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Explore every episode of the podcast The Wealth Mindset Show

Dive into the complete episode list for The Wealth Mindset Show. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
Don't Fall For It! Scammers & Elder Abuse 10111 Dec 202500:25:21

Think you could spot a financial scam before it’s too late? In this episode, Austin, Josh, and Jordan break down the most common scams targeting retirees and families today, from fake IRS calls to AI-powered imposter scams. You’ll hear real examples, why older adults are being targeted more than ever, and simple steps you can take to protect yourself and the people you care about most. Tune in!


For the video version, transcript, and show notes, visit thewealthmindsetshow.com/s2e26 

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What to Do with Your Kids’ Holiday Gift Money27 Nov 202500:24:33

There'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

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What the Heck Is Stewarding Generational Wealth?13 Nov 202500:25:06

What does it really mean to steward generational wealth, and why should we care? In this episode, Austin, Josh, and Tony talk about what that actually means in real life. It’s not just about growing money; it’s about using it wisely, passing down values, and making an impact that lasts. From the firm’s early days at Red Lobster to the lessons they’ve learned along the way, they share what true stewardship looks like and how it can shape your family’s future for generations to come!


Watch the video version, get show notes, and more resources at thewealthmindsetshow.com/s2e24

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How To Use The Bucket Investing Approach30 Oct 202500:29:13

Not 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/s2e23

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Is Debt Killing Your Financial Future?16 Oct 202500:40:21

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/s2e22

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Passing Down Wealth Without Spoiling Heirs 10102 Oct 202500:25:14

Passing 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/s2e21

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Can You Coast FIRE? A New Early Retirement Strategy18 Sep 202500:23:04

Have 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/s2e20

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How to Navigate an Unexpected Retirement [Halftime Huddle w/ Scott & Tony]04 Sep 202500:24:06

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/s2e19

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How Are You Preparing For Your Family’s Future?21 Aug 202500:27:06

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/s2e18

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One Big Beautiful Bill 101: What You Need To Know07 Aug 202500:28:33

There'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/s2e17

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How Much Should You Really Invest in Real Estate?24 Jul 202500:28:32

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/s2e16

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A Wake-Up Call on Retirement & Purpose [Halftime Huddle w/ Scott & Tony]10 Jul 202500:24:05

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/s2e15

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Using Money to Create a More Fulfilling Life26 Jun 202500:25:33

Can 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/s2e14

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So You're Inheriting Money... Now What?12 Jun 202500:21:46

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/s2e13

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Are You Saving TOO MUCH For Retirement?29 May 202500:22:58

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 the full transcript, show notes, and resources, visit thewealthmindsetshow.com/s2e12

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How to Manage Finances as a Married Couple15 May 202500:22:45

Why 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 background shapes your views on money
  • Saver vs. spender (and what to do if you're opposites)
  • Should couples combine finances or keep things separate?
  • Budgeting and goal setting that works for both of you
  • How to talk about money without it turning into a fight
  • Planning for the future together: retirement, investing, and more...

For the full video, resources, and show notes, visit thewealthmindsetshow.com/s2e11


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Spring Cleaning Your Finances in 5 Simple Steps01 May 202500:28:10

As 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 budget
  • How to refocus your short, mid, and long-term financial goals
  • Smart ways to rebalance your investments
  • How to use this year’s tax return to plan better for next year
  • Tips to organize your documents and protect your financial life


For the full video, links, and show notes, visit thewealthmindsetshow.com/s2e10

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How To Build An Investment Portfolio For Retirement17 Apr 202500:31:35

Planning 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/s2e9

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Navigating Current Market Volatility & Tariffs in 202503 Apr 202500:28:50

Market 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 downs

For the full transcript, show notes, and resources, visit thewealthmindsetshow.com/s2e8

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How to Support Aging Parents & Relatives20 Mar 202500:30:44

Caring 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. 

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Avoiding Common Healthcare Planning Mistakes (Ft. Cole Craven)06 Mar 202500:49:53

Retiring before 65 comes with a major challenge: finding the right healthcare coverage. Many early retirees underestimate healthcare costs and make common mistakes that lead to financial stress. In this episode, Josh and Austin sit down with Cole Craven of Move Health to explore the best healthcare options before Medicare, including ACA plans, COBRA, and HSAs. They break down how to avoid costly healthcare planning mistakes and why staying proactive is key. Plus, in an AI-driven world, they discuss why working with a financial advisor can help you make smarter healthcare decisions. Don't let healthcare mistakes derail your retirement!

For the full show notes, links, and transcript, visit thewealthmindsetshow.com/s2e6

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How To Protect Retirement Money From Market Volatility20 Feb 202500:27:45

Retirement 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/s2e5

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How To Enjoy Wealth Without Feeling Guilty06 Feb 202500:22:29

Have 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.

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What Do Retirees Regret Most About Their Retirement?23 Jan 202500:28:24

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.

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Does Money Buy Happiness? Let's Talk About It09 Jan 202500:23:08

Does 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. 

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Meet The Wealth Mindset Show Podcast Team!02 Jan 202500:19:43

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 Advisor

✨ Jordan Shaw, CFP® – Wealth Advisor

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Rebranding to The Wealth Mindset Show | Coming 2025!08 Nov 202400:00:56
The Ultimate Year-End Financial Planning Checklist + Big Announcement!07 Nov 202400:25:31

Discover 10 year-end financial planning tips that can help you maximize savings, minimize taxes, and set yourself up for a successful new year!

In this episode, the guys are back with an end-of-year financial planning checklist to make sure you’re set for a strong financial start to the new year! They’ll walk through ten key actions, like reviewing your budget, checking up on healthcare benefits, and maximizing your contributions to keep your finances on track. From tax-loss harvesting to charitable giving and making adjustments for the year ahead, Josh and Austin cover each step to help listeners optimize their financial wellness.

And stay tuned—there’s a special announcement about the podcast that you won’t want to miss!

For the show notes, transcript, and resources, visit theinvesteddads.com/225

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10 Common Year-End Tax Planning Mistakes24 Oct 202400:21:52

 Are you making the most of your year-end tax planning strategy? In this episode, the guys share the top 10 tax mistakes that could be costing you more than you realize. From the importance of filing away crucial documents to understanding the nuances between Traditional IRAs, Roth IRAs, and 401(k)s, each mistake presents a unique opportunity for improvement. Tune in as they dive into often-overlooked tax deductions, credits, and strategies to optimize your financial plan. Don’t miss out on essential insights that could help you save money and navigate the complexities of the tax system!

For show notes, links, and the full transcript, visit theinvesteddads.com/224

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What The Recent Fed Cut Means For You10 Oct 202400:20:38

So the Fed Cut... Now what? The Fed just made a bold move, cutting interest rates by 50 basis points, and if you're wondering how this impacts your investments or even your day-to-day finances, you’re not alone. Many are asking the same question: What does this mean for me? In this episode, Josh & Austin break down why the Fed made this decision, what it signals for the economy, and most importantly, how it will affect your wallet and the market!

For the full transcript, links, and resources, visit theinvesteddads.com/223

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Can I Roll Over an IRA to an HSA? (ft. Chase Rose)26 Sep 202400:19:51

Did you know an HSA could be the ultimate secret weapon for your health and wealth? In this episode, Josh is joined by Associate Wealth Advisor, Chase Rose; The guys dive into what makes a health plan HSA-eligible, how much you should contribute, and the powerful tax advantages that come with it. Tune in as the guys break down the limitations and benefits of HSAs to help you maximize your savings!

For the full transcript, links, and resources, visit theinvesteddads.com/222

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How Do Leadership Traits Drive Investment Success?12 Sep 202400:26:11

Josh and Austin dive into leadership lessons from Admiral William H. McRaven’s book The Wisdom of the Bullfrog and why the best leaders spend time in the trenches with their team. The guys share some stories about leadership that will make you rethink what it means to be in charge, and connect the dots to investing, explaining why founder-led companies with hands-on leaders might be your next great investment.

For the full transcript, links, and show notes, visit theinvesteddads.com/221

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5 Ways We Disagree With Dave Ramsey29 Aug 202400:27:56

It's time to tackle some of Dave Ramsey's most popular advice and ways Josh and Austin disagree! The guys point out where they think he might be missing the mark. Whether you're a die-hard Ramsey fan or just curious about different approaches to financial planning, the guys break down five key areas where they believe there's a better way. Tune in to challenge the status quo and rethink your financial game plan!

For the full transcript, show notes, and resources, visit theinvesteddads.com/220

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Are Bonds A Good Investment?15 Aug 202400:30:01

Let's take a look into the world of bonds! Josh and Austin break down what bonds are, how they function, and their role in a diversified portfolio. You'll learn about different types of bonds—government, corporate, and municipal—and the factors that impact bond yields and prices, including interest rates and central bank policies. The episode also covers the risks associated with bonds, such as interest rate and credit risk, and explores strategies for bond investing like laddering and using bond funds. Whether you're new to bonds or looking to refine your investment strategy, this episode will help you make informed decisions.

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6 Tips to Grow Your Wealth01 Aug 202400:20:58

How do you set yourself up for financial success? In this episode, Josh and Austin share 6 tips to grow your wealth, including the importance of setting SMART goals and budgeting effectively. They tackle the often-overlooked aspects of debt management, provide insights on wise investing, and the importance of seeking guidance from financial advisors and protecting your wealth. Tune in!
 
For the full transcript, show notes, and resources, visit theinvesteddads.com/218

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The Power of the Success Sequence & Avoiding Poverty18 Jul 202400:16:14

The power of The Success Sequence and its role in avoiding poverty is undeniable. In this episode, the guys explore why this approach works, sharing stories and practical advice, including the valuable wisdom Austin received while growing up. With engaging discussions and final thoughts on how to implement the Success Sequence in everyday life, this episode is packed with insights and strategies to help listeners achieve financial stability and success. Tune in!

For the full transcript, show notes, and resources, visit theinvesteddads.com/217

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How Long Will Nvidia's Rally Last?04 Jul 202400:23:25
How to Successfully Invest in Real Estate20 Jun 202400:32:14

 If you’re thinking about investing in real estate, you've come to the right place! In this episode, you'll learn whether this type of investment fits your financial plan and how to take action. Josh and Austin talk through ways to invest in real estate that could potentially help you diversify your portfolio and maximize your finances. 

For the full transcript, show notes, and resources, visit theinvesteddads.com/215

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Preparing Kids for Biblical Money Management (Ft. Matt Bell)06 Jun 202400:38:27

 In this episode, Josh and Austin sit down with Matt Bell, author of Trusted: Preparing Your Kids for a Lifetime of God-Honoring Money Management. They discuss how developing a healthy relationship with money from an early age can impact every aspect of a child's life, from their relationship with Jesus to their ability to make a difference in the world. Matt shares his thoughts and practical tips on teaching kids the importance of earning, saving, investing, and spending wisely, all while cultivating a heart for generosity. Tune in to learn how to use three key parenting roles within daily life to instill powerful biblical money management habits in your kids.

For show notes, resources, and the transcript, visit theinvesteddads.com/214

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10 Financial Habits Keeping You Poor23 May 202400:31:28

Ever feel like your money just seems to vanish no matter how hard you try to save? We’ve all been there! Sometimes, it’s those sneaky little habits we don't even realize we're doing that are keeping our wallets empty. In this week's episode, Josh and Austin will share the 10 financial habits keeping you poor!

For the full transcript, links, and resources, visit theinvesteddads.com/213

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When Should I Claim Social Security?09 May 202400:29:24

 With retirement on the horizon for many listeners, they tackle the pressing question: When should I claim Social Security benefits? Josh and Austin break down the factors that influence this decision, including age, life expectancy, financial needs, and spousal benefits. They explore the advantages and disadvantages of claiming early, at full retirement age, or delaying until later.

For the full transcript, show notes, links, and resources, visit theinvesteddads.com/212

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8 Ways to Achieve Financial Peace25 Apr 202400:27:11

Join Josh and Austin as they uncover 8 ways to achieve financial peace. The guys share practical tips and actionable advice designed to help you navigate your financial journey with confidence and ease. From the basics to smart tactics to manage your money, this episode is packed with insights that will change your approach to financial planning!

For the full show notes, links, and resources, visit theinvesteddads.com/211

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How Do Millionaires Become Millionaires?11 Apr 202400:22:49

Have you ever wondered how millionaires built their wealth? Many people assume that a lot of wealthy individuals easily just inherited large sums of cash. While this can sometimes be the case, but most millionaires are actually self-made! So, what common strategies are they using in their day-to-day lives that make them so successful? Learn it in this week's episode.

For the full transcript, show notes, and resources, visit theinvesteddads.com/210

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Investing During a Presidential Election Year28 Mar 202400:22:18

Are your investments impacted by a presidential election? Join us as we explore the various implications that may or may not arise during an election year. Whether you're a seasoned investor or just starting out, understanding these dynamics is crucial for making informed decisions about your financial future.

For the full transcript, show notes, and resources, visit theinvesteddads.com/209

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6 Lessons From a Bear Market14 Mar 202400:25:04

What'd we learn from the most recent bear market? In this episode, Josh and Austin unpack the complexities of bear markets, offering 6 lessons to better your investments and financial plan. From analyzing the dynamics of stock market declines to exploring the value creation of U.S. publicly traded businesses, they provide actionable insights for investors. The duo emphasizes the importance of understanding real risk tolerance and avoiding emotional responses and much more. Tune in for practical lessons on maintaining a long-term investment plan in the face of market volatility.

For the full transcript, resources, and show notes, visit theinvesteddads.com/208

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6 Common Financial Mistakes in the Past Year29 Feb 202400:23:13

In this episode, Josh and Austin dive into the financial pitfalls many of us encountered in the past year without even realizing it. Join the guys as they explore the most prevalent mistakes from 2023 that could be draining your bank account and hindering your financial goals in the future.

For the full transcript, links, and resources, visit theinvesteddads.com/207

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Evaluating Key-Man Risk When Investing15 Feb 202400:22:43

In this week's episode, Josh Robb and Austin Wilson dive into a crucial topic: key man risk (or key person risk). They break down what this means and why it's so important for anyone looking to invest wisely. Using examples like Charlie Munger's recent passing and Warren Buffett's influence at Berkshire Hathaway, they show how the fate of companies can be tied to the individuals leading them...

Full transcript, show notes, links, and resources can be found here.

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Our Bold 2024 Predictions01 Feb 202400:17:23

How good are Josh & Austin at predicting the future of the market?

In this new episode, the guys revisit their 2023 predictions to find out if they were correct. In addition, they give some new predictions for 2024 including the economy, financial markets, elections, and more. Check it out!

For the full transcript, links, and show notes, visit theinvesteddads.com/205

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Investment Recap: 2023 2nd Half Stock Draft Winner Announced18 Jan 202400:15:20

Remember back in the summer when Josh and Austin did their annual fantasy stock draft? This episode is all about the results! (Listen to part 1 here!) We won’t spoil who ended up winning before you listen, but Josh and Austin go over it ALL, including their personal best picks and what they wish they did better. They also talk investing short periods of time and of course, share a dad joke of the week.

For the full transcript, links, and resources, visit theinvesteddads.com/204

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How Do Interest Rates Affect the Stock Market?04 Jan 202400:31:39

Have you ever wondered how interest rates affect the stock market? In this week's episode, Josh and Austin break down this complex relationship in plain language, discussing how changes in interest rates can impact different sectors of the stock market. From company valuations to investor reactions, they cover it all! Don't miss out!

For the full transcript, links, and resources, visit theinvesteddads.com/203

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