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

Should You Buy Individual Stocks?

The Invested Dads are back with a follow-up episode to last week’s Fantasy Stock Draft. In this episode, Josh and Austin discuss owning individual stocks and what that looks like from an investment standpoint. They discuss stocks at a high-level, different types of shares, risk, over-concentration, and diversification. They also look at cost and time as factors in investing in individual stocks compared to ETFs and mutual funds. Of course, there was a dad joke of the week. Listen now! For show n...

Jul 09, 202034 minSeason 1Ep. 30

Fantasy Stock Draft

The Invested Dads take on their first-ever fantasy stock draft! Josh and Austin each draft 10 different stocks in 10 different sectors with $100,000 (hypothetical) dollars. For the next 6 months, they will compete, and the winner will receive not only bragging rights, but delicious donuts. Listen now to see which stocks each guy picked and some other insights into investing in stocks. For links, show notes, and a full transcript, head to theinvesteddads.com/029 Send in LISTENTER QUESTIONS via te...

Jul 02, 202031 minSeason 1Ep. 29

Should You Buy Or Rent A Home?

Today's episode is about the debate on buying vs. renting a home! Josh & Austin will be exploring the different factors you should be considering to help you make the decision that's best for your life situation. You'll hear discussions about the statistics of renting vs. buying, the tax and insurance impacts, the costs of renting vs. buying, and some sound advice for what you should do! Listen now to get the full picture of the renting vs. buying debate! For show notes, links & resource...

Jun 25, 202026 minSeason 1Ep. 28

Mobile Payments Are Here To Stay

Today, Josh and Austin are talking about mobile payments! Contactless and digital payment methods have become increasingly popular in recent years because they offer many benefits for consumers and businesses alike. On the other hand, there are some concerns about the effects this technology will have on spending habits. Be sure to tune in to this week's episode of The Invested Dads Podcast for discussion around mobile payments and how they are changing the game of purchasing! For links, show no...

Jun 18, 202025 minSeason 1Ep. 27

Debt - Friend Or Foe?

Is debt good or bad? What drives interest rates on various types of debt? What is collateral? Should I sell my investments to pay off my mortgage? How do I pay down my debt? Which is better, the avalanche or snowball method? These are all great questions that many of us have. Tune in this week to learn what The Invested Dads have to say about all things DEBT! For links, show notes, and a full transcript, visit theinvesteddads.com/026 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource:...

Jun 11, 202039 minSeason 1Ep. 26

Our Silver Episode

How has it been 25 episodes already?! The guys are back at it this week, on their silver anniversary, with a special episode on PRECIOUS METALS! Ever thought about investing in a precious metal? Josh and Austin discuss the idea of investing in gold or silver, while also mentioning the gold standard, the United States Reserve, and how to invest in gold if you are wanting to. Austin will also do his impression of Gollum and of course, the show would not be complete without the dad joke of the week...

Jun 04, 202034 minSeason 1Ep. 25

How Taxes Impact Your Investments

There’s no better time than tax time! Because they can’t hold back their excitement, today Josh & Austin are discussing the relationship between taxes and your investments. They’ll be talking about the different ways your investments are taxed, what tax-loss harvesting is and how it may be useful to you, tax-free investment options, and more. Tune in now to hear how taxes impact your investments! For links, show notes, and a full transcript, visit theinvesteddads.com/024 Send in LISTENTER QU...

May 28, 202025 minSeason 1Ep. 24

Building Wealth With Women

Today The Invested Dads have another very special guest joining the podcast! Jessica Hinks, financial advisor, CFP, and beloved coworker is coming on to talk about women in finance. She’s going to discuss some statistics, trends, and changes she’s seeing in the world in women in the finance industry as well as some great tips for women out there who are looking for the best financial advisor for their situation. Listen in now to hear Episode 023: Females in Finance! For links, show notes, and a ...

May 21, 202022 minSeason 1Ep. 23

The Internet Of Things

More and more every day, you see a new “smart” product, whether it’s a smart watch, smart thermostat, smart… dog collar? Maybe some things don’t need to be “smart." Regardless, the connectivity things by the internet is what we call the Internet of Things! Although these innovations are largely viewed as beneficial to us, there are some glaring risks. Want to learn more about the Internet of Things? Tune in now to The Invested Dads Podcast, where Josh & Austin will tell you everything you ne...

May 14, 202043 minSeason 1Ep. 22

Would You Invest In Tulips?

This week Josh and Austin are talking about asset bubbles! If there’s one thing we know about bubbles, it’s that they eventually POP! So The Invested Dads are going to explore several cases of bubbles throughout history like Bitcoin, the Dot-Com bubble, the housing market in 2008, and…tulips? Yes, you heard right…tulips. Even flowers are not immune to radical price swings. Learn about tulips and many others in today’s episode of The Invested Dads! Oh, and Happy Mother's Day to moms everywhere! F...

May 07, 202031 minSeason 1Ep. 21

Cryptomania

This week, Josh & Austin are talking about Cryptomania—that is, the hype around cryptocurrency around the world! You’ve heard of the big ones, specifically Bitcoin, and how they have grown in popularity in recent years, but you may not fully understand what they’re all about. That’s okay, most really don’t! But that’s what the Invested Dads are here for! They’re going to help you understand what exactly what cryptocurrency is, how it’s created, what blockchain technology is, laws surrounding...

Apr 30, 202028 minSeason 1Ep. 20

What Is Going On With Oil?

What the heck is going on with oil? Did oil futures really turn NEGATIVE? What does this mean? And what impacts might this have on our economy? Join Josh and Austin this week as they continue to record from home and bring you some clarity to this oil madness! For links, show notes, and a full transcript, visit theinvesteddads.com/019 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Listen Here: Website | Instagram | Facebook | S...

Apr 23, 202027 minSeason 1Ep. 19

Seeing 20/20 In The Midst Of A Pandemic (ft. Joe Sangl)

Today, a special guest is joining The Invested Dads! Author, teacher, and personal finance expert Joe Sangl is hopping on today’s episode to introduce his newest book 2020 Money: Gaining Clarity for your Financial Future ! He’ll be discussing methods for discovering and achieving your dreams as well as some financial advice you can use to accomplish your long-term goals. Tune in now for our exclusive interview with Joe Sangl to help make your financial situation better! For links, show notes, an...

Apr 16, 202038 minSeason 1Ep. 18

Am I On A Roller Coaster?

This week, Josh & Austin discuss volatility...which seems appropriate considering the tumultuous start to the year for equity markets. Topics include: what it is, some statistics (which Austin will nerd out about), and what you can do to continue to keep on track to meet your financial goals during this COVID-19 bear market. Thanks for tuning in to this week's episode of The Invested Dads Podcast! For show notes, links & resources, a full transcript, and more, head to theinvesteddads.com...

Apr 09, 202031 minSeason 1Ep. 17

Who Wants A Stimulus Check?

This week, Josh & Austin are continuing to record from home (so please forgive any audio flaws). In this episode, they will explain many of the provisions in the recently passed CARES Act (Coronavirus Aid, Relief, and Economic Security Act) and what that means for you and your financial situation. Listen in to learn how much your stimulus check could be and when you can expect to see it! At least for the next couple episodes, the Coronavirus will continue to be the topic of discussion for Th...

Apr 02, 202047 minSeason 1Ep. 16

Your Weekly COVID-19 Update

Today, Josh & Austin are continuing to record from home (so please forgive any audio flaws). In this week's episode, they will provide valuable insights into the spread of the virus, the pending fiscal stimulus package, the Olympic games, as well as some discussion around how the guys and their families are dealing with being home so much. At least for the next couple episodes, the Coronavirus will continue to be the topic of discussion for The Invested Dads! For show notes, links & reso...

Mar 26, 202036 minSeason 1Ep. 15

From Quarantine - Coronavirus Update

Today, Josh & Austin are heeding federal and state recommendations and working from home (so please forgive any audio flaws). In this episode, they will provide an update on the ongoing COVID-19 outbreak both in the US and abroad as well as discuss the government's upcoming fiscal stimulus package, markets, and some practical guidelines. At least for the next couple episodes, the Coronavirus will be the topic of discussion for The Invested Dads! For show notes, links & resources, a full ...

Mar 19, 202026 minSeason 1Ep. 14

BONUS EPISODE - COVID-19 Bear Market

Today, Josh & Austin have a special guest! As a follow up to our recent Coronavirus episode, Adam Zuercher, CEO and Chief Investment Officer at Hixon Zuercher Capital Management (and an invested dad himself), joins the guys to discuss updates to the status of the virus and the impact to both the economy and your financial plan. This is an episode you won't want to miss! For show notes, links & resources, a full transcript, and more, head to theinvesteddads.com/013 Send in LISTENTER QUEST...

Mar 13, 20201 hr 4 minSeason 1Ep. 13

Streaming Wars

Today, Josh & Austin are talking about the streaming wars! Streaming services are more powerful and prevalent than ever before, so today is dedicated to discussing who the major players are, the business side, the consumer side, how you can invest in this industry, and more! So buckle up and glue your ears to this episode so you can find out what to glue your eyes on later! For show notes, links & resources, a full transcript, and more, head to theinvesteddads.com/012 Send in LISTENTER Q...

Mar 12, 202027 minSeason 1Ep. 12

How Do You Pay For College?

This week Josh & Austin are talking about paying for college! What options are out there for paying for college? What kind of scholarships are available? How the heck does FAFSA work? Don’t fret! Josh & Austin have the answers in this week’s episode of The Invested Dads Podcast! For show notes, links/resources, and a full transcript, visit www.theinvesteddads.com/011 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Liste...

Mar 05, 202036 minSeason 1Ep. 11

Should You Be Worried About the Coronavirus?

In today’s episode of The Invested Dads, Josh & Austin are talking about the coronavirus. Due to the recent news of this virus spreading and its impact on the stock market, this episode is dedicated to helping you understand what exactly the coronavirus is, the health concerns, the possible solutions, and its impact on your investments. We know the news of this virus has many people concerned, so we want to bring you some peace of mind in this week’s episode. Listen now to get the full pictu...

Feb 27, 202025 minSeason 1Ep. 10

Don't Fall For It (ft. Ben Carlson)

This week we have a special guest joining The Invested Dads Podcast! Ben Carlson, the Director of Institutional Asset Management at Ritholtz Wealth Management (as well as an invested dad), will be discussing his newest book, Don’t Fall For It: A Short History of Financial Scams. He’ll be talking about stories from the book, some key takeaways, and how you can help yourself avoid scams (Hint: Don’t send money to that Nigerian Prince claiming you are entitled to millions). We are super excited to ...

Feb 20, 202035 minSeason 1Ep. 9

How Does the SECURE Act Affect Me?

This week, Josh and Austin are talking about the SECURE Act! Recently signed into law this past December, this act is making some major changes to retirement plans. Today Josh and Austin will be discussing the changes it’ll have on your IRA, 401k, 529 plans, and more. If you have any of these accounts, you need to know what changes are headed your way! Listen now to feel more “secure” (ha!) about your retirement plans! If you'd like to see show notes, links, and the transcript from the podcast, ...

Feb 13, 202034 minSeason 1Ep. 8

Autonomous Vehicles, Driving Us Into the Future

This week Josh and Austin are talking about autonomous vehicles! In light of this being episode 007, the James Bond theme will be taking over so be sure to have your shaken, not stirred, martini handy (unless you’re driving, of course)! Some of the topics they will discuss include the levels of autonomy, the major players in the industry, concerns and legal issues surrounding the technology, and predictions for the future of autonomous vehicles. They'll also provide their take on Tesla, Google, ...

Feb 06, 202041 minSeason 1Ep. 7

Economics of the Big Game

Hello, hello! Welcome back to The Invested Dads Podcast. This week Josh and Austin are discussing the economics of the big game. They'll be asking some interesting questions like: How much does a commercial cost to air? What impact does the game have on the host city? How many people call off work the next morning? (Some answers will really surprise you!) You can find the answers to these and more in this week's episode of The Invested Dads! If you'd like to see show notes, links, and a transcri...

Jan 30, 202030 minSeason 1Ep. 6

Dividend Investing For Dummies

Welcome, welcome! In this week’s episode of The Invested Dads, Josh Robb and Austin Wilson will be nerding it out by discussing dividend investing. Not sure what dividend investing is? No worries, they keep it pretty light and there’s plenty to learn! Know what it is but need some more insight? You came to the right place! Let Josh and Austin take you on this week’s journey of The Invested Dads so you can take control of your financial future. If you'd like to see show notes, links, and a transc...

Jan 23, 202027 minSeason 1Ep. 5

20 Bold Predictions for 2020

Today, Josh and Austin provide us with 20 predictions for the year in the news, the economy, and other trends! Some of the topics they will discuss include Brexit, trade deals with China, the 2020 election, the Super Bowl (They're already wrong about this one), fashion trends, and more! Some predictions are so bold, they should have their own coffee brand. At the end of the year, they will revisit their predictions and see how well they did! If you'd like to see show notes, links and a transcrip...

Jan 16, 202029 minSeason 1Ep. 4

2020 New Year's Resolutions

Start your New Year off right! Listen in today as Josh and Austin discuss some New Year’s financial resolutions that you should consider making for yourself. Your resolutions, or goals, for the new year should follow “S.M.A.R.T.” guidelines, which Josh and Austin will discuss. They should also be split into short-term and long-term—things you can do today that will be beneficial today, and things you can do today that will be beneficial in the long-run. Like any New Year’s resolution, they can b...

Jan 09, 202034 minSeason 1Ep. 3

19 Noteworthy Headlines from 2019

Josh and Austin discuss 19 of the most interesting news headlines from 2019, including the trade war with China, Brexit, Hong Kong protests, Trump's impeachment inquiry, Tesla's Cyber Truck, and more. Of course, they also add in some personal highlights from 2019 as well—hint, New Year's diet resolutions are tough to keep up with, especially if you're a donut-lover. Dad jokes included at no cost. If you'd like to see show notes, links and a transcript from this episode visit https://theinvestedd...

Jan 09, 20201 hr 1 minSeason 1Ep. 2

The Most Epic Podcast Launch of 2020

Welcome all! The time is finally here! The first official episode of The Invested Dads! Listen in as Josh Robb and Austin Wilson begin to take you on your journey to financial freedom one episode at a time. Today they start with how they met, their backgrounds, and some basics of financial literacy looking into the new year. So grab your coffee, donut, and slippers, and get ready for the first of many informative and fun episodes with Josh and Austin! If you'd like to see show notes, links and a...

Jan 09, 202019 minSeason 1Ep. 1
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