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All Episodes

The Wealth Mindset Show — 272 episodes

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Title
1

Lump Sum vs. Annuity: Which Should You Take?

2

The Real Reason Wealthy Retirees Still Wake Up Anxious

3

We're Almost Millionaires... Can We Reduce Savings?

4

The Ultimate Guide to Retiring from Marathon Petroleum Corporation

5

Q2 2026 Wrapped! Markets, Money & Good News

6

Does SpaceX Belong in Your Portfolio?

7

6 Types of People Who Should NOT Take Social Security Early

8

Should I Take a Vacation or Save for Retirement?

9

Our Hot Takes On Financial Planning & Money

10

The Beginner’s Guide to Trump Accounts for Kids

11

Q1 2026 Wrapped! Markets, Money & Good News

12

Accomplishing Your Dreams & Taking The First Step

13

Iran Conflict, Oil Prices, & Global Economy Talk

14

First Meeting with a Financial Advisor: What to Expect

15

Why Mentoring The Next Generation Is So Important

16

Passive Vs. Active Investing: Which Is Better?

17

2026 Market Predictions & Economic Forecast

18

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

19

Charitable Giving Strategies & Donor-Advised Funds

20

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

21

What to Do with Your Kids’ Holiday Gift Money

22

What the Heck Is Stewarding Generational Wealth?

23

How To Use The Bucket Investing Approach

24

Is Debt Killing Your Financial Future?

25

Passing Down Wealth Without Spoiling Heirs 101

26

Can You Coast FIRE? A New Early Retirement Strategy

27

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

28

How Are You Preparing For Your Family’s Future?

29

One Big Beautiful Bill 101: What You Need To Know

30

How Much Should You Really Invest in Real Estate?

31

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

32

Using Money to Create a More Fulfilling Life

33

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

34

Are You Saving TOO MUCH For Retirement?

35

How to Manage Finances as a Married Couple

36

Spring Cleaning Your Finances in 5 Simple Steps

37

How To Build An Investment Portfolio For Retirement

38

Navigating Current Market Volatility & Tariffs in 2025

39

How to Support Aging Parents & Relatives

40

Avoiding Common Healthcare Planning Mistakes (Ft. Cole Craven)

41

How To Protect Retirement Money From Market Volatility

42

How To Enjoy Wealth Without Feeling Guilty

43

What Do Retirees Regret Most About Their Retirement?

44

Does Money Buy Happiness? Let's Talk About It

45

Meet The Wealth Mindset Show Podcast Team!

46

Rebranding to The Wealth Mindset Show | Coming 2025!

47

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

48

10 Common Year-End Tax Planning Mistakes

49

What The Recent Fed Cut Means For You

50

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

51

How Do Leadership Traits Drive Investment Success?

52

5 Ways We Disagree With Dave Ramsey

53

Are Bonds A Good Investment?

54

6 Tips to Grow Your Wealth

55

The Power of the Success Sequence & Avoiding Poverty

56

How Long Will Nvidia's Rally Last?

57

How to Successfully Invest in Real Estate

58

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

59

10 Financial Habits Keeping You Poor

60

When Should I Claim Social Security?

61

8 Ways to Achieve Financial Peace

62

How Do Millionaires Become Millionaires?

63

Investing During a Presidential Election Year

64

6 Lessons From a Bear Market

65

6 Common Financial Mistakes in the Past Year

66

Evaluating Key-Man Risk When Investing

67

Our Bold 2024 Predictions

68

Investment Recap: 2023 2nd Half Stock Draft Winner Announced

69

How Do Interest Rates Affect the Stock Market?

70

How to Prevent Lifestyle Creep & Manage Your Finances Wisely

71

You Get What You Pay For

72

How to Improve Your Credit Score

73

How to Financially Prepare for Christmas

74

Should You Buy a House Now or Wait?

75

How Does Your Financial Situation Compare to Others?

76

Should You Invest in ESG?

77

How Successful Traders Use Technical Analysis

78

How to Plan a Financially Smart Vacation

79

How to Build a Bond Ladder

80

Tips for Buying a Car the Smart Way

81

Should You Have Multiple Financial Advisors?

82

Should Artificial Intelligence Be Regulated?

83

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

84

How to Retire Early: FIRE Movement 101

85

10 Excel Tips You Need to Know to Maximize Efficiency

86

5 Ways to Improve Your Budget

87

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

88

Does Money Buy Happiness?

89

Debunking Popular Financial Advice

90

Navigating the Fed's Last Hike & Its Market Impact

91

How AI is Revolutionizing Financial & Healthcare Services

92

10 Ways to Automate Your Finances

93

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

94

Turning Passion into Profit: College Athletes & NIL Deals

95

How to Build the Perfect Portfolio in 2023

96

40s Wisdom: Life & Financial Tips You Should Know

97

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

98

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

99

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

100

America's Companies: Should You Invest in Meta?

101

China: Friend or Foe?

102

Silicon Valley Bank Collapse: Is Another Financial Crisis Coming?

103

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

104

Are You Taking Too Much Risk?

105

Is Cash the Best Investment Right Now?

106

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

107

Active vs. Passive Investing: Which Is Better?

108

Breaking Down the Inflation Reduction Act

109

Current Fitness Industry Trends

110

Our Bold Predictions for 2023

111

2022 2nd Half Stock Draft Results

112

Is The Future Electric?

113

Budgeting for the New Year

114

Market Timing vs. Time in the Market

115

Year-End Tax Planning Strategies

116

Christmas Spending 101: Statistics, Thoughts, Tips & Tricks

117

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

118

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

119

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

120

How to Teach Your Kids About Saving: #2

121

Listener Questions #2

122

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

123

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

124

How Much Cash Should You Hold?

125

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

126

Why We Love Dividend-Growing Stocks

127

Are We in a Recession?

128

Our Thoughts on Student Loan Forgiveness

129

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

130

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

131

How to Teach Your Kids About Saving: #1

132

Taking a Lump Sum After Winning the Lottery

133

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

134

Social Security 101 (ft. Chase Rose)

135

The Boom or Bust Nature of the Stock Market

136

Is Warren Buffett the Best Investor of All Time?

137

Listener Questions #1

138

The Economics of Tourism

139

Join Our 2nd Half Stock Draft

140

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

141

How Do I Know When I Can Retire?

142

Clean Energy

143

Pet Economics

144

Cash-Based Budgeting

145

This Time Is Different

146

The Amazing Economics of Formula 1

147

Questions Everyone Should Ask Their Advisor

148

5G Technology is Quite Quick

149

The Fed is Tightening - Now What?

150

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

151

What To Do With A Lump Sum

152

What Is A Reverse Mortgage?

153

Oil Bonanza

154

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

155

What is Going On With Russia and Ukraine?

156

Betting Big on Sports (ft. Will Hinks)

157

Your Stock Draft Winner (ft. Amy Young)

158

Should You Have a Mortgage in Retirement?

159

Volatility is Back

160

Drill the Dentist (ft. Scott Miller)

161

Building The Perfect Portfolio

162

What's Up With Josh & Austin?

163

A Billion Reasons to Sell

164

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

165

iPhone Versus Android Battle Royale

166

The Invested Dads' 2021 Holiday Gift Guide

167

How Much House Can I Afford?

168

The Bitcoin ETF Explained

169

Pro Tips For HSAs

170

Your Turkey Will Cost More This Year

171

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

172

100 Is The New 80

173

Should You Pay Off Your Mortgage Early?

174

What You Need To Know About Target Date Funds

175

Why Would I Invest In Bonds?

176

What The Heck Is An Annuity?

177

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

178

Flyin' High With Pot Stocks

179

Stock Buyback Blitz

180

Retirement Stepping Stones (ft. Tony Hixon)

181

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

182

Are Utilities Stocks Right For Me?

183

Is Another Bear Market Around the Corner?

184

Will the Delta Variant Sink Stocks?

185

Are the Olympics Gold for the Stock Market?

186

Monetary Moments - Your 70s

187

Monetary Moments - Your 60s

188

Monetary Moments - Your 40s and 50s

189

Monetary Moments - Your 20s and 30s

190

What To Do With Company Stock

191

Giving is Good

192

Second Annual Second Half Stock Draft

193

Inflation Nation

194

Fitness Frenzy

195

How To Discuss Finances With Your Kids

196

Dude, Insure My Car

197

Definitely Diversify

198

NFT is Going On?

199

How To Prepare For Transitions In Your Career

200

All Dad Jokes, All The Time

201

What The SPAC?

202

Don't Forget About Life Insurance!

203

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

204

How Long Should You Hold Stocks?

205

Building Wealth Isn't Complicated

206

Investing In Real Estate

207

Everything You Need To Know About The Current Stimulus Bill

208

Save, Save, Save

209

A Good Year For Cooper Tire?

210

Is Now A Good Time To Revisit Bitcoin?

211

Things We Love

212

GameStop & The Short Squeeze

213

Do You Need An Emergency Fund?

214

Who Needs A Budget?

215

10 Ways To Save Money Today

216

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

217

Second-Half Stock Draft Review

218

Santa Claus Rally

219

What Is Tax-Loss Harvesting?

220

Understanding Your Credit Score

221

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

222

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

223

The 2020 Election & My Investments

224

What Is A Fiduciary?

225

Are Credit Cards Evil?

226

Is Now A Good Time To Refinance?

227

Do You Need Disability Insurance?

228

Savvy About Subscriptions

229

Catching Up With Josh & Austin

230

Risky Business

231

Young Money

232

Sitting On A Benchmark

233

Why You Need An Investment Strategy

234

6 Tips For The Self-Employed

235

The Shortest Bear On Record

236

Emerging Markets

237

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

238

Chips - No We Aren't Talking Wavy Lays

239

Do I Need To Take RMDs?

240

Understanding Different Account Types

241

ETFs vs Mutual Funds

242

Should You Buy Individual Stocks?

243

Fantasy Stock Draft

244

Should You Buy Or Rent A Home?

245

Mobile Payments Are Here To Stay

246

Debt - Friend Or Foe?

247

Our Silver Episode

248

How Taxes Impact Your Investments

249

Building Wealth With Women

250

The Internet Of Things

251

Would You Invest In Tulips?

252

Cryptomania

253

What Is Going On With Oil?

254

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

255

Am I On A Roller Coaster?

256

Who Wants A Stimulus Check?

257

Your Weekly COVID-19 Update

258

From Quarantine - Coronavirus Update

259

BONUS EPISODE - COVID-19 Bear Market

260

Streaming Wars

261

How Do You Pay For College?

262

Should You Be Worried About the Coronavirus?

263

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

264

How Does the SECURE Act Affect Me?

265

Autonomous Vehicles, Driving Us Into the Future

266

Economics of the Big Game

267

Dividend Investing For Dummies

268

20 Bold Predictions for 2020

269

2020 New Year's Resolutions

270

19 Noteworthy Headlines from 2019

271

The Most Epic Podcast Launch of 2020

272

Trailer: The Invested Dads Podcast