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

Keep it Simple

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 disclosure
00:40 – Welcome from AssetBuilder HQ in Plano, TX
01:15 – Meet the team: Joey Badinger, Adam Morse (Senior Lead Advisor), and Tommy Williams (Associate Advisor)
02:00 – Conference recap: Vegas Financial Planning Conference & Alts Texas (CFA Society / Markets Group / CAIA)
06:50 – Hard pivot: why “boring, simple” tasks drive the biggest long-term results
08:00 – Checklist #1: Maxing out 401(k), IRA & Roth IRA contributions for 2025
11:45 – Checklist #2: Roth conversions – what they are, how they work, and ideal timing
15:45 – Checklist #3: Tax-loss harvesting – when it makes sense & when it doesn’t
18:30 – Checklist #4: RMDs, inherited IRA rules, and QCD charitable giving
22:30 – Checklist #5: Rebalancing, diversification, and handling concentrated stock positions
27:30 – Checklist #6: Reviewing beneficiaries, cash reserves & liquidity
31:45 – Smart gifting: helping kids without jeopardizing your own retirement
37:40 – Final recap: What to do if you haven’t done any of this yet
39:30 – Big announcement: AssetBuilder is moving to the Allen Tech Hub at Waters Creek
44:30 – New office details, build-out, and client experience upgrades
46:00 – Closing & how to get in touch with the AssetBuilder team

Hosted by: Joey Badinger
Featuring: Adam Morse, Senior Lead Advisor — Tommy Williams, Associate Advisor
Podcast: Keep It Simple by AssetBuilder
Location: Plano, Texas → moving to Allen Tech Hub (Waters Creek)
Website: assetbuilder.com

Questions? Email [email protected]
or book a consultation on the website.

If this episode helped you prepare for 2026, LIKE, SUBSCRIBE, and tap the bell—new episodes drop weekly with simple, evidence-based investing guidance.

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