72 episodes

Zachary Bouck and Blair Braden, co-founders of Denver Wealth Management, aim to help understand the habits, routines, and choices of millionaires, so you may better address your financial goals.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Providence Capital Partners, Inc., a registered investment advisor. Providence Capital Partners, Inc. and Denver Wealth Management are separate entities from LPL Financial.

Mind of a Millionaire Denver Wealth Management

    • Investing

Zachary Bouck and Blair Braden, co-founders of Denver Wealth Management, aim to help understand the habits, routines, and choices of millionaires, so you may better address your financial goals.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Providence Capital Partners, Inc., a registered investment advisor. Providence Capital Partners, Inc. and Denver Wealth Management are separate entities from LPL Financial.

    EP:073 - February Portfolio Review; Election, International Investing, Rebalancing

    EP:073 - February Portfolio Review; Election, International Investing, Rebalancing

    This episode comes about a week after our February Portfolio Review Meeting (PRM). Zak discusses the election (of course), and more specifically the Iowa Caucus, emerging markets, trade war, the Coronavirus, and rebalancing. 

    • 18 min
    EP:072 - The SECURE Act; 6 Big Changes and How They May Affect Your Retirement

    EP:072 - The SECURE Act; 6 Big Changes and How They May Affect Your Retirement

    This week Zak is discussing some recent tax changes along with the SECURE Act. Zak will touch on the what we believe to be the six most important changes and how they may affect your retirement.

    • 24 min
    EP:071 - January Portfolio Review; 2020 Outlook

    EP:071 - January Portfolio Review; 2020 Outlook

    This portfolio meeting was not only the first of the new year – new decade even – but the first of a new election year; which although still months away, was a big portion of the discussion.

    • 29 min
    EP:070 - 2020 S.M.A.R.T. Goals

    EP:070 - 2020 S.M.A.R.T. Goals

    This week, we are discussing New Years resolutions, setting S.M.A.R.T. goals, and applying systems to your life rather than goals. If you would like some assistance with your 2020 financial goals, please don’t hesitate to reach out – we would be happy to help!

    • 27 min
    EP:069 - Facing the Financial Challenge of College; Interview with Bill Fowler, Senior V.P. of the Daniels Scholarship Program

    EP:069 - Facing the Financial Challenge of College; Interview with Bill Fowler, Senior V.P. of the Daniels Scholarship Program

    This week we have a very special guest joining us, Bill Fowler. Bill is the Senior Vice President of the Daniels Scholarship Program, which is an extremely prestigious scholarship program in Colorado, New Mexico, Wyoming, and Utah. We say scholarship program intentionally as you will hear the incredible opportunities that this scholarship offers beyond the financial aid.

    • 1 hr 1 min
    EP:068 - December Portfolio Review with Guest, Dave Frum

    EP:068 - December Portfolio Review with Guest, Dave Frum

    This week, Zak is joined by Dave Frum, another advisor in the DWM office, to take you inside our last portfolio strategy meeting of the year.

    • 13 min

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