Austin Wealth Management
Can't Take It With You
Financial choices are all around us: shopping online, changing jobs, moving, remodeling, 401k accounts, kids and grandkids, insurance, stocks, bonds, gold, bitcoin, and on and on. In this show we tackle these themes and more with the aim of being open minded, curious and practical.
Author
Austin Wealth Management
Category
Podcast website
Latest episode
Jul 29, 2025
Where to listen?
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Episodes
#16: Investing in Commercial Real Estate 09.07.2021 35:38
The thought of investing in commercial real estate can be daunting, even for someone very comfortable with traditional residential investing. The transactions are bigger, the leases are different, financing is different, and on and on. We are joined by Austin-based commercial real estate professional, Spencer Holbert, to demystify commercial real estate investing. We cover: • Easing into commercia...
#15: Maverick Investing 02.07.2021 17:49
Kevin explores the (surprising!) origins of what it means to be a 'maverick' and how that relates to investing differently from the masses. He talks about the reasons to consider being a maverick investor and the challenges of enduring the psychological torment that comes with the territory. He ends with practical examples from history and suggestions for how an investor should be prepared to take...
#14: Inflation and Aliens 22.05.2021 33:28
Inflation and aliens are on the minds of many. They are big, scary concepts that haven't played much of a role in our lives recently, but some fear they might. Inflation is personal, so Kevin breaks down a typical household budget and analyzes the impact of inflation. He considers the causes of inflation and offers consumers and investors tools that might help defend against it.
#13: What to do with all that equity? 15.05.2021 20:32
Kevin expands on his recent blog post about the sudden increase in home prices over the last 12 months and the options homeowners are considering to make the best of it, including: Sell and Move Stay and Improve Buy a Rental Rent and Move Do Nothing
#11: Medicare Guidance from an Advocate 05.03.2021 27:14
Medicare is a complicated topic filled with jargon, confusing enrollment periods, and all sorts of private insurance bolt-on options. Cindi Gatton of Caribou joins us to make sense of it all. Timeline for enrollment - when do people need to start taking action? What are the common reasons people incur a penalty? How to avoid. What is not covered by Medicare? How to shop for supplemental plans: cal...
#10: Estate Planning is for Everyone 26.02.2021 30:28
We are joined by attorney Chris Hildreth of Hildreth Legal ( https://www.hildrethlegal.com/ ) to discuss the more common questions people have about estate planning. What happens when someone dies without a Will in Texas? What to prepare for when meeting with an attorney to create your Will. What to do if you are named Executor of someone's estate. When is a template service like Legal Zoom good e...
#9: Property Insurance - Price vs. Quality 19.02.2021 39:01
We are talking all things property insurance with industry veteran, David Mescher. We look under the hood of insurance companies, how they differ, and how to find a proper price-to-value fit. Topics include: What should we know about an insurance broker's incentives? How are independent and captive agents fundamentally different? When is it most appropriate to consider online insurance platforms?...
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