Shows
The 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 ShowHow To Use The Bucket Investing ApproachNot sure where to keep your money... whether it's in savings, stocks, or somewhere in between? In this episode, we break down the Bucket Investing Strategy to help you organize your short-term, mid-term, and long-term goals so you can invest with clarity and confidence. Tune in!Watch the video version, read show notes, or find more resources at thewealthmindsetshow.com/s2e23Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagr...
2025-10-3029 minThe Wealth Mindset ShowIs Debt Killing Your Financial Future?Is debt killing your financial future and success? In this episode, we’re having an honest conversation about all forms of debt and how some of it may quietly destroys your future dreams and keeps you stuck in a cycle of stress and limitation. We’ll talk through which types of debt can be reasonable, which ones to avoid completely, and how to tell if you’re living beyond your means. Watch the video version, read our show notes, or view additional resources at thewealthmindsetshow.com/s2e22Send in LISTENTER QUESTIONS via tex...
2025-10-1640 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 ShowCan You Coast FIRE? A New Early Retirement StrategyHave you ever heard of Coast FIRE? It’s a fresh approach to Financial Independence, Retire Early that doesn’t mean walking away from work altogether. Instead, Coast FIRE is about saving aggressively in your early years so your investments can grow to cover retirement, giving you the freedom later to focus on passion projects, flexible work, or simply enjoying life without the financial pressure. Find the show notes, resources, and watch the video version at www.thewealthmindsetshow.com/s2e20Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timel...
2025-09-1823 min
The Wealth Mindset ShowHow to Navigate an Unexpected Retirement [Halftime Huddle w/ Scott & Tony]What happens when retirement comes sooner than you planned? Whether it’s due to job loss, burnout, company changes, or caring for a loved one, an unexpected retirement can feel overwhelming. But it can also open the door to new opportunities and a more meaningful second half of life. In this bonus Halftime Huddle episode of The Wealth Mindset Show, Tony Hixon and Scott Miller break down the common challenges people face when retirement arrives earlier than expected!For the show notes, transcript, and video version, visit thewealthmindsetshow.com/s2e19Send in...
2025-09-0424 minThe Wealth Mindset ShowHow Are You Preparing For Your Family’s Future?What kind of legacy are you building for your family? In this episode, Austin, Josh, and Jordan unpack the financial and personal steps that shape your family’s future. From life insurance and estate planning to teaching values and creating healthy money habits, they share how small decisions today can make a big impact tomorrow. Listen now!For the video version, show notes, and transcript, visit thewealthmindsetshow.com/s2e18Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website
2025-08-2127 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 Much Should You Really Invest in Real Estate?Thinking about investing in real estate but not sure if it’s the right move? In this episode, we unpack why so many people are drawn to real estate and how it can fit into your bigger financial picture. We also explore if real estate still makes sense in retirement, what to know about the tax side, and how property plays into estate planning. We'll take a practical, honest look at a controversial topic that often gets hyped up but rarely broken down!Read the full transcript, show notes, and watch the video version at thewealthmindsetshow.com/s2...
2025-07-2428 min
The Wealth Mindset ShowA Wake-Up Call on Retirement & Purpose [Halftime Huddle w/ Scott & Tony]What happens when someone retires with a solid financial plan but no purpose? In this bonus Halftime Huddle episode, Tony and Scott share the personal story that inspired Refocus Coaching and explore why the non-financial side of retirement matters more than most people realize.Read the full transcript, show notes, or watch the video at thewealthmindsetshow.com/s2e15Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagram | Facebook...
2025-07-1024 minThe Wealth Mindset ShowUsing Money to Create a More Fulfilling LifeCan you really use money to create a better life? In this episode, we talk about using your financial resources with purpose to create time, space, and freedom for what matters most! Whether that means cutting back hours at work, taking the trip you’ve been putting off, or building in more margin, we’ll talk through ways to align your spending with your values and make your money work for the life you actually want!For resources, show notes, and transcript, visit thewealthmindsetshow.com/s2e14Send in LISTENTER QUESTIONS via text➡️Download...
2025-06-2625 minThe Wealth Mindset ShowSo You're Inheriting Money... Now What?Are you inheriting some wealth? Receiving an inheritance is an amazing transfer of legacy, but also adds a ton of mental stress to your life. In addition to grieving the loss of a loved one, you're left with a myriad of decisions (and decisions that can’t be rushed). So what should you do? In this podcast episode, Austin, Josh, and Tony will share first steps, understanding the inheritance, setting goals, purposeful investing strategies, and how to avoid common mistakes.Read the full transcript, show notes, and resources at thewealthmindsetshow.com/s2e13Send in LI...
2025-06-1221 minThe 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 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 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 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 ShowNavigating Current Market Volatility & Tariffs in 2025Market turbulence is back, and with new tariffs shaking up global trade, investors are wondering... what’s next? In this episode, Josh, Austin, Tony, and Chase will break down the latest market volatility, the impact of tariffs in 2025, and what it all means for your portfolio.We’ll cover: ✅ What’s driving current market swings ✅ How new tariffs could affect different sectors and global markets ✅ Strategies to stay invested and manage risk in uncertain times ✅ Why a long-term perspective is key to weathering market ups and downsFor the full transcript, show notes, and re...
2025-04-0328 minThe Wealth Mindset ShowHow to Support Aging Parents & RelativesCaring for aging parents comes with financial and emotional challenges. In this episode, Austin, Josh, and Scott will talk through practical ways to support those closest to you as they get older, from financial planning to lifestyle decisions. They’ll cover the sandwich generation concept, how to navigate tough conversations, set healthy boundaries, and make smart choices that protect both your parents' well-being and your own financial future. Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!🎧Connect & Listen Here: Website | Instagra...
2025-03-2030 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 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 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 ShowDoes Money Buy Happiness? Let's Talk About ItDoes money buy happiness, or is there something deeper at play? Let's talk about it. Join Hixon Zuercher Capital Management's Josh Robb and Austin Wilson, along with table guests Tony Hixon and Chase Rose, as they dive into this age-old question. They'll talk through the difference between contentment and complacency, why humans are bound to chasing the next big thing, and how happiness and joy aren’t really the same. Whether you’re navigating your financial future, wealth, retirement, or just trying to find purpose, this episode offers real conversation on what actually leads to a fulfilling life. Sen...
2025-01-0923 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