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

About this episode

The episode provides a practical end-of-year financial checklist and announces AssetBuilder's office move.

End-of-Year Financial Checklist + AssetBuilder Office Move Announcement 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. 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. They close with a major announcement: AssetBuilder is moving its headquarters to the Allen Tech Hub at Waters Creek—and explain what that means for clients, the team, and the next decade of growth. Whether you're a DIY investor or working with an advisor, this episode gives you a clean, actionable framework to finish the year financially strong. Timestamps 00:00 – Intro & important disclosure00:40 – Welcome from AssetBuilder HQ in Plano, TX01:15 – Meet the team: Joey Badinger, Adam Morse (Senior Lead Advisor), and Tommy…

People in this episode

Host: Joey Badinger

Guests: Adam Morse, Tommy Williams

Topics covered

• end-of-year financial checklist
• retirement contributions
• Roth conversions
• tax-loss harvesting
• RMDs
• charitable giving
• portfolio rebalancing
• gifting strategies

Keywords

• financial planning
• DIY investing
• AssetBuilder
• office move
• growth strategies

Mentioned in this episode

Products: 401(k), IRA, Roth IRA

Books & works: Keep It Simple

Places: Plano, Texas, Waters Creek)Website

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