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What do Warren Buffett, John Templeton, and Dave Ramsey have in common? They're all quoted in this spontaneous Q&A session with the AssetBuilder advisor team. In this episode, host Adam Morris surprises Joey Bottinger, Janet Griffith, and Tommy Williams with unscripted prompts on famous financial advice.
Tune in to hear the team reflect on timeless wisdom, modern market challenges, budgeting fears, and how lifestyle inflation can derail your plan. They also explain why even savvy investors may still benefit from a trusted advisor.
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Learn more about AssetBuilder: https://assetbuilder.com
Email us your questions: podcast@assetbuilder.com
Timestamps:00:00 – Intro & disclaimer01:10 – Warren Buffett: Should you be “greedy when others are fearful”?06:40 – “This time it’s different”: Is it ever true?12:30 – Dave Ramsey’s take on budgeting15:45 – Why clients resist budgeting and how we help20:15 – Social pressure, lifestyle inflation, and Coachella tickets26:00 – How to find meaning beyond money28:00 – “Fire your advisor?” Why a fiduciary still matters32:30 – Wrap-up: Consistency and psychological support