DR 361: Binance, Marriott Bonvoy Credit Cards & Getting Investment Help

Today in episode 361 of the Dough Roller Money Podcast, we cover three things:
1. Binance: Why has the SEC sued Binance related entities, including its CEO, CZ, and what can we learn from the lawsuit.
2. Marriott Bonvoy has just increased the welcome offer on its credit cards.
3. And I'll share a story of the advice a gave a friend in retirement looking for help managing their investments.
RESOURCES MENTIONED IN THE PODCAST
-Dough Roller Newsletter: doughroller.activehosted.com/f/1
-Rob Berger Newsletter: robberger.com/newsletter/
-Rob Berger RUclips Channel: / @rob_berger
-Dough Roller RUclips Channel: / @doughroller
-Marriott Bonvey Brilliant Card: www.allcards.com/marriott-bon...
-Marriott Bonvey Bevy Card: www.allcards.com/marriott-bon...
-Amex Platinum Card: www.allcards.com/american-exp...
-Binance SEC complaint: www.sec.gov/files/litigation/...
-Binance SEC Memorandum of Law: www.sec.gov/files/litigation/...
-Mark Zoril (Plan Vision): planvisionmn.com/
-List of Fixed Fee Planners: robberger.com/low-cost-financ...
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The Dough Roller Money Podcast is a finance podcast for easy-to-understand advice on managing your money. How to make it, give it, save it, spend it, and invest it in a way that puts you in control of your money and makes it work for you. This fun, relatable and honest podcast shoots straight and helps people understand the big picture as well as the nuances of owning your finances. From retirement planning, best practices for saving, paying off debt, smart investing and so much more. You don’t have to be a financial expert to listen, but you can become one!
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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.

[@noreenn6976]

Hello Rob, leaving a comment to help the channel

[@rapfreak7797]

You might also contact your bank to see if they offer financial advisors as most have someone you can talk to free of charge to give advice on where you currently are. Many aren’t fiduciaries and will try to sign you up for an actively managed account, insurance, or personal banking service but if you can ignore the hard sale then it can be a great place to start. Same with 401k and IRA firms as I’ve had great discussions with mine; there you’re less likely to get a hard sale.

[@willharris5562]

What if you own crypto on an exchange like Webull?

[@DanMoser-ir8mx]

Unless your name is Jon Corzine, then you can comingle funds

[@70qq]

🤘