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Keep it SimpleEpisodes
Episodes of Keep it Simple
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Tune in to 'Keep It Simple' with host Adam Morris, Janet Griffith, and Joey Badinger from Asset Builder to explore the intricacies and advantages of Roth conversions today!The discussion covers the fundamentals of what a Roth conversion is,
In this episode of 'Keep It Simple,' the team discusses strategies for tax planning in anticipation of the expiring provisions of the Tax Cuts and Jobs Act of 2017, set to phase out by the end of 2025.Joined by advisors Adam Morris, Janet Gr
Ever thought about the countless variables that influence your investment decisions and how mastering the art of simplicity could be a game-changer? Join us, Jared and Adam, as we dissect Morgan Housel's enlightening book, "Same as Ever". Fille
Gear up as we guide you through the fascinating world of financial trends, market volatility, and the simple pleasures of life, like attending a Baylor football game or organizing one's garage. We guarantee our casual yet in-depth discussion wi
Join us as we navigate through topics such as the current Middle East situation and the looming tax season. As we approach tax season, we share insights on how to provide a smooth, fast and easy process for our clients in the preparation of the
Prepare for a journey that will arm you with timeless investing principles. This episode is set to demystify the complexities of investing as we unpack the enduring principles outlined in "The Four Pillars of Investing" by William Bernstein. We
Join us as we unravel the often intimidating topic of cybersecurity, offering straightforward advice on how to keep your digital life secure. We discuss simple, effective techniques that can drastically reduce your chances of falling victim to
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 mark
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 misca
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 th
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 premi
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 mon
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
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 tha
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 exp
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’
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 star
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 th
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 i
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-sim
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! [email protected]
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
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 [email protected]
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 ignor
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 [email protected] Responses
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