Keep it Simple

How Old Were You When You First Learned About Finances? How About Your Kids?

Michael and Adam discuss the importance of talking to our children about investing and finance at an early age—even offering personal antidotes about how they do so with their own children. 

 

Money habits are set by age 7. Teach your kids the value of a dollar now.

https://www.pbs.org/newshour/economy/making-sense/money-habits-are-set-by-age-7-teach-your-kids-the-value-of-a-dollar-now

 

Research Statistic on Financial Windfalls and Bankruptcy

https://www.nefe.org/press-room/news/2018/research-statistic-on-financial-windfalls-and-bankruptcy.aspx

 

Everything You Know About the Fate of Lottery Winners Is Probably Wrong, According to Science

https://time.com/5427275/lottery-winning-happiness-debunked/

   

Inheritance and Saving

https://www.nber.org/papers/w12569

 

Financial Education Impact 2017 Survey

https://www.nefe.org/research/research-projects/consumer-poll/2017/financial-education-impact-2017-survey.aspx

 

AssetBuilder Knowledge Center

https://assetbuilder.com/knowledge-center

 

Do You Really Need an Investment Advisor?

Michael and Adam discuss the pros and cons of investing with an advisor in contrast to investing on your own. 

Vanguard—Assessing the value of advice. 

https://www.vanguard.com/pdf/assessing-value-advice.pdf

 

AssetBuilder Knowledge Center 

https://assetbuilder.com/knowledge-center

 

 

Why Are Stocks Still Rising Despite a Pandemic and Riots?

Michael and Adam discuss why the market continues to rise amid global disrupt and media sensationalism. 

Why Stocks Go Up— Even During Crisis
https://mailchi.mp/734bf65a11b2/what-you-missed-on-assetbuildercom

How the S&P is not correlated to GDP (including chart): 
https://www.bloomberg.com/opinion/articles/2020-06-09/stock-market-has-almost-always-ignored-the-economy

Chart showing largest 50 day S&P Gains and what happened 6 and 12 months later: 
https://markets.businessinsider.com/news/stocks/stocks-biggest-50-day-rally-what-they-did-next-past-2020-6-1029282236?

Why Haven’t Stocks Crashed During The Economic Freeze?
https://assetbuilder.com/knowledge-center/articles/why-havent-stocks-crashed-during-the-economic-freeze

 

How Should We, As Investors, Respond to Inflation?

Michael and Adam discuss and define inflation, how it should be understood, and what that means for your investment.

US inflation Calculator:  

https://www.usinflationcalculator.com/inflation/current-inflation-rates/

 

Are we seeing signs of deflation?

https://www.youtube.com/watch?v=X2F2Qg6m3Ic&t=649s

 

Inflation or Deflation—what happens next? 

https://www.youtube.com/watch?v=WFiJw6QoTL4&t=697s

 

Knowledge Center

https://assetbuilder.com/knowledge-center

Are We in a Recovery? How Can We Tell?

Michael and Adam discuss the key indicators of a recovering economy and what that means for your investment.

 

NY Times Article

https://messaging-custom-newsletters.nytimes.com/template/oakv2?campaign_id=116&emc=edit_pk_20200512&instance_id=18415&nl=paul-krugman&productCode=PK®i_id=94146631&segment_id=27424&te=1&uri=nyt%3A%2F%2Fnewsletter%2F6b27f312-af62-4ac3-b058-87e81a8135a4&user_id=5feb0eea292dc4b269982e39c192c2cf

 

Knowledge Center

https://assetbuilder.com/knowledge-center

Should You Retire Abroad? THE MILLIONAIRE TEACHER returns

Our regular host correspondent, Michael French, chats with world-renowned author, Andrew Hallam to discuss a whole array of investment topics, including how to retire abroad.  

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

Interview with THE MILLIONAIRE TEACHER (Andrew Hallam)

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

Understanding the CARES Act

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

 

How Does Our (potential) Recession Compare to Past Recessions?

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

What does COVID-19 mean for your portfolio?

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