Keep it Simple

What You Don't Know About Trust Funds

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

 

10 Common 401K Questions—Answered

10 Frequently asked 401k Questions—Answered

Can I use my 401K before I retire? Can I contribute to both a 401K and IRA? Michael and Adam diligently answer 10 common questions about our 401Ks.

 

Have questions or suggestions for a new episode? Email us at podcast@assetbuilder.com.

 

10 Frequently Asked 401K Questions by Motley Fool

https://www.fool.com/retirement/2017/01/14/10-frequently-asked-401k-questions.aspx

 

 

John Bogle—The Little Book of Common Sense Investing (book)

https://www.amazon.com/Little-Book-Common-Sense-Investing/dp/1119404509/ref=bmx_1/132-5129669-6398206?_encoding=UTF8&pd_rd_i=1119404509&pd_rd_r=addd5950-6e36-4741-b5c2-a5ab415bacc2&pd_rd_w=4bqvm&pd_rd_wg=gJsFg&pf_rd_p=8cea7b83-adee-4ac8-bcfe-dcc442eb852a&pf_rd_r=D1VXHN1X3REC4TTARXC9&psc=1&refRID=D1VXHN1X3REC4TTARXC9

 

The Great Crash Ahead (book)

https://www.amazon.com/Great-Crash-Ahead-Strategies-2012-09-11/dp/B01K3KT4DU/ref=sr_1_2?dchild=1&keywords=The+great+crash+ahead&qid=1598458849&s=books&sr=1-2

 

 

Andrew Hallam—The Millionaire Teacher (Book)

https://www.amazon.com/Millionaire-Teacher-Wealth-Should-Learned/dp/1119356296/ref=sr_1_1?dchild=1&keywords=Andrew+Hallam&qid=1598458928&s=books&sr=1-1

 

 

The Broke Millennial

https://www.amazon.com/Broke-Millennial-Scraping-Financial-Together/dp/0143130404/ref=sr_1_1?crid=1MI10WUP5OKQ&dchild=1&keywords=the+broke+millennial&qid=1598459011&s=books&sprefix=THe+broke+mill%2Cstripbooks%2C176&sr=1-1

 

AssetBuilder Shownotes 

https://assetbuilder.com/podcast

Investing HORROR STORIES

Michael and Adam react to 4 unique investing horror stories that have happened to real people. Learn about some of the darker corners of the investment world. 

FOR THE KIDS! How to start investing at a young age—and why you should

For the Kids! If you're a young teen looking to get a leg up on life—listen in! Michael and Adam breakdown how to get started in investing, because the name of the game is getting in early! 

 

AssetBuilder Knowledge Center

https://assetbuilder.com/knowledge-center

 

Show Notes 

https://assetbuilder.com/podcast

 

 

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