The Wealth Mindset Show

Ask an Advisor – College Edition, is back by popular demand! In the second episode of this series, Josh and Austin are joined by Mackenzie Murphy, a fourth-year student at The Ohio State University. The three of them discuss how to make a budget, the breakdown of Roth IRAs, Robo-Advisors, credit scores, and much more. This is one you don’t want to miss – listen in now! For show notes, links, and a...

In this week’s episode Josh and Austin are talking about the most sexy sector of the stock market – drum roll please... Utilities! Throughout this episode the guys run through what exactly a utility stock is, describe the different ways to invest in utilities, and detail the risks and benefits that come along with them. Listen in now! For show notes, links, and a full transcript, visit theinvested...

Is another bear market on its way? Join Josh and Austin as they answer this question in this week’s episode! They’ll discuss what a bear market is, what causes a bear market, and what you – as an investor – should do during a bear market. This is one you don’t want to miss, listen now! For show notes, links, and a full transcript, visit theinvesteddads.com/089 Send in LISTENTER QUESTIONS via text...

What exactly is the Delta Variant of COVID-19? What does this mean for our future? Josh and Austin answer the questions that are on everyone’s minds in today’s episode! This episode is dedicated to help you learn more about the COVID-19 Delta Variant, the health concerns that come along with it, and how it will impact your financial future. Tune in now! For show notes, links, and a full transcript...

Earlier this week, the Olympics officially ended after two exciting weeks of competition in Tokyo! In this episode, Josh and Austin talk all things Olympics: from the beginning stages, to the financial aspect of the games, and competing during COVID-19. Listen in now! For show notes, links, and a full transcript, visit theinvesteddads.com/087 Send in LISTENTER QUESTIONS via text ➡️Download Free Re...

With their fourth and final episode in the “Monetary Moments” series, Josh and Austin are discussing your 70s! In this episode the guys will cover insurance, investments, social security, and reverse mortgages for this age group. All of this, and more, in this week’s podcast – listen in now! For show notes, links, and a full transcript, visit theinvesteddads.com/086 Send in LISTENTER QUESTIONS via...

Are you in your 60s and thinking about retirement? This is a huge transition to embrace! This week, Austin and Josh cover the ins and outs of what you should be doing in your 60s to prepare yourself (and your finances!) for this next phase of your life. The third episode of their four-part series, “Monetary Moments” - is out now! Tune in! For show notes, links, and a full transcript, visit theinve...

Josh and Austin are back with the second episode in their four-part “Monetary Moments” series, highlighting the special time of your 40s and 50s. This week the guys go through what debt, insurance, investing, and more looks like for this age group. Listen now to hear about what Austin describes as the “double-edged sword of goodness”! For show notes, links, and a full transcript, visit theinvested...

Are you a young adult in your 20s or 30s? This episode is for you! Josh and Austin created a new series called “Monetary Moments” and this is the first part in the four-part series. The guys go through what debt, an emergency fund, investing, and more looks like for this age group. All of this, and much more on the first part episode in our Monetary Moments series! For show notes, links, and a ful...

Aren’t sure what to do with the company stock your workplace offered you? In this week’s episode, Josh and Austin talk about owning company stock, the benefits, and historical examples of why it’s nice and sometimes... not so nice. When asked how much company stock to own, Josh responds with his typical answer, “it depends”. All of this and more on this week’s podcast! For show notes, links, and a...

They say sharing is caring, which is why it’s important to give your money to things that matter. This week, Josh and Austin discuss charitable giving. They share the financial and personal benefits to giving, along with how you can give, both now and through your legacy. Listen now to hear the full scoop of why giving is important!  For show notes, links, and a full transcript, visit theinvestedd...

It’s that time of year for the annual Invested Dads Stock Draft! This year is special in that YOU, as listeners, can join in on the action. Listen to this week’s episode to hear the rules and strategies of this year’s draft, along with Josh & Austin’s picks. Then, at the end, they let you in on how you can join the draft this year. Listen now to hear all about it! We'd like to invite you...

Inflation can freak people out, so Josh and Austin are here to give you all the information you need to help give you peace when you start to see prices go up. They go through the metrics and the history of inflation, including what we can learn from looking at inflation in the past. They end by discussing if inflation is good or bad and the status of inflation in our current economy. Listen in no...

The fitness industry has changed dramatically in the last year. Fitness equipment more than doubled in revenue, fitness apps are more popular than ever, and people have changed the way they thought about health and working out. What does that mean for your portfolio? Josh and Austin bring you along as they discuss the changes in the fitness world, their own fitness routines and how to invest in th...

It’s important to teach your kids sound financial habits, such as when to save, when to spend, when to donate, and when to invest. Listen in to this week’s episode to hear Josh and Austin discuss how you can approach positive financial habits as a parent in hopes of preparing your kids to have financial success.    For show notes, links, and a full transcript, visit theinvesteddads.com/077 Send in...

If you own a car, you probably have auto insurance (or you should). On this week’s episode, Josh and Austin discuss the various kinds of auto insurance, deductibles and how to shop for insurance. They also give tips on how to reduce your insurance cost, like not getting fancy cars and avoiding long work commutes. The episode is ended with Josh and Austin giving you a look into how they personally...

When it comes to your investments, diversification is a very important consideration you must make. It is all about spreading out the risk among different asset types. On this week’s episode, Josh and Austin talk about four major categories and some subcategories of a well-diversified portfolio. This includes large-cap U.S., developed international, emerging markets, small-cap U.S. stocks, and mor...

Have you heard of NFTs? Otherwise known as non-fungible tokens, Josh and Austin dive into the subject of these unique digital files that are on the market today. They can be thought of as original photos, videos, audio, and other digital files. On this week’s episode, you’ll hear the guys discuss how NFTs get their value, how they utilize blockchain technology, and whether or not you should invest...

Many people will go through some sort of job transition or a career change throughout their life. Josh and Austin are here to make sure you are prepared. On this week’s episode, the guys give you several tips on how to best be prepared for a transition in your job. They give advice on networking, budgeting, looking at unemployment, reviewing documents and login info, asking for letters of recommen...

This week’s episode is no joke… in fact, it’s ALL jokes. Josh and Austin take a break from finances and do an episode entirely of dad jokes. You’ll hear 24 total jokes, ranging from jokes about pie, to polar bears, to thesauruses, to hipsters. All of this and one financial fact of the week on this episode of The Invested Dads. Listen now! For show notes, links, and a full transcript, visit theinve...

SPACs have been in the news recently, but do you know what they are? Josh and Austin dive into the world of SPACs, including how long they’ve been around, the benefits and the stats. They end the podcast with a discussion on whether or not you should you invest in them. Listen in now to learn more! For show notes, links, and a full transcript, visit theinvesteddads.com/071 Send in LISTENTER QUESTI...

No one wants to think about what would happen if you or a loved one unexpectedly dies, however, it is important to be financially prepared just in case. On this week’s episode, Josh and Austin talk about life insurance…what it is, who can get it, and who needs it. They also share about different types of life insurance and whether it should be considered an investment. Listen in now! For show note...

Josh and Austin go back in time and share 10 things they wish they would have known after graduating high school, including admitting that at that age, they didn’t know everything. This episode is filled with advice for young adults, including tips on compounding, cost of education, credit cards and even changing a tire. Listen now or share with a young adult in your life!   For show notes, links,...

Have you ever wondered how long you should hold stocks? The average holding period in the U.S. might shock you! On this week’s episode, Josh and Austin discuss compounding, rebalancing, why account types matter and some exceptions. They end the episode with wise advice from other financial professionals. Listen today! For show notes, links, and a full transcript, visit theinvesteddads.com/068 Send...

Looking to build wealth? Listen to this week’s episode to hear some tips from Josh and Austin that will get you on track! They discuss the value of a financial advisor, the difference between owning and loaning, risk, the importance of diversification, and fear. All of this and much more, on this week’s episode of The Invested Dads Podcast. For show notes, links, and a full transcript, visit thein...