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Keep it Simple
assetbuilder
100 episodes
5 days ago
Investing can be complicated. We make it simple.
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Investing
Business
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All content for Keep it Simple is the property of assetbuilder and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Investing can be complicated. We make it simple.
Show more...
Investing
Business
https://is1-ssl.mzstatic.com/image/thumb/Podcasts125/v4/a9/a9/60/a9a96059-64ab-72eb-9c9d-16c8844130ff/mza_13627185311172101695.jpg/600x600bb.jpg
Financial Wisdom from the Pros
Keep it Simple
34 minutes 3 seconds
6 months ago
Financial Wisdom from the Pros
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. Links: 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
Keep it Simple
Investing can be complicated. We make it simple.