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All Episodes

The Wealth Mindset Show — 261 episodes

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Title
1

Accomplishing Your Dreams & Taking The First Step

2

Iran Conflict, Oil Prices, & Global Economy Talk

3

First Meeting with a Financial Advisor: What to Expect

4

Why Mentoring The Next Generation Is So Important

5

Passive Vs. Active Investing: Which Is Better?

6

2026 Market Predictions & Economic Forecast

7

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

8

Charitable Giving Strategies & Donor-Advised Funds

9

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

10

What to Do with Your Kids’ Holiday Gift Money

11

What the Heck Is Stewarding Generational Wealth?

12

How To Use The Bucket Investing Approach

13

Is Debt Killing Your Financial Future?

14

Passing Down Wealth Without Spoiling Heirs 101

15

Can You Coast FIRE? A New Early Retirement Strategy

16

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

17

How Are You Preparing For Your Family’s Future?

18

One Big Beautiful Bill 101: What You Need To Know

19

How Much Should You Really Invest in Real Estate?

20

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

21

Using Money to Create a More Fulfilling Life

22

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

23

Are You Saving TOO MUCH For Retirement?

24

How to Manage Finances as a Married Couple

25

Spring Cleaning Your Finances in 5 Simple Steps

26

How To Build An Investment Portfolio For Retirement

27

Navigating Current Market Volatility & Tariffs in 2025

28

How to Support Aging Parents & Relatives

29

Avoiding Common Healthcare Planning Mistakes (Ft. Cole Craven)

30

How To Protect Retirement Money From Market Volatility

31

How To Enjoy Wealth Without Feeling Guilty

32

What Do Retirees Regret Most About Their Retirement?

33

Does Money Buy Happiness? Let's Talk About It

34

Meet The Wealth Mindset Show Podcast Team!

35

Rebranding to The Wealth Mindset Show | Coming 2025!

36

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

37

10 Common Year-End Tax Planning Mistakes

38

What The Recent Fed Cut Means For You

39

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

40

How Do Leadership Traits Drive Investment Success?

41

5 Ways We Disagree With Dave Ramsey

42

Are Bonds A Good Investment?

43

6 Tips to Grow Your Wealth

44

The Power of the Success Sequence & Avoiding Poverty

45

How Long Will Nvidia's Rally Last?

46

How to Successfully Invest in Real Estate

47

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

48

10 Financial Habits Keeping You Poor

49

When Should I Claim Social Security?

50

8 Ways to Achieve Financial Peace

51

How Do Millionaires Become Millionaires?

52

Investing During a Presidential Election Year

53

6 Lessons From a Bear Market

54

6 Common Financial Mistakes in the Past Year

55

Evaluating Key-Man Risk When Investing

56

Our Bold 2024 Predictions

57

Investment Recap: 2023 2nd Half Stock Draft Winner Announced

58

How Do Interest Rates Affect the Stock Market?

59

How to Prevent Lifestyle Creep & Manage Your Finances Wisely

60

You Get What You Pay For

61

How to Improve Your Credit Score

62

How to Financially Prepare for Christmas

63

Should You Buy a House Now or Wait?

64

How Does Your Financial Situation Compare to Others?

65

Should You Invest in ESG?

66

How Successful Traders Use Technical Analysis

67

How to Plan a Financially Smart Vacation

68

How to Build a Bond Ladder

69

Tips for Buying a Car the Smart Way

70

Should You Have Multiple Financial Advisors?

71

Should Artificial Intelligence Be Regulated?

72

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

73

How to Retire Early: FIRE Movement 101

74

10 Excel Tips You Need to Know to Maximize Efficiency

75

5 Ways to Improve Your Budget

76

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

77

Does Money Buy Happiness?

78

Debunking Popular Financial Advice

79

Navigating the Fed's Last Hike & Its Market Impact

80

How AI is Revolutionizing Financial & Healthcare Services

81

10 Ways to Automate Your Finances

82

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

83

Turning Passion into Profit: College Athletes & NIL Deals

84

How to Build the Perfect Portfolio in 2023

85

40s Wisdom: Life & Financial Tips You Should Know

86

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

87

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

88

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

89

America's Companies: Should You Invest in Meta?

90

China: Friend or Foe?

91

Silicon Valley Bank Collapse: Is Another Financial Crisis Coming?

92

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

93

Are You Taking Too Much Risk?

94

Is Cash the Best Investment Right Now?

95

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

96

Active vs. Passive Investing: Which Is Better?

97

Breaking Down the Inflation Reduction Act

98

Current Fitness Industry Trends

99

Our Bold Predictions for 2023

100

2022 2nd Half Stock Draft Results

101

Is The Future Electric?

102

Budgeting for the New Year

103

Market Timing vs. Time in the Market

104

Year-End Tax Planning Strategies

105

Christmas Spending 101: Statistics, Thoughts, Tips & Tricks

106

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

107

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

108

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

109

How to Teach Your Kids About Saving: #2

110

Listener Questions #2

111

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

112

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

113

How Much Cash Should You Hold?

114

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

115

Why We Love Dividend-Growing Stocks

116

Are We in a Recession?

117

Our Thoughts on Student Loan Forgiveness

118

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

119

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

120

How to Teach Your Kids About Saving: #1

121

Taking a Lump Sum After Winning the Lottery

122

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

123

Social Security 101 (ft. Chase Rose)

124

The Boom or Bust Nature of the Stock Market

125

Is Warren Buffett the Best Investor of All Time?

126

Listener Questions #1

127

The Economics of Tourism

128

Join Our 2nd Half Stock Draft

129

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

130

How Do I Know When I Can Retire?

131

Clean Energy

132

Pet Economics

133

Cash-Based Budgeting

134

This Time Is Different

135

The Amazing Economics of Formula 1

136

Questions Everyone Should Ask Their Advisor

137

5G Technology is Quite Quick

138

The Fed is Tightening - Now What?

139

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

140

What To Do With A Lump Sum

141

What Is A Reverse Mortgage?

142

Oil Bonanza

143

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

144

What is Going On With Russia and Ukraine?

145

Betting Big on Sports (ft. Will Hinks)

146

Your Stock Draft Winner (ft. Amy Young)

147

Should You Have a Mortgage in Retirement?

148

Volatility is Back

149

Drill the Dentist (ft. Scott Miller)

150

Building The Perfect Portfolio

151

What's Up With Josh & Austin?

152

A Billion Reasons to Sell

153

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

154

iPhone Versus Android Battle Royale

155

The Invested Dads' 2021 Holiday Gift Guide

156

How Much House Can I Afford?

157

The Bitcoin ETF Explained

158

Pro Tips For HSAs

159

Your Turkey Will Cost More This Year

160

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

161

100 Is The New 80

162

Should You Pay Off Your Mortgage Early?

163

What You Need To Know About Target Date Funds

164

Why Would I Invest In Bonds?

165

What The Heck Is An Annuity?

166

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

167

Flyin' High With Pot Stocks

168

Stock Buyback Blitz

169

Retirement Stepping Stones (ft. Tony Hixon)

170

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

171

Are Utilities Stocks Right For Me?

172

Is Another Bear Market Around the Corner?

173

Will the Delta Variant Sink Stocks?

174

Are the Olympics Gold for the Stock Market?

175

Monetary Moments - Your 70s

176

Monetary Moments - Your 60s

177

Monetary Moments - Your 40s and 50s

178

Monetary Moments - Your 20s and 30s

179

What To Do With Company Stock

180

Giving is Good

181

Second Annual Second Half Stock Draft

182

Inflation Nation

183

Fitness Frenzy

184

How To Discuss Finances With Your Kids

185

Dude, Insure My Car

186

Definitely Diversify

187

NFT is Going On?

188

How To Prepare For Transitions In Your Career

189

All Dad Jokes, All The Time

190

What The SPAC?

191

Don't Forget About Life Insurance!

192

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

193

How Long Should You Hold Stocks?

194

Building Wealth Isn't Complicated

195

Investing In Real Estate

196

Everything You Need To Know About The Current Stimulus Bill

197

Save, Save, Save

198

A Good Year For Cooper Tire?

199

Is Now A Good Time To Revisit Bitcoin?

200

Things We Love

201

GameStop & The Short Squeeze

202

Do You Need An Emergency Fund?

203

Who Needs A Budget?

204

10 Ways To Save Money Today

205

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

206

Second-Half Stock Draft Review

207

Santa Claus Rally

208

What Is Tax-Loss Harvesting?

209

Understanding Your Credit Score

210

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

211

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

212

The 2020 Election & My Investments

213

What Is A Fiduciary?

214

Are Credit Cards Evil?

215

Is Now A Good Time To Refinance?

216

Do You Need Disability Insurance?

217

Savvy About Subscriptions

218

Catching Up With Josh & Austin

219

Risky Business

220

Young Money

221

Sitting On A Benchmark

222

Why You Need An Investment Strategy

223

6 Tips For The Self-Employed

224

The Shortest Bear On Record

225

Emerging Markets

226

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

227

Chips - No We Aren't Talking Wavy Lays

228

Do I Need To Take RMDs?

229

Understanding Different Account Types

230

ETFs vs Mutual Funds

231

Should You Buy Individual Stocks?

232

Fantasy Stock Draft

233

Should You Buy Or Rent A Home?

234

Mobile Payments Are Here To Stay

235

Debt - Friend Or Foe?

236

Our Silver Episode

237

How Taxes Impact Your Investments

238

Building Wealth With Women

239

The Internet Of Things

240

Would You Invest In Tulips?

241

Cryptomania

242

What Is Going On With Oil?

243

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

244

Am I On A Roller Coaster?

245

Who Wants A Stimulus Check?

246

Your Weekly COVID-19 Update

247

From Quarantine - Coronavirus Update

248

BONUS EPISODE - COVID-19 Bear Market

249

Streaming Wars

250

How Do You Pay For College?

251

Should You Be Worried About the Coronavirus?

252

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

253

How Does the SECURE Act Affect Me?

254

Autonomous Vehicles, Driving Us Into the Future

255

Economics of the Big Game

256

Dividend Investing For Dummies

257

20 Bold Predictions for 2020

258

2020 New Year's Resolutions

259

19 Noteworthy Headlines from 2019

260

The Most Epic Podcast Launch of 2020

261

Trailer: The Invested Dads Podcast