started Surfing

 34:59- The Importance of Behavioral Finance 

 42:08- The Tools Doug Uses to Maintain his Budget

 46:01- How to Keep Up with Doug


Mentioned in the Episode:


Doug’s First Book: The Military Guide to Financial Independence and Retirement

Doug’s Most Recent Book: Raising Your Money-Savvy Family For Next Generation Financial Independence 

Doug’s Facebook:

Doug’s Website:

Doug’s Twitter:

Direct download: e-04_Doug_Nordman__Finalised_Master__1.mp3
Category:general -- posted at: 12:00am EDT

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 coming out on the GameStop/Meme Stock events of 2021 called The Revolution That Wasn't: GameStop, Reddit, and the Fleecing of Small Investors.

In today’s episode we talk with Spencer about his new book and the early days of the GameStop saga. We’ll also hear Spencer’s personal thoughts about funding your index funds and portfolios, and what he thinks about crypto investing. 


Calls to Action: 


Follow Dough Roller on Linkedin:

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Check out the Dough Roller website and blog:


Mentioned in the Episode:


Spencer’s new book-

Spencer’s Twitter-

Spencer’s Website-

Spencer’s Articles on WSJ-

Direct download: 5_Spencer_Jakab_v1.mp3
Category:general -- posted at: 12:00am EDT

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 degree in Accounting and Finance. Robert then became a Certified Management Accountant (CMA) where he practiced as a financial analyst and corporate finance manager. He is an accounting and finance professional with an immense passion for stock and real estate investing, business, and entrepreneurship, which allowed him to quit his W2 position and begin his own real estate investment business. 

He is currently the host of two podcasts, Millennial Investing and Real Estate 101 which are under The Investor’s Podcast group where he has recently became VP of growth and innovation. Robert is also a founder and managing partner of Piranha Capital, a boutique real estate investment firm. 

In this episode, we talk about Robert’s journey to finance and motocross beginnings. We’ll learn about Robert’s story of his first real estate investment, and how it hooked him into house hacking. We’ll also discuss stock portfolios, bitcoin investment, and rules of thumb for property rental management. If you want to learn more about real estate investing, keep listening!


Social Media:


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00:21- Robert’s Motocross Backstory and Path to Finance

07:14-  What Robert is Doing Now and His Podcasts

09:06- Robert’s First Real Estate Investment and House Hacking

22:49- Robert’s Real Estate Empire Today

25:09- Why Robert’s Properties are Long Distance

35:00- Robert’s Rules of Thumb for Property Rentals

37:22- Managing Properties During COVID

42:00- Robert’s Stock Portfolio and Investment in Bitcoin

53:46- Where to Keep Up With Robert


Mentioned in the Episode:


Investor Shadow

Robert's Twitter

Robert's Instagram

Milennial Investing Podcast

Direct download: e-03_Robert_Leonard_Finalised_Master_.mp3
Category:general -- posted at: 12:00am EDT

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, Ramsey live events, Borrowed Future podcast, and Foundations in Personal Finance High School Curriculum. He has been a staple of the Ramsey team personalities, and has been working on their team since 2013.

 George is a huge proponent of helping people make the most of their money, to make the most of their life through all sorts of different channels. Recently, he spearheaded the release of Ramsey Solutions first documentary, Borrowed Future: How Student Loans Are Killing the American Dream. The documentary is based off the eight episode podcast he hosted back in 2019 and he is a producer on the film.

In this episode, we talk about how George became involved with the Dave Ramsey team, and how he used the Ramsey methods to become debt-free. We also discuss George’s podcasting ventures and the release of his new documentary, Borrowed Future. George also tells us about finance trends we should be weary of, his take on credit-cards and their rewards programs, and how the student loan crisis is taking over people’s lives. If you’re looking for clear-cut ways to get on the path to being debt free, keep listening!


Social Media:


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00:29-George’s Backstory and How He Got Involved With Dave Ramsey

02:09- How George Follows the Ramsey Method to Become Debt Free

04:49- George’s Podcasts

06:43- Finance Trends to Be Weary Of

08:01- George’s Opinion on Bitcoin

10:21-George’s Take on Credit Card and Rewards

14:17- Student Loans and George’s Documentary

24:50- How Policy Can Effect Change for Student Loans

30:28- How George Paid of $40,000 of Debt

35:12- How to Bulletproof Our Finances


Mentioned in the Episode:


The Fine Print Podcast

EntreLeadership Podcast

Borrowed Future Documentary 

George's Instagram

George's Twitter

Direct download: e-02_George_Kamel_Finalised_Master_.mp3
Category:general -- posted at: 12:00am EDT

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 has completed some amazing learning challenges, such as the MIT Challenge where in just one year he learned the entire curriculum of MIT’s computer science major without taking any classes, and The Year Without English where he set out to learn 4 different languages over the course of one year.

Scott’s first book Ultralearning, is a Wall Street Journal Best-Seller, and in 2012 he gave a TEDX talk about his approach to learning and his time at MIT, which has been viewed over half a million times. He has written over 1000 articles on everything from holistic learning to finding the meaning of life. Scott is a master of self-teaching and learning, and an exemplary multi-hyphenate scholar.

In this episode, we talk about Scott’s journey with his learning challenges, including his infamous time with the MIT challenge. Scott tells us how he got into personal development and learning, and how he uses those skills in his day-to-day life. We’ll also talk about the emotional side of investing, and how to keep your anxiety at bay when making risky finance decisions. If you’re looking to up your learning intake and hear some investing tips, listen on!


Social Media:


Follow Dough Roller on Linkedin:

Follow Dough Roller on Instagram:

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Check out the Dough Roller website and blog:




00:21- Scott’s Background and “Claim to Fame”

01:58- Scott’s Journey with the MIT Challenge

13:20- How Scott Became Obsessed with Personal Development

16:29- What Can We Do To Improve Our Learning Ability

19:16- How Scott Overcame Difficult Feedback

24:36- Telling the Difference Between Luck and Mastery

28:04- The Emotional Side of Investing

32:45- Scott’s Courses and Teachings

35:18- Scott’s Upcoming Ultra Learning Projects


Mentioned in the Episode:


Ultralearning Book- Ultralearning

Direct download: e-01_Scott_Youung_Finalised_Master_.mp3
Category:general -- posted at: 12:00am EDT

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 about money. 

We are back and better than ever, so join us for a new episode every week on Mondays! The purpose of this re-introductory episode is to give you a glimpse of what’s to come and to welcome you, our listeners. Whether you’re just tuning in for the first time, or have listened to Dough Roller since the start, welcome!

In the coming months, we will be bringing on new hosts and special guests to have conversations with a diverse range of leaders in personal finance.

In these conversations, we will cover easy-to-understand financial tips,  guidance on managing money, retirement planning, and best practices for saving. We’ll also dig deeper into hot topics in the finance world like cryptocurrencies, the gig economy, real estate, and much more!  

We would love to hear from you, our listeners, so please connect with us through our socials and tell us what else you’d like to hear on the show!

With the Dough Roller Money Podcast you will learn how to make more, spend less, and invest the rest!


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Check out the Dough Roller website and blog:

Direct download: Intro_Episode_v3.mp3
Category:general -- posted at: 12:00am EDT

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 approach is good enough.

Direct download: DR_Podcast_341_Time-Based_vs_Opportunistic_Rebalancing.mp3
Category:general -- posted at: 9:51am EDT

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 good 50 years.

Direct download: DR_Podcast_340_How_Much_Dough_Should_You_Spend_in_Retirement.mp3
Category:general -- posted at: 9:49am EDT

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 may be surprised at the answer. Here's what you need to know about small caps and how they can impact your portfolio.

Direct download: DR_Podcast_339_Small_Cap_Value_vs._Growth_Which_is_Better.mp3
Category:general -- posted at: 9:59am EDT

Is there a formula for creating a perfect portfolio? In this episode, Rob answer's some listener questions and tells us what's important for building a sound asset allocation plan.

Direct download: DR_Podcast_338_Listener_QA_on_Building_a_Sound_Asset_Allocation_Plan.mp3
Category:Investing -- posted at: 8:50am EDT

In podcast episode 337, Rob gives us an overview of where things stand with a possible second stimulus package. Find out Rob's predictions on what could be included in another stimulus deal and when we could expect it to happen.

Direct download: DR_Podcast_337_Forecasting_the_Next_Stimulus_Bill.mp3
Category:general -- posted at: 10:18am EDT

Rob answers more questions from viewers in episode 336. Today he discusses where you should put your emergency fund, savings account and bond fund and talks about what on earth’s happening with interest rates.

Direct download: DR_Podcast_335_How_to_Make_the_Most_of_Credit_Card_Rewards.mp3
Category:general -- posted at: 9:16am EDT

Rob alluded to the bucket strategy in the last podcast (333) so we recommend you listen to that first and follow up with this to discover a practical strategy for managing your investments in retirement, which will help you avoid selling stocks during a bear market.

Direct download: DR_Podcast_334_The_Bucket_Strategy.mp3
Category:general -- posted at: 5:18am EDT

In this week’s podcast, Rob discusses something a little different - it isn’t directly about money but it will help you to grow your knowledge base in the spheres of investing and personal finance. Listen on for some top reading recommendations, Rob’s note-taking method and a couple of learning hacks.

Direct download: DR_Podcast_333_The_Art_of_Learning.mp3
Category:general -- posted at: 7:46am EDT

In today’s podcast, Rob brings you up to speed on his own investments and portfolio during Covid-19 and discusses what retirement really means to him – and why it’s harder to stay retired than he thought! He hasn’t made any changes *because* of covid-19 but he does want to fill you in on the changes he’s made during this time.

Direct download: DR_Podcast_332_Managing_Your_Portfolio_During_COVID-19.mp3
Category:general -- posted at: 9:51am EDT

Dividend investing can be a solid way to earn income from your investments, but there are risks associated with it too. Here's what to know first.

COVID-19 is impacting almost every aspect of our lives. Investors now wonder, does the 4% Rule still apply or is it null and void in this economic climate?

Direct download: How_will_COVID-19_affect_the_4_rule_over_the_next_decade.mp3
Category:general -- posted at: 9:03am EDT

It’s not surprising if you are worried about how COVID-19 will affect your investments. Here's how investors can take control in this unprecedented time.

Direct download: DR_Podcast_329_Rob_Berger_on_COVID-19_and_Your_Investments.mp3
Category:general -- posted at: 9:31am EDT

What are the common links between driving a car and automating your finances? Here's a hint, both can propel you forward. Take a listen to get your finances in gear.

In podcast 327, we address misinformation and assumptions about the 4 percent rule to give you a better understanding of how it works.

Direct download: DR_Podcast_327_What_you_Really_Need_to_Know_about_the_Four_Percent_Rule.mp3
Category:general -- posted at: 11:01am EDT

Talking to your parents about money can be awkward, but it shouldn't be. Having this conversation earlier in life can save you and your parents from legal battles and other turmoil. In this episode, we'll discuss these issues with Cameron Huddleston, author of Mom and Dad, We Need to Talk. 

Direct download: DR_Podcast_326_A_Conversation_with_Author_Cameron_Huddleston.mp3
Category:general -- posted at: 9:44am EDT

Rob starts podcast 325 with a new guest and a different format. Here he answers listeners’ questions with Cortlon Cofield, a CPA and personal financial specialist who runs Cofield Advisors, a financial planning firm that provides advice for millennial entrepreneurs.

Direct download: DR_Podcast_325_QA_with_Personal_Financial_Specialist_Cortlon_Cofield.mp3
Category:general -- posted at: 8:12am EDT

In this episode, Rob discusses listeners’ debt problems, advising that if you’re able to pay off your debts in full, you should – not only for ethical reasons but also to protect your credit score!

Direct download: DR_Podcast_324_Listener_QA.mp3
Category:general -- posted at: 7:50am EDT

Debt sucks--true or false? You may be surprised to hear our answer to this first quiz question and you may find yourself pleasantly surprised at how fun a quiz could be. You'll likely take away valuable information and maybe even change your perspective on debt.

Direct download: DR_Podcast_323_Debt_Consolidation_Quiz.mp3
Category:general -- posted at: 8:32am EDT

Investment advice is everywhere. Some advice you'll find for free but if you're looking for professional advice, tailored to your financial situation and goals, you may have to pay for it. Is it worth investing in? We talk to Vanguard's Steve Utkus about assessing the value of advice.

Read More:

Direct download: DR_322--Interview_with_Steve_Utkus_Vanguard.mp3
Category:general -- posted at: 8:05am EDT

Think Retiring Early is Just for the Wealthy? Think Again. Chris Mamula, author of Choose FI, achieved financial independence at a young age with a middle class salary. Here's his story.

Direct download: DR_Podcast_321_Interview_with_Chris_Mamula_Author_of_Choose_FI.mp3
Category:general -- posted at: 8:00am EDT

Stay calm and don't run from a bear. The same holds true in a bear market. In fact, the next serious market crash could be the best thing to happen to your investment portfolio.

Direct download: DR_320--Sequence_of_Returns.mp3
Category:general -- posted at: 12:25pm EDT

In this episode we're going to talk about the simple math behind the FIRE movement (Financial Independence, Retire Early). How do you even start to think about how much money you'll need when you're ready to retire? The good thing is, it's easier to figure out than you might think. Plus, Rob talks about his new book, which is now available on pre-order.

Direct download: DR_Podcast_319_FIRE_Math.mp3
Category:general -- posted at: 8:33am EDT

In this episode, Rob discusses the process of buying a home (he just bought one!) But how should he (and you) keep track of important documents? Rob created a shared spreadsheet that you can use to keep track of everything important related to his home.

Direct download: DR_318--Home_Documentation_1.mp3
Category:general -- posted at: 4:11am EDT

In this episode, Rob gets theoretical: How much control do we actually have over our financial situation? Rob tackles the issue, and dives into the Latte Factor - the idea that if you stop buying your cup of coffee at Starbucks you'll end up with a million dollars in 40 years. Is that true, or does it rest on unrealistic assumptions?

Direct download: DR_317--The_Latte_Factor_Revisited.mp3
Category:general -- posted at: 8:37am EDT

In this episode, Rob talks about his plan to generate a million dollars in wealth through cash back rewards. He tries to strike a balance between maximizing cash rewards while maintaining simplicity by using just one credit card.

He walks us through which cards he's using, discusses Ebates, and shares his wisdom on earning cash back.

Direct download: DR_316--My_Cash_Back_Rewards_Strategy.mp3
Category:general -- posted at: 5:32am EDT

In this episode, Rob talks about investment fees and whether they really matter. Are fees important, or are the returns what we should be focusing on? Rob also takes a detour to discuss the Secure Act - a piece of legislation that would make changes to retirement accounts. Find out how it would affect you if it passes.

Direct download: DR_315--Investing_Fees_vs_Returns.mp3
Category:general -- posted at: 1:18am EDT

In this podcast, Rob takes a deep dive into what you get when you pay high advisory fees. He compares the Fidelity Freedom 2050 target retirement fund with the similar Vanguard 2050 retirement fund. He ends off with three questions to ask yourself before you leave an expensive managed investment fund:

  • Is my advisor’s strategy truly adding value to my portfolio?
  • Am I comfortable having all my money in just three or four funds? 
  • How will I handle it when my portfolio underperforms? 
Direct download: DR314--How_to_Leave_Your_Expensive_Investment_Advisor.mp3
Category:general -- posted at: 2:07am EDT

In this episode, Rob talks about Health Savings Accounts. He calls them "one of the best tax-advantaged accounts" you could have - he tells us why he has one and why you should too. Oh, and if you want to watch it on Youtube, the the podcast has a video new format - check it out!

Direct download: DR_313--HSAs.mp3
Category:general -- posted at: 3:24am EDT

In this episode, Rob discusses Balance Transfer Credit Cards. What are they, what aren't they. How to use them, how not to use them. Trick, traps. And everything else you should think about when you consider applying for a balance transfer credit card. He also answers some listener questions about the latest Flywheel episode and more.

Direct download: DR_312--Balance_Transfer_Credit_Cards1.mp3
Category:general -- posted at: 5:00am EDT

In this episode, Rob answers listener questions about REIT funds and the Smart Beta. He also discusses the Flywheel, which describes investing as difficult to get started but easy thereafter. It’s a fun episode - enjoy!

Direct download: DR_311--The_Flywheel.mp3
Category:general -- posted at: 3:41am EDT

In this episode Rob discusses four questions from readers focusing on investing for retirement. Oh, and his book is hitting the shelves soon - be sure to check it out!

Direct download: DR_310--Listener_QA.mp3
Category:general -- posted at: 5:47am EDT

In this episode, Rob discusses The Progress Principle, coined by Teresa Amabile and Steven Kramer, and gives advice on how to apply it to your financial life. From tracking your net worth to using the debt snowball to rid yourself of debt, Rob gives you the tools you need to progress in your financial life.

Direct download: DR_309--The_Progress_Principle.mp3
Category:general -- posted at: 3:46am EDT

In this episode, Rob dives deep into best practices for asset allocation. Hint: There's no one right answer - everyone will have a strategy that works best for their own personal needs. But use the tools Rob gives you to figure out your own stocks vs. bonds allocation.

Direct download: DR_308--Stock_Vs_Bond_Allocation.mp3
Category:general -- posted at: 6:10am EDT

Direct download: Podcast307.mp3
Category:general -- posted at: 3:24am EDT

In this episode, Rob discussed a couple of financial tools he finds useful that can help you with budgeting, retirement planning, and much much more. One of the tools you might be familiar with, the other maybe not. As always, he hopes this episode will help you in your quest for financial freedom.

Direct download: DR_306--YNAB_and_eMoney.mp3
Category:general -- posted at: 4:45am EDT

The markets declined recently. We all lost money, on paper. We all started to worry. and we questioned everything. In this episode, Rob talks about the psychology of facing a downturn in the stock market.

Direct download: DR_305--Surviving_a_Bad_Market.mp3
Category:general -- posted at: 1:40am EDT

In this episode, Rob asks what's more important within the FIRE movement - the FI (Financial Independence) or the RE (Retiring Early). He also discusses the future of the movement in the face of the next bear market.

Direct download: DR_304--The_Fire_Movement1.mp3
Category:general -- posted at: 9:34am EDT

When it comes to money, things can become very confusing. This confusion can lead to stress, which leads to poor spending habits. In this episode, Rob tells us his four simple strategies to simplify the financial world in order to be successful with money in the long-term.

Direct download: DR_303--The_Four_Pillars_of_Financial_Success.mp3
Category:general -- posted at: 2:45am EDT

Rob teaches us how to manage an emergency fund after reading a discussion on the topic on the Dough Roller Facebook group. He tells us what he does with his own emergency fund, and give us some insight into the best alternatives that might be right for others.

Direct download: DR_302--How_to_Manage_Your_Emergency_Fund.mp3
Category:general -- posted at: 2:39am EDT

Direct download: DR_301--Tax_Loss_Harvesting.mp3
Category:general -- posted at: 2:00am EDT

Direct download: DR_300--QA.mp3
Category:general -- posted at: 4:12am EDT

Direct download: DR_299--Helping_Others_with_Finances_-_7_10_18_2.25_PM.mp3
Category:general -- posted at: 7:57am EDT

In this episode, Rob tackles some questions from the Dough Rollers Facebook group. The common theme: should you pay off debt first and save or invest later? More Here

Direct download: DR_298--Constraints.mp3
Category:general -- posted at: 2:41am EDT

Today we look at the binder I put together to help explain our finances to my wife and children should I get hit by a truck.

Direct download: DR_297--Blue_Binder.mp3
Category:general -- posted at: 8:36am EDT

We examine the 7 levels of financial freedom.

Direct download: DR_296--7_Levels_of_Financial_Freedom.mp3
Category:general -- posted at: 1:25pm EDT

Today we cover Warren Buffett's letter to Berkshire Hathaway shareholders and answer 3 lister emails.

Direct download: DR_295--2017_Berkshire_Hathaway_Letter.mp3
Category:general -- posted at: 1:06pm EDT

Today we answer a listener's question about how to invest a $1.5 million inheritance for somebody in their 20's.

Direct download: DR_294--How_to_Invest_an_Inheritance.mp3
Category:general -- posted at: 10:06am EDT

We look at 10 steps every recent college graduate should take to master their money

Direct download: DR_293--Financial_Life_After_College.mp3
Category:general -- posted at: 10:02am EDT

Today we answer questions from our Facebook group, including the best books of 2017

Direct download: DR_292--QA_1--2--2018.mp3
Category:general -- posted at: 3:26pm EDT

We answer listener questions about investing, retirement and credit cards.

Direct download: DR_291--QA_12-26-2017.mp3
Category:general -- posted at: 4:19pm EDT

Today we interview Wayne Weber, founder of The company makes it easy to give the gift of education by contributing to a loved one's 529 plan.

Direct download: DR_290--Gift_of_College.mp3
Category:general -- posted at: 8:48am EDT

Today we talk with Jeanne Fisher, CFP of ARGI to discuss Roth vs. Traditional Retirement Accounts

Direct download: DR_289--Roth_vs_Traditional_Retirement_Accounts_w._Jeanne_Fisher.mp3
Category:general -- posted at: 12:50pm EDT

We look at defined benefit plans for small businesses.

Direct download: DR_288--Defined_Benefit_Plans.mp3
Category:general -- posted at: 2:12pm EDT

We look at why you likely have more tan 30 different credit scores, and what they all mean.

Direct download: DR_287_--_28_Credit_Scores.mp3
Category:general -- posted at: 12:54pm EDT

We look at the latest proposal to reform individual and corporate taxes.

Direct download: DR_286_-_Tax_Cuts_and_Jobs_Act.mp3
Category:general -- posted at: 3:20pm EDT

We interview JW of The Green Swan to talk about his journey toward financial independence and early retirement.

Direct download: DR_285_-_JW_Interview_--_The_Green_Swan.mp3
Category:general -- posted at: 12:26pm EDT

We cover 0% balance transfer cards, including how they work, balance transfer fees, and how to use them effectively.

Direct download: DR_284_-_0_Balance_Transfer_Cards.mp3
Category:Credit card -- posted at: 1:16pm EDT

We discuss no penalty CDs and how they can be a great place to keep your emergency fund.

Direct download: DR_283_-_No_Penalty_CDs.mp3
Category:general -- posted at: 11:56am EDT

Today we talk with Paul Merriman about how to stick to an investing plan during a bear market.

Direct download: 282_DR_282_-_Investing_in_Bear_Markets_with_Paul_Merriman.mp3
Category:general -- posted at: 12:35pm EDT

Today we cover 6 critical steps when applying for a job.

Direct download: DR_281-How_to_apply_for_a_job.mp3
Category:general -- posted at: 1:22pm EDT

Today we answer listener questions on target date retirement funds, the stock market, transferring investments, credit cards, and cash reserves.

Direct download: DR_280--QA_Target_Date_Retirement_Fund.mp3
Category:general -- posted at: 9:20am EDT

Today we answer questions from our Facebook Group. We cover compound interest, lending money to friends and family and how to calculate how much you need to retire.

Direct download: DR_279--QA_Compounding_Edition.mp3
Category:general -- posted at: 5:23pm EDT

I review my experiences with two very different investment advisors. We'll discuss their fees, the issues they addressed, and recommendations they made for my finances and investments.

Direct download: DR_278--Two_Investment_Advisors.mp3
Category:general -- posted at: 5:28pm EDT

Today we talk with famed value investor, Guy Spier. The author of The Education of a Value Investor, Guy shares with us some of his investment approach that has enabled him to beat the S&P 500 for two decades.

Direct download: 277_DR_277__Interview_with_Guy_Spier.mp3
Category:general -- posted at: 3:16pm EDT

Today with interview JL Collins, author of The Simple Path to Wealth. We talk about everything from investing to careers to financial freedom.

Direct download: CLCollinsInterview.mp3
Category:general -- posted at: 4:55pm EDT

Rebecca Moffett and Ann Gill join us from Vanguard Charitable. We talk about charitable giving, how to evaluate charities, and donor advised funds.

Direct download: DR_274_-_Vanguard_Charitable_Interview.mp3
Category:general -- posted at: 12:19pm EDT

With the Fiduciary Rule about to go into effect, we look at how fee-only advisors can hurt an investor.

Direct download: DR_274_--_The_Fiduciary_Rule.mp3
Category:general -- posted at: 2:44pm EDT

We answer your questions, including whether the market is to rich for new investments, asset location, and short term investment goals.

Direct download: DR_272_--_QA_Overdrive_Edition.mp3
Category:general -- posted at: 12:29pm EDT

Today we discuss why the stock market is a dangerous way to invest for short term goals. Instead, we give you four other options.

Direct download: DR_272--How_to_Invest_for_Short_Term_Goals.mp3
Category:general -- posted at: 12:58pm EDT

Here's my take on Paul Merriman's Ultimate Buy and Hold Strategy. We also answer three listener questions

Direct download: DR_271--My_Thoughts_on_the_Ultimate_Buy_and_Hold_Portfolio.mp3
Category:general -- posted at: 9:54am EDT

Today we have Paul Merriman on the show to discuss his ultimate buy and hold strategy.

Direct download: DR_270--Paul_Merrimans_Ultimate_Buy_and_Hold_Strategy.mp3
Category:general -- posted at: 11:08am EDT

Today we interview Blooom co-founder, Chris Costello. We talk about 401k investing and the state of the financial industry.

Direct download: DR_269--Chris_Costello_of_Blooom.mp3
Category:general -- posted at: 10:22am EDT

Trump just released his plan for individual and corporate tax reform. Here are the details.

Direct download: DR_268.5--Trumps_Tax_Plan.mp3
Category:general -- posted at: 4:58pm EDT

Today we interview Mark Zoril, who offers financial planning for just $96 a year.

Direct download: DR_268--Mark_Zoril.mp3
Category:general -- posted at: 5:00am EDT

Today we look at adoption, Tesla's valuation, index fund investing, budgeting with quicken, Roth 403b accounts, and more.

Direct download: DR_267--QA_Tesla_Edition.mp3
Category:general -- posted at: 5:00am EDT

We talk about taking responsibility for our finances, the best budgeting apps, mortgages, real estate, and forming an LLC

Direct download: DR_266--QA_Personal_Responsibility_Edition.mp3
Category:general -- posted at: 11:19am EDT

We interview Chris White, author of Working with the Emotional Investor, Financial Psychology for Wealth Managers

Direct download: DR_265-Chris_White_Interview.mp3
Category:general -- posted at: 5:00am EDT

Today we look at EE Savings Bonds and how to deal with the minimum investment requirement of mutual funds.

Direct download: DR_264--EE_Bonds.mp3
Category:general -- posted at: 7:07am EDT

Today we talk about childhood money stories that affect how we handle money as adults, EE Bonds, asset allocation, and of course chess.

Direct download: DR_263--QA_Personal_Money_Stories_Edition.mp3
Category:general -- posted at: 7:20am EDT

We interview certified financial planner Jeanne Fisher about asset and wealth management, including fees

Direct download: DR_262-Interview_with_Jeanne_Fisher_CFP.mp3
Category:general -- posted at: 8:56am EDT

Today we cover more healthcare, investment expenses, Schwab index funds, Motif Investing, investment returns, and what makes us happy.

Direct download: DR_261-QA_Happiness_Edition.mp3
Category:general -- posted at: 9:23am EDT