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Investing can be complicated. We make it simple.
Episodes
Monday Jan 18, 2021
Monday Jan 18, 2021
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!
Monday Jan 04, 2021
Monday Jan 04, 2021
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
Tuesday Dec 15, 2020
Tuesday Dec 15, 2020
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
Tuesday Dec 01, 2020
Tuesday Dec 01, 2020
Michael and Adam are back to discuss whether or not it’s a good idea to add innovation companies into your portfolio. They also discuss what characteristics constitute an “innovation” fund.
Ark Invest
Investing in Innovation
https://www.franklintempleton.com/forms-literature/download/FDTF-BR
Show notes
https://assetbuilder.com/podcast
Email us with any suggestions or questions at: podcast@assetbuilder.com
Tuesday Nov 17, 2020
Tuesday Nov 17, 2020
AssetBuilder's own Kennon Grose and Michael French discuss how to financially prepare your loved ones in the event of your sudden passing. Both Michael and Kennon provide key points, while offering their own personal antidotes.
Show notes
https://assetbuilder.com/podcast
Email us with any suggestions or questions at: podcast@assetbuilder.com
Wednesday Nov 04, 2020
Wednesday Nov 04, 2020
From ssa.gov, “the Social Security and Supplemental Security Income (SSI) benefits for approximately 70 million Americans will increase 1.3% in 2021, the Social Security Administration (SSA) announced last week.”
Michael and Adam discuss how that is assessed, what it means for retirees, and how to maximize social security for the future.
Here’s the announcement.
A Step-by-Step of How Social Security's COLA Is Calculated
https://www.fool.com/retirement/2019/03/09/a-step-by-step-of-how-social-securitys-cola-is-cal.aspx
Here's the Average Social Security Benefit in 2021
https://www.fool.com/retirement/2020/10/25/heres-the-average-social-security-benefit-in-2021/
Other References:
2018 Loss of Buying Power Study Social Security Benefits Lose 34% Of Buying Power Since 2000
https://seniorsleague.org/assets/2018-Loss-of-Buying-Power-Report.pdf
Consumer Price Index
Why Social Security’s annual increase doesn’t actually keep up with cost of living
Show notes
https://assetbuilder.com/podcast
Email us with any suggestions or questions at: podcast@assetbuilder.com
Tuesday Oct 20, 2020
Tuesday Oct 20, 2020
Michael and Adam deconstruct the political standpoints between an an advisor and their client. How do your politics play into your investment?
Partisan Impact on Economic Expectations
http://www.sca.isr.umich.edu/files/partisanimpact201709.pdf
Why Advisors Should Keep Politics Out of Portfolios
https://www.thinkadvisor.com/2018/04/05/keeping-politics-out-of-the-portfolio/
How To Shield Your Portfolio From Political Bias
Hartford Study
Podcast Show notes
AssetBuilder.com/podcast
Contact Us!
Tuesday Oct 06, 2020
Tuesday Oct 06, 2020
In light of the current US presidential election, many investors wonder how the stock market will react to whoever wins the presidency. Michael and Adam look back in time to see how the market has reacted to past elections and they breakdown who and what also affects the market.
Interactive Graph depicting the market during each presidency, starting with Hoover.
https://www.dimensional.com/us-en/insights/how-much-impact-does-the-president-have-on-stocks
Why Stocks Don’t Care Who The President Is
https://assetbuilder.com/knowledge-center/articles/why-stocks-dont-care-who-the-president-is
Show Notes
https://assetbuilder.com/podcast
Tuesday Sep 22, 2020
Tuesday Sep 22, 2020
The NASDAQ toppled down earlier in September worrying some investors that we may be headed for a tech crash. Michael and Adam discuss whether or not we are facing an imminent correction due to a tech bubble.
Aggregation Theory
https://stratechery.com/aggregation-theory/
AssetBuilder Knowledge Center
https://assetbuilder.com/knowledge-center
Keep it Simple Podcast Page
https://assetbuilder.com/podcast
email us at podcast@assetbuilder.com
Monday Sep 14, 2020
Monday Sep 14, 2020
Michael and Adam go head-to-head to see who knows more about the intricacies of trust funds. We sure learned a lot in this one and we know you will, too.
Do you have questions or suggestions for Keep it Simple? Just email us at podcast@assetbuilder.com
Taken from a How Stuff Works article
https://play.howstuffworks.com/quiz/trust-funds-quiz
Supplemental Information
https://www.quicken.com/blog/trust-fund
AssetBuilder Knowledge Center
https://assetbuilder.com/knowledge-center
Show Notes
https://assetbuilder.com/podcast