Keep it Simple

Investing can be complicated. We make it simple.

Keep it Simple is a business podcast hosted by assetbuilder, with 100 episodes on record and a Required Pod Score of 80.

assetbuilder hosts Keep it Simple, a business show with 100 episodes published.

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  Episode #106

  End-of-Year Financial Checklist + AssetBuilder Office Move Announcement

  Dec 3, 202547 minS0

  <p>End-of-Year Financial Checklist + AssetBuilder Office Move Announcement</p> <p>In this practical end-of-year episode of the Keep It Simple Podcast, Joey Badinger – Lead Advisor at AssetBuilder – sits down with Adam Morse (Senior Lead Advisor) and Tommy Williams (Associate Advisor) to walk through a clear, no-nonsense checklist you should review before December 31.</p> <p>Recorded from AssetBuilder’s headquarters in Plano, Texas, the team covers retirement contributions, Roth conversions, tax-loss harvesting, RMDs, charitable giving, portfolio rebalancing, and even thoughtful strategies for gifting to kids and grandkids—without accidentally harming your own retirement plan.</p> <p>They close with a major announce...

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  Episode #105

  4 Investor Biases to Watch out for

  Nov 20, 202511 minS0

  <p>Are you accidentally sabotaging your own portfolio? In this must-watch episode of the Keep It Simple Podcast, Joey Badinger – Lead Advisor at AssetBuilder – reveals the 4 behavioral biases that even professional investors battle every single day. Recorded from AssetBuilder’s headquarters in Plano, Texas, this short but powerful episode will help you spot and defeat the mental traps that cause most people to buy high, sell low, and underperform the market.</p> <p>Whether you’re a DIY investor or work with an advisor, understanding overconfidence, recency bias, herd behavior, and confirmation bias is the difference between building real wealth and just...

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  Episode #104

  How do we approach risk?

  Nov 4, 202538 minS0

  Simplifying Investment Risk: Key Insights for Smarter Portfolios <p>Description In this episode of the Keep It Simple Podcast, host Joey Badinger<br> , joined by Adam Morse, Janet Griffith, and Tommy Williams from AssetBuilder, explores the essentials of investment risk. Learn how to assess risk tolerance and capacity, understand key metrics like standard deviation and beta, and discover strategies for building a risk-adjusted portfolio. Whether you're a DIY investor or working with an advisor, this episode simplifies risk management to help you invest smarter. Email podcast@assetbuilder.com or visit assetbuilder.com for more insights.</p> <p>Timestamps & Main Topics<...

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  Episode #103

  Fixed, Indexed, or Variable? Understanding the 3 Types of Annuities

  Oct 21, 202514 minS0

  <p>Fixed, Indexed, or Variable? Understanding the 3 Types of Annuities<br> Description:<br> 🎙️ In this episode of The Keep It Simple Podcast, host Joey Badinger from AssetBuilder breaks down the three major types of annuities — Fixed, Variable, and Indexed — to help you understand how each one works, what guarantees they offer, and which risks to watch out for.<br> You’ll learn:</p> <p>What annuities actually are and how they provide guaranteed income 💵<br> The difference between accumulation and payout phases<br> How inflation, fees, and surrender periods affect your returns<br> Key benefits and drawbacks of Fixed, Variable, and Indexed an...

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  Episode #102

  Where’s the Debt? | Consumer vs. National Debt Explained (Mortgages, Cars, Credit Cards & DTI)

  Sep 30, 202537 minS0

  <p>From AssetBuilder’s Plano HQ, host Joey Badinger sits down with Adam Morse, Janet Griffith, and Tommy Williams to unpack America’s debt picture—from household budgets to the federal balance sheet. We break down mortgages vs. auto/student/credit-card debt, what rising rates mean, how to use debt-to-income (DTI) the smart way (the 28/36 rule), and practical habits to avoid lifestyle creep and instant-gratification financing.</p> <p>You’ll learn:</p> <p>How much U.S. households owe (and where it sits by generation)</p> <p>Why mortgages can be “productive” debt—and why long car loans aren’t</p> <p>Current...

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