The Wealth Mindset Show

Summer is here, and with it comes a familiar financial question: should you spend money making memories today or save more for the future? Austin Wilson, Josh Robb, and Jordan Shaw explore the trade-off between taking vacations and adding to retirement savings. They also share a practical framework of questions to help you make the decision confidently. They discuss when spending on experiences may be the right choice, when delaying gratification could be wiser!For the video version, show notes, or transcript, visit thewealthmindsetshow.com/s2e38Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

What if some of the most popular financial advice is actually wrong? In this episode, we share our biggest financial hot takes! Austin, Josh, Jordan, and Chase talk through controversial opinions on budgeting, debt, investing, career choices, and wealth-building strategies that challenge conventional wisdom and spark real conversation. Whether you agree or completely disagree, it might make you think differently about money, retirement, and the habits that truly create long-term wealth!For the video version, show notes, and transcript, visit thewealthmindsetshow.com/s2e37Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

Trump Accounts are set to launch in July, and it's time to start thinking about what your role is in jumpstarting your children's futures! In this episode, we break down what the account is and what it could mean for families with younger kids. We'll talk potential benefits, risks, long-term growth opportunities, and simplify the conversation around investing for kids in a way that’s easy to understand. Whether you’re a parent, grandparent, or just curious about financial planning for the next generation, this guide will help you feel more confident about getting started!For the video version, show notes, and resources, visit thewealthmindsetshow.com/s2e36Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

The first quarter of 2026 is officially in the books! In this episode, Austin and Josh kick off a new quarterly series breaking down what actually happened in the markets, what drove the volatility, and what it all means for your financial plan going forward. They also share what clients are asking right now, why short-term uncertainty shouldn’t derail long-term goals, and even highlight a few pieces of good news from around the world!Watch the video version, read show notes, and transcript at thewealthmindsetshow.com/s2e35Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

Most dreams don’t fall apart because they’re too big, they just never get started. In this episode, Austin, Josh, and Jess talk about why so many goals stay stuck in the “someday I'll do it” category and what it actually looks like to take that first step. Jess shares a story about a weeping willow tree and how it quickly turned into a bigger conversation about taking action and making progress. Tune in!For the video version, show notes, and resources, visit thewealthmindsetshow.com/s2e34Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

Oil prices are surging, global tensions are rising, and suddenly something happening halfway across the world in Iran is hitting close to home! In this episode, we break down what’s going on with Iran, why disruptions in a key oil shipping route matter so much, and how it all connects to inflation, markets, and your everyday expenses. More importantly, we talk through what this means for your financial plan and how to stay steady when headlines feel anything but!To watch in video format, read show notes, or view the transcript, visit thewealthmindsetshow.com/s2e33Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

Thinking about meeting with a financial advisor for the first time? It can feel intimidating... but it doesn’t have to! In this episode, Austin, Josh, and Chase break down everything you need to know before your first meeting: what to look for in a financial advisor, which documents (if any) you should bring, and exactly what the process looks like. They'll also tackle some common fears people have going into their first time meeting a financial planner, and explain why you can leave them at the door! By the end, you’ll feel confident, prepared, and ready to take the first step toward your financial future. Watch the video version, read the show notes, or check out resources at thewealthmindsetshow.com/s2e32Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

What kind of legacy are you really leaving behind to the next generation? Is it just financial, or something deeper? In this episode, Austin Wilson and Josh Robb are joined by Scott Miller of Refocus Coaching to talk through the true power of mentoring and why legacy is more than the simple wealth transfer. They discuss what mentoring is (and what it isn’t), how wisdom is passed down across generations, and why intentional conversations matter more than ever in an age of information overload and AI. Tune in!Watch the video version, read the transcript, and find show notes at thewealthmindsetshow.com/s2e31Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

Does your portfolio actually know how to protect you? In this episode, we unpack the tension between passive and active investing, which might be better, why diversification may not be as diversified as it appears right now, and what it really means to build a portfolio designed for long-term success!For the full show notes, video version, and transcript, visit thewealthmindsetshow.com/s2e30Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

What will 2026 mean for the economy, the markets, and your investments? In this episode, Austin and Josh break down their 2026 market predictions, including interest rates, inflation, volatility, AI and growth trends, and what may lie ahead for stocks, bonds, and other asset classes. They also explain how you should move going forward and how a solid financial plan matters more than any forecast. Tune in!Read the full transcript, watch the video, and check out resources at thewealthmindsetshow.com/s2e29Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

This episode marks a major milestone at Hixon Zuercher Capital Management! Tony Hixon sits down with our Co-Host Austin Wilson to celebrate his new role as Partner and Chief Investment Officer and to share the journey that led him here. Austin reflects on his early career, the lessons that shaped his investment philosophy, and what partnership truly means to him. They discuss the responsibilities of leading investment strategy, balancing discipline with evolving markets, and what it looks like to consistently “do the next right thing” for clients. Plus, Austin shares an exciting announcement at the end of the episode with the launch of something new!Watch the video version, read show notes, and find resources here.Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

Happy New Year! 🥳 Thinking about giving to charity in the year ahead? In this episode, we dive into charitable giving alongside donor-advised funds (DAFs) and how they can help you give intentionally, maximize your impact, and plan for future charitable goals. Whether you’re looking to support causes you care about today or set up a strategy for the year ahead, we break down the key steps to make your giving effective and tax efficient.For the video version, show notes, and transcript, visit thewealthmindsetshow.com/s2e27Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

Think you could spot a financial scam before it’s too late? In this episode, Austin, Josh, and Jordan break down the most common scams targeting retirees and families today, from fake IRS calls to AI-powered imposter scams. You’ll hear real examples, why older adults are being targeted more than ever, and simple steps you can take to protect yourself and the people you care about most. Tune in!For the video version, transcript, and show notes, visit thewealthmindsetshow.com/s2e26 Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

There's a common question parents face every holiday season and that is what to do with your kids’ gift money so it actually supports their long term financial habits. When generous family and friends give cash at Christmas or birthdays, it can feel unclear whether to let kids spend it, save it or invest it. We break down simple, age appropriate strategies that help your children enjoy their money now while also learning the basics of stewardship, goal setting and future focused thinking!For the video version, show notes, and resources, visit thewealthmindsetshow.com/s2e25Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

What does it really mean to steward generational wealth, and why should we care? In this episode, Austin, Josh, and Tony talk about what that actually means in real life. It’s not just about growing money; it’s about using it wisely, passing down values, and making an impact that lasts. From the firm’s early days at Red Lobster to the lessons they’ve learned along the way, they share what true stewardship looks like and how it can shape your family’s future for generations to come!Watch the video version, get show notes, and more resources at thewealthmindsetshow.com/s2e24Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

Not sure where to keep your money... whether it's in savings, stocks, or somewhere in between? In this episode, we break down the Bucket Investing Strategy to help you organize your short-term, mid-term, and long-term goals so you can invest with clarity and confidence. Tune in!Watch the video version, read show notes, or find more resources at thewealthmindsetshow.com/s2e23Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

Is debt killing your financial future and success? In this episode, we’re having an honest conversation about all forms of debt and how some of it may quietly destroys your future dreams and keeps you stuck in a cycle of stress and limitation. We’ll talk through which types of debt can be reasonable, which ones to avoid completely, and how to tell if you’re living beyond your means. Watch the video version, read our show notes, or view additional resources at thewealthmindsetshow.com/s2e22Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

Passing down wealth may sound simple, but the reality is much more complicated! In this episode, we cover why leaving money to the next generation is tricky, including surprising statistics on how quickly wealth can disappear, and compare the experiences of first-generation wealth builders with their heirs. You'll also hear different ways to prepare kids for an inheritance and discover useful estate planning tools and trusts that can help protect your legacy.Read the episode transcript, show notes, or watch the video version at thewealthmindsetshow.com/s2e21Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

Have you ever heard of Coast FIRE? It’s a fresh approach to Financial Independence, Retire Early that doesn’t mean walking away from work altogether. Instead, Coast FIRE is about saving aggressively in your early years so your investments can grow to cover retirement, giving you the freedom later to focus on passion projects, flexible work, or simply enjoying life without the financial pressure. Find the show notes, resources, and watch the video version at www.thewealthmindsetshow.com/s2e20Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

What happens when retirement comes sooner than you planned? Whether it’s due to job loss, burnout, company changes, or caring for a loved one, an unexpected retirement can feel overwhelming. But it can also open the door to new opportunities and a more meaningful second half of life. In this bonus Halftime Huddle episode of The Wealth Mindset Show, Tony Hixon and Scott Miller break down the common challenges people face when retirement arrives earlier than expected!For the show notes, transcript, and video version, visit thewealthmindsetshow.com/s2e19Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

What kind of legacy are you building for your family? In this episode, Austin, Josh, and Jordan unpack the financial and personal steps that shape your family’s future. From life insurance and estate planning to teaching values and creating healthy money habits, they share how small decisions today can make a big impact tomorrow. Listen now!For the video version, show notes, and transcript, visit thewealthmindsetshow.com/s2e18Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

There's a new tax law and we're here to break it down in plain English. The team dives into the “One Big Beautiful Bill Act” and what it actually means for your wallet, your retirement plan, and even your kids’ future! From Trump Accounts to car loan deductions to expanded standard deductions, this episode unpacks what’s changing and why it matters. Tune in for real talk, a few laughs, and actionable takeaways to help you plan smarter. Watch the video version, or read the transcript and show notes at thewealthmindsetshow.com/s2e17Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

Thinking about investing in real estate but not sure if it’s the right move? In this episode, we unpack why so many people are drawn to real estate and how it can fit into your bigger financial picture. We also explore if real estate still makes sense in retirement, what to know about the tax side, and how property plays into estate planning. We'll take a practical, honest look at a controversial topic that often gets hyped up but rarely broken down!Read the full transcript, show notes, and watch the video version at thewealthmindsetshow.com/s2e16Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

What happens when someone retires with a solid financial plan but no purpose? In this bonus Halftime Huddle episode, Tony and Scott share the personal story that inspired Refocus Coaching and explore why the non-financial side of retirement matters more than most people realize.Read the full transcript, show notes, or watch the video at thewealthmindsetshow.com/s2e15Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

Can you really use money to create a better life? In this episode, we talk about using your financial resources with purpose to create time, space, and freedom for what matters most! Whether that means cutting back hours at work, taking the trip you’ve been putting off, or building in more margin, we’ll talk through ways to align your spending with your values and make your money work for the life you actually want!For resources, show notes, and transcript, visit thewealthmindsetshow.com/s2e14Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

Are you inheriting some wealth? Receiving an inheritance is an amazing transfer of legacy, but also adds a ton of mental stress to your life. In addition to grieving the loss of a loved one, you're left with a myriad of decisions (and decisions that can’t be rushed). So what should you do? In this podcast episode, Austin, Josh, and Tony will share first steps, understanding the inheritance, setting goals, purposeful investing strategies, and how to avoid common mistakes.Read the full transcript, show notes, and resources at thewealthmindsetshow.com/s2e13Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

Can you actually save too much for retirement? It sounds like a strange problem to have, but it’s more common than you think! In this episode, we discuss signs you're over-saving and how an excessive focus on your future can rob you of joy today. We’ll talk about the importance of knowing what you're saving for, frugality vs. stinginess, and when you might need to adjust your savings plan. Plus, we’ll walk through how to find your actual retirement number (spoiler: it’s not one-size-fits-all) and how to align your money with your values. Tune in!For the full transcript, show notes, and resources, visit thewealthmindsetshow.com/s2e12Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

Why do married couples see money so differently and how do you avoid letting it become a source of stress?In this episode of The Wealth Mindset Show, we’re talking about what really drives your financial mindset (hint: it often starts in childhood) and how spouses can work together to build a strong, shared approach to money. Whether you're merging bank accounts or just trying to understand why one of you is a saver and the other’s a spender, this episode's for you!Here’s what we cover:How your background shapes your views on moneySaver vs. spender (and what to do if you're opposites)Should couples combine finances or keep things separate?Budgeting and goal setting that works for both of youHow to talk about money without it turning into a fightPlanning for the future together: retirement, investing, and more...For the full video, resources, and show notes, visit thewealthmindsetshow.com/s2e11Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

As the weather warms up and everything starts to bloom, it’s the perfect time to clear out the clutter. Not just in your closet, but in your finances too. In this episode, Austin, Josh, and Jordan walk you through a five-step financial spring-cleaning checklist.You’ll learn:What to ditch from your monthly budgetHow to refocus your short, mid, and long-term financial goalsSmart ways to rebalance your investmentsHow to use this year’s tax return to plan better for next yearTips to organize your documents and protect your financial lifeFor the full video, links, and show notes, visit thewealthmindsetshow.com/s2e10Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

Planning for retirement? Learn how to build a smart retirement investment portfolio! In this episode of The Wealth Mindset Show, Austin, Josh, Chase, and Jess explore how to adjust your investment strategy as you approach retirement, generate reliable income, and avoid common missteps of retirees. Discover withdrawal strategies, portfolio allocation tips, and how to protect your nest egg in any market. For the full transcript, show notes, and resources, visit thewealthmindsetshow.com/s2e9Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

Market turbulence is back, and with new tariffs shaking up global trade, investors are wondering... what’s next? In this episode, Josh, Austin, Tony, and Chase will break down the latest market volatility, the impact of tariffs in 2025, and what it all means for your portfolio.We’ll cover: ✅ What’s driving current market swings ✅ How new tariffs could affect different sectors and global markets ✅ Strategies to stay invested and manage risk in uncertain times ✅ Why a long-term perspective is key to weathering market ups and downsFor the full transcript, show notes, and resources, visit thewealthmindsetshow.com/s2e8Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

Caring for aging parents comes with financial and emotional challenges. In this episode, Austin, Josh, and Scott will talk through practical ways to support those closest to you as they get older, from financial planning to lifestyle decisions. They’ll cover the sandwich generation concept, how to navigate tough conversations, set healthy boundaries, and make smart choices that protect both your parents' well-being and your own financial future. Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

Retiring before 65 comes with a major challenge: finding the right healthcare coverage. Many early retirees underestimate healthcare costs and make common mistakes that lead to financial stress. In this episode, Josh and Austin sit down with Cole Craven of Move Health to explore the best healthcare options before Medicare, including ACA plans, COBRA, and HSAs. They break down how to avoid costly healthcare planning mistakes and why staying proactive is key. Plus, in an AI-driven world, they discuss why working with a financial advisor can help you make smarter healthcare decisions. Don't let healthcare mistakes derail your retirement!For the full show notes, links, and transcript, visit thewealthmindsetshow.com/s2e6Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

Retirement is a whole new ballgame when it comes to managing your finances... So how do you protect your retirement money from market volatility without making costly mistakes? In this podcast episode, Josh, Austin, Tony, and Jordan break down what volatility really means, why retirees tend to view their money differently, and the four most dangerous words in investing: “This time is different.” For the full transcript, links, and show notes, visit thewealthmindsetshow.com/s2e5Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

Have you ever felt guilty about spending your hard-earned money, even on things that bring you joy? You’re not alone! In this episode of The Wealth Mindset Show, Austin Wilson, Josh Robb, and the Hixon Zuercher team dive into the all-too-common struggle of wealth guilt—why it happens, how to overcome it, and how to enjoy your money with confidence.Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

What do retirees regret most about their retirement? In this episode, Certified Financial Planner™ Jordan Shaw and Life Coach Scott Miller join our hosts to uncover the biggest financial and non-financial challenges they've seen real retirees face, and how to avoid them. From tax surprises to finding new purpose, you’ll gain tips and advice to create a more fulfilling retirement.Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

Does money buy happiness, or is there something deeper at play? Let's talk about it. Join Hixon Zuercher Capital Management's Josh Robb and Austin Wilson, along with table guests Tony Hixon and Chase Rose, as they dive into this age-old question. They'll talk through the difference between contentment and complacency, why humans are bound to chasing the next big thing, and how happiness and joy aren’t really the same. Whether you’re navigating your financial future, wealth, retirement, or just trying to find purpose, this episode offers real conversation on what actually leads to a fulfilling life. Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

Meet the Podcast Team of The Wealth Mindset Show!👀🎉We’re bringing you table-style conversations on finance, investing, retirement, wealth, and lifestyle. New episodes drop every other Thursday (with the first episode under the rebrand releasing sooner than you think😉). Stay tuned! ⬇️ CO-HOSTS:🎙 Co-Host Josh Robb - CFP®, Partner of HZCM🎙 Co-Host Austin Wilson - CIMA®🔄 Rotating Team Guests:✨ Tony Hixon, RFC®, CIMA® – CEO, Co-Founder of HZCM✨ Scott Miller, CPRC – Retirement Life Coach✨ Jessica Hinks, CFP® – Senior Wealth Advisor✨ Chase Rose – Associate Wealth Advisor✨ Jordan Shaw, CFP® – Wealth AdvisorSend in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

Discover 10 year-end financial planning tips that can help you maximize savings, minimize taxes, and set yourself up for a successful new year! In this episode, the guys are back with an end-of-year financial planning checklist to make sure you’re set for a strong financial start to the new year! They’ll walk through ten key actions, like reviewing your budget, checking up on healthcare benefits, and maximizing your contributions to keep your finances on track. From tax-loss harvesting to charitable giving and making adjustments for the year ahead, Josh and Austin cover each step to help listeners optimize their financial wellness. And stay tuned—there’s a special announcement about the podcast that you won’t want to miss!For the show notes, transcript, and resources, visit theinvesteddads.com/225Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

 Are you making the most of your year-end tax planning strategy? In this episode, the guys share the top 10 tax mistakes that could be costing you more than you realize. From the importance of filing away crucial documents to understanding the nuances between Traditional IRAs, Roth IRAs, and 401(k)s, each mistake presents a unique opportunity for improvement. Tune in as they dive into often-overlooked tax deductions, credits, and strategies to optimize your financial plan. Don’t miss out on essential insights that could help you save money and navigate the complexities of the tax system! For show notes, links, and the full transcript, visit theinvesteddads.com/224Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

So the Fed Cut... Now what? The Fed just made a bold move, cutting interest rates by 50 basis points, and if you're wondering how this impacts your investments or even your day-to-day finances, you’re not alone. Many are asking the same question: What does this mean for me? In this episode, Josh & Austin break down why the Fed made this decision, what it signals for the economy, and most importantly, how it will affect your wallet and the market!For the full transcript, links, and resources, visit theinvesteddads.com/223Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

Did you know an HSA could be the ultimate secret weapon for your health and wealth? In this episode, Josh is joined by Associate Wealth Advisor, Chase Rose; The guys dive into what makes a health plan HSA-eligible, how much you should contribute, and the powerful tax advantages that come with it. Tune in as the guys break down the limitations and benefits of HSAs to help you maximize your savings! For the full transcript, links, and resources, visit theinvesteddads.com/222Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

Josh and Austin dive into leadership lessons from Admiral William H. McRaven’s book The Wisdom of the Bullfrog and why the best leaders spend time in the trenches with their team. The guys share some stories about leadership that will make you rethink what it means to be in charge, and connect the dots to investing, explaining why founder-led companies with hands-on leaders might be your next great investment. For the full transcript, links, and show notes, visit theinvesteddads.com/221Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

It's time to tackle some of Dave Ramsey's most popular advice and ways Josh and Austin disagree! The guys point out where they think he might be missing the mark. Whether you're a die-hard Ramsey fan or just curious about different approaches to financial planning, the guys break down five key areas where they believe there's a better way. Tune in to challenge the status quo and rethink your financial game plan! For the full transcript, show notes, and resources, visit theinvesteddads.com/220Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

Let's take a look into the world of bonds! Josh and Austin break down what bonds are, how they function, and their role in a diversified portfolio. You'll learn about different types of bonds—government, corporate, and municipal—and the factors that impact bond yields and prices, including interest rates and central bank policies. The episode also covers the risks associated with bonds, such as interest rate and credit risk, and explores strategies for bond investing like laddering and using bond funds. Whether you're new to bonds or looking to refine your investment strategy, this episode will help you make informed decisions.Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

How do you set yourself up for financial success? In this episode, Josh and Austin share 6 tips to grow your wealth, including the importance of setting SMART goals and budgeting effectively. They tackle the often-overlooked aspects of debt management, provide insights on wise investing, and the importance of seeking guidance from financial advisors and protecting your wealth. Tune in! For the full transcript, show notes, and resources, visit theinvesteddads.com/218Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

The power of The Success Sequence and its role in avoiding poverty is undeniable. In this episode, the guys explore why this approach works, sharing stories and practical advice, including the valuable wisdom Austin received while growing up. With engaging discussions and final thoughts on how to implement the Success Sequence in everyday life, this episode is packed with insights and strategies to help listeners achieve financial stability and success. Tune in!For the full transcript, show notes, and resources, visit theinvesteddads.com/217Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

 If you’re thinking about investing in real estate, you've come to the right place! In this episode, you'll learn whether this type of investment fits your financial plan and how to take action. Josh and Austin talk through ways to invest in real estate that could potentially help you diversify your portfolio and maximize your finances. For the full transcript, show notes, and resources, visit theinvesteddads.com/215Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts