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

What We're Reading VII: Home Price Drops, Medicare Premiums & Kim Kardashian

In the seventh episode of the series “What We’re Reading”, Josh and Austin are covering a variety of different newsworthy topics. They discuss the biggest drop in home-prices since 2009, current investor sentiment, Medicare Part B premium cuts, and even some recent drama between Kim Kardashian and the SEC. Listen now! For full transcript, resources, and transcript, visit theinvesteddads.com/150 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧...

Oct 27, 202229 minSeason 1Ep. 150

Ask an Advisor: College Edition (ft. Kate Newland)

In the fourth episode of series 'Ask an Advisor: College Edition', the guys are joined with Hixon Zuercher Capital Management's Finance Intern & Senior at Ohio Northern University, Kate Newland. The three discuss all of Kate's financial questions, including topics around Robo-Advisors, cryptocurrency, Roth IRAs, planning for retirement, their favorite stocks, and much more! Listen now! For show notes, links, and a full transcript, visit theinvesteddads.com/149 Send in LISTENTER QUESTIONS via...

Oct 20, 202236 minSeason 1Ep. 149

How Much Cash Should You Hold?

Josh and Austin have money on their minds, cash in particular! That's right, in this week's episode, the guys discuss all of your burning questions about cash. This includes how much to hold during market volatility, when to hold stock instead, how much cash is too much, where to keep your cash, and much more! The two even share their thoughts on cash! For the full transcript, show notes, links and resources, visit theinvesteddads.com/148 Send in LISTENTER QUESTIONS via text ➡️Download Free Reso...

Oct 13, 202227 minSeason 1Ep. 148

The Markets Are Rough... Here's Why!

Unless you've been living under a rock, you may have noticed the markets have been pretty rough this year. But do you know the exact cause of this current economic downturn? In this week's episode, Josh & Austin are discussing a few reasons why. This includes what The Fed is doing to aid inflation, current data, what investors should do, and much more! For the full transcript, links, and show notes, visit theinvesteddads.com/147 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: ...

Oct 06, 202221 minSeason 1Ep. 147

Why We Love Dividend-Growing Stocks

What are dividend-growing stocks and why do Josh & Austin love them so much? The guys are here to share all of their thoughts on the topic in this week's episode. They discuss what dividend-growers are, what makes these stocks so rewarding, how to invest in the trend, and much more! For the full transcript, links, and show notes, visit theinvesteddads.com/146 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Listen Here: Webs...

Sep 29, 202228 minSeason 1Ep. 146

Are We in a Recession?

Are we in a recession? Some may say yes and others will say no, but what do the economists think? On this weeks episode, the guys are discussing the popular topic of whether or not we are in a recession. This includes covering all of the facts, what The Bureau of Economic Research has to say, Josh & Austin's opinions, and much more! They even give a few tips for those who may hold portfolios during an economic downturn. For the full transcript, links, and show notes, visit theinvesteddads.co...

Sep 22, 202228 minSeason 1Ep. 145

Our Thoughts on Student Loan Forgiveness

The White House recently forgave up to $10,000 to student loan borrowers as part of a larger debt forgiveness program. There are still quite a few questions to be answered, but the guys are highlighting some key points to know . They also share their somewhat controversial thoughts on this relief plan... Listen now! For show notes, links, and a full transcript, visit theinvesteddads.com/144 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Con...

Sep 15, 202229 minSeason 1Ep. 144

Ask an Advisor: College Edition (ft. Ashley Miller)

In the third episode of series 'Ask an Advisor: College Edition', the guys are joined with Hixon Zuercher Capital Management's Marketing Intern & Junior at Bowling Green State University, Ashley Miller. The three discuss all of Ashley's financial questions, including topics around student loans, eliminating debt, budgeting, financial planning as a student, and much more! Josh & Austin even share their biggest tips for college students, financial and non-financial. Listen now! For show no...

Sep 08, 202231 minSeason 1Ep. 143

What We're Reading VI - Low-Risk Earning, Current Car Markets, & Potato Chips

In the sixth episode of the series “What We’re Reading”, Josh and Austin cover a variety of different newsworthy topics. This week on the podcast, the guys discuss how to earn in a low-risk way, the current car markets, strong dollar earnings, and home builder sentiment. The two even have conversations about potato chips and Toys ‘R’ Us! For show notes, links, and a full transcript, visit theinvesteddads.com/142 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles...

Sep 01, 202226 minSeason 1Ep. 142

How to Teach Your Kids About Saving: #1

How do you teach your kids about saving? This is a question that many parents ask, but never find the entire solution. In this week’s episode, Josh & Austin are explaining the two mindsets that children have about money, a few teaching opportunities, and whether it’s better to be a saver or spender. Listen now! For links, resources and show notes, visit: theinvesteddads.com/141 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect &amp...

Aug 25, 202225 minSeason 1Ep. 141

Taking a Lump Sum After Winning the Lottery

Did you just win the lottery? Chances are no, but that’s not stopping Josh & Austin from answering all your questions about taking a lump sum after winning The Mega Millions! In this week’s episode, the guys discuss lump sum taxes, changes in your estate planning, why you should hire a financial planner, and much more! They even share what they would do it they won the lottery themselves. Listen now! For show notes, links, and a full transcript, visit theinvesteddads.com/140 Send in LISTENTE...

Aug 18, 202223 minSeason 1Ep. 140

What We're Reading V- Interest Rates, NFTs, eBay, & Cars

Josh and Austin are back with the fifth episode in their “What We’re Reading” series, highlighting current news along with some articles they have been reading. This week the guys dive into the Vatican trial, interest rate hikes, average car ages, the worst years in stock market history, and so much more! Listen now! For links, resources, and show notes, visit: theinvesteddads.com/139 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect &...

Aug 11, 202221 minSeason 1Ep. 139

Social Security 101 (ft. Chase Rose)

On this week’s episode, Josh is joined by Chase Rose, Associate Wealth Advisor at Hixon Zuercher Capital Management. The two discuss all you need to know about social security, including a brief history lesson, the exact design and eligibility rules, when you should claim your benefits, and how to make these decisions. Listen now! For show notes, links, and a full transcript, visit theinvesteddads.com/138 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Inv...

Aug 04, 202223 minSeason 1Ep. 138

The Boom or Bust Nature of the Stock Market

The markets may look a little choppy right now, but that doesn’t mean that they’re always going to be that way. On this week’s episode, Austin brings you a solo episode discussing annual returns, rolling returns, and some words of encouragement to get you through the stock market’s current rough patch. Listen now! For show notes, links, and the full transcript visit theinvesteddads.com/137 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Conn...

Jul 28, 202214 minSeason 1Ep. 137

Is Warren Buffett the Best Investor of All Time?

Put on your thinking caps, because in this week’s episode Josh & Austin are giving listeners a Buffet of knowledge! That’s right, they are discussing everything Warren Buffett. This includes career highlights, 25 insightful quotes, a history lesson, and whether he truly is the best investor of all time. Listen Now! For show notes, links, and the full transcript, visit theinvesteddads.com/136 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! �...

Jul 21, 202231 minSeason 1Ep. 136

Listener Questions #1

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 whether married couples should have joint or separate bank accounts, investing in cryptocurrency, if you can start saving later in life while still retiring, and much more! For show notes, links, and the full transcript, visit theinvesteddads.com/135 S...

Jul 14, 202228 minSeason 1Ep. 135

The Economics of Tourism

The world is reopening and it’s time to travel! Pack up your suitcases because on this week’s episode, the guys discuss the economics of tourism. This includes a few fun facts, the economic life cycle, downsides of tourism, and whether you should invest in this trend. Josh and Austin also share some travel stories of their own. Listen now! For show notes, links, and a full transcript, visit theinvesteddads.com/134 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principl...

Jul 07, 202227 minSeason 1Ep. 134

Join Our 2nd Half Stock Draft

It’s that time of year for our annual Invested Dads Stock Draft! In this six month competition, they invite YOU, as listeners, to join in on the action. Listen to this week’s episode to hear the rules, how to join, strategies of this year’s draft, along with Josh & Austin’s picks. Interested in joining? Search "TID 2nd Half Stock Draft 22" in Investopedia Simulation Games. The password is: "donuts4life". For full show notes, links, and a full transcript, visit theinvesteddads.com/133 Send in...

Jun 30, 202225 minSeason 1Ep. 133

What We're Reading IV - Student Loans, Putin, China, and McLovin'

Readers are leaders, and leaders are readers! Josh and Austin are back with the 4th episode in their “What We’re Reading” series, which highlights current news, along with some interesting articles they have been reading since last time. In this week’s episode, the guys discuss the model of relationship between Russia and China, President Biden’s thoughts on forgiving student loans, and how McDonald’s is McLovin’ this current inflation! Listen now! For show notes, links, and a full transcript, v...

Jun 23, 202229 minSeason 1Ep. 132

How Do I Know When I Can Retire?

Making the decision to retire can be difficult. Fortunately, in this week’s episode, Josh and Austin answer the big question: ‘How do I know when I can retire?’ This includes conversations about what you’ll do in retirement, whether you have the finances to do so, and much more! In addition, they even provide an exclusive retirement coaching resource for your benefit. Listen now! For show notes, links, and a full transcript, visit theinvesteddads.com/131 Send in LISTENTER QUESTIONS via text ➡️Do...

Jun 16, 202222 minSeason 1Ep. 131

Clean Energy

Put on your thinking caps because in this week’s episode, Josh and Austin detail everything you need to know about the clean energy movement. The two discuss many areas of the topic, including a quick history lesson, the types of clean energy, current government action, and whether you should invest in this trend. Listen now! For show notes, links, and a full transcript, visit theinvesteddads.com/130 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investin...

Jun 09, 202230 minSeason 1Ep. 130

Pet Economics

Owning a pet can be "ruff", which is why Josh and Austin are breaking down the pet industry, true costs of owning a dog, whether or not you should get a pet, and so much more! From scheduling vet appointments to giving unconditional love, pets will truly become a vital part of your day-to-day life – especially in terms of finances. This is why it’s important to know all that pet ownership entails. Listen now to hear more! For show notes, links, and a full transcript, visit theinvesteddads.com/12...

Jun 02, 202226 minSeason 1Ep. 129

Cash-Based Budgeting

Have you ever heard of the envelope method? Don’t worry – we got you covered! Join Josh and Austin as they detail everything you need to know about cash-based budgeting. Listen now to determine if this is right for you! For show notes, links, and a full transcript visit theinvesteddads.com/128 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts...

May 26, 202225 minSeason 1Ep. 128

This Time Is Different

When it comes to investing, it is a very important to understand the current markets and historical data. Times are uncertain, inflation is high, and stocks are down, but there is MUCH to be optimistic about. In this week’s episode, Josh and Austin talk about why consumer sentiment is down, what investors should do, and so much more. They also confirm that history doesn't always repeat itself, but it may rhyme, and why this time may be different. Listen now to find out why! For show notes, links...

May 19, 202222 minSeason 1Ep. 127

The Amazing Economics of Formula 1

Lightning McQueen is that you? In this week’s episode – Josh and Austin are diving into the economics behind Formula 1! Join the guys as they discuss everything you need to know about the highest level of motor racing... listen now! For show notes, links, and a full transcript, visit theinvesteddads.com/126 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts...

May 12, 202233 minSeason 1Ep. 126

Questions Everyone Should Ask Their Advisor

In this week’s episode Josh and Austin are answering a common question in the finance world: how do you go about finding a good advisor? This is not a clear cut answer for everyone – so tune in as the guys walk through a couple questions you should be asking your current OR potential advisor! For show notes, links, and a full transcript, visit theinvesteddads.com/125 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Listen Here: ...

May 05, 202225 minSeason 1Ep. 125

5G Technology is Quite Quick

Join Josh and Austin as they answer the question on everyone’s minds: How Fast is 5G?! They dive into discussion about the history of the cellular technology, Qualcomm, and even debunk some 5G conspiracy theories. If you’re interested in learning about how 5G compares to the OG technology... listen now! For show notes, links, and a full transcript, visit theinvesteddads.com/124 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Li...

Apr 28, 202226 minSeason 1Ep. 124

The Fed is Tightening - Now What?

In this week’s episode, Josh and Austin discuss the Federal Reserve’s latest action, and what it means for the markets going forward! They answer: What is happening? Why did the Fed do this? And Will the Fed Go Too Far? Tune in now to learn more! For show notes, links, and a full transcript, visit theinvesteddads.com/123 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Listen Here: Website | Instagram | Facebook | Spotify | Appl...

Apr 21, 202226 minSeason 1Ep. 123

What We're Reading III - Roth Conversions, The Booming Pet Industry, and Yoink

Readers are leaders! Josh and Austin are back with the third episode in their “What We’re Reading” series, highlighting current events through recent articles! This week the guys discuss everything from Roth Conversions to the booming Pet Care Industry. Listen in now! For show notes, links, and a full transcript, visit theinvesteddads.com/122 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Listen Here: Website | Instagram | Fac...

Apr 14, 202225 minSeason 1Ep. 122

What To Do With A Lump Sum

Join Josh and Austin as they discuss lump sums: what they are, what to do with them, and everything you need to know about them! In today’s episode they share advice from some of the smartest investors of all time – this is one you don’t want to miss, tune in now! For show notes, links, and a full transcript, visit theinvesteddads.com/121 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Listen Here: Website | Instagram | Faceboo...

Apr 07, 202218 minSeason 1Ep. 121
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