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 ...
Jun 26, 2025•26 min•Season 2Ep. 14
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...
Jun 12, 2025•22 min•Season 2Ep. 13
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) an...
May 29, 2025•23 min•Season 2Ep. 12
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 y...
May 15, 2025•23 min•Season 2Ep. 11
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 y...
May 01, 2025•28 min•Season 2Ep. 10
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 Send ...
Apr 17, 2025•32 min•Season 2Ep. 9
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...
Apr 03, 2025•29 min•Season 2Ep. 8
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. Send in LISTENTER QUESTIONS via text ➡️Download Fr...
Mar 20, 2025•31 min•Season 2Ep. 7
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 disc...
Mar 06, 2025•50 min•Season 2Ep. 6
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 Send in LISTENTER...
Feb 20, 2025•28 min•Season 2Ep. 5
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. Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Listen Here: Website | Instagra...
Feb 06, 2025•22 min•Season 2Ep. 4
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 & ...
Jan 23, 2025•28 min•Season 2Ep. 3
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 t...
Jan 09, 2025•23 min•Season 2Ep. 2
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 ✨ ...
Jan 02, 2025•20 min•Season 2Ep. 1
Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts...
Nov 08, 2024•56 sec
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 charit...
Nov 07, 2024•26 min•Season 1Ep. 225
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 essen...
Oct 24, 2024•22 min•Season 1Ep. 224
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...
Oct 10, 2024•21 min•Season 1Ep. 223
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 Send in LISTENTER QUES...
Sep 26, 2024•20 min•Season 1Ep. 222
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 Send in ...
Sep 12, 2024•26 min•Season 1Ep. 221
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 Se...
Aug 29, 2024•28 min•Season 1Ep. 220
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 bon...
Aug 15, 2024•30 min•Season 1Ep. 219
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 Send in LISTENTER QUESTIONS v...
Aug 01, 2024•21 min•Season 1Ep. 218
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 not...
Jul 18, 2024•16 min•Season 1Ep. 217
Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts...
Jul 04, 2024•23 min•Season 1Ep. 216
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 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Princi...
Jun 20, 2024•32 min•Season 1Ep. 215
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 culti...
Jun 06, 2024•38 min•Season 1Ep. 214
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 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect &...
May 23, 2024•31 min•Season 1Ep. 213
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 Send in LISTENTER QUESTIO...
May 09, 2024•29 min•Season 1Ep. 212
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 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless ...
Apr 25, 2024•27 min•Season 1Ep. 211
