Keep it Simple

Get ready for an insightful discussion as we explore the intriguing intersection of artificial intelligence (AI) and the stock market. We start off by examining the surprisingly strong performance of Democrats over Republicans in the stock market, and the role tech stocks play in this equation. We raise questions about potential insider trading, providing a thought-provoking angle on the informati...

In this episode, we delve into the final segment of our review of “The Psychology of Money” by Morgan Housel. But before we do, we provide a brief overview of the Southern LA Bank's crash, caused by a drying revenue stream for clients and miscalculations about interest rates. Understanding your banking choices and conducting research is crucial, and remember the distinction between brokerages and...

In this episode of Keep It Simple, hosts Adam and Joey continue to talk through "The Psychology of Money'' by Morgan Housel. Adam and Joey delve into the concepts of rationality and reasonability in financial decision-making. Chapter 11 of the book centers around reasonable vs. rational decisions. While some investors might be comfortable taking on more risk, adopting a double leveraged portfolio,...

In this episode, we're taking a comprehensive review of the market performance during the second quarter to help investors plan for the future. Overall, it was a fruitful quarter with most investments on the rise. As we delve into various premiums, we'll explain their significance and how they affected returns. It's essential to understand that pursuing maximum profits may lead to challenges.   We...

In part two of our conversation about The Psychology of Money, by Morgan Housel, the Asset Builder team is getting into a good money mindset, sitting in discomfort, being less flashy, and more. True freedom isn’t being able to spend as much money as you want when you want to; instead, it’s the ability to control your life. Focusing on your own journey to financial freedom doesn’t mean getting a fl...

Is Keep It Simple turning into a book club? We’re breaking down The Psychology of Money by Morgan Hauser. Our conversation today is getting deep and meaningful, and goes way beyond money and financial status. We’re talking about some of our favorite parts from the book and key takeaways we have from each chapter. Join us for part one of this conversation and don’t forget to check back for part two...

When you’re looking for a financial advisor, you are trying to find someone to trust with your hard earned money. Do a little research before you interview a potential advisor so you know what your investing philosophy is to find an advisor that matches your view. Really get to know your potential advisor’s qualifications and reasons for being in the business. Having up front conversations between...

Today on Keep It Simple we’re getting into a new law, The Secure Act 2.0. This law is the government’s way to remove obstacles to retirements to make it easier for the average American to save money for retirement. The Asset Builder team is explaining some of the changes this law brings that normal individuals should be aware of. 25% of American adults don’t have savings, so if you fall under that...

2022 was a rollercoaster of a year, but some lucky people got a year end bonus. The key to spending a bonus well is to make a plan for when that extra income rolls into your bank account. In this episode of Keep It Simple, we’re laying out the things you should consider when you’re planning for that Christmas bonus.   Whether you decide to pay off debt, add to your retirment account, or invest, us...

We are welcoming Joey, a lead advisor here at Asset Builder, to this episode of Keep It Simple. Join us for a brain dump where we’re talking about inflation and debt. Inflation is starting to slow which indicates interest rates will slowly start coming down. We’ve all been on the struggle bus with the high cost of living that’s come with inflation, especially our grocery bills. We’re going to disc...

On today’s episode of Keep It Simple, learn how to approach and interpret a return and what different returns mean. Return formulas can be confusing, and since they are invaluable we are taking the time today to break things down and go over the things you need to look for when evaluating your returns. You need to know what you’re measuring, what you’re measuring with, and what you’re measuring ag...

It’s never too early to start planning your future, so today we are talking about all things Medicare. We are breaking down all the parts of Medicare and explaining the pros and cons to the different paths you can take, as well as where to go if you need help sorting out your Medicare plan. Connect with Adam or Janet at their website, www.assetbuilder.com/podcast [00:00] Disclaimer/show intro [00:...

Investment Advisor Representatives Adam Morse and Janet Griffith discuss the recent Student Debt Relief plan announced by the White House and what it means for millions of Americans as well as the American economy.   www.studentaid.gov/loan-simulator   Have an idea for an episode? Email us!   podcast@assetbuilder.com

Adam Morse and Janet Griffith discuss the ins and outs of social security and how to prepare ourselves for whatever the future holds.    Have an idea for an episode? Email us!  podcast@assetbuilder.com

Adam Morse and Janet Griffith respond to a well-known innovator billionaire, Elon Musk, who recently tweeted that Index investors are misallocating funds in the market. Listen to Adam and Janet's rebuttal on another exciting episode of Keep it Simple.    Have an idea for an episode, email us!  Podcast@assetbuilder.com

Investment Advisor Representatives Adam Morse and Janet Griffith discuss the history of stagflation and how it affects our economy today.    Have an idea for an episode? - email us and let us know podcast@assetbuilder.com

Adam Morse and Janet Griffith know a volatile market can challenge your mettle – especially if you're retired. But they also know that the investors that stick it through come out ahead in the long run. Today we offer a gentle reminder to ignore the headlines and follow the historical data instead.    Have an episode suggestion? We want to hear it.  Podcast@assetbuilder.com

Polls say that half of Americans don't invest their money at all. Adam Morse and Janet Griffith discuss and refute common arguments against investing in the market. Have an idea for an episode? Email us at  Podcast@assetbuilder.com     Responses To 10 Common Arguments Against Investing (Article by David Booth) https://www.popular.com/en/popularone/articles/investments/responses-to-10-common-argume...

Adam Morse and Janet Griffith deconstruct great quotes from great investors and extract lessons for us to use in our own investment lives.    Have an idea for an episode? Email us at  Podcast@assetbuilder.com  

Adam Morse and Janet Griffith discuss a list of helpful things you can do to get your finances a little more organized and optimized for the future.    Have an idea for our next episode? Email us at podcast@assetbuilder.com

How should we approach the idea of taxes? What are the main types of taxes in play when we start investing? Today, investment advisor representatives, Janet Griffith and Adam Morse answer these questions and more in another taxy-turvy episode of Keep it Simple.    Have an idea for our next episode? Email us at podcast@assetbuilder.com

Many children may want their parents' inheritance - but how many of them are prepared to handle such a large sum of money? Janet and Adam discuss how to prepare your heirs for your inheritance.    Have an idea for our next episode? Email us at podcast@assetbuilder.com  

Janet Griffith and Adam Morse discuss whether we should worry about current rate hikes. Should we freak out - or chill out? Find out today in another knowledge-packed episode of Keep it Simple.   Have an idea for our next episode? Email us at podcast@assetbuilder.com   Find all show notes at assetbuilder.com/podcast  

Today Andrew Hallam discusses his new book Balance, how to invest and spend for happiness, health, and wealth. Pick up a copy today!    Have an idea for our next episode? Email us at podcast@assetbuilder.com   Find all show notes at assetbuilder.com/podcast

Today, Janet Griffith and Adam Morse discuss how to understand a market crash at the beginning of retirement.  Should you run to cash— or remain in the market? Find out today in another info-packed episode of Keep it Simple.   Have an idea for our next episode? Email us at podcast@assetbuilder.com   Find all show notes at assetbuilder.com/podcast