Shows
The Wealth Mindset ShowPassive Vs. Active Investing: Which Is Better?Does your portfolio actually know how to protect you? In this episode, we unpack the tension between passive and active investing, which might be better, why diversification may not be as diversified as it appears right now, and what it really means to build a portfolio designed for long-term success!For the full show notes, video version, and transcript, visit thewealthmindsetshow.com/s2e30Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram...
2026-02-1228 minThe Wealth Mindset ShowCharitable Giving Strategies & Donor-Advised FundsHappy New Year! 🥳 Thinking about giving to charity in the year ahead? In this episode, we dive into charitable giving alongside donor-advised funds (DAFs) and how they can help you give intentionally, maximize your impact, and plan for future charitable goals. Whether you’re looking to support causes you care about today or set up a strategy for the year ahead, we break down the key steps to make your giving effective and tax efficient.For the video version, show notes, and transcript, visit thewealthmindsetshow.com/s2e27Send in LISTENTER QUESTIONS via t...
2026-01-0117 minThe Wealth Mindset ShowWhat to Do with Your Kids’ Holiday Gift MoneyThere's a common question parents face every holiday season and that is what to do with your kids’ gift money so it actually supports their long term financial habits. When generous family and friends give cash at Christmas or birthdays, it can feel unclear whether to let kids spend it, save it or invest it. We break down simple, age appropriate strategies that help your children enjoy their money now while also learning the basics of stewardship, goal setting and future focused thinking!For the video version, show notes, and resources, visit thewealthmindsetshow.com/s2e25...
2025-11-2724 minThe Wealth Mindset ShowPassing Down Wealth Without Spoiling Heirs 101Passing down wealth may sound simple, but the reality is much more complicated! In this episode, we cover why leaving money to the next generation is tricky, including surprising statistics on how quickly wealth can disappear, and compare the experiences of first-generation wealth builders with their heirs. You'll also hear different ways to prepare kids for an inheritance and discover useful estate planning tools and trusts that can help protect your legacy.Read the episode transcript, show notes, or watch the video version at thewealthmindsetshow.com/s2e21Send in LISTENTER QUESTIONS via text
2025-10-0225 minThe Wealth Mindset ShowOne Big Beautiful Bill 101: What You Need To KnowThere's a new tax law and we're here to break it down in plain English. The team dives into the “One Big Beautiful Bill Act” and what it actually means for your wallet, your retirement plan, and even your kids’ future! From Trump Accounts to car loan deductions to expanded standard deductions, this episode unpacks what’s changing and why it matters. Tune in for real talk, a few laughs, and actionable takeaways to help you plan smarter. Watch the video version, or read the transcript and show notes at thewealthmindsetshow.com/s2e17Send in LISTEN...
2025-08-0728 minThe Wealth Mindset ShowHow to Manage Finances as a Married CoupleWhy do married couples see money so differently and how do you avoid letting it become a source of stress?In this episode of The Wealth Mindset Show, we’re talking about what really drives your financial mindset (hint: it often starts in childhood) and how spouses can work together to build a strong, shared approach to money. Whether you're merging bank accounts or just trying to understand why one of you is a saver and the other’s a spender, this episode's for you!Here’s what we cover:How your backgr...
2025-05-1522 minThe Wealth Mindset ShowHow To Build An Investment Portfolio For RetirementPlanning for retirement? Learn how to build a smart retirement investment portfolio! In this episode of The Wealth Mindset Show, Austin, Josh, Chase, and Jess explore how to adjust your investment strategy as you approach retirement, generate reliable income, and avoid common missteps of retirees. Discover withdrawal strategies, portfolio allocation tips, and how to protect your nest egg in any market. For the full transcript, show notes, and resources, visit thewealthmindsetshow.com/s2e9Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen H...
2025-04-1731 minThe Wealth Mindset ShowHow To Enjoy Wealth Without Feeling GuiltyHave you ever felt guilty about spending your hard-earned money, even on things that bring you joy? You’re not alone! In this episode of The Wealth Mindset Show, Austin Wilson, Josh Robb, and the Hixon Zuercher team dive into the all-too-common struggle of wealth guilt—why it happens, how to overcome it, and how to enjoy your money with confidence.Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook |
2025-02-0622 minThe Wealth Mindset ShowMeet The Wealth Mindset Show Podcast Team!Meet the Podcast Team of The Wealth Mindset Show!👀🎉We’re bringing you table-style conversations on finance, investing, retirement, wealth, and lifestyle. New episodes drop every other Thursday (with the first episode under the rebrand releasing sooner than you think😉). Stay tuned! ⬇️ CO-HOSTS:🎙 Co-Host Josh Robb - CFP®, Partner of HZCM🎙 Co-Host Austin Wilson - CIMA®🔄 Rotating Team Guests:✨ Tony Hixon, RFC®, CIMA® – CEO, Co-Founder of HZCM✨ Scott Miller, CPRC – Retirement Life Coach✨ Jessica Hinks, CFP® – Senior Wealth Advisor✨ Chase Rose – Associate Wealth...
2025-01-0219 minThe Wealth Mindset ShowBuilding Wealth With WomenToday The Invested Dads have another very special guest joining the podcast! Jessica Hinks, financial advisor, CFP, and beloved coworker is coming on to talk about women in finance. She’s going to discuss some statistics, trends, and changes she’s seeing in the world in women in the finance industry as well as some great tips for women out there who are looking for the best financial advisor for their situation. Listen in now to hear Episode 023: Females in Finance!For links, show notes, and a full transcript, visit theinvesteddads.com/023Send in LISTENTER QUES...
2020-05-2122 min