Shows
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 min
The 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