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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 Badinger, 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: [email protected]
Timestamps:
00:00 – Intro & disclaimer
01:10 – 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 budgeting
15:45 – Why clients resist budgeting and how we help
20:15 – Social pressure, lifestyle inflation, and Coachella tickets
26:00 – How to find meaning beyond money
28:00 – “Fire your advisor?” Why a fiduciary still matters
32:30 – Wrap-up: Consistency and psychological support
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By assetbuilder
4.5
1515 ratings
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 Badinger, 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: [email protected]
Timestamps:
00:00 – Intro & disclaimer
01:10 – 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 budgeting
15:45 – Why clients resist budgeting and how we help
20:15 – Social pressure, lifestyle inflation, and Coachella tickets
26:00 – How to find meaning beyond money
28:00 – “Fire your advisor?” Why a fiduciary still matters
32:30 – Wrap-up: Consistency and psychological support
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