The Wealth Mindset Show

In this week’s episode Josh and Austin are answering a common question in the finance world: how do you go about finding a good advisor? This is not a clear cut answer for everyone – so tune in as the guys walk through a couple questions you should be asking your current OR potential advisor!  For show notes, links, and a full transcript, visit theinvesteddads.com/125  Send in LISTENTER QUESTIONS...

Join Josh and Austin as they answer the question on everyone’s minds: How Fast is 5G?! They dive into discussion about the history of the cellular technology, Qualcomm, and even debunk some 5G conspiracy theories. If you’re interested in learning about how 5G compares to the OG technology... listen now!  For show notes, links, and a full transcript, visit theinvesteddads.com/124   Send in LISTENTE...

In this week’s episode, Josh and Austin discuss the Federal Reserve’s latest action, and what it means for the markets going forward! They answer: What is happening? Why did the Fed do this? And Will the Fed Go Too Far? Tune in now to learn more! For show notes, links, and a full transcript, visit theinvesteddads.com/123 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Pri...

Readers are leaders! Josh and Austin are back with the third episode in their “What We’re Reading” series, highlighting current events through recent articles! This week the guys discuss everything from Roth Conversions to the booming Pet Care Industry. Listen in now! For show notes, links, and a full transcript, visit theinvesteddads.com/122 Send in LISTENTER QUESTIONS via text ➡️Download Free Re...

Join Josh and Austin as they discuss lump sums: what they are, what to do with them, and everything you need to know about them! In today’s episode they share advice from some of the smartest investors of all time – this is one you don’t want to miss, tune in now! For show notes, links, and a full transcript, visit theinvesteddads.com/121 Send in LISTENTER QUESTIONS via text ➡️Download Free Resour...

In this week’s episode Josh and Austin are discussing egagtrom! That’s right, egagtrom. No but really, they’ll be tackling the tough topic of reverse mortgages! Join them as they discuss what a reverse mortgage is, the rules surrounding them, and 6 ways to get money from them. They even throw in a few mustache moments featuring fun facts about Tom Selleck! Listen now! For show notes, links, and a...

High gas prices got you down? Today Josh and Austin are talking all things gas and oil! Starting with a quick recap of the Russia and Ukraine conflict, they describe how it has impacted gas and oil prices globally. The guys then talk about what’s next for gas and oil, and how that could impact your investments. Tune in now! For show notes, links, and a full transcript, visit theinvesteddads.com/11...

Do you know what a micro-cap stock is? In this week’s episode, Josh and Austin are giving you the run down! Joined by an expert in this very niche corner of the stock market, Mariusz Skonieczny, they cover what exactly micro-cap stocks are, how to analyze them, and detail how this strategy fits into a well-diversified investment portfolio. Listen in now to learn everything you need to know about m...

Happy Thursday friends - Josh is back! So you know what that means... time to bring on the dad jokes! In today’s episode, the guys discuss geopolitics and the impact on investors, specifically as it relates to the current situation between Russia and Ukraine. Tune in now!  For show notes, links, and a full transcript, visit theinvesteddads.com/117   Send in LISTENTER QUESTIONS via text ➡️Download...

Do you know how to pick ‘em? In today’s episode, the guys are covering the flaming hot trend of sports betting! Joining Austin is Will Hinks, Operation Specialist at Hixon Zuercher Capital Management. They detail everything from the history of sports betting in the US to common gambling terms you need to know! Listen now! For show notes, links, and a full transcript, visit theinvesteddads.com/116...

In this week’s episode, the guys are reviewing the 2021 Official Second-Half Second Annual Stock Draft! Joined by a special guest, the WINNER of the draft - drumroll please... Hixon Zuercher Capital Management’s very own Client Service Administrator, Amy Young. Tune in now to find out where you placed in the final results, as well as what was in the winning portfolio, and strategies for next year!...

Join Josh and Austin this week as they answer the big question: Should Retirees Have a Mortgage in Retirement? In this episode the guys make having a mortgage not so scary - as they dive into tax considerations, retirement budgets, estates, as well as highlight some statistics regarding mortgages in retirement. Some of these numbers may shock you – listen in now! For show notes, links, and a full...

If you’ve been asking yourself lately, what the heck is going on with the market? You’re not alone! But don’t worry, Josh and Austin are here to help ease your mind. Discussing everything from corrections, headline inflation, discounting, and the stock market - the guys have got you covered! Tune in now to find out why you should turn OFF your TV! For show notes, links, and a full transcript, visi...

In this week’s episode Josh and Austin are joined by a special guest, Hixon Zuercher Capital Management’s very own Life Coach, Scott Miller (a former dentist!). Not only will he talk about his days practicing dentistry, but he will also walk you through what exactly Life Coaching is, how he prepared for this role, and the newly implemented Refocus on Retirement Workshops. Listen in to find out how...

In this week’s episode, Josh and Austin are giving you all the tips on how to build a bulletproof 2022 portfolio! They talk through hypothetical scenarios surrounding inflation, the US Dollar, emerging markets, the midterm elections, corporate tax rates, and COVID-19 – one of the most informative episodes to date. Tune in now to find the key to a perfect portfolio!  Please forgive any audio irregu...

In today’s episode, the guys will be providing some quality entertainment while discussing the latest and greatest happenings in their life! Josh and Austin welcome 2022 by sharing what they have in store for this year, their pizza preferences, and wrap it up with a few financial nuggets. Listen now! For show notes, links, and a full transcript, visit theinvesteddads.com/110 Send in LISTENTER QUES...

Today we’re taking it back, as Josh and Austin discuss a huge trend of 2021 – billionaires selling their company stock. Why did this happen? Who was involved? What are the impacts? All of  these burning questions, and more, are answered in this week’s episode! Tune in now! For show notes, links, and a full transcript, visit theinvesteddads.com/109 Send in LISTENTER QUESTIONS via text ➡️Download Fr...

Do you remember the predictions Josh and Austin made in the beginning of 2021? Today, they are revisiting them to see how they did – as well as making new predictions for 2022! Did the Fed hold steady? Did the Cleveland Guardians win the World Series? Tune in now to find out! For show notes, links, and a full transcript, visit theinvesteddads.com/108 Send in LISTENTER QUESTIONS via text ➡️Download...

Welcome to the “Unofficial-Official” iPhone versus Android match up that everyone has been waiting for! In this weeks episode, the guys go head-to-head in debating five pros and five cons of owning an iPhone and an Android. This is one you don’t want to miss - listen now to see whether Team Austin (iPhone) or Team Josh (Android) wins! For show notes, links, and a full transcript, visit theinvested...

Merry Christmas Eve, Eve! If you’re a last-minute holiday shopper, do not fret - Josh and Austin have you covered with this episode! The guys are going over their 2021 Holiday Gift Guide, each sharing three presents you could give to your loved ones this holiday season. Tune in now! For show notes, links, and a full transcript, visit theinvesteddads.com/106 Send in LISTENTER QUESTIONS via text ➡️D...

In today’s episode the guys are discussing the big question... how much house can you afford? They’re crunching the numbers to calculate how much mortgage one can sustain. Join Josh and Austin as they dive into the 28/36 rule, investing the difference, and some tips for modest living. Listen now! For show notes, links, and a full transcript, visit theinvesteddads.com/105 Send in LISTENTER QUESTION...

In this week’s episode, Josh and Austin are unraveling the mystery behind crypto ETFs. They start off by diving into the background of the world’s largest cryptocurrency, then cover what exactly an ETF is and the importance of Bitcoin in the United States. Join them as they discuss one of the hottest topics in the financial world these days! For show notes, links, and a full transcript, visit thei...

In this week’s episode the guys are talking about one of their favorite account types... HSAs! Join Josh and Austin as they cover what exactly a Health Savings Account is, why they are appealing, and much more. They even throw a few pro tips your way! Listen in now! For show notes, links, and a full transcript, visit theinvesteddads.com/103 Send in LISTENTER QUESTIONS via text ➡️Download Free Reso...

Happy Turkey Day from The Invested Dads! You’re probably listening to this on your way to Thanksgiving lunch, and we would like to take this opportunity to give thanks to our amazing listeners – we would not be here without you! In this week’s episode, we cover inflation and it’s driving factors, the actual cost of your Thanksgiving feast, and what we are thankful for. Tune in now!  For show notes...

Josh and Austin are back with the second episode in their “What We’re Reading” series, highlighting current news along with some articles they have been reading. This week the guys dive into long term care, Hertz’ new venture with Tesla, changes to inheriting an IRA, and much more! Listen to their monumental 101st episode now! For show notes, links, and a full transcript, visit theinvesteddads.com...