100 episodios

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/SIPC. Investment advice offered through Denver Wealth Management, Inc., a registered investment advisor. Denver Wealth Management, Inc. is a separate entity from LPL Financial.

Mind of a Millionaire Denver Wealth Management

    • Economía y empresa

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/SIPC. Investment advice offered through Denver Wealth Management, Inc., a registered investment advisor. Denver Wealth Management, Inc. is a separate entity from LPL Financial.

    EP:153 - May Investment Insights

    EP:153 - 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.

    • 37 min
    EP:153 - The Ladders of Wealth Creation (Finale)

    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. 

    • 36 min
    EP:152 - The Ladders of Wealth Creation (Part 6/7)

    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. 

    • 31 min
    EP:151 - Colorado Real Estate Investment Insights

    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. 

    • 42 min
    EP:150 - February Investment Insights

    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 purchasing real estate. 

    • 31 min
    EP:149 - January Investment Insights

    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 purchasing real estate. 

    • 33 min

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