The Wealth Mindset Show - podcast cover

The Wealth Mindset Show

Hixon Zuercher Capital Managementthewealthmindsetshow.com

Welcome to The Wealth Mindset Show, where co-hosts Josh Robb and Austin Wilson, joined by Hixon Zuercher Capital Management’s team of finance professionals, portfolio managers, a life coach, and more, come together to tackle complex topics - so you don’t have to!

From investment strategies and tax planning, to navigating retirement income and aligning your wealth with your goals, they’ll provide insights to help you make the best decisions for your future. 

Whether you're gearing up for life’s next big chapter or looking to make sense of managing substantial wealth, The Wealth Mindset Show has got you covered!

Tune in for everything you need to stay on course toward a secure, fulfilling future - one filled with meaning and purpose. 

Visit our website at thewealthmindsetshow.com

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Episodes

10 Ways to Automate Your Finances

Get ready to take your financial management skills to new heights as Josh and Austin present 10 ways to automate your finances. In this week's episode, the guys are diving deep into the world of personal finance and discovering the game-changing power of automation. From effortlessly saving to simplifying your budgeting process, automation may be the key to financial freedom. Get ready to learn how to leverage cutting-edge tools and technologies that can transform the way you handle your finance...

May 25, 202321 minSeason 1Ep. 180

The True Financial Dynamic of Married Couples (Ft. The Invested Wives)

Join Josh and Austin as they bring in their wives, Steph Robb & Jenna Wilson, to record for the very first time. They dive into the fascinating world of household finances and get Jenna & Steph's views and opinions! From budgeting and tracking expenses to sharing their biggest financial lessons and future goals, the couples offer valuable insights and practical tips. Additionally, they talk about navigating debt, the importance of investing, and how they manage all the ins and outs. Don'...

May 18, 202344 minSeason 1Ep. 179

Turning Passion into Profit: College Athletes & NIL Deals

College athletes in the NCAA can now earn and accept money for their Name, Image, and Likeness! In this episode, Josh & Austin explore how the new NIL rule benefits college athletes and how they can use it for financial growth. The guys' discuss what the NIL rule is and what it means for the future of college sports, as well as what athletes can do to take advantage of it. From understanding the potential financial gains to maximizing opportunities with NIL deals, they'll cover it all. For t...

May 11, 202332 minSeason 1Ep. 178

How to Build the Perfect Portfolio in 2023

In this week's episode, Josh and Austin are sharing their insights on constructing a portfolio that is tailored to the current economy. They dive into the latest market trends, share their top investment strategies, and discuss the importance of diversification. Whether you're a seasoned investor or just starting out, this episode is packed with practical advice to help you build the perfect portfolio this year and beyond. For the full transcript, show notes, and resources, visit theinvesteddads...

May 04, 202327 minSeason 1Ep. 177

40s Wisdom: Life & Financial Tips You Should Know

In this week's episode, Josh and Austin are giving you all of the tips and tricks for your 40s. They discuss milestones, the busyness of life, having flexibility, caring for aging parents, how much you should have in retirement savings, managing lifestyle creep, and educating your kids on personal finance. The guys are sure to provide you with valuable insights for navigating life and finances in your 40s. For show notes, links, and the full transcript, visit theinvesteddads.com/176 Send in LIST...

Apr 27, 202323 minSeason 1Ep. 176

30s Wisdom: Life & Financial Lessons You Wish You Knew Sooner

In this week's episode, Josh & Austin are sharing life and financial lessons you wish you knew in your 30s! They cover a wide range of topics, including changes in your career, relationships, health, and finances, while drawing from their own personal experiences. The guys hope to provide practical advice and actionable tips for their listeners. Stay tuned for next week, as they'll be covering 40s Wisdom! For the full transcript, links, and resources, visit theinvesteddads.com/175 Send in LI...

Apr 20, 202324 minSeason 1Ep. 175

The Road to Success: Austin Wilson's Career Journey (Ft. The Maddy Miller Show)

Join Josh & Austin as they sit down with The Maddy Miller Show for a two-part series on their career paths! In this week's episode, Maddy interviews Austin about his university days and first job out of college, as well as his passion for analyzing investments at a wealth management firm. This podcast collaboration provides listeners with insights into Austin's experiences and expertise in the world of finance, as well as a glimpse into the behind-the-scenes life of The Invested Dad's co-hos...

Apr 13, 202325 minSeason 1Ep. 174

The Road to Success: Josh Robb's Career Journey (Ft. The Maddy Miller Show)

Join Josh & Austin as they sit down with The Maddy Miller Show for a two-part series on their career paths! In this week's episode, Maddy interviews Josh about his university days and his first job out of college, as well as his passion for helping people with their finances. This podcast collaboration provides listeners with insights into Josh's experiences and expertise in the world of finance, as well as a glimpse into the behind-the-scenes life of The Invested Dad's co-hosts. Don't miss ...

Apr 06, 202333 minSeason 1Ep. 173

America's Companies: Should You Invest in Meta?

What's going on with Meta? Josh and Austin are moving forward in their series "America's Companies", where they analyze the investment potential of some of the most well-known companies in America. In this week's episode, they discuss Meta and its implications for investors. Through their insights and analysis, the guys evaluate the potential risks and benefits of investing in Meta, considering their background and current market. If you're looking to make an informed investment decision or inte...

Mar 30, 202328 minSeason 1Ep. 172

China: Friend or Foe?

Whether you're a history buff or a business enthusiast, this episode is a must-listen! This week, Josh & Austin dive into the fascinating history and economics of China. The guys provide a comprehensive overview of China's past and present. From the early dynasties to modern-day economic reforms, they'll guide you through the key movements that have shaped this powerhouse nation. They also explore China's global impact and offer insights into its future trajectory. Don't miss it! For the ful...

Mar 23, 202331 minSeason 1Ep. 171

Silicon Valley Bank Collapse: Is Another Financial Crisis Coming?

BREAKING NEWS: The Silicon Valley Bank Collapses! Josh and Austin sat down in the podcast studio this past Monday, March 13th, to discuss the shocking Silicon Valley Bank collapse. In this episode, they dive into what led to the bank's downfall, the impact it will have on the economic and financial industry, and what this means for consumers and investors. Join them for a thought-provoking conversation on the potential domino effect that this failure could have on the global economy. You DO NOT ...

Mar 16, 202330 minSeason 1Ep. 170

The Good, the Bad, & the Ugly of Our Current Economy

What's going on in the U.S. market and current economy? In this episode, Josh & Austin will be diving into a timely and relevant topic: the state of the economy. The guys discuss whether or not we're in a recession, share their opinions on the current state of affairs, and explore the good, the bad, and the ugly aspects of our current economic situation. Listen now! For the full transcript, links, and resources, visit theinvesteddads.com/169 Send in LISTENTER QUESTIONS via text ➡️Download Fr...

Mar 09, 202323 minSeason 1Ep. 169

Are You Taking Too Much Risk?

Are you an entrepreneur, investor, or just a regular person trying to determine your risk tolerance? If so, this one's for you! Join Josh & Austin for an in-depth exploration of whether you are taking too much risk. They discuss what risk tolerance means to investors, why some risks pay off and others lead to heartache, and how to assess the potential costs and benefits of taking risk. Listen now! For the entire show notes, links, and resources, visit theinvesteddads.com/168 Send in LISTENTE...

Mar 02, 202323 minSeason 1Ep. 168

Is Cash the Best Investment Right Now?

Is cash the best investment right now?! With interest rates increasing for savings accounts, you may want to consider investing in it! In this weeks episode, Josh & Austin discuss how much banks are paying you for saving with them, why interest rates went up, and if now is the time to earn interest on your cash! For the full transcript links, and resources, visit theinvesteddads.com/167 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Con...

Feb 23, 202320 minSeason 1Ep. 167

America's Companies: Should You Invest in Apple Stock?

Curious of the background of one of the largest companies in America? Josh & Austin are starting a new series titled America's Companies ! In this week's episode , they explore the current state of Apple and examine whether investing in the company is in your favor. They'll walk you through the background, the company's current position, and their overall opinion. Tune in to get the information you need before deciding if Apple stock is right for you! Send in LISTENTER QUESTIONS via text ➡️D...

Feb 16, 202322 minSeason 1Ep. 166

Active vs. Passive Investing: Which Is Better?

Josh & Austin are debating active investing vs. passive investing. On this week's episode, they share the benefits and pitfalls of each kind of investment strategy. There are going to be areas where Josh & Austin disagree and areas where they agree. The goal is to give you, the listener, information so that you can make the decision on what is best for your unique situation. For the full transcript, links, and resources, visit theinvesteddads.com/165 Send in LISTENTER QUESTIONS via text ...

Feb 09, 202325 minSeason 1Ep. 165

Breaking Down the Inflation Reduction Act

What is the Inflation Reduction Act and how does it affect the United States economy? On this week's episode, Josh & Austin talk through its background, whether it will actually reduce inflation, and share their personal opinions. Don't miss it! For the entire transcript, links, and resources, visit theinvesteddads.com/164 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Listen Here: Website | Instagram | Facebook | Spotify ...

Feb 02, 202321 minSeason 1Ep. 164

Current Fitness Industry Trends

It's safe to say that the fitness and workout industry has made some adjustments in the past few years, especially post-pandemic! In this week's episode, Josh & Austin are breaking down all you need to know about the fitness industry. This includes key statistics, current growth trends, how COVID-19 impacted these trends, and the difference in gym membership by generation. They even share their best tips on keeping an excellent physique, even when you have an obsession with donuts! For the f...

Jan 26, 202322 minSeason 1Ep. 163

Our Bold Predictions for 2023

How well are Josh & Austin at predicting the future of the market? In this week's episode, they revisit their 2022 predictions to find out if they were correct. In addition, they give some new predictions for 2023. Check it out! For the entire transcript, links, and resources, visit theinvesteddads.com/162 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts...

Jan 19, 202321 minSeason 1Ep. 162

2022 2nd Half Stock Draft Results

Remember back in the summer when Josh and Austin did their first annual fantasy stock draft? This episode is all about the results! (Listen to part 1 first!) We won’t spoil who ended up winning before you listen, but Josh and Austin go over the stocks they originally chose, see which ones performed well and which ones did not. They also talk investing for such a short period of time and of course, share a dad joke of the week. For the full transcript, links, and resources, visit theinvesteddads....

Jan 12, 202314 minSeason 1Ep. 161

Is The Future Electric?

With technology rapidly changing, the future of electric vehicles is up in the air! So… Is the future REALLY electric? On this week's episode, Josh & Austin are excited to address the history of electric vehicles, the current technology behind this investment theme, and share what they want to see in autonomous cars. They also offer their opinions as to why demand for fossil fuels isn’t going anywhere! For full transcript, links, and resources, visit theinvesteddads.com/160 Send in LISTENTER...

Jan 05, 202336 minSeason 1Ep. 160

Budgeting for the New Year

Embrace a fresh start to the new year by improving your financial lifestyle! Creating a budget is essential for success, which is why Josh & Austin are sharing all their tips, tricks, and some common mistakes that can be made. In this week's episode, you'll learn how to start a budget, some helpful techniques, using a budget correctly, and much more! For the full transcript, links, and resources, visit theinvesteddads.com/159 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 T...

Dec 29, 202222 minSeason 1Ep. 159

Market Timing vs. Time in the Market

How important is timing the market? Josh & Austin are testing this theory by running a hypothetical simulation. In this simulation, an Average Joe named Bob has been saving money throughout his entire working career, but invests right before market downturns. In this episode, you'll hear the shocking outcome and gain invaluable knowledge on market timing vs. time in the market! For the full transcript, links, and resources, visit theinvesteddads.com/158 Send in LISTENTER QUESTIONS via text ➡...

Dec 22, 202215 minSeason 1Ep. 158

Year-End Tax Planning Strategies

Don’t miss out on the opportunity to gain invaluable tips on year-end tax planning! On this week's episode, Josh & Austin share some actionable strategies to save yourself REAL tax dollars. These simple actions benefit more than just the ultra-wealthy and can often be done on your own! The guys discuss tax-loss harvesting, gains harvesting, qualified charitable distributions, and more. Listen now! For full transcript, links, and resources, visit here ! ------ Send in LISTENTER QUESTIONS via ...

Dec 15, 202226 minSeason 1Ep. 157

Christmas Spending 101: Statistics, Thoughts, Tips & Tricks

With Christmas less than a month away, Josh & Austin are sharing all you need to know about gift spending in the United States. In this week's episode, the guys share nine fascinating statistics, their thoughts, some tips for you to take, and a couple gift ideas! They might even discuss their choice between wrapping paper and gift bags... Listen now! Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Listen Here: Website | Ins...

Dec 08, 202234 minSeason 1Ep. 156

PT 3 - Ask An Advisor: What You've Been Thinking But Haven't Asked (Ft. Shaun Meloy)

On this week's episode, Josh and Austin are continuing their series, "Ask An Advisor," where they bring in a variety of guests who ask the questions everyone is thinking! The guys' are joined with Shaun Meloy, Worship Leader and Branding Manager at Gateway Church of Findlay, Ohio! Shaun asks several questions, including if cryptocurrency is a legit investment, how much risk you should be taking, if a financial advisor is needed, and much more! For the full transcript, links, and resources, visit...

Dec 01, 202240 minSeason 1Ep. 155

PT 2 - Ask An Advisor: What You've Been Thinking But Haven't Asked (Ft. Shaun Meloy)

On this week's episode, Josh and Austin are continuing their series, "Ask An Advisor," where they bring in a variety of guests who ask the questions everyone is thinking! The guys' are joined with Shaun Meloy, Worship Leader and Branding Manager at Gateway Church of Findlay, Ohio! Shaun asks several questions, including the importance of 401(k)'s, enjoying now vs. saving for the future, how to choose a mutual fund manager, what "financial freedom" means, and much more. Listen now for the second ...

Nov 24, 202233 minSeason 1Ep. 154

PT 1 - Ask An Advisor: What You've Been Thinking But Haven't Asked (Ft. Shaun Meloy)

On this week's episode, Josh and Austin are continuing their series, "Ask An Advisor," where they bring in a variety of guests who ask the questions everyone is thinking! The guys' are joined with Shaun Meloy, Worship Leader and Branding Manager at Gateway Church of Findlay, Ohio! Shaun asks several questions, including topics on rate of inflation, if Jamie Dimon is someone to keep up with, purchasing/selling homes, and much more! For the full transcript, links, and resources, visit theinvestedd...

Nov 17, 202229 minSeason 1Ep. 153

How to Teach Your Kids About Saving: #2

Many parents can find it difficult to teach their kids about money. That's why Austin and Josh are bringing you the second episode in their series "How to Teach Your Kids About Saving". They're sharing different scenarios you can run through with your child, how to motivate smart financial decisions, how to help them set up a budget, and much more! You DO NOT want to miss this episode! For full transcript, links, and resources, visit theinvesteddads.com/152 Send in LISTENTER QUESTIONS via text ➡...

Nov 10, 202221 minSeason 1Ep. 152

Listener Questions #2

This week, The Invested Dads are introducing the first episode of a brand-new series, Listener Questions! The guys have selected several questions that were sent in by listeners and through their social media channels. In this episode they discuss what you should invest in, when to sell stocks, whether it's worth investing in the stock market with a small account, and much more! For show notes, links, and the full transcript, visit theinvesteddads.com/151 Send in LISTENTER QUESTIONS via text ➡️D...

Nov 03, 202226 minSeason 1Ep. 151
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