Keep it Simple

Understanding the Financial Media

Michael and Adam discuss and debate the quality and quantity of modern-day financial news and analysis. Is the media helping us make intelligent investment decisions— or are they just here to entertain us? Join us on another thoughtful episode of Keep it Simple. 

 

 

Do you have an interesting investment topic for Adam and Michael? Send us an email at podcast@assetbuilder.com

 

Find the show notes for every episode at assetbuilder.com/podcast 

How to Get TAX-FREE Income in Retirement

Michael and Adam pinpoint useful ways to reduce your tax bills during (and long before) retirement.  

 

Email us with any corrections or episode suggestions at podcast@assetbuilder.com 

Should You Open a 529 Account for Your Kids?

529s can be especially complicated because their rules and regulations vary from state-to-state. Michael and Adam break down 529 accounts; their parameters, benefits and drawbacks; and how they function within the state of Texas. 

 

Should You Sell Your House Before Retirement?

Today, Kennon and Michael discuss how to "right-size" (not downsize) your living situation in order to better prepare for retirement. 

 

Show Notes

assetbuilder.com/podcast

 

Email us with episode suggestions at:

podcast@assetbuilder.com

Do you NEED a Fiduciary Advisor?

Show notes can be found at assetbuilder.com/podcast

 

Please email us with any suggestions for future episodes at podcast@assetbuilder.com

Have You Thought of These 4 BIG risks in Retirement?

Kennon and Michael discuss four risks that could hamper your retirement in the long run. 

 

Show notes can be found at assetbuilder.com/podcast

 

Please email us with any suggestions for future episodes at podcast@assetbuilder.com

Should You Cash Out During Market Volatility?

Michael and Adam talk about whether or not it is a good idea to cash out during moments of volatility in order to avoid potential losses. 

 

For links to studies visit our show notes at:

assetbuilder.com/podcast

 

Email us with any tips, studies, comments or suggestions at:

podcast@assetbuilder.com

 

 

 

Are ESG Funds all that Ethical?

Michael and Adam discuss whether ESG portfolios are really responsible or if conscious investing is just another Wall Street gimmick. The conversation evolves into an overarching discussion on morality.   

 

Find links to studies and articles in our show notes!  

 

Email us with ideas and suggestions!

podcast@assetbuilder.com

Money & Marriage

Michael and Adam are back to offer their personal and professional antidotes on how to handle marital money matters. Do you and your partner have an interesting take on handling the family finances? Email us at podcast@assetbuilder.com and clue us in! 

 

Northwestern Mutual: Planning and Progress Study 2018

https://news.northwesternmutual.com/planning-and-progress-2018

 

Show notes

https://assetbuilder.com/podcast

 

Email us with any suggestions or questions at: podcast@assetbuilder.com

How to Maintain Mental Acuity in Retirement

Studies show that mental cognition tends to decline as we age in retirement. Kennon and Michael discuss some useful ways to continue to train your mind during your post-career life. 

 

Early Retirement can Accelerate Cognitive Decline

https://www.sciencedaily.com/releases/2019/10/191029131506.htm

 

Show notes

https://assetbuilder.com/podcast

 

Email us with any suggestions or questions at: podcast@assetbuilder.com