Keep it Simple

World renowned author, Andrew Hallam, and I discuss his fascinating life, how to invest for a bright future and why we should stay away form market media headlines.

 

The Millionaire Teacher

https://www.amazon.com/Millionaire-Teacher-Wealth-Should-Learned/dp/1119356296/ref=sr_1_1?keywords=millionaire+teacher&qid=1565905064&s=books&sr=1-1

 

Millionaire Expat: How To Build Wealth Living Overseas

https://www.amazon.com/Millionaire-Expat-Wealth-Living-Overseas/dp/1119411890/ref=sr_1_1?keywords=millionaire+expat&qid=1564761510&s=books&sr=1-1

 

Website

https://andrewhallam.com/

 

Knowledge Center

https://assetbuilder.com/knowledge-center

The CARES act has provided an unprecedented stimulus to the US economy.  In this episode, Adam and Michael discuss the benefits in the CARES act and how those benefits may provide relief not only to individual Americans but also the impact on the overall economy. They also discuss the size of the stimulus in relation to other historic stimulus packages and explore what the potential impact may be to the economic recovery.

Retirement Withdrawals During Uncertain Times 

https://assetbuilder.com/knowledge-center/articles/retirement-withdrawals-during-uncertain-times

CARES Act overview 

https://home.treasury.gov/policy-issues/cares

 

Specific info for small businesses

https://www.sbc.senate.gov/public/index.cfm/guide-to-the-cares-act

 

Link to CARES act bill

https://www.congress.gov/116/bills/hr748/BILLS-116hr748enr.pdf

 

Short term economic effects of the cares act

https://budgetmodel.wharton.upenn.edu/issues/2020/4/8/short-run-effects-of-the-cares-act

Meet the Hosts

https://assetbuilder.com/podcast

 

Michael and Adam compare our current market/economic climate with past downturns and contextualize the possible repercussions. 

Michael and Adam discuss the impact of COVID-19 thus far and what that means for you as an investor. 

In this short episode, Michael and Adam definitionally distinguish ETFs and Mutual Funds and discuss which one may be more appropriate for your investment.  

Some investors say they can predict the market. Others say they can't. Is there individual merit to each approach? Or is one objectively better than the other? Adam and Michael explain. 

The US stock market has been on a huge upswing—but an inverted yield curve back in mid-2019 has left investors wondering: is a recession on the horizon? Michael and Adam discuss. 

Whether you've contemplated annuities or maybe you're enrolled in one today, learn something new about these insurance products and what they could mean for your post-career life.

Should you continue to work in retirement? How do you make sure you rebalance correctly? How do you understand the impact of medical costs? And, when is the best time to take social security?

Michael and Adam tackle 4 common missteps in retirement. 

Based on this article: https://www.investopedia.com/retirement/how-sabotage-your-retirement/

Millennials are saddled with more student debt than any previous generation. Will they be able to overcome that and retire at 65? RIA, Adam Morse, and CIO, Michael French dive in.