The Wealth Mindset Show

Join Josh and Austin as they dive into the world of improving your credit score. In this episode, the guys break down the basics: what exactly is a credit score, why it matters, and most importantly, practical steps to making it better. This episode is your go-to guide for boosting your credit score and securing a healthier financial future. For the full transcript, links, and resources, visit the...

Before you jump in with your thoughts... We're well aware that "Thanksgiving isn't even here yet!" But even though Christmas is still a ways off, the best financial strategy is to plan ahead. So, dust off that Christmas budget and get ready to take some notes! Josh and Austin are about to reveal 10 tips on how to financially prepare for the holiday season. Stay tuned – you won&...

Should you buy a house now or wait it out? With mortgage rates skyrocketing to levels not seen in over two decades as of mid-October, the guys are here to break down the current real estate scene. They'll talk through what high mortgage rates mean for your monthly budget, the long-term commitment that comes with home buying, and, most importantly, how you can navigate this wild market. By the...

How do you compare to your peers in terms of your financial situation, particularly your income, savings, and net worth? In this episode, we explore the essential steps to assess where you stand in these key areas in relation to others. Discover the indicators, tools, and best practices that can help you gain valuable insights for informed financial decision-making and goal achievement. It ultimat...

 It's time to explore the world of ESG Investing. In this week's episode, Josh and Austin discuss the pros and cons of investing with a focus on ESG criteria, providing valuable insights to help listeners make informed decisions about their investments. From aligning your values with your portfolio to navigating potential risks, this episode offers a comprehensive overview of ESG investi...

Interested in learning the thoughts of a Financial Advisor and Co-Portfolio Manager on technical analysis? In this week's episode, Josh and Austin discuss how successful traders use technical analysis techniques in their portfolio strategy. The guys walk you through the advantages and disadvantages, as well as share their opinions on whether you should or shouldn't add it to your trading...

When you're on vacation, the last thing you want is money problems distracting you. And missing out on a great trip or experience because of poor financial planning? No way. That's why on this week's episode, Josh and Austin share smart vacation tips that will lead to a better time.  Whether you're off to Hawaii, the Himalayas, or Paris, make sure to tune in and get ready to un...

Understanding how to build a bond ladder can be a game changer for your financial portfolio. That's why on this week's episode, Josh and Austin break down the concept into simple steps, discussing the benefits of creating a diversified bond portfolio with staggered maturities. They'll share their tips on selecting the right bonds, managing risk, and optimizing returns over time. Tun...

Are you looking to buy a new car but feeling overwhelmed by the options and steps you need to take? In this episode, Josh & Austin dive into everything you need to know before buying a vehicle. Join the guys as they discuss how to research and compare different models, consider financing options, and avoid common mistakes that can drain your wallet. Whether you're a first-time buyer or a...

Is it beneficial to have more than one financial advisor? In this week's episode, Josh & Austin break down the pros and cons of seeking money advice from multiple sources, exploring how it can potentially lead to diverse perspectives and strategies. They also discuss the potential drawbacks, such as conflicting advice and increased complexity. Join The Invested Dads as they navigate the w...

Have you been curious as to the world of artificial intelligence and its potential for regulation? In this week's episode, the guys' simplify the complexities surrounding AI's ethical use, safety and security measures, accountability and transparency mechanisms, fair competition considerations, and the vital aspect of public trust. Listen now to explore the pros and cons of AI regul...

Join the guys' as they sit down with Adam Zuercher to discuss his journey - from humble beginnings to becoming a prominent CEO in the wealth management and financial planning industry. Adam will share his early days as a finance enthusiast, his unwavering determination to excel, and the key events that led to the beginnings of Hixon Zuercher Capital Management . Discover how Adam and his Team...

More and more people are dreaming of retiring early in their 30s or 40s. But is this actually realistic? Join Josh and Austin as they explore the F.I.R.E. movement, which is the concept of "financial independence, retire early". The guys walk you through the principles of frugality, aggressive savings, smart investments, and all the things that can help you achieve early retirement.  The...

 Are you ready to take your Excel skills to the next level? In this week's episode, Josh and Austin dive into their top 10 Excel tips that can help you become an intermediate-level Excel user. From mastering keyboard shortcuts to leveraging the power of pivot tables, they share practical advice and real-world examples to enhance your proficiency in this essential financial tool. Whether you&a...

In this week's episode, Josh and Austin are sharing the secrets to improving your budget. Join them as they unveil 5 strategies that will transform your financial landscape. Get ready to set your sights on consistent spending for your goals. Tune in now and revolutionize your budget with actionable insights and expert advice. For the full transcript, show notes, and resources, visit theinvest...

It's that time of year again! The Invested Dads are back with the fourth edition of our highly anticipated annual 2nd Half Stock Draft competition. And this time, we want YOU, our incredible listeners, to be part of the excitement. In this episode, we unveil the rules, strategies, and insider tips for this year's Stock Draft. Discover how you can participate, make your mark, and compete...

Join the guys as they answer the age-old question that sparks much debate: "Does money buy happiness?" In this week's episode, Josh & Austin dive into the relationship between wealth and happiness. Drawing from compelling research and their own perspectives, they explore how financial stability impacts mental well-being and uncover the true factors that make a fulfilling life. P...

Join Josh and Austin as they embark on an eye-opening journey to debunk popular financial advice you may have heard in the past. In this week's episode, they dismantle widely accepted notions and shed light on the hidden pitfalls that can jeopardize your financial plan. You don't want to miss this one! For the full transcript, links, and resources, visit theinvesteddads.com/183 Send in L...

How does The Fed's decision to end rate hikes impact your financial plan? In this week's episode, Josh and Austin dive into the implications of the Federal Reserve likely completing its last hike of the current monetary cycle. They discuss the tightening measures taken by the Fed, the potential market impact, and the historical patterns observed after previous rate hike cycles. The guys...

In this week's episode, the guys dive into the transformative power of artificial intelligence. Join Josh and Austin as they explore the meaning of AI, its implications for the future, the potential impact on jobs, and the exciting enhancements it brings to the financial and healthcare sectors. Tune in to gain insights into how AI and ChatGPT is reshaping these industries, as they navigate th...

Get ready to take your financial management skills to new heights as Josh and Austin present 10 ways to automate your finances. In this week's episode, the guys are diving deep into the world of personal finance and discovering the game-changing power of automation. From effortlessly saving to simplifying your budgeting process, automation may be the key to financial freedom. Get ready to lea...

Join Josh and Austin as they bring in their wives, Steph Robb & Jenna Wilson, to record for the very first time. They dive into the fascinating world of household finances and get Jenna & Steph's views and opinions! From budgeting and tracking expenses to sharing their biggest financial lessons and future goals, the couples offer valuable insights and practical tips. Additionally, the...

College athletes in the NCAA can now earn and accept money for their Name, Image, and Likeness! In this episode, Josh & Austin explore how the new NIL rule benefits college athletes and how they can use it for financial growth. The guys' discuss what the NIL rule is and what it means for the future of college sports, as well as what athletes can do to take advantage of it. From understand...

In this week's episode, Josh and Austin are sharing their insights on constructing a portfolio that is tailored to the current economy. They dive into the latest market trends, share their top investment strategies, and discuss the importance of diversification. Whether you're a seasoned investor or just starting out, this episode is packed with practical advice to help you build the per...

In this week's episode, Josh and Austin are giving you all of the tips and tricks for your 40s. They discuss milestones, the busyness of life, having flexibility, caring for aging parents, how much you should have in retirement savings, managing lifestyle creep, and educating your kids on personal finance. The guys are sure to provide you with valuable insights for navigating life and finance...