Shows
The Wealth Mindset ShowAre You Saving TOO MUCH For Retirement?Can you actually save too much for retirement? It sounds like a strange problem to have, but it’s more common than you think! In this episode, we discuss signs you're over-saving and how an excessive focus on your future can rob you of joy today. We’ll talk about the importance of knowing what you're saving for, frugality vs. stinginess, and when you might need to adjust your savings plan. Plus, we’ll walk through how to find your actual retirement number (spoiler: it’s not one-size-fits-all) and how to align your money with your values. Tune in!For...2025-05-2922 minThe Wealth Mindset ShowSpring Cleaning Your Finances in 5 Simple StepsAs the weather warms up and everything starts to bloom, it’s the perfect time to clear out the clutter. Not just in your closet, but in your finances too. In this episode, Austin, Josh, and Jordan walk you through a five-step financial spring-cleaning checklist.You’ll learn:What to ditch from your monthly budgetHow to refocus your short, mid, and long-term financial goalsSmart ways to rebalance your investmentsHow to use this year’s tax return to plan better for next yearTips to organize your documents and protect your financial lifeFor the fu...2025-05-0128 minThe Wealth Mindset ShowHow To Protect Retirement Money From Market VolatilityRetirement is a whole new ballgame when it comes to managing your finances... So how do you protect your retirement money from market volatility without making costly mistakes? In this podcast episode, Josh, Austin, Tony, and Jordan break down what volatility really means, why retirees tend to view their money differently, and the four most dangerous words in investing: “This time is different.” For the full transcript, links, and show notes, visit thewealthmindsetshow.com/s2e5Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect...2025-02-2027 minThe Wealth Mindset ShowWhat Do Retirees Regret Most About Their Retirement?What do retirees regret most about their retirement? In this episode, Certified Financial Planner™ Jordan Shaw and Life Coach Scott Miller join our hosts to uncover the biggest financial and non-financial challenges they've seen real retirees face, and how to avoid them. From tax surprises to finding new purpose, you’ll gain tips and advice to create a more fulfilling retirement.Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook | 2025-01-2328 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 min