Episoden

How Much Should You Really Invest in Real Estate?
24.07.2025
29 Minuten
Thinking about investing in real estate but not sure if it’s the right move? In this episode, we unpack why so many people are drawn to real estate and how it can fit into your bigger financial picture. We also explore if real estate still makes sense in retirement, what to know about the tax side, and how property plays into estate planning. We'll take a practical, honest look at a controversial topic that often gets hyped up but rarely broken down! Read the full transcript, show notes, and watch the video version at thewealthmindsetshow.com/s2e16 Send in LISTENTER QUESTIONS via text ️Download Free Resource: 8 Timeless Principles to Investing! Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts
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A Wake-Up Call on Retirement & Purpose [Halftime Huddle w/ Scott & Tony]
10.07.2025
24 Minuten
What happens when someone retires with a solid financial plan but no purpose? In this bonus Halftime Huddle episode, Tony and Scott share the personal story that inspired Refocus Coaching and explore why the non-financial side of retirement matters more than most people realize. Read the full transcript, show notes, or watch the video at thewealthmindsetshow.com/s2e15 Send in LISTENTER QUESTIONS via text ️Download Free Resource: 8 Timeless Principles to Investing! Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts
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Using Money to Create a More Fulfilling Life
26.06.2025
26 Minuten
Can you really use money to create a better life? In this episode, we talk about using your financial resources with purpose to create time, space, and freedom for what matters most! Whether that means cutting back hours at work, taking the trip you’ve been putting off, or building in more margin, we’ll talk through ways to align your spending with your values and make your money work for the life you actually want! For resources, show notes, and transcript, visit thewealthmindsetshow.com/s2e14 Send in LISTENTER QUESTIONS via text ️Download Free Resource: 8 Timeless Principles to Investing! Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts
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So You're Inheriting Money... Now What?
12.06.2025
22 Minuten
Are you inheriting some wealth? Receiving an inheritance is an amazing transfer of legacy, but also adds a ton of mental stress to your life. In addition to grieving the loss of a loved one, you're left with a myriad of decisions (and decisions that can’t be rushed). So what should you do? In this podcast episode, Austin, Josh, and Tony will share first steps, understanding the inheritance, setting goals, purposeful investing strategies, and how to avoid common mistakes. Read the full transcript, show notes, and resources at thewealthmindsetshow.com/s2e13 Send in LISTENTER QUESTIONS via text ️Download Free Resource: 8 Timeless Principles to Investing! Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts
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Are You Saving TOO MUCH For Retirement?
29.05.2025
23 Minuten
Can you actually save too much for retirement? It sounds like a strange problem to have, but it’s more common than you think! In this episode, we discuss signs you're over-saving and how an excessive focus on your future can rob you of joy today. We’ll talk about the importance of knowing what you're saving for, frugality vs. stinginess, and when you might need to adjust your savings plan. Plus, we’ll walk through how to find your actual retirement number (spoiler: it’s not one-size-fits-all) and how to align your money with your values. Tune in! For the full transcript, show notes, and resources, visit thewealthmindsetshow.com/s2e12 Send in LISTENTER QUESTIONS via text ️Download Free Resource: 8 Timeless Principles to Investing! Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts
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Über diesen Podcast

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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