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  

Keep it Simple

Look Out for These RED FLAGS in Investment Advisors

As many people approach retirement age, they often wonder what to do with their company 401(k).  Should you leave it there and forget about it? Is it worth the hassle of moving it elsewhere? Today, Investment advisors, Adam Morse and Janet Griffith talk about the ins and outs of rolling over your 401(k).   Have an idea for an episode? We'd like to hear from you! Email us: podcast@assetbuilder.com   FAQ faceoff questions provided by: https://www.nerdwallet.com/article/investing/401k-rollover-ira-guide   Can't find your 401(k)? Start here: Unclaimed.org       

How (and why) to Roll Over Your 401(k)

RIA, Adam Morse, offers a few more lessons after hearing stories of financial and investing missteps from around the web. He even tells a tale of his own.   Taken from badinvestments.com. Link to article:  https://badinvestmentsadvice.com/whats-your-investing-horror-story/ Have your own investment horror story? Email us at podcast@assetbuilder.com

Investing Horror Stories Pt.3

Today, Adam Morse listens to four investing/financial mishaps and identifies the lessons learned from each horrific story.   Taken from badinvestments.com. Link to article:  https://badinvestmentsadvice.com/whats-your-investing-horror-story/ Have your own investment horror story? Email us at podcast@assetbuilder.com

Investing HORROR Stories Pt. 2

How do we understand, evaluate, rank, return on investments? Is the S&P really the best Benchmark? Find out today in another jam-packed episode of Keep it Simple.     Have an idea for an episode? We'd like to hear from you! You may also offer any episode corrections or comments. Email us at: podcast@assetbuilder.com   Show notes FINRA https://www.finra.org/investors/learn-to-invest/key-investing-concepts/evaluating-investment-performance  

Understanding Your Returns

It's easy to find ourselves making compulsive decisions under duress— and that is especially true of investors. Adam Morse talks candidly on how to keep a steady footing during market volatility and how to wrangle our emotions to keep our investment strategy on track.  Have a suggestion for an episode topic?  Email us at podcast@assetbuilder.com

How to Keep Your Cool During Market Volatility

Annuities are contracts issued and distributed (or sold) by financial institutions where the funds are invested with the goal of paying out a fixed income stream. But are they good for everyone? Find out on today’s episode with the great Michael French and Adam Morse.    Find the show notes for every episode at assetbuilder.com/podcast Email us with episode suggestions and comments at podcast@assetbuilder.com

Should You Buy an Annuity?

Cryptocurrency is one of the most highly contested subjects in modern-day finance. Should you add it to your portfolio? Find out in today’s episode of Keep it Simple with Michael French and Adam Morse.    Email us with episode suggestions and corrections at podcast@assetbuilder.com Find our show notes for every episode at assetbuilder.com/podcast

Should You Add Cryptocurrency to Your Portfolio?

What is inflation, and what influences it? What is hyperinflation? And why, as investors, should we care? Michael and Adam discuss this along with how to fortify your portfolio against changes in inflation.    Have an episode suggestion or correction? Email us at: Podcast@assetbuilder.com   Show notes: assetbuilder.com/podcast 

How to Fortify Your Portfolio Against Hyper-Inflation

There are endless considerations to make when picking the right time to take social security. Is it better to delay? What happens if you take it at 62? Find out all of this and more in another knowledge-packed episode of Keep it Simple.  Have an episode suggestion or correction? Email us at: Podcast@assetbuilder.com   Show notes: assetbuilder.com/podcast 

When is the Best Time to Start Collecting Social Security?

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 

Understanding the Financial Media

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 

How to Get TAX-FREE Income in Retirement

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 Open a 529 Account for Your Kids?

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

Should You Sell Your House Before Retirement?

Show notes can be found at assetbuilder.com/podcast   Please email us with any suggestions for future episodes at podcast@assetbuilder.com

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