Have you ever wondered how millionaires built their wealth? Many people assume that a lot of wealthy individuals easily just inherited large sums of cash. While this can sometimes be the case, but most millionaires are actually self-made! So, what common strategies are they using in their day-to-day lives that make them so successful? Learn it in this week's episode. For the full transcript, show notes, and resources, visit theinvesteddads.com/210 Send in LISTENTER QUESTIONS via text ➡️Download ...
Apr 11, 2024•23 min•Season 1Ep. 210
Are your investments impacted by a presidential election? Join us as we explore the various implications that may or may not arise during an election year. Whether you're a seasoned investor or just starting out, understanding these dynamics is crucial for making informed decisions about your financial future. For the full transcript, show notes, and resources, visit theinvesteddads.com/209 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Con...
Mar 28, 2024•22 min•Season 1Ep. 209
What'd we learn from the most recent bear market? In this episode, Josh and Austin unpack the complexities of bear markets, offering 6 lessons to better your investments and financial plan. From analyzing the dynamics of stock market declines to exploring the value creation of U.S. publicly traded businesses, they provide actionable insights for investors. The duo emphasizes the importance of understanding real risk tolerance and avoiding emotional responses and much more. Tune in for practical ...
Mar 14, 2024•25 min•Season 1Ep. 208
In this episode, Josh and Austin dive into the financial pitfalls many of us encountered in the past year without even realizing it. Join the guys as they explore the most prevalent mistakes from 2023 that could be draining your bank account and hindering your financial goals in the future. For the full transcript, links, and resources, visit theinvesteddads.com/207 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Listen Here: W...
Feb 29, 2024•23 min•Season 1Ep. 207
In this week's episode, Josh Robb and Austin Wilson dive into a crucial topic: key man risk (or key person risk). They break down what this means and why it's so important for anyone looking to invest wisely. Using examples like Charlie Munger's recent passing and Warren Buffett's influence at Berkshire Hathaway, they show how the fate of companies can be tied to the individuals leading them... Full transcript, show notes, links, and resources can be found here . Send in LISTENTER QUESTIONS via ...
Feb 15, 2024•23 min•Season 1Ep. 206
How good are Josh & Austin at predicting the future of the market? In this new episode, the guys revisit their 2023 predictions to find out if they were correct. In addition, they give some new predictions for 2024 including the economy, financial markets, elections, and more. Check it out! For the full transcript, links, and show notes, visit theinvesteddads.com/205 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Listen He...
Feb 01, 2024•17 min•Season 1Ep. 205
Remember back in the summer when Josh and Austin did their annual fantasy stock draft? This episode is all about the results! ( Listen to part 1 here! ) We won’t spoil who ended up winning before you listen, but Josh and Austin go over it ALL, including their personal best picks and what they wish they did better. They also talk investing short periods of time and of course, share a dad joke of the week. For the full transcript, links, and resources, visit theinvesteddads.com/204 Send in LISTENT...
Jan 18, 2024•15 min•Season 1Ep. 204
Have you ever wondered how interest rates affect the stock market? In this week's episode, Josh and Austin break down this complex relationship in plain language, discussing how changes in interest rates can impact different sectors of the stock market. From company valuations to investor reactions, they cover it all! Don't miss out! For the full transcript, links, and resources, visit theinvesteddads.com/203 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to...
Jan 04, 2024•32 min•Season 1Ep. 203
Ready to take charge of your finances? Join Josh and Austin as they share all of their secrets on preventing lifestyle creep and mastering your money management. Get tips to control spending and pave the way for a secure financial future. Don't miss this chance to unlock financial freedom—tune in today! For the full transcript, links, and resources, visit theinvesteddads.com/202 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & L...
Dec 21, 2023•29 min•Season 1Ep. 202
You get what you pay for! In this week's episode, Josh & Austin highlight 10 key areas where investing in higher quality products or services can lead to better outcomes and overall well-being. From furniture to footwear, these items might be worth the splurge. Don't miss it! For the full transcript, links, and resources, visit theinvesteddads.com/201 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Listen Here: Website | In...
Dec 07, 2023•26 min•Season 1Ep. 201
Join Josh and Austin as they dive into the world of improving your credit score. In this episode, the guys break down the basics: what exactly is a credit score, why it matters, and most importantly, practical steps to making it better. This episode is your go-to guide for boosting your credit score and securing a healthier financial future. For the full transcript, links, and resources, visit theinvesteddads.com/200 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Princ...
Nov 23, 2023•24 min•Season 1Ep. 200
Before you jump in with your thoughts... We're well aware that "Thanksgiving isn't even here yet!" But even though Christmas is still a ways off, the best financial strategy is to plan ahead. So, dust off that Christmas budget and get ready to take some notes! Josh and Austin are about to reveal 10 tips on how to financially prepare for the holiday season. Stay tuned – you won't want to miss it! For the full transcript, links, and resources, visit theinvesteddads.com/199 Send in LISTENTER QUESTI...
Nov 09, 2023•28 min•Season 1Ep. 199
Should you buy a house now or wait it out? With mortgage rates skyrocketing to levels not seen in over two decades as of mid-October, the guys are here to break down the current real estate scene. They'll talk through what high mortgage rates mean for your monthly budget, the long-term commitment that comes with home buying, and, most importantly, how you can navigate this wild market. By the end of this episode, you'll have to make the decision whether to buy a house now... For the full show no...
Oct 26, 2023•19 min•Season 1Ep. 198
How do you compare to your peers in terms of your financial situation, particularly your income, savings, and net worth? In this episode, we explore the essential steps to assess where you stand in these key areas in relation to others. Discover the indicators, tools, and best practices that can help you gain valuable insights for informed financial decision-making and goal achievement. It ultimately comes down to one thing... Tune in to find out! For the full transcript, links, and resources, v...
Oct 12, 2023•22 min•Season 1Ep. 197
It's time to explore the world of ESG Investing. In this week's episode, Josh and Austin discuss the pros and cons of investing with a focus on ESG criteria, providing valuable insights to help listeners make informed decisions about their investments. From aligning your values with your portfolio to navigating potential risks, this episode offers a comprehensive overview of ESG investing and its impact on your financial future. For the full transcript, links, and show notes, visit theinvestedda...
Sep 28, 2023•23 min•Season 1Ep. 196
Interested in learning the thoughts of a Financial Advisor and Co-Portfolio Manager on technical analysis? In this week's episode, Josh and Austin discuss how successful traders use technical analysis techniques in their portfolio strategy. The guys walk you through the advantages and disadvantages, as well as share their opinions on whether you should or shouldn't add it to your trading toolkit. For the full transcript, show notes, and resources, visit theinvesteddads.com/195 Send in LISTENTER ...
Sep 14, 2023•27 min•Season 1Ep. 195
When you're on vacation, the last thing you want is money problems distracting you. And missing out on a great trip or experience because of poor financial planning? No way. That's why on this week's episode, Josh and Austin share smart vacation tips that will lead to a better time. Whether you're off to Hawaii, the Himalayas, or Paris, make sure to tune in and get ready to unlock some serious travel wisdom – your future self will thank you for it! For the full show notes, links, and resources, ...
Aug 31, 2023•36 min•Season 1Ep. 194
Understanding how to build a bond ladder can be a game changer for your financial portfolio. That's why on this week's episode, Josh and Austin break down the concept into simple steps, discussing the benefits of creating a diversified bond portfolio with staggered maturities. They'll share their tips on selecting the right bonds, managing risk, and optimizing returns over time. Tune in to gain practical insights that will empower you to make strategic decisions about your investments and achiev...
Aug 24, 2023•27 min•Season 1Ep. 193
Are you looking to buy a new car but feeling overwhelmed by the options and steps you need to take? In this episode, Josh & Austin dive into everything you need to know before buying a vehicle. Join the guys as they discuss how to research and compare different models, consider financing options, and avoid common mistakes that can drain your wallet. Whether you're a first-time buyer or a seasoned car owner, these expert insights will empower you to make a savvy and informed decision on your ...
Aug 17, 2023•47 min•Season 1Ep. 192
Is it beneficial to have more than one financial advisor? In this week's episode, Josh & Austin break down the pros and cons of seeking money advice from multiple sources, exploring how it can potentially lead to diverse perspectives and strategies. They also discuss the potential drawbacks, such as conflicting advice and increased complexity. Join The Invested Dads as they navigate the world of financial guidance and help you make an informed decision about whether multiple financial adviso...
Aug 10, 2023•21 min•Season 1Ep. 191
Have you been curious as to the world of artificial intelligence and its potential for regulation? In this week's episode, the guys' simplify the complexities surrounding AI's ethical use, safety and security measures, accountability and transparency mechanisms, fair competition considerations, and the vital aspect of public trust. Listen now to explore the pros and cons of AI regulation and where the future will take us. For the transcript, show notes, and resources, visit theinvesteddads.com/1...
Aug 03, 2023•21 min•Season 1Ep. 190
Join the guys' as they sit down with Adam Zuercher to discuss his journey - from humble beginnings to becoming a prominent CEO in the wealth management and financial planning industry. Adam will share his early days as a finance enthusiast, his unwavering determination to excel, and the key events that led to the beginnings of Hixon Zuercher Capital Management . Discover how Adam and his Team's steadfast commitment to serving clients' best interests set the foundation for a client-centric wealth...
Jul 27, 2023•45 min•Season 1Ep. 189
More and more people are dreaming of retiring early in their 30s or 40s. But is this actually realistic? Join Josh and Austin as they explore the F.I.R.E. movement, which is the concept of "financial independence, retire early". The guys walk you through the principles of frugality, aggressive savings, smart investments, and all the things that can help you achieve early retirement. They also share their opinions as to whether this lifestyle is worth it. Tune in! For the full transcript, links, ...
Jul 20, 2023•28 min•Season 1Ep. 188
Are you ready to take your Excel skills to the next level? In this week's episode, Josh and Austin dive into their top 10 Excel tips that can help you become an intermediate-level Excel user. From mastering keyboard shortcuts to leveraging the power of pivot tables, they share practical advice and real-world examples to enhance your proficiency in this essential financial tool. Whether you're a finance professional or simply want to improve your financial planning abilities, these tips will give...
Jul 13, 2023•24 min•Season 1Ep. 187
In this week's episode, Josh and Austin are sharing the secrets to improving your budget. Join them as they unveil 5 strategies that will transform your financial landscape. Get ready to set your sights on consistent spending for your goals. Tune in now and revolutionize your budget with actionable insights and expert advice. For the full transcript, show notes, and resources, visit theinvesteddads.com/186 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to In...
Jul 06, 2023•20 min•Season 1Ep. 186
It's that time of year again! The Invested Dads are back with the fourth edition of our highly anticipated annual 2nd Half Stock Draft competition. And this time, we want YOU, our incredible listeners, to be part of the excitement. In this episode, we unveil the rules, strategies, and insider tips for this year's Stock Draft. Discover how you can participate, make your mark, and compete alongside Josh and Austin as they reveal their carefully chosen picks. Whether you're a seasoned investor or j...
Jun 29, 2023•30 min•Season 1Ep. 185
Join the guys as they answer the age-old question that sparks much debate: "Does money buy happiness?" In this week's episode, Josh & Austin dive into the relationship between wealth and happiness. Drawing from compelling research and their own perspectives, they explore how financial stability impacts mental well-being and uncover the true factors that make a fulfilling life. Prepare to challenge your preconceptions and embark on a profound introspection as they navigate money and happiness...
Jun 22, 2023•17 min•Season 1Ep. 184
Join Josh and Austin as they embark on an eye-opening journey to debunk popular financial advice you may have heard in the past. In this week's episode, they dismantle widely accepted notions and shed light on the hidden pitfalls that can jeopardize your financial plan. You don't want to miss this one! For the full transcript, links, and resources, visit theinvesteddads.com/183 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Li...
Jun 15, 2023•34 min•Season 1Ep. 183
How does The Fed's decision to end rate hikes impact your financial plan? In this week's episode, Josh and Austin dive into the implications of the Federal Reserve likely completing its last hike of the current monetary cycle. They discuss the tightening measures taken by the Fed, the potential market impact, and the historical patterns observed after previous rate hike cycles. The guys also analyze the likelihood of a recession and explore how the markets may perform in the aftermath. They also...
Jun 08, 2023•22 min•Season 1Ep. 182
In this week's episode, the guys dive into the transformative power of artificial intelligence. Join Josh and Austin as they explore the meaning of AI, its implications for the future, the potential impact on jobs, and the exciting enhancements it brings to the financial and healthcare sectors. Tune in to gain insights into how AI and ChatGPT is reshaping these industries, as they navigate the fascinating world of AI-driven innovation. For the full transcript, links, and resources, visit theinve...
Jun 01, 2023•37 min•Season 1Ep. 181
