Keep it Simple
Investing & Taxes: A Brief Overview

Investing & Taxes: A Brief Overview

March 28, 2022

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

Are Your Heirs Prepared to Handle Your Inheritance?

Are Your Heirs Prepared to Handle Your Inheritance?

March 3, 2022

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

 

Rate Hikes Are in the News — Is it Time to Freak Out?

Rate Hikes Are in the News — Is it Time to Freak Out?

February 14, 2022

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

 

THE MILLIONAIRE TEACHER returns to discuss his NEW book, Balance — How to Invest and Spend For Happiness, Health, and Wealth

THE MILLIONAIRE TEACHER returns to discuss his NEW book, Balance — How to Invest and Spend For Happiness, Health, and Wealth

January 18, 2022

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

What Should You Do If the Market Crashes When You Retire?

What Should You Do If the Market Crashes When You Retire?

January 3, 2022

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

How Much of Your Income Should You Be Investing?

How Much of Your Income Should You Be Investing?

December 1, 2021

Today we ask: how much of your income should you be investing? Is there a universal magic percentage or formula— or is it just a matter of investing what you CAN invest? And should you pay off all of your debt before investing anyway? Find out today on another informative episode of Keep it Simple. 

Have an idea for an episode? Email us at: 

Podcast@assetbuilder.com

 

 

 

Change Your Life With ONE Formula

Change Your Life With ONE Formula

November 15, 2021

It seems obvious, even elementary, but today Adam Morse and Janet Griffith take note of how astounding a difference compound interest can make in your financial life— positive or negative.

 

Based on an article by Motley Fool

 

Have an idea for our next episode? Email us at podcast@assetbuilder.com

 

Find all show notes at

assetbuilder.com/podcast

Are Women Better Investors Than Men?

Are Women Better Investors Than Men?

November 1, 2021

Some studies show that women tend to earn slightly better returns than men— but why is that? Is it that girls rule and boys drool? Or is it that women have that have natural tendencies that lead to slightly more favorable investment outcomes? Find out today on another exciting, chair-gripping, knowledge-inducing episode of Keep it Simple.  

 

Links to studies used in today's episode:

The same but different: Gender differences in retail investor behavior (2020)

2021 Women and Investing Study (2021)

 

Do you have a topic that you would like discussed in our next episode? Email us at podcast@assetbuilder.com

 

Find all show notes at

assetbuilder.com/podcast

 

 

Understanding Our Investment Biases

Understanding Our Investment Biases

October 25, 2021

Investment bias can lead us down paths that seem logical but ultimately work against us. To put it in a more positive light, managing these biases can help improve performance. Today, Adam Morse and Janet Griffith help us understand our investment biases. 

 

Charles Schwab Survey 

https://www.yahoo.com/now/befi-barometer-2021-advisors-witness-120000773.html

 

Have an idea for an episode? We'd like to hear from you! Email us:

podcast@assetbuilder.com

 

Look Out for These RED FLAGS in Investment Advisors

Look Out for These RED FLAGS in Investment Advisors

October 4, 2021

It’s easy to find investment advisers that are more self-interested than they lead you to believe. Adam Morse and Janet Griffith discuss the big red flags to look for so you don’t get stuck with one of these kinds of advisers.

 

Conduct a background check on any investment professional at:

https://www.investor.gov/

 

List of red flags:

https://www.investor.gov/protect-your-investments/fraud/how-avoid-fraud/red-flags-investment-fraud-checklist

 

Have an idea for an episode? We'd like to hear from you! Email us:

podcast@assetbuilder.com

 

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