Mind of a Millionaire

Afleveringen

• 
  EP:177 - July Investment Insights (Interest Rates, Middle East, Midterms, Precious Metals) 27.07.2026 36min

  Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our July 2026 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.  0:00 – Introduction 1:15 – Action Items / Understanding Exchange Funds 5:35 – Market Overview: June Insights 7:30 – Interest Rates & Economic Outlook 10:39 – Middle East & Market Reactions 13:42 – Energy Sector Opportunities 18:03 – Midterm Elections & Market Volatility 22:26 – The Role of Precious Metals  28:30 – Traditional Asset Classes & Future Predictions Visit www.denverwealthmanagement.com to schedule a free consultation. 
• 
  EP:176 - June Investment Insights (Middle East, High-Valuation IPOs, New Fed Chair) 30.06.2026 24min

  Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our June 2026 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.  Visit www.denverwealthmanagement.com to schedule a free consultation. 
• 
  EP:175 - February Investment Insights (YTD Update, Diversification, Energy Outlook, Software Selloff) 17.04.2026 41min

  Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our January 2026 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.  0:00 – Introduction 2:44 – The 164 Method / Action Items 6:33 – Market Overview: Themes of 2026 12:05 – Rolling Recessions vs. Traditional Economic Cycles 19:14 – Energy Outlook: Nuclear, Solar, and More 24:18 – Investing in Energy & Diversification Strategies 26:48 – Software Stocks : Current Landscape & Future Potential 30:48 – S&P 500  33:01 – Super Bowl Commercials, Insights, and Reflections 39:05 – Closing Thoughts  Visit www.denverwealthmanagement.com to schedule a free consultation. 
• 
  EP:174 - 2026 Tax Myths & Updates (Guest: Blaise Surhigh, CPA) 19.02.2026 28min

  A tax-season special episode: Co-hosts, Austyn Garcia and Zachary Bouck, interview tax professional, Blaise Surhigh, to address 2026 tax myths, questions, and updates.  0:00 – Introduction to Tax Myths & CPA Insights 5:29 – Debunking Popular Tax Myths 9:57 – S-Corps & Their Benefits 13:07 – The Rise of DIY Tax Prep 15:32 – Recent Changes in Tax Law 21:06 – The Importance of Long-Term Tax Planning 22:58 – Maximizing Wealth in Roth Accounts Visit www.denverwealthmanagement.com to schedule a free consultation. 
• 
  EP:173 - January Investment Insights (2025 Recap, Investment Themes Ahead, Private Market FOMO) 20.01.2026 30min

  Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our January 2026 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.  0:00 – Introduction & Action Items 3:11 – Recapping 2025: Market Performance Overview 6:06 – Looking Ahead: 2026 Market Outlook 10:11 – International Markets: Opportunities & Risks 16:32 – Emerging Technologies & Investment Themes 17:59 – FOMO in Private Markets: Are Investors Missing Out? Visit www.denverwealthmanagement.com to schedule a free consultation. 
• 
  EP:172 - December Investment Insights (Opportunities in AI, Comparing Bubbles, and New Year's Resolutions) 24.12.2025 48min

  Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our December 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.  0:00 – Introduction & Action Items 5:19 – Investment Market Overview & Trends 10:22 – Opportunities in Tech & AI 15:27 – The Future of Data Centers & Space Exploration 20:15 – Comparing Tech Bubbles: Lessons from History 25:21 – Investing Strategies: Balancing Risk & Opportunity 25:50 – The Evolution of Investment Strategies 30:41 – Navigating Cash in Today's Market 35:58 – Setting Goals & New Year's Resolitions Visit www.denverwealthmanagement.com to schedule a free consultation. 
• 
  EP:171 - November Investment Insights (Government Shutdown, Tech Bets, and Year-End Tips) 01.12.2025 39min

  Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our November 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.  0:00 – Introduction 0:54 – Action Items 1:55 – Mortgage Rates & Refinancing Tips 3:01 – October Market Recap & Federal Reserve Updates 4:36 – Government Shutdown: Impacts on Markets & Travel 6:38 – Data Reliability During Shutdowns 8:58 – Tech Stocks, Valuations & Michael Burry's Bet 14:07 – The Role of AI & The Future of Work 19:09 – End-of-Year Investment Startegies 25:23 – Direct Indexing & Diversification 27:41 – Opportunities Beyond Tech: Materials & Other Sectors 35:40 – Closing Thoughts Visit www.denverwealthmanagement.com to schedule a free consultation. 
• 
  EP:170 - October Investment Insights 24.10.2025 42min

  Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our October 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.  0:00 – Introduction 2:20 – Action Items 3:03 – Charitable Giving & Tax Strategies 4:33 – Market Overview & Recent Trends 7:05 – Investor Behavior & Market Pullbacks 12:57 – Risk Tolerance & Investment Strategies 16:15 – Potential Causes for Market Pullbacks 22:35 – Opportunities in Tech & Robotics 25:51 – The Future of Jobs & AI Impact 37:07 – Closing Thoughts Visit www.denverwealthmanagement.com to schedule a free consultation. 
• 
  EP:169 - September Investment Insights 26.09.2025 41min

  Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our September 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.  0:00 – Introduction to Investment Insights & Action Items 6:34 – Investment Market Overview & Economic Insights 12:44 – Stock Selection & Investment Strategies 19:51 – Valuations & Market Trends 28:36 – Interest Rates & Bond Strategies 37:41 – Final Thoughts Visit www.denverwealthmanagement.com to schedule a free consultation. 
• 
  EP:168 - August Investment Insights 21.08.2025 27min

  Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our August 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.  0:00 – Introduction to Investment Insights 1:58 – Understanding Risk Tolerance 2:55 – Embracing Artifical Intelligence in Business 4:01 – Market Overview & Recent Trends 7:02 – Analyzing Job Reports & Economic Indicators 10:08 – Investment Strategies Amid Market Fluctuations 13:13 – Expectations for Fed Rate Cuts 19:15 – Corporate Earnings & Market Strength 23:19 – Final Thoughts on Financial Planning Visit www.denverwealthmanagement.com to schedule a free consultation. 
• 
  EP:167 - July Investment Insights 07.08.2025 27min

  Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our June 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.  0:00 – Introduction to Weath Management & Action Items 3:07 – Lazy Money & Financial Spring Cleaning 6:29 – Market Overview & Economic Outlook 9:;22 – Investment Strategies & Market Predictions 12:10 – Emerging vs. Developed Markets 15:06 – The Future of Tech & Investment Opportunities 18:07 – Interest Rates & Economic Speculation 21:15 – Closing Thoughts & Future Trends Visit www.denverwealthmanagement.com to schedule a free consultation. 
• 
  EP:166 - June Investment Insights 05.06.2025 43min

  Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our June 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.  0:00 – Introduction to Podcast & This Week's Action Items 2:32 – The Rise of AI in Investing 4:37 – Market Overview & Investment Strategies 8:31 – Retail Investor Resilience in Market Pullbacks 13:12 – The Impact of the New Retail Investor 16:39 – Investor Temperament & Staying Informed 20:41 – Long-Term Investment Outlook 24:39 – Technological Innovation & Market Trends 29:11 – Exploring International Markets & Nuclear Energy 31:57 – Public Perception of Nuclear Power 35:25 – The Future of Self-Driving Cars 40:32 – Final Thoughts on Change & Innovation Visit www.denverwealthmanagement.com to schedule a free consultation. 
• 
  EP:165 - Interviewing a Lifestyle Manager (Guest: Jen Boyle) 28.05.2025 41min

  In this episode, we interview Jen Boyle, a lifestyle manager. Jen founded and runs More Lifestyle Management, a successful firm that helps high-earning professionals (i.e., CEOs, athletes, etc.) manage their busy work-life schedules.  0:00 – Introduction to Lifestyle Management 3:21 – Identifying Life's Stressors 6:16 – The Role of a Lifestyle Manager 9:30 – Establishing Systems for Efficiency 12:08 – Cost and Value of Lifestyle Management 15:09 – Creative Solutions for Busy Households 18:06 – Building Trust and Relationships 24:14 – Advice for Household Efficiency 27:32 – Unique Experiences in Lifestyle Management 30:27 – Navigating Wealth Management Connections 33:08 – The Emotional Aspect of Lifestyle Management 36:19 – How to Reach Jen Visit www.denverwealthmanagement.com to schedule a free consultation with a Denver Wealth financial advisor. 
• 
  EP:164 - May Investment Insights 19.05.2025 41min

  Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our May 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.  0:00 – Market Overview 2:56 – Investor Conversations During Market Fluctuations 6:04 – Long-Term Growth vs. Short-Term Volatility 9:04 – Income Investors & Conservative Strategies  11:46 – Interest Rates & Economic Outlook 15:04 – The Future of Technology & Job Market 18:08 – AI's Impact on Employment & Productivity 20:59 – Action Items for Investors 24:10 – Summer Plans & Life Balance Visit www.denverwealthmanagement.com to schedule a free consultation. 
• 
  EP:163 - Charitable Estate Planning Strategies w/ Guest Chris Hornbaker 06.01.2025 46min

  Listen to the final episode in a three-part series with special guest, Christopher Hornbaker. Christopher is an attorney at Colorado-based Davis Schilken, PC Law Offices, helping famlies navigate the often-complex estate planning process. In this episode, host Austyn Garcia interviews Christopher about charitable estate planning opportunities. Learn more about Christopher Hornbaker and Davis Schilken, PC at www.dslawcolorado.com.  Schedule a free consultation with Denver Wealth Management, Inc. at www.denverwealth.com. 
• 
  EP:162 - Creative Estate Planning Strategies w/ Guest Chris Hornbaker 21.10.2024 46min

  Listen to the second episode in a three-part series with special guest, Christopher Hornbaker. Christopher is an attorney at Colorado-based Davis Schilken, PC Law Offices, helping famlies navigate the often-complex estate planning process. In this episode, host Austyn Garcia interviews Christopher about creative estate planning solutions, including the highly anticipated estate tax exemption sunset in 2026. Learn more about Christopher Hornbaker and Davis Schilken, PC at www.dslawcolorado.com.  Schedule a free consultation with Denver Wealth Management, Inc. at www.denverwealth.com. 
• 
  EP:161 - October Investment Insights 11.10.2024 40min

  Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our October 2024 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. We discuss the longshoreman strike, investing in China, interest rates, and the upcoming election.    Visit www.denverwealthmanagement.com to schedule a free consultation. 
• 
  EP:160 - Estate Planning Basics and Who Needs One w/ Guest Chris Hornbaker 25.09.2024 46min

  Listen to the first episode in a three-part series with special guest, Christopher Hornbaker. Christopher is an attorney at Colorado-based Davis Schilken, PC Law Offices, helping famlies navigate the often-complex estate planning process. In this episode, host Austyn Garcia interviews Christopher about the basics of estate planning and who needs an estate plan (Will, POAs, etc.) Learn more about Christopher Hornbaker and Davis Schilken, PC at www.dslawcolorado.com.  Schedule a free consultation with Denver Wealth Management, Inc. at www.denverwealth.com. 
• 
  EP:159 - September Investment Insights 16.09.2024 33min

  Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our September 2024 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.   Visit www.denverwealthmanagement.com to schedule a free consultation. 
• 
  EP:158 - Is the 4-Hour Workweek Realistic? 26.08.2024 46min

  Co-hosts Zachary Bouck and Austyn Garcia discuss Tim Ferriss' popular book, the 4-Hour Workweek and whether it's principles are still realistic in today's world.    Visit www.denverwealth.com for more information. Tim Ferriss' Books: https://tim.blog/tim-ferriss-books/