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Mind of a Millionaire

Denver Wealth Management

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Denver-based wealth advisors Zachary Bouck, CIMA®, Blair Braden, CFP®, and Austyn Garcia, explore the habits and routines of millionaires. This show delves into the fundamentals of financial independence, touching on investing, long-term planning, tax strategies, insurance considerations, and wealth generation. Suitable for any level of investor, tune in to learn about addressing financial independence and creating a financial legacy. Securities offered through LPL Financial, Member FINRA/SI ...
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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.denverwealt…
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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.Denver Wealth Management
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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.denverwealt…
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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.denverwealth…
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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.Denver Wealth Management
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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.Denver Wealth Management
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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.Denver Wealth Management
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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 al…
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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…
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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.Denver Wealth Management
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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.…
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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.…
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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.Denver Wealth Management
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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.Denver Wealth Management
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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.Denver Wealth Management
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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.…
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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.Denver Wealth Management
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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 d…
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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.Denver Wealth Management
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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.Denver Wealth Management
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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.…
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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.…
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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.…
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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 ite…
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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.Denver Wealth Management
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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 …
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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 ite…
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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 ite…
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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 th…
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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 al…
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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 i…
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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.…
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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 …
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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!…
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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.Denver Wealth Management
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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 h…
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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 ea…
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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.Denver Wealth Management
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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.…
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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.Denver Wealth Management
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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.Denver Wealth Management
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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 …
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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.…
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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 M…
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