Mind of a Millionaire
Denver-based wealth advisors Zachary Bouck, Blair Braden, and Austyn Garcia explore the habits and routines of millionaires, focusing on financial independence, investing, long-term planning, tax strategies, insurance considerations, and wealth generation. The show is suitable for investors at any level, aiming to help listeners address financial independence and create a lasting financial legacy.
Episodes
EP:177 - July Investment Insights (Interest Rates, Middle East, Midterms, Precious Metals)
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
EP:176 - June Investment Insights (Middle East, High-Valuation IPOs, New Fed Chair)
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)
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 – Mar
EP:174 - 2026 Tax Myths & Updates (Guest: Blaise Surhigh, CPA)
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
EP:173 - January Investment Insights (2025 Recap, Investment Themes Ahead, Private Market FOMO)
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 Pe
EP:172 - December Investment Insights (Opportunities in AI, Comparing Bubbles, and New Year's Resolutions)
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 Overvi
EP:171 - November Investment Insights (Government Shutdown, Tech Bets, and Year-End Tips)
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 & Re
EP:170 - October Investment Insights
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 &
EP:169 - September Investment Insights
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 –
EP:168 - August Investment Insights
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
EP:167 - July Investment Insights
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 Mon
EP:166 - June Investment Insights
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 R
EP:165 - Interviewing a Lifestyle Manager (Guest: Jen Boyle)
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:
EP:164 - May Investment Insights
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 Fluc
EP:163 - Charitable Estate Planning Strategies w/ Guest Chris Hornbaker
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 Schil
EP:162 - Creative Estate Planning Strategies w/ Guest Chris Hornbaker
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 sunse
EP:161 - October Investment Insights
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 rat
EP:160 - Estate Planning Basics and Who Needs One w/ Guest Chris Hornbaker
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 C
EP:159 - September Investment Insights
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 consulta
EP:158 - Is the 4-Hour Workweek Realistic?
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/
EP:157 - July Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our July 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:156 - 2 Phrases for Long-Term Wealth Building
Co-hosts, Zachary Bouck and Austyn Garcia discuss two phrases to help build long-term wealth. Zachary and Austyn share their stories about how these two phrases have helped and continue to help them grow. Visit www.denverwealthmanagement.com to schedule a free consultation.
EP:155 - June Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our June 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:154 - May Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our May 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:153 - The Ladders of Wealth Creation (Finale)
Zak and Austyn discuss the final part of of Nathan Barry's Ladders of Wealth Creation (https://nathanbarry.com/wealth-creation/): The 8 Principles of Wealth Creation. This episode explores recounts the lessons throughout the 7-part podcast series that help on the pursuit of wealth creation.
EP:152 - The Ladders of Wealth Creation (Part 6/7)
Zak and Austyn discuss the fourth ladder on Nathan Barry's Ladders of Wealth Creation (https://nathanbarry.com/wealth-creation/): selling products. This episode explores the various products types and how to incorporate each into your business model.
EP:151 - Colorado Real Estate Investment Insights
Zachary Bouck and Austyn Garcia are joined by local real estate investment professional, Chris Lopez, to discuss his outlook on the Colorado market. We discuss the last 12 months and how Chris is navigating a higher-interest-rate environment and the opportunities he's looking for in 2024.
EP:150 - February Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our February 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. Austyn and Zak also delve into the decision-making process about pu
EP:149 - January Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our January 2024 portfolio meeting, discussing what happened in the markets over the last year, 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. Austyn and Zak also delve into the decision-making process about purc
EP: 148 - Ladders Of Wealth Creation (Part 5/7)
Zak and Austyn discuss the third ladder on Nathan Barry's Ladders of Wealth Creation (https://nathanbarry.com/wealth-creation/): produtized services. This episode explores the process of refining your business practices to repeatable quality solutions.
EP:147 - December Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our December 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.
EP:146 - November Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our Novembner 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.
EP:145 - 2024 Retirement Updates & Considerations
Austyn is joined by fellow Denver Wealth advisor, David Frum, to discuss 2024 retirement contribution updates and considerations. They discuss retirement account contribution limits, phase-outs, and the Social Security cost of living adjustment.
EP:144 - Ladders of Wealth Creation: A Special Twitter Case Study
Co-hosts Zachary Bouck and Austyn Garcia examine a Twitter post that epidomizes one of the principal challenges on the Ladders of Wealth creation: remain at the top of your earnings power or take a step back on another ladder to increase your lifetime earnings potential.
EP: 143 - Ladders of Wealth Creation (Part 4/7)
Zak and Austyn discuss the fourth rung on Nathan Barry's Ladders of Wealth Creation (https://nathanbarry.com/wealth-creation/): running your own service business. This episode explores the transition from working for others to employing others. Leverage is also introduced in this episode.
EP: 142 - October Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our October 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.
EP: 141 - Ladders of Wealth Creation (Part 3/7)
Zak and Austyn discuss the third rung on Nathan Barry's Ladders of Wealth Creation (https://nathanbarry.com/wealth-creation/): productized services. This episode explores the transition from salaried employment to 1099 and commissioned income.
EP: 140 - September Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our September 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. Austyn and Zak also delve into the decision-making process about purcha
EP: 139 - Ladders of Wealth Creation (Part 2/7)
Zak and Austyn discuss the second rung on Nathan Barry's Ladders of Wealth Creation (https://nathanbarry.com/wealth-creation/): time for money. More specifically, Zak and Austyn talk about what it takes to find success in a salaried position and the pros and cons.
EP: 138 - Ladders of Wealth Creation (Part 1/7)
Zak and Austyn discuss the first rung on Nathan Barry's Ladders of Wealth Creation (https://nathanbarry.com/wealth-creation/): time for money. More specifically, Zak and Austyn relive their days as hourly employees and talk about the keys to success in that role and how to move onto the next rung.
EP:137 - May Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our May 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.
EP:136 - April Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our April 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.
EP:135 - March Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our March 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.
EP: 134 - February Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our February 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. This week's action items include consolidating personal finances and reb
EP: 133 - SECURE Act 2.0: Rothification & Retirement Planning (Guest: David Frum)
Advisors Austyn Garcia and David Frum share a high-level overview of some changes investors can expect in SECURE Act 2.0, including the emphasis on Roth contributions and changes to the retirement landscape.
EP:132 - January Investment Insights (Guest: Real Estate Expert, Chris Lopez)
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our January portfolio meeting, discussing what happened in the markets over the last year, 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. This month, real estate investing professional, content marketing guru, an
EP:131 - December Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our December 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. This week's action items include updating retirement plan contributions
EP:130 - November Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our November 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. This week's action items include Roth conversions and what to do with si
EP: 129 - September 2022 Portfolio Review: International Markets
We are back with another portfolio review recap! On the first Tuesday of every month, our investment committee meets to discuss all Denver Wealth Management portfolios. To kick fall off, Zachary Bouck, CFP®, and Austyn Garcia, associate advisor, discuss the international market's historical return, the inevitable global slowdown we will see over the next ten years, and the importance of keeping a
EP: 128 - 401K Mistakes to Avoid
In this week's podcast Zachary Bouck, CFP®, and Austyn Garcia, associate advisor, discuss the most common mistakes made when investing in a 401K and how they interact with the inevitable swings of the market. They explain dollar cost averaging and how it works most favorably when the market is down, the importance of a qualified default investor alternative, how to make the most of target date fun
EP: 127 - August 2022 Portfolio Review: The Importance of Time In the Market Over Timing the Market
On the first Tuesday of every month, our investment committee meets to discuss all Denver Wealth Management portfolios. We discuss YTD updates, foreseeable market challenges and make decisions on how best to adjust portfolios. This week, Zachary Bouck, CFP®, and Austyn Garcia, associate advisor, recap recent market updates, the importance of time in the market over timing the market, the predictab
EP: 126 - Investor Behavior & How to Achieve Better Returns
On this week's podcast, Zachary Bouck, CIMA®, and Austyn Garcia, associate advisor, discuss investor behavior and how you can potentially achieve better returns by having "better" behavior. They consider the modern portfolio theory, the importance of diversification and staying invested during a bear market, dollar cost averaging, and much more.
EP:125 - July 2022 Portfolio Review: YTD Updates, Growth Investments and Investor Sentiment Effect
On the first Tuesday of every month, our investment committee meets to discuss all Denver Wealth Management portfolios. We discuss YTD updates, foreseeable market challenges and make decisions on how best to adjust portfolios. This week, Zachary Bouck, CIMA®, and Austyn Garcia, associate advisor, recap solutions for varying types of investors, the benefit of long-term investments, and the effect o
EP:124 - An American Dream: From Latvia at 18 to Financial Advisor (Guest: Edija Saripova)
In this week's episode, Zachary Bouck has a Q&A session with Denver Wealth Management's associate advisor, Edija Saripova. She tells stories from her Latvian background and journey to America, delves into why she became a financial advisor, gives her take on the current market and much more. Tune in to get to know Edija a little better!
EP:123 - Credit Cards 101 (Guest: Jennifer Underwood)
Advisors Zachary Bouck, CIMA, and Austyn Garcia interview Forbes personal finance contributor, Jennifer Underwood about all things credit cards: how to use them, understanding the benefits, and the financial foundation needed before opening a credit card.
EP:122 - Can You Afford to Move States?
In this week's episode, associate advisor, Austyn Garcia, and DWM Chief Investment Officer, Zachary Bouck answer a listener question from Twitter - can I afford to move from Little Rock, Arkansas to Denver, Colorado? They take into account the listener's assumed income, assets, and overall life goals and give general advice to those curious about how to make their dreams of relocating come true.
EP:121 - When to Fund a 401(k) vs. Non-Retirement Accounts
In this Mind of a Millionaire episode, Zak and Austyn discuss when to fund a retirement account versus when to fund a non-retirement account. They give insight into how these types of accounts have changed over the past fifty years, what each type of account is best for, the tax repercussions involved, and how they have seen clients benefit from each type during their experience as financial advis
EP:120 - Real Estate Assets and Separation
Remax Real Estate Agent, Kevin Ribbens joins Austyn and Blair on this week's Mind of Millionaire episode to discuss how to protect your real estate asset equity when going through a divorce. Kevin reviews topics such as HELOCs, the importance of inspections, insurability, clue reports and much more.
EP:119 - All Things Blockchain
Matt Hougan, CIO for Bitwise Asset Management, joins DWM advisors Zachary Bouck and Austyn Garcia this week to let us pick his brain on cryptocurrency, ETFs, and blockchain. As one of the world's leading experts on financial technology, Matt gives us high-quality information in a world that is otherwise filled with countless red herrings.
EP:118 - How Not To Sell Your Investments
On this week's podcast, DWM Chief Investment Officer, Zachary Bouck, CIMA, and advisor, Austyn Garcia discuss different types of investments and help listeners develop a strategy to tackle the tricky task of when to sell and when not to sell investments.
EP:117 - February Portfolio Review (Inflation, Rates, and Action Items)
DWM Chief Investment Officer, Zachary Bouck, CIMA, and advisor, Austyn Garcia discuss the continuing rise in inflation, the Federal Reserve's plan to raise interest rates in March, and what investors can do in response.
EP:116 - December Portfolio Recap (Part Two)
DWM Chief Investment Officer, Zachary Bouck, CIMA, and advisor Austyn Garcia discuss the third and fourth 2022 investment themes: the inevitable rise of inflation and likely increase in worth of value stocks.
EP:115 - House Hacking (Part 2)
Joined by investment real estate professional, Dan Mackin, and mortgage pros, Norah and TJ Lile, we continue the dicussion on short-term real estate investing.
EP:114 - December Portfolio Recap (Part 1); Big Tech, U.S. Investing
DWM Chief Investment Officer, Zachary Bouck, CIMA, and advisor Austyn Garcia discuss two of our four 2022 investment themes: big tech keeps getting bigger, and investing in the U.S.A.
EP:113 - House Hacking (Part 1)
We're joined by real estate pros Dan Mackin, Norah Lile, and TJ Lile to discuss an increasingly popular term: house hacking. We explore the ins and outs of short-term real estate investing and the various financing options.
EP:112 - November 2021 Portfolio Review
Our portfolio review meeting is an opportunity for DWM advisors to discuss our investments and economic outlook. This month's discussion revolved mainly around corporate tax hikes, inflation, and supply chains.
EP:111 - 7 Financial Checkpoints for Newlyweds
This week, advisors Zachary Bouck and Austyn Garcia discuss seven financial checkpoints for newlyweds and couples approaching the big day. For those who don't fall into this category, consider sharing this post with someone gearing up for their wedding. We can't think of a more valuable gift than some good ole' personal financial advice—truly, the gift that keeps on giving.
EP:110 - Life Insurance 101
Zachary Bouck and Austyn Garcia discuss the in's and out's of life insurance, including the different types, who needs insurance, how to assess your needs, and how to prepare for an insurance medical exam. For insurance quotes and questions, schedule a free consultation at www.denverwealthmanagement.com.
EP:109 - October 2021 Portfolio Review: Emerging Markets, Inflation, Tech, and Social Security
On the first Tuesday of every month, our investment committee meets to discuss all Denver Wealth Management (DWM) portfolios. We discuss and debate what's working, what's not, and our market outlook. This week, Zachary Bouck, CIMA®, and Austyn Garcia recap: Zachary's Recent Accomplishments and Future of the Financial Industry [1:17-6:13] Emerging Markets and the Problem with Modern Portfolio Theo
EP:108 - Investing in Your Human Capital
Zachary and Austyn discuss what it means to invest in your human capital, or your ability to earn an income. For most investors, that's your greatest asset.
EP:107 - What's the Deal with Timeshares?
We've all heard it - timeshares are not a good investment. In this episode, Zachary Bouck shares what timeshares are, why they are, in fact, a poor investment, and a little bit on the exit options.
EP:106 - September 2021 Portfolio Meeting Recap; What's Happening in China?
This month, international investments were the hot topic in our PRM, specifically China. What is going on with China right now, and what should you do with Chinese portfolio holdings?
EP:105 - How to Invest a Large Windfall
Several folks have recently asked us the same question: what should I do if I've received a large sum of money? Should I invest it all at once? Invest periodically? Spend it on vacation? Pay off debt? Zak examines a Vanguard study to answer just that.
EP:104 - Zachary Bouck; 40 Under 40
I am thrilled to announce that I am a 2021 InvestmentNews 40 Under 40 Financial Advisor. This episode is all about the award and my passion for personal financial security.
EP:103 - Making Your Retirement Savings Last
In this episode of the Mind of a Millionaire (MOAM), Zak discusses an asset allocation strategy referred to as bucketing, which will help you address longevity risk and manage emotion in retirement.
EP:102 - May 2021 Portfolio Review Meeting Recap
Our May 2021 PRM came at an odd time—interest rates are low, stock valuations are high, and the stock market is regularly closing at new record highs. Amid the uncertainty, we want to discuss the importance of having a process when seeking new investment opportunities.
EP:101 - What's Obvious Right Now?
As an investor, it's often easier to make long-term investment decisions by focusing on the indisputable information at hand.
EP:100 - Three Impactful Takeaways From 13 Years as a Financial Advisor
Zak shares the three most impactful takeaways that he has learned from clients throughout his career as a financial advisor.
EP:099 - Finding Fixed-Income in a Weak Bond Market
In this podcast, Zachary Bouck, CIMA, will give an overview of what a bond is, they're relationship with interest rates and inflation, they're near-term investment horizon, and alternative options for intelligent fixed-income investors.
EP:098 - What to do With Your Tax Refund
Every year, come tax season, we receive the same question from investors: "What should I do with my tax refund?" And, every year, we revert to the usual answers. However, this year, we felt there was a more critical factor concerning your tax return: your money's purpose.
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