Keep it Simple

Today, Janet Griffith and Adam Morse discuss how to understand a market crash at the beginning of retirement.  Should you run to cash— or remain in the market? Find out today in another info-packed episode of Keep it Simple.

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Find all show notes at assetbuilder.com/podcast

Today we ask: how much of your income should you be investing? Is there a universal magic percentage or formula— or is it just a matter of investing what you CAN invest? And should you pay off all of your debt before investing anyway? Find out today on another informative episode of Keep it Simple. 

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It seems obvious, even elementary, but today Adam Morse and Janet Griffith take note of how astounding a difference compound interest can make in your financial life— positive or negative.

Based on an article by Motley Fool

Have an idea for our next episode? Email us at [email protected]

Find all show notes at

assetbuilder.com/podcast

Some studies show that women tend to earn slightly better returns than men— but why is that? Is it that girls rule and boys drool? Or is it that women have that have natural tendencies that lead to slightly more favorable investment outcomes? Find out today on another exciting, chair-gripping, knowledge-inducing episode of Keep it Simple.  

Links to studies used in today's episode:

The same but different: Gender differences in retail investor behavior (2020)

2021 Women and Investing Study (2021)

Do you have a topic that you would like discussed in our next episode? Email us at [email protected]

Find all show notes at

assetbuilder.com/podcast

Investment bias can lead us down paths that seem logical but ultimately work against us. To put it in a more positive light, managing these biases can help improve performance. Today, Adam Morse and Janet Griffith help us understand our investment biases. 

Charles Schwab Survey 

https://www.yahoo.com/now/befi-barometer-2021-advisors-witness-120000773.html

Have an idea for an episode? We'd like to hear from you! Email us:

[email protected]

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:

[email protected]

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:

[email protected]

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 

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

[email protected]

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

[email protected]

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:

[email protected]

Show notes

FINRA

https://www.finra.org/investors/learn-to-invest/key-investing-concepts/evaluating-investment-performance