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All Episodes

The Wealth Mindset Show — 265 episodes

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Title
1

Should I Take a Vacation or Save for Retirement?

2

Our Hot Takes On Financial Planning & Money

3

The Beginner’s Guide to Trump Accounts for Kids

4

Q1 2026 Wrapped! Markets, Money & Good News

5

Accomplishing Your Dreams & Taking The First Step

6

Iran Conflict, Oil Prices, & Global Economy Talk

7

First Meeting with a Financial Advisor: What to Expect

8

Why Mentoring The Next Generation Is So Important

9

Passive Vs. Active Investing: Which Is Better?

10

2026 Market Predictions & Economic Forecast

11

Austin Becomes PARTNER of Hixon Zuercher! (& Big Announcement)

12

Charitable Giving Strategies & Donor-Advised Funds

13

Don't Fall For It! Scammers & Elder Abuse 101

14

What to Do with Your Kids’ Holiday Gift Money

15

What the Heck Is Stewarding Generational Wealth?

16

How To Use The Bucket Investing Approach

17

Is Debt Killing Your Financial Future?

18

Passing Down Wealth Without Spoiling Heirs 101

19

Can You Coast FIRE? A New Early Retirement Strategy

20

How to Navigate an Unexpected Retirement [Halftime Huddle w/ Scott & Tony]

21

How Are You Preparing For Your Family’s Future?

22

One Big Beautiful Bill 101: What You Need To Know

23

How Much Should You Really Invest in Real Estate?

24

A Wake-Up Call on Retirement & Purpose [Halftime Huddle w/ Scott & Tony]

25

Using Money to Create a More Fulfilling Life

26

So You're Inheriting Money... Now What?

27

Are You Saving TOO MUCH For Retirement?

28

How to Manage Finances as a Married Couple

29

Spring Cleaning Your Finances in 5 Simple Steps

30

How To Build An Investment Portfolio For Retirement

31

Navigating Current Market Volatility & Tariffs in 2025

32

How to Support Aging Parents & Relatives

33

Avoiding Common Healthcare Planning Mistakes (Ft. Cole Craven)

34

How To Protect Retirement Money From Market Volatility

35

How To Enjoy Wealth Without Feeling Guilty

36

What Do Retirees Regret Most About Their Retirement?

37

Does Money Buy Happiness? Let's Talk About It

38

Meet The Wealth Mindset Show Podcast Team!

39

Rebranding to The Wealth Mindset Show | Coming 2025!

40

The Ultimate Year-End Financial Planning Checklist + Big Announcement!

41

10 Common Year-End Tax Planning Mistakes

42

What The Recent Fed Cut Means For You

43

Can I Roll Over an IRA to an HSA? (ft. Chase Rose)

44

How Do Leadership Traits Drive Investment Success?

45

5 Ways We Disagree With Dave Ramsey

46

Are Bonds A Good Investment?

47

6 Tips to Grow Your Wealth

48

The Power of the Success Sequence & Avoiding Poverty

49

How Long Will Nvidia's Rally Last?

50

How to Successfully Invest in Real Estate

51

Preparing Kids for Biblical Money Management (Ft. Matt Bell)

52

10 Financial Habits Keeping You Poor

53

When Should I Claim Social Security?

54

8 Ways to Achieve Financial Peace

55

How Do Millionaires Become Millionaires?

56

Investing During a Presidential Election Year

57

6 Lessons From a Bear Market

58

6 Common Financial Mistakes in the Past Year

59

Evaluating Key-Man Risk When Investing

60

Our Bold 2024 Predictions

61

Investment Recap: 2023 2nd Half Stock Draft Winner Announced

62

How Do Interest Rates Affect the Stock Market?

63

How to Prevent Lifestyle Creep & Manage Your Finances Wisely

64

You Get What You Pay For

65

How to Improve Your Credit Score

66

How to Financially Prepare for Christmas

67

Should You Buy a House Now or Wait?

68

How Does Your Financial Situation Compare to Others?

69

Should You Invest in ESG?

70

How Successful Traders Use Technical Analysis

71

How to Plan a Financially Smart Vacation

72

How to Build a Bond Ladder

73

Tips for Buying a Car the Smart Way

74

Should You Have Multiple Financial Advisors?

75

Should Artificial Intelligence Be Regulated?

76

The Success Story of a Wealth Management Firm's CEO (Ft. Adam Zuercher)

77

How to Retire Early: FIRE Movement 101

78

10 Excel Tips You Need to Know to Maximize Efficiency

79

5 Ways to Improve Your Budget

80

Compete, Invest, Win: Join the 2nd Half Stock Draft Challenge

81

Does Money Buy Happiness?

82

Debunking Popular Financial Advice

83

Navigating the Fed's Last Hike & Its Market Impact

84

How AI is Revolutionizing Financial & Healthcare Services

85

10 Ways to Automate Your Finances

86

The True Financial Dynamic of Married Couples (Ft. The Invested Wives)

87

Turning Passion into Profit: College Athletes & NIL Deals

88

How to Build the Perfect Portfolio in 2023

89

40s Wisdom: Life & Financial Tips You Should Know

90

30s Wisdom: Life & Financial Lessons You Wish You Knew Sooner

91

The Road to Success: Austin Wilson's Career Journey (Ft. The Maddy Miller Show)

92

The Road to Success: Josh Robb's Career Journey (Ft. The Maddy Miller Show)

93

America's Companies: Should You Invest in Meta?

94

China: Friend or Foe?

95

Silicon Valley Bank Collapse: Is Another Financial Crisis Coming?

96

The Good, the Bad, & the Ugly of Our Current Economy

97

Are You Taking Too Much Risk?

98

Is Cash the Best Investment Right Now?

99

America's Companies: Should You Invest in Apple Stock?

100

Active vs. Passive Investing: Which Is Better?

101

Breaking Down the Inflation Reduction Act

102

Current Fitness Industry Trends

103

Our Bold Predictions for 2023

104

2022 2nd Half Stock Draft Results

105

Is The Future Electric?

106

Budgeting for the New Year

107

Market Timing vs. Time in the Market

108

Year-End Tax Planning Strategies

109

Christmas Spending 101: Statistics, Thoughts, Tips & Tricks

110

PT 3 - Ask An Advisor: What You've Been Thinking But Haven't Asked (Ft. Shaun Meloy)

111

PT 2 - Ask An Advisor: What You've Been Thinking But Haven't Asked (Ft. Shaun Meloy)

112

PT 1 - Ask An Advisor: What You've Been Thinking But Haven't Asked (Ft. Shaun Meloy)

113

How to Teach Your Kids About Saving: #2

114

Listener Questions #2

115

What We're Reading VII: Home Price Drops, Medicare Premiums & Kim Kardashian

116

Ask an Advisor: College Edition (ft. Kate Newland)

117

How Much Cash Should You Hold?

118

The Markets Are Rough... Here's Why!

119

Why We Love Dividend-Growing Stocks

120

Are We in a Recession?

121

Our Thoughts on Student Loan Forgiveness

122

Ask an Advisor: College Edition (ft. Ashley Miller)

123

What We're Reading VI - Low-Risk Earning, Current Car Markets, & Potato Chips

124

How to Teach Your Kids About Saving: #1

125

Taking a Lump Sum After Winning the Lottery

126

What We're Reading V- Interest Rates, NFTs, eBay, & Cars

127

Social Security 101 (ft. Chase Rose)

128

The Boom or Bust Nature of the Stock Market

129

Is Warren Buffett the Best Investor of All Time?

130

Listener Questions #1

131

The Economics of Tourism

132

Join Our 2nd Half Stock Draft

133

What We're Reading IV - Student Loans, Putin, China, and McLovin'

134

How Do I Know When I Can Retire?

135

Clean Energy

136

Pet Economics

137

Cash-Based Budgeting

138

This Time Is Different

139

The Amazing Economics of Formula 1

140

Questions Everyone Should Ask Their Advisor

141

5G Technology is Quite Quick

142

The Fed is Tightening - Now What?

143

What We're Reading III - Roth Conversions, The Booming Pet Industry, and Yoink

144

What To Do With A Lump Sum

145

What Is A Reverse Mortgage?

146

Oil Bonanza

147

What is Micro Cap Investing? (ft. Mariusz Skonieczny)

148

What is Going On With Russia and Ukraine?

149

Betting Big on Sports (ft. Will Hinks)

150

Your Stock Draft Winner (ft. Amy Young)

151

Should You Have a Mortgage in Retirement?

152

Volatility is Back

153

Drill the Dentist (ft. Scott Miller)

154

Building The Perfect Portfolio

155

What's Up With Josh & Austin?

156

A Billion Reasons to Sell

157

Revisiting Our Bold Predictions for 2021 (Plus Our 2022 Predictions)

158

iPhone Versus Android Battle Royale

159

The Invested Dads' 2021 Holiday Gift Guide

160

How Much House Can I Afford?

161

The Bitcoin ETF Explained

162

Pro Tips For HSAs

163

Your Turkey Will Cost More This Year

164

What We're Reading II - Long-Term Care, Tesla's Hertz Deal, and Rule Changes

165

100 Is The New 80

166

Should You Pay Off Your Mortgage Early?

167

What You Need To Know About Target Date Funds

168

Why Would I Invest In Bonds?

169

What The Heck Is An Annuity?

170

What We’re Reading – Taxes, ESG, TikTok, and Evergrande

171

Flyin' High With Pot Stocks

172

Stock Buyback Blitz

173

Retirement Stepping Stones (ft. Tony Hixon)

174

Ask an Advisor: College Edition (ft. Mackenzie Murphy)

175

Are Utilities Stocks Right For Me?

176

Is Another Bear Market Around the Corner?

177

Will the Delta Variant Sink Stocks?

178

Are the Olympics Gold for the Stock Market?

179

Monetary Moments - Your 70s

180

Monetary Moments - Your 60s

181

Monetary Moments - Your 40s and 50s

182

Monetary Moments - Your 20s and 30s

183

What To Do With Company Stock

184

Giving is Good

185

Second Annual Second Half Stock Draft

186

Inflation Nation

187

Fitness Frenzy

188

How To Discuss Finances With Your Kids

189

Dude, Insure My Car

190

Definitely Diversify

191

NFT is Going On?

192

How To Prepare For Transitions In Your Career

193

All Dad Jokes, All The Time

194

What The SPAC?

195

Don't Forget About Life Insurance!

196

10 Things We Think Every 18-Year-Old Should Know

197

How Long Should You Hold Stocks?

198

Building Wealth Isn't Complicated

199

Investing In Real Estate

200

Everything You Need To Know About The Current Stimulus Bill

201

Save, Save, Save

202

A Good Year For Cooper Tire?

203

Is Now A Good Time To Revisit Bitcoin?

204

Things We Love

205

GameStop & The Short Squeeze

206

Do You Need An Emergency Fund?

207

Who Needs A Budget?

208

10 Ways To Save Money Today

209

Revisiting Our Bold Predictions For 2020 (Plus Our 2021 Predictions)

210

Second-Half Stock Draft Review

211

Santa Claus Rally

212

What Is Tax-Loss Harvesting?

213

Understanding Your Credit Score

214

Are Video Games Cool Again? (Should You Invest?)

215

Nifty Fifty: Where Should Your Finances Be At Age 50?

216

The 2020 Election & My Investments

217

What Is A Fiduciary?

218

Are Credit Cards Evil?

219

Is Now A Good Time To Refinance?

220

Do You Need Disability Insurance?

221

Savvy About Subscriptions

222

Catching Up With Josh & Austin

223

Risky Business

224

Young Money

225

Sitting On A Benchmark

226

Why You Need An Investment Strategy

227

6 Tips For The Self-Employed

228

The Shortest Bear On Record

229

Emerging Markets

230

Ask An Advisor: College Edition (Ft. Maddy Miller)

231

Chips - No We Aren't Talking Wavy Lays

232

Do I Need To Take RMDs?

233

Understanding Different Account Types

234

ETFs vs Mutual Funds

235

Should You Buy Individual Stocks?

236

Fantasy Stock Draft

237

Should You Buy Or Rent A Home?

238

Mobile Payments Are Here To Stay

239

Debt - Friend Or Foe?

240

Our Silver Episode

241

How Taxes Impact Your Investments

242

Building Wealth With Women

243

The Internet Of Things

244

Would You Invest In Tulips?

245

Cryptomania

246

What Is Going On With Oil?

247

Seeing 20/20 In The Midst Of A Pandemic (ft. Joe Sangl)

248

Am I On A Roller Coaster?

249

Who Wants A Stimulus Check?

250

Your Weekly COVID-19 Update

251

From Quarantine - Coronavirus Update

252

BONUS EPISODE - COVID-19 Bear Market

253

Streaming Wars

254

How Do You Pay For College?

255

Should You Be Worried About the Coronavirus?

256

Don't Fall For It (ft. Ben Carlson)

257

How Does the SECURE Act Affect Me?

258

Autonomous Vehicles, Driving Us Into the Future

259

Economics of the Big Game

260

Dividend Investing For Dummies

261

20 Bold Predictions for 2020

262

2020 New Year's Resolutions

263

19 Noteworthy Headlines from 2019

264

The Most Epic Podcast Launch of 2020

265

Trailer: The Invested Dads Podcast