Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by assetbuilder. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by assetbuilder or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Financial Wisdom from the Pros

34:03
 
Share
 

Manage episode 481172485 series 2604691
Content provided by assetbuilder. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by assetbuilder or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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:

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

  continue reading

92 episodes

Artwork

Financial Wisdom from the Pros

Keep it Simple

0-10 subscribers

published

iconShare
 
Manage episode 481172485 series 2604691
Content provided by assetbuilder. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by assetbuilder or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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:

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

  continue reading

92 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play