The Wealth Mindset Show Podcast

The Wealth Mindset Show Podcast A podcast where we help listeners create, build, and maintain wealth while living a life of meaning and purpose! 🎧🎙️

NEW BRANDING ANNOUNCEMENT👀🎉We’re thrilled to unveil the new logo and cover art for The Wealth Mindset Show! This look re...
12/18/2024

NEW BRANDING ANNOUNCEMENT👀🎉

We’re thrilled to unveil the new logo and cover art for The Wealth Mindset Show! This look reflects our mission to guide you through financial decisions, retirement planning, and living a life filled with meaning and purpose.

While the name and design have evolved, our commitment to helping you align your wealth with your goals remains the same. Stay tuned for what you can expect to hear on the podcast next week!

OUR FIRST ANNOUNCEMENT ABOUT THE REBRAND!🎙️What was once The Invested Dads Podcast is now The Wealth Mindset Show!⬇️Why ...
12/12/2024

OUR FIRST ANNOUNCEMENT ABOUT THE REBRAND!🎙️

What was once The Invested Dads Podcast is now The Wealth Mindset Show!⬇️

Why the change?🔎We want the podcast to better reflect what we’re all about—helping you connect your wealth to what matters most.

With this new name, we’re aligning the show with Hixon Zuercher Capital Management's mission: stewarding generational wealth and creating a financial plan that supports your values and purpose.

We’ll continue to dive into topics like , , , , and , all in a conversational format that keeps things practical. We're looking forward to sharing more soon!👀

12/09/2024

Hey listeners! As most of you know, we have a fresh new look coming in 2025 - But we want your feedback!

1️⃣ What weekly segments would you like to hear from us?

2️⃣ What topics do you want to hear our team discuss?
What questions do you need answers to?

12/02/2024

Rebrand Coming Soon 🫣🎙️

FUN FACT: We're actually recording our first episode under the new structure TODAY! 👀

Let's chat about 10 year-end financial planning action items you NEED to set yourself up for a successful new year!🔎In t...
11/07/2024

Let's chat about 10 year-end financial planning action items you NEED to set yourself up for a successful new year!🔎

In this episode, we’re diving into a special end-of-year checklist to make sure you're all set for a strong start to the new year!

We’ll walk you through ten key actions, from reviewing your budget to checking healthcare benefits and maximizing contributions, so your finances are in top shape.

We’ll also cover strategies like tax-loss harvesting, charitable giving, and making adjustments for the year ahead.

And stick around—there’s a special announcement about the podcast that you won’t want to miss, hinting at some exciting changes coming your way in the new year!👇
https://theinvesteddads.com/year-end-financial-checklist/

11/04/2024

Time in the market > timing the market.⌚

Consistent long-term investing is one of the most effective strategies for building wealth over time.👇

💡Instead of trying to time the market or chase after quick profits, this approach focuses on making steady contributions to a diversified portfolio. By doing so, you not only benefit from the power of compound interest but also allow your investments to grow naturally over the years. Many people find that patience pays off; while markets can fluctuate in the short term, history shows that they tend to trend upward over longer periods.

We know there's a week until it's officially election day... Remember this: While the political landscape may cause short-term volatility, history shows that markets tend to trend upward over longer periods. Be informed, not obsessed. Have a plan and stick to it. 🎯

Wishing you all a very happy Friday! Enjoy the upcoming weekend!   😊
11/01/2024

Wishing you all a very happy Friday! Enjoy the upcoming weekend! 😊

What do call a criminal landing an airplane? Condescending.🛬 Happy Friday everyone!🥳
10/25/2024

What do call a criminal landing an airplane? Condescending.🛬
Happy Friday everyone!🥳

Are you making the most of your year-end tax planning strategy? Don’t miss out on essential insights that could help you...
10/24/2024

Are you making the most of your year-end tax planning strategy? Don’t miss out on essential insights that could help you save money and navigate the complexities of the tax system!🔎

➡️Listen Here: https://ow.ly/ZvYr50TS31P

What do clouds wear under their shorts?Thunder pants!😉
10/18/2024

What do clouds wear under their shorts?
Thunder pants!😉

Who doesn't love a good dad joke Friday?!😉
10/11/2024

Who doesn't love a good dad joke Friday?!😉

The Fed just made a bold move, cutting interest rates by 50 basis points, and if you're wondering how this impacts your ...
10/10/2024

The Fed just made a bold move, cutting interest rates by 50 basis points, and if you're wondering how this impacts your investments or even your day-to-day finances, you're not alone. A lot of people are asking the same question: What does this mean for me?

Check it out: https://theinvesteddads.com/223

Happy Friday - Enjoy this dad joke!😊
10/04/2024

Happy Friday - Enjoy this dad joke!😊

Did you know an HSA could be the ultimate secret weapon for your health and wealth?🚨 In this episode, Josh is joined by ...
09/26/2024

Did you know an HSA could be the ultimate secret weapon for your health and wealth?🚨

In this episode, Josh is joined by Associate Wealth Advisor, Chase Rose; The guys dive into what makes a health plan HSA-eligible, how much you should contribute, and the powerful tax advantages that come with it. Tune in as the guys break down the limitations and benefits of HSAs to help you maximize your savings!

🎧LISTEN HERE: https://theinvesteddads.com/ira-to-hsa-rollover/

Why shouldn’t you tell secrets in a cornfield? Too many ears.🌽
09/20/2024

Why shouldn’t you tell secrets in a cornfield? Too many ears.🌽

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