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

Are Utilities Stocks Right For Me?

In this week’s episode Josh and Austin are talking about the most sexy sector of the stock market – drum roll please... Utilities! Throughout this episode the guys run through what exactly a utility stock is, describe the different ways to invest in utilities, and detail the risks and benefits that come along with them. Listen in now! For show notes, links, and a full transcript, visit theinvesteddads.com/090 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to...

Sep 02, 202124 minSeason 1Ep. 90

Is Another Bear Market Around the Corner?

Is another bear market on its way? Join Josh and Austin as they answer this question in this week’s episode! They’ll discuss what a bear market is, what causes a bear market, and what you – as an investor – should do during a bear market. This is one you don’t want to miss, listen now! For show notes, links, and a full transcript, visit theinvesteddads.com/089 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Listen Here: Website...

Aug 26, 202127 minSeason 1Ep. 89

Will the Delta Variant Sink Stocks?

What exactly is the Delta Variant of COVID-19? What does this mean for our future? Josh and Austin answer the questions that are on everyone’s minds in today’s episode! This episode is dedicated to help you learn more about the COVID-19 Delta Variant, the health concerns that come along with it, and how it will impact your financial future. Tune in now! For show notes, links, and a full transcript, visit theinvesteddads.com/088 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Tim...

Aug 19, 202123 minSeason 1Ep. 88

Are the Olympics Gold for the Stock Market?

Earlier this week, the Olympics officially ended after two exciting weeks of competition in Tokyo! In this episode, Josh and Austin talk all things Olympics: from the beginning stages, to the financial aspect of the games, and competing during COVID-19. Listen in now! For show notes, links, and a full transcript, visit theinvesteddads.com/087 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Listen Here: Website | Instagram | Fac...

Aug 12, 202127 minSeason 1Ep. 87

Monetary Moments - Your 70s

With their fourth and final episode in the “Monetary Moments” series, Josh and Austin are discussing your 70s! In this episode the guys will cover insurance, investments, social security, and reverse mortgages for this age group. All of this, and more, in this week’s podcast – listen in now! For show notes, links, and a full transcript, visit theinvesteddads.com/086 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Listen Here: W...

Aug 05, 202142 minSeason 1Ep. 86

Monetary Moments - Your 60s

Are you in your 60s and thinking about retirement? This is a huge transition to embrace! This week, Austin and Josh cover the ins and outs of what you should be doing in your 60s to prepare yourself (and your finances!) for this next phase of your life. The third episode of their four-part series, “Monetary Moments” - is out now! Tune in! For show notes, links, and a full transcript, visit theinvesteddads.com/085 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principle...

Jul 29, 202132 minSeason 1Ep. 85

Monetary Moments - Your 40s and 50s

Josh and Austin are back with the second episode in their four-part “Monetary Moments” series, highlighting the special time of your 40s and 50s. This week the guys go through what debt, insurance, investing, and more looks like for this age group. Listen now to hear about what Austin describes as the “double-edged sword of goodness”! For show notes, links, and a full transcript, visit theinvesteddads.com/084 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to...

Jul 22, 202133 minSeason 1Ep. 84

Monetary Moments - Your 20s and 30s

Are you a young adult in your 20s or 30s? This episode is for you! Josh and Austin created a new series called “Monetary Moments” and this is the first part in the four-part series. The guys go through what debt, an emergency fund, investing, and more looks like for this age group. All of this, and much more on the first part episode in our Monetary Moments series! For show notes, links, and a full transcript, visit theinvesteddads.com/083 Send in LISTENTER QUESTIONS via text ➡️Download Free Res...

Jul 15, 202146 minSeason 1Ep. 83

What To Do With Company Stock

Aren’t sure what to do with the company stock your workplace offered you? In this week’s episode, Josh and Austin talk about owning company stock, the benefits, and historical examples of why it’s nice and sometimes... not so nice. When asked how much company stock to own, Josh responds with his typical answer, “it depends”. All of this and more on this week’s podcast! For show notes, links, and a full transcript, visit theinvesteddads.com/082 Send in LISTENTER QUESTIONS via text ➡️Download Free...

Jul 08, 202131 minSeason 1Ep. 82

Giving is Good

They say sharing is caring, which is why it’s important to give your money to things that matter. This week, Josh and Austin discuss charitable giving. They share the financial and personal benefits to giving, along with how you can give, both now and through your legacy. Listen now to hear the full scoop of why giving is important! For show notes, links, and a full transcript, visit theinvesteddads.com/081 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to I...

Jul 01, 202135 minSeason 1Ep. 81

Second Annual Second Half Stock Draft

It’s that time of year for the annual Invested Dads Stock Draft! This year is special in that YOU, as listeners, can join in on the action. Listen to this week’s episode to hear the rules and strategies of this year’s draft, along with Josh & Austin’s picks. Then, at the end, they let you in on how you can join the draft this year. Listen now to hear all about it! We'd like to invite you to join us. Our game is named TID 2nd Half Stock Draft 21 . To sign up and to join the game right now, cl...

Jun 24, 202136 minSeason 1Ep. 80

Inflation Nation

Inflation can freak people out, so Josh and Austin are here to give you all the information you need to help give you peace when you start to see prices go up. They go through the metrics and the history of inflation, including what we can learn from looking at inflation in the past. They end by discussing if inflation is good or bad and the status of inflation in our current economy. Listen in now! For show notes, links, and a full transcript, visit theinvesteddads.com/079 Send in LISTENTER QUE...

Jun 17, 202138 minSeason 1Ep. 79

Fitness Frenzy

The fitness industry has changed dramatically in the last year. Fitness equipment more than doubled in revenue, fitness apps are more popular than ever, and people have changed the way they thought about health and working out. What does that mean for your portfolio? Josh and Austin bring you along as they discuss the changes in the fitness world, their own fitness routines and how to invest in this trend. Listen in now! For show notes, links, and a full transcript, visit theinvesteddads.com/078...

Jun 10, 202121 minSeason 1Ep. 78

How To Discuss Finances With Your Kids

It’s important to teach your kids sound financial habits, such as when to save, when to spend, when to donate, and when to invest. Listen in to this week’s episode to hear Josh and Austin discuss how you can approach positive financial habits as a parent in hopes of preparing your kids to have financial success. For show notes, links, and a full transcript, visit theinvesteddads.com/077 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect...

Jun 03, 202133 minSeason 1Ep. 77

Dude, Insure My Car

If you own a car, you probably have auto insurance (or you should). On this week’s episode, Josh and Austin discuss the various kinds of auto insurance, deductibles and how to shop for insurance. They also give tips on how to reduce your insurance cost, like not getting fancy cars and avoiding long work commutes. The episode is ended with Josh and Austin giving you a look into how they personally deal with auto insurance. You won’t want to miss this one! For show notes, links, and a full transcr...

May 27, 202140 minSeason 1Ep. 76

Definitely Diversify

When it comes to your investments, diversification is a very important consideration you must make. It is all about spreading out the risk among different asset types. On this week’s episode, Josh and Austin talk about four major categories and some subcategories of a well-diversified portfolio. This includes large-cap U.S., developed international, emerging markets, small-cap U.S. stocks, and more. They also discuss how to actively achieve diversification and the importance of rebalancing. List...

May 20, 202124 minSeason 1Ep. 75

NFT is Going On?

Have you heard of NFTs? Otherwise known as non-fungible tokens, Josh and Austin dive into the subject of these unique digital files that are on the market today. They can be thought of as original photos, videos, audio, and other digital files. On this week’s episode, you’ll hear the guys discuss how NFTs get their value, how they utilize blockchain technology, and whether or not you should invest in them. Listen now! For show notes, links, and a full transcript, visit theinvesteddads.com/074 Se...

May 13, 202126 minSeason 1Ep. 74

How To Prepare For Transitions In Your Career

Many people will go through some sort of job transition or a career change throughout their life. Josh and Austin are here to make sure you are prepared. On this week’s episode, the guys give you several tips on how to best be prepared for a transition in your job. They give advice on networking, budgeting, looking at unemployment, reviewing documents and login info, asking for letters of recommendation, and so much more. Listen in now! *Please note that this episode features a couple of audio b...

May 06, 202123 minSeason 1Ep. 73

All Dad Jokes, All The Time

This week’s episode is no joke… in fact, it’s ALL jokes. Josh and Austin take a break from finances and do an episode entirely of dad jokes. You’ll hear 24 total jokes, ranging from jokes about pie, to polar bears, to thesauruses, to hipsters. All of this and one financial fact of the week on this episode of The Invested Dads. Listen now! For show notes, links, and a full transcript, visit theinvesteddads.com/072 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principle...

Apr 29, 202112 minSeason 1Ep. 72

What The SPAC?

SPACs have been in the news recently, but do you know what they are? Josh and Austin dive into the world of SPACs, including how long they’ve been around, the benefits and the stats. They end the podcast with a discussion on whether or not you should you invest in them. Listen in now to learn more! For show notes, links, and a full transcript, visit theinvesteddads.com/071 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Listen ...

Apr 22, 202127 minSeason 1Ep. 71

Don't Forget About Life Insurance!

No one wants to think about what would happen if you or a loved one unexpectedly dies, however, it is important to be financially prepared just in case. On this week’s episode, Josh and Austin talk about life insurance…what it is, who can get it, and who needs it. They also share about different types of life insurance and whether it should be considered an investment. Listen in now! For show notes, links, and a full transcript, visit theinvesteddads.com/070 Send in LISTENTER QUESTIONS via text ...

Apr 15, 202130 minSeason 1Ep. 70

10 Things We Think Every 18-Year-Old Should Know

Josh and Austin go back in time and share 10 things they wish they would have known after graduating high school, including admitting that at that age, they didn’t know everything. This episode is filled with advice for young adults, including tips on compounding, cost of education, credit cards and even changing a tire. Listen now or share with a young adult in your life! For show notes, links, and a full transcript, visit theinvesteddads.com/069 Send in LISTENTER QUESTIONS via text ➡️Download ...

Apr 08, 202133 minSeason 1Ep. 69

How Long Should You Hold Stocks?

Have you ever wondered how long you should hold stocks? The average holding period in the U.S. might shock you! On this week’s episode, Josh and Austin discuss compounding, rebalancing, why account types matter and some exceptions. They end the episode with wise advice from other financial professionals. Listen today! For show notes, links, and a full transcript, visit theinvesteddads.com/068 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 C...

Apr 01, 202128 minSeason 1Ep. 68

Building Wealth Isn't Complicated

Looking to build wealth? Listen to this week’s episode to hear some tips from Josh and Austin that will get you on track! They discuss the value of a financial advisor, the difference between owning and loaning, risk, the importance of diversification, and fear. All of this and much more, on this week’s episode of The Invested Dads Podcast. For show notes, links, and a full transcript, visit theinvesteddads.com/067 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Princip...

Mar 25, 202132 minSeason 1Ep. 67

Investing In Real Estate

The real estate market is a popular one and this week Josh & Austin discuss the pros and cons of investing in it. They share what real estate is and how to get exposure to it, plus other good information like headwinds and tailwinds, timing, and how to invest in it if it’s right for you. Listen in now to learn more! For show notes, links, and a full transcript, visit theinvesteddads.com/066 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧...

Mar 18, 202133 minSeason 1Ep. 66

Everything You Need To Know About The Current Stimulus Bill

There’s a new stimulus bill waiting to be passed and Josh and Austin are here to walk you through it. They discuss who gets a stimulus check and all of the other factors that come with it, like unemployment, health insurance, child benefits, and much more. They end with giving advice on what to do with your stimulus check and the implications on the economy for this $1.9 Trillion package. Listen in now! **After further reviewing the final bill, the $10,200 tax free unemployment is only for 2020....

Mar 11, 202144 minSeason 1Ep. 65

Save, Save, Save

Looking for some ways to build up your savings? This week’s episode provides all the tips and tricks. Josh and Austin discuss different account types that help you save, along with the limits that come with those accounts. They also share some statistics on average savings in America and some remedies for falling short in savings. Listen in now! For show notes, links, and a full transcript, visit t heinvesteddads.com/064 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless P...

Mar 04, 202132 minSeason 1Ep. 64

A Good Year For Cooper Tire?

Did you see the recent news? Cooper Tire is being sold to Goodyear and the Invested Dads discuss the details. They discuss Cooper’s history, the deal between the two tire companies, and what that means for Cooper Tire and the Findlay community. All of this and more on this week’s episode! Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts...

Feb 25, 202131 minSeason 1Ep. 63

Is Now A Good Time To Revisit Bitcoin?

Bitcoin is a hot topic in the news these days, so Josh & Austin decided to revisit it. In this episode, you’ll hear the most recent Bitcoin numbers, factors into why it is so popular, and a look into why and how people buy Bitcoin. The conversation is concluded with answering the question, “should you invest in Bitcoin?” Listen in now! For show notes, links, and a full transcript, visit theinvesteddads.com/062 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principl...

Feb 18, 202126 minSeason 1Ep. 62

Things We Love

Happy Valentine’s week! Josh & Austin are here with a special episode talking about things they love on this Valentine’s day. They share some statistics on what Americans spend on Valentine’s day as well as some things they love about the financial world. Listen now to this lovely episode. For show notes, links, and a full transcript, visit theinvesteddads.com/061 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Listen Here:...

Feb 11, 202121 minSeason 1Ep. 61
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