Brian Doe - Farther

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Brian Doe - Farther Financial and retirement planning. Home of the podcast "Make the Dough Rise" with Brian Doe, CFP. If you are here, you are off to a good start.

Whether you enjoyed a successful corporate career, managed your own business or ran a private medical practice, the rules, methods and strategies that made you successful are nearing an end. You are transitioning into the new and different world of retirement where the strategies, programs, risks and even the ways of thinking are different. This is a period that rewards the prepared but easily punishes the uninformed. Between the ages of 59 ½ and 70 ½ you will be required to make several crucial decisions that directly impact the personal and financial success of your retirement. You need an expert guide to ensure that you receive all that is due you while avoiding traps that have been set to siphon on your success. We will show you how to make your money work as a tool to achieve the interesting things that you have waited for retirement to experience. We will help you tackle the income challenges of retirement and provide you with a safe place to implement your plan. We work to put your interest first, always avoiding the pressures of product peddlers, the conflicts of commission hungry brokers and the rigidity of single solutions salesmen. You deserve:

Competent, credentialed and experienced advisors
-Access to institutional level resources and information
-Large credible independent custodians to safely hold your assets
-True open architecture platform that provides access to any product that fits YOUR needs
-No hidden quotas, bonuses or trips to be won and no corporate agendas imposed on you

Now the number one question is: Who can help me and how do I select the right advisor? Send us a message today. Scheduled appointments are encouraged.

11/03/2026

Florida may be preparing one of the largest property tax cuts in history. 🏡

If it passes, the homestead exemption on non-school property taxes would grow to $250,000 by 2028. For retirees with paid-off homes, that could mean thousands in annual savings.

But there's no such thing as a free tax cut. Those taxes help fund police, fire, parks, and roads, so the bills may just arrive in a different form.

Follow along for more.

11/02/2026

Is Europe falling apart? 🇪🇺📉

Here are a few facts that are hard to ignore:

1️⃣ Mississippi, America's poorest state, has a higher GDP per capita than Europe's 5 biggest economies.
2️⃣ The average American's disposable income is about 80% higher than the average UK or French citizen's.
3️⃣ NVIDIA alone is valued higher than the entire UK stock market.
4️⃣ Europe has the lowest fertility rate of any continent.
5️⃣ Europe has almost no leaders in AI, chips, or robotics.

Curious how this affects the international exposure in your portfolio? Follow along for more.

10/26/2026

I recently told someone something they'd never heard from a financial advisor: save less, stop working.

Crazy as it sounds, for some people that's the right advice in retirement.

The first question is: have you already won the game?

If you have more than enough, saving more may just mean larger required minimum distributions and higher taxes later.

The goal isn't to die with as much money as possible. It's to create the life you want.

Want help getting clarity? Let's have a conversation.

10/22/2026

There's a famous story that Fidelity once found its best-performing accounts belonged to people who were dead or had forgotten the accounts existed.

I can't find where that study was published, so treat it as investing legend. But the lesson behind it is real.

A lot of investors don't underperform because of the investments they pick. They underperform because they keep interfering with them.

That doesn't mean you should ignore your plan. Accounts still need to be reviewed and rebalanced. But successful investing is often about avoiding the unnecessary moves.

Like the video and follow the page for more.

10/19/2026

Have you heard of Warren Buffett's 25/5 rule?

Write down the 25 things you most want to accomplish. Circle your top 5. Those are your priorities.

Here's the interesting part: the other 20 don't become your secondary list. They become the things you avoid. Not because they're bad ideas, but because they're good enough to steal your time from what you said mattered most.

Plenty of people run into this same problem with their finances. When everything feels important, it's tough to know what to tackle first.

A big part of what I do is help people figure out what matters most right now, and what can wait.

If you'd like some help checking off your financial priority list, send me a direct message or click the link in my bio.

10/15/2026

Being successful can create a problem nobody warned you about: eventually everyone starts treating you like the bank.

What begins as helping with a down payment or a medical bill can turn into permanent financial dependence.

The hard truth? Every dollar you give away is a dollar no longer available for your retirement or long-term care.

Generosity should be part of the plan. Just don't let it become the thing that destroys it.

Enjoy tough conversations about money? Follow the page for more.

Spaceship views over Richland Point here at Lake Oconee.
10/13/2026

Spaceship views over Richland Point here at Lake Oconee.

10/12/2026

What happens when three siblings inherit one lake house at Lake Oconee?

On paper, each owns a third. In real life, one wants to keep it, one wants to sell, and one wants to make it an Airbnb. Now every decision is a negotiation.

Don't just leave your kids an asset. Leave them instructions for how it should work.

Like the page and follow for more local content.

10/08/2026

Right now might be the best opportunity savers have had in years.

For about 15 years, cash kept losing purchasing power. Today, high-yield savings accounts are paying around 4%, and short-term Treasuries are in a similar range. Real yields on inflation-protected Treasuries are at levels we haven't seen since the financial crisis.

That doesn't mean every dollar belongs in cash, but not every dollar needs to chase the stock market either. A Treasury ladder can help you avoid making one giant bet on rates.

And the bigger lesson: match your investments to when you'll need the money.

Want to talk it through? Reach out or click the link in my bio.

10/05/2026

Canada is becoming Italy, and that's not a good thing.

On paper, Canada's economy has been growing. But GDP per capita has stagnated and fallen. There are so many more people that everyone's slice of the pie got a little smaller.

At the same time, an enormous amount of wealth has been poured into residential real estate instead of new businesses and technology. Great for older Canadians who bought homes years ago. Brutal for younger people trying to build wealth from scratch.

A country can look rich on paper while becoming a much harder place for the next generation to succeed.

If you like keeping an eye on global financial trends, follow the page for more.

Address

1041 Westend Drive, #106
Greensboro, GA
30642

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 1pm

Telephone

+17064519800

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