Keep It Simple
Meet the Hosts
Michael French
Michael brings more than 25 years experience in global financial services to every conversation. In addition to portfolio construction and risk management, Michael works closely with many retired clients.
Adam Morse
Adam has over a decade of experience in the financial services industry, including spending time in the risk and pricing area of the mortgage industry. He works directly with hundreds of investors, and has a passion for educating them on the fundamental keys to investing .
Episodes
Click to Listen or read the show notes
FOR THE KIDS! How to start investing at a young age—and why you should
August, 14 2020 - 25 minsIf you're a young teen looking to get a leg up on life—listen in! Michael and Adam breakdown how to get started in investing, because the name of the game is getting in early!
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Show Notes expand_more How Old Were You When You First Learned About Finances? How About Your Kids?
August, 14 2020 - 39 minsMichael and Adam discuss the importance of talking to our children about investing and finance at an early age—even offering personal antidotes about how they do so with their own kids.
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Show Notes expand_more Do You Really Need an Investment Advisor?
August, 14 2020 - 26 minsMichael and Adam discuss the pros and cons of investing with an advisor in contrast to investing on your own.
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Show Notes expand_more Why Are Stocks Still Rising Despite a Pandemic and Riots?
August, 14 2020 - 24 minsMichael and Adam discuss why the market continues to rise amid global disrupt and media sensationalism.
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Show Notes expand_more How Should We, As Investors, Respond to Inflation?
August, 14 2020 - 25 minsMichael and Adam discuss and define inflation, how it should be understood, and what that means for your investment.
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Show Notes expand_more Are We in a Recovery? How Can We Tell?
August, 14 2020 - 36 minsMichael and Adam discuss the key indicators of a recovering economy and what that means for your investment.
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Show Notes expand_more Keep It Simple Podcast: Should You Retire Abroad? THE MILLIONAIRE TEACHER returns
August, 14 2020 - 49 minsOur regular host correspondent, Michael French, chats with world-renowned author, Andrew Hallam to discuss a whole array of investment topics, including how to retire abroad.
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Show Notes expand_more An Interview with The Millionaire Teacher
August, 14 2020 - 36 minsWorld renowned author, Andrew Hallam, and I discuss his fascinating life, how to invest for a bright future and why we should stay away from market media headlines.
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Show Notes expand_more - The Millionaire Teacher
https://www.amazon.com/Millionaire-Teacher-Wealth-Should-Learned/dp/1119356296/ref=sr_1_1?keywords=millionaire+teacher&qid=1565905064&s=books&sr=1-1 - Millionaire Expat: How To Build Wealth Living Overseas
https://www.amazon.com/Millionaire-Expat-Wealth-Living-Overseas/dp/1119411890/ref=sr_1_1?keywords=millionaire+expat&qid=1564761510&s=books&sr=1-1 - Andrew's Website
https://andrewhallam.com/
Understanding the CARES Act
August, 14 2020 - 28 minsThe CARES act has provided an unprecedented stimulus to the US economy. In this episode Adam and Michael discuss the benefits contained in the CARES act and how those benefits may provide relief not only to individual Americans but also the impact that different benefits may have to the overall economy. They also discuss the size of the stimulus in relation to other historic stimulus packages and explore what the potential impact may be to the economic recovery.
- The stimulus check
- Will it be taxed?
- How will it affect Americans?
- Will you still have to take Required Minimum Distribution?
- What about Social Security? My IRA?
- What are the long-term effects?
- How does stimulus package differ from the past?
- How will it impact GDP?
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Show Notes expand_more - Retirement Withdrawals During Uncertain Times
https://assetbuilder.com/knowledge-center/articles/retirement-withdrawals-during-uncertain-times - CARES Act overview
https://home.treasury.gov/policy-issues/cares - Specific info for small businesses
https://www.sbc.senate.gov/public/index.cfm/guide-to-the-cares-act - Link to CARES act bill
https://www.congress.gov/116/bills/hr748/BILLS-116hr748enr.pdf - Short term economic effects of the cares act
https://budgetmodel.wharton.upenn.edu/issues/2020/4/8/short-run-effects-of-the-cares-act
How Does Our (potential) Recession Compare to Past Recessions?
August, 14 2020 - 35 minsMichael and Adam compare our current market/economic climate with past downturns and contextualize the possible repercussions
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What does COVID-19 mean for my portfolio?
August, 14 2020 - 29 minsIn this special episode, Michael and Adam discuss the impact of COVID-19 thus far and what that means for you as an investor.
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Show Notes expand_more ETFs and Mutual Funds—What’s the Difference?
August, 14 2020 - 12 minsIn this short episode, Michael and Adam definitionally distinguish ETFs and Mutual Funds and discuss which one may be more appropriate for your investment.
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Active vs. Passive Investing: Which is Better?
August, 14 2020 - 27 minsSome investors say they can predict the market. Others say they can't. Is there individual merit to each approach? Or is one objectively better than the other? Adam and Michael explain.
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Will the 08 Market Crash Happen Again
August, 14 2020 - 24 minsThe US stock market has been on a huge upswing—but an inverted yield curve back in mid-2019 has left investors wondering: is a recession on the horizon? Michael and Adam discuss.
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The Ins and Outs of Annuities
August, 14 2020 - 15 minsWhether you've contemplated annuities or maybe you're enrolled in one today, learn something new about these insurance products and what they could mean for your post-career life.
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Show Notes expand_more 4 Common Missteps Before and During Retirement
August, 14 2020 - 24 minsShould you continue to work in retirement? How do you make sure you rebalance correctly? How do you understand the impact of medical costs? And, when is the best time to take social security?
Michael and Adam tackle 4 common missteps in retirement.
Based on this article: https://www.investopedia.com/retirement/how-sabotage-your-retirement/
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Show Notes expand_more Will Millennials be Able to Retire?
August, 14 2020 - 40 minsMillennials are saddled with more student debt than any previous generation. Will they be able to overcome that and retire at 65? RIA, Adam Morse, and CIO, Michael French dive in.
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Does the 4% Rule Work
August, 14 2020 - 25 minsThe 4% rule has been a rule of thumb for retirees for decades—but does it actually work?
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Everything IRA
August, 14 2020 - 20 minsWhat is the best way to handle your IRA while approaching retirement, transitioning to retirement, and even during your retirement? What are the main benefits of rolling over your IRA for retirees? Should you always rollover?
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