Mind of a Millionaire

On this week's podcast, Zachary Bouck, CIMA®, and Austyn Garcia, associate advisor, discuss investor behavior and how you can potentially achieve better returns by having "better" behavior. They consider the modern portfolio theory, the importance of diversification and staying invested during a bear market, dollar cost averaging, and much more. 

On the first Tuesday of every month, our investment committee meets to discuss all Denver Wealth Management portfolios. We discuss YTD updates, foreseeable market challenges and make decisions on how best to adjust portfolios. This week, Zachary Bouck, CIMA®, and Austyn Garcia, associate advisor, recap solutions for varying types of investors, the benefit of long-term investments, and the effect o...

In this week's episode, Zachary Bouck has a Q&A session with Denver Wealth Management's associate advisor, Edija Saripova. She tells stories from her Latvian background and journey to America, delves into why she became a financial advisor, gives her take on the current market and much more. Tune in to get to know Edija a little better! 

Advisors Zachary Bouck, CIMA, and Austyn Garcia interview Forbes personal finance contributor, Jennifer Underwood about all things credit cards: how to use them, understanding the benefits, and the financial foundation needed before opening a credit card.

In this week's episode, associate advisor, Austyn Garcia, and DWM Chief Investment Officer, Zachary Bouck answer a listener question from Twitter - can I afford to move from Little Rock, Arkansas to Denver, Colorado? They take into account the listener's assumed income, assets, and overall life goals and give general advice to those curious about how to make their dreams of relocating come true.

In this Mind of a Millionaire episode, Zak and Austyn discuss when to fund a retirement account versus when to fund a non-retirement account. They give insight into how these types of accounts have changed over the past fifty years, what each type of account is best for, the tax repercussions involved, and how they have seen clients benefit from each type during their experience as financial advis...

Remax Real Estate Agent, Kevin Ribbens joins Austyn and Blair on this week's Mind of Millionaire episode to discuss how to protect your real estate asset equity when going through a divorce.  Kevin reviews topics such as HELOCs, the importance of inspections, insurability, clue reports and much more. 

Matt Hougan, CIO for Bitwise Asset Management, joins DWM advisors Zachary Bouck and Austyn Garcia this week to let us pick his brain on cryptocurrency, ETFs, and blockchain.  As one of the world's leading experts on financial technology, Matt gives us high-quality information in a world that is otherwise filled with countless red herrings.     

On this week's podcast, DWM Chief Investment Officer, Zachary Bouck, CIMA, and advisor, Austyn Garcia discuss different types of investments and help listeners develop a strategy to tackle the tricky task of when to sell and when not to sell investments. 

DWM Chief Investment Officer, Zachary Bouck, CIMA, and advisor, Austyn Garcia discuss the continuing rise in inflation, the Federal Reserve's plan to raise interest rates in March, and what investors can do in response. 

DWM Chief Investment Officer, Zachary Bouck, CIMA, and advisor Austyn Garcia discuss the third and fourth 2022 investment themes: the inevitable rise of inflation and likely increase in worth of value stocks.

Joined by investment real estate professional, Dan Mackin, and mortgage pros, Norah and TJ Lile, we continue the dicussion on short-term real estate investing. 

DWM Chief Investment Officer, Zachary Bouck, CIMA, and advisor Austyn Garcia discuss two of our four 2022 investment themes: big tech keeps getting bigger, and investing in the U.S.A. 

We're joined by real estate pros Dan Mackin, Norah Lile, and TJ Lile to discuss an increasingly popular term: house hacking. We explore the ins and outs of short-term real estate investing and the various financing options. 

Our portfolio review meeting is an opportunity for DWM advisors to discuss our investments and economic outlook. This month's discussion revolved mainly around corporate tax hikes, inflation, and supply chains. 

This week, advisors Zachary Bouck and Austyn Garcia discuss seven financial checkpoints for newlyweds and couples approaching the big day. For those who don't fall into this category, consider sharing this post with someone gearing up for their wedding. We can't think of a more valuable gift than some good ole' personal financial advice—truly, the gift that keeps on giving.

Zachary Bouck and Austyn Garcia discuss the in's and out's of life insurance, including the different types, who needs insurance, how to assess your needs, and how to prepare for an insurance medical exam. For insurance quotes and questions, schedule a free consultation at www.denverwealthmanagement.com.

On the first Tuesday of every month, our investment committee meets to discuss all Denver Wealth Management (DWM) portfolios. We discuss and debate what's working, what's not, and our market outlook. This week, Zachary Bouck, CIMA®, and Austyn Garcia recap: Zachary's Recent Accomplishments and Future of the Financial Industry [1:17-6:13] Emerging Markets and the Problem with Modern Portfolio Theor...

Zachary and Austyn discuss what it means to invest in your human capital, or your ability to earn an income. For most investors, that's your greatest asset.

We've all heard it - timeshares are not a good investment. In this episode, Zachary Bouck shares what timeshares are, why they are, in fact, a poor investment, and a little bit on the exit options.

This month, international investments were the hot topic in our PRM, specifically China. What is going on with China right now, and what should you do with Chinese portfolio holdings?

Several folks have recently asked us the same question: what should I do if I've received a large sum of money? Should I invest it all at once? Invest periodically? Spend it on vacation? Pay off debt? Zak examines a Vanguard study to answer just that. 

I am thrilled to announce that I am a 2021 InvestmentNews 40 Under 40 Financial Advisor. This episode is all about the award and my passion for personal financial security.

In this episode of the Mind of a Millionaire (MOAM), Zak discusses an asset allocation strategy referred to as bucketing , which will help you address longevity risk and manage emotion in retirement.

Our May 2021 PRM came at an odd time—interest rates are low, stock valuations are high, and the stock market is regularly closing at new record highs. Amid the uncertainty, we want to discuss the importance of having a process when seeking new investment opportunities.