The Wealth Mindset Show

Hixon Zuercher Capital Management
  • 5.0 (61)
  • INVESTING
  • UPDATED WEEKLY
The Wealth Mindset Show

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. www.thewealthmindsetshow.com (formerly theinvesteddads.com)

  1. 1 DAY AGO · BONUS

    Meet The Wealth Mindset Show Podcast Team!

    Meet the Podcast Team of The Wealth Mindset Show!👀🎉We’re bringing you table-style conversations on finance, investing, retirement, wealth, and lifestyle. New episodes drop every other Thursday (with the first episode under the rebrand releasing sooner than you think😉). Stay tuned! ⬇️ CO-HOSTS:🎙 Co-Host Josh Robb - CFP®, Partner of HZCM🎙 Co-Host Austin Wilson - CIMA®🔄 Rotating Team Guests:✨ Tony Hixon, RFC®, CIMA® – CEO, Co-Founder of HZCM✨ Scott Miller, CPRC – Retirement Life Coach✨ Jessica H...

    20 min

  2. 11/08/2024 · BONUS

    ANNOUNCEMENT | Rebrand Coming 2025

    Send in LISTENTER QUESTIONS via textSign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    1 min

  3. 11/07/2024

    The Ultimate Year-End Financial Planning Checklist + Big Announcement!

    Discover 10 year-end financial planning tips that can help you maximize savings, minimize taxes, and set yourself up for a successful new year! In this episode, the guys are back with an end-of-year financial planning checklist to make sure you’re set for a strong financial start to the new year! They’ll walk through ten key actions, like reviewing your budget, checking up on healthcare benefits, and maximizing your contributions to keep your finances on track. From tax-loss harvesting to cha...

    26 min

  4. 10/24/2024

    10 Common Year-End Tax Planning Mistakes

    Are you making the most of your year-end tax planning strategy? In this episode, the guys share the top 10 tax mistakes that could be costing you more than you realize. From the importance of filing away crucial documents to understanding the nuances between Traditional IRAs, Roth IRAs, and 401(k)s, each mistake presents a unique opportunity for improvement. Tune in as they dive into often-overlooked tax deductions, credits, and strategies to optimize your financial plan. Don’t miss out...

    22 min

  5. 10/10/2024

    What The Recent Fed Cut Means For You

    So the Fed Cut... Now what? The Fed just made a bold move, cutting interest rates by 50 basis points, and if you're wondering how this impacts your investments or even your day-to-day finances, you’re not alone. Many are asking the same question: What does this mean for me? In this episode, Josh & Austin break down why the Fed made this decision, what it signals for the economy, and most importantly, how it will affect your wallet and the market!For the full transcript, links, and resourc...

    21 min

  6. 09/26/2024

    Can I Roll Over an IRA to an HSA? (ft. Chase Rose)

    Did you know an HSA could be the ultimate secret weapon for your health and wealth? In this episode, Josh is joined by Associate Wealth Advisor, Chase Rose; The guys dive into what makes a health plan HSA-eligible, how much you should contribute, and the powerful tax advantages that come with it. Tune in as the guys break down the limitations and benefits of HSAs to help you maximize your savings! For the full transcript, links, and resources, visit theinvesteddads.com/222Send in LISTENTER QU...

    20 min

  7. 09/12/2024

    How Do Leadership Traits Drive Investment Success?

    Josh and Austin dive into leadership lessons from Admiral William H. McRaven’s book The Wisdom of the Bullfrog and why the best leaders spend time in the trenches with their team. The guys share some stories about leadership that will make you rethink what it means to be in charge, and connect the dots to investing, explaining why founder-led companies with hands-on leaders might be your next great investment. For the full transcript, links, and show notes, visit theinvesteddads.com/221Send i...

    26 min

  8. 08/29/2024

    5 Ways We Disagree With Dave Ramsey

    It's time to tackle some of Dave Ramsey's most popular advice and ways Josh and Austin disagree! The guys point out where they think he might be missing the mark. Whether you're a die-hard Ramsey fan or just curious about different approaches to financial planning, the guys break down five key areas where they believe there's a better way. Tune in to challenge the status quo and rethink your financial game plan! For the full transcript, show notes, and resources, visit theinvesteddads.com/220...

    28 min
See All (228)

Trailer

5
out of 5
61 Ratings

About

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. www.thewealthmindsetshow.com (formerly theinvesteddads.com)

Information

  • Creator
    Hixon Zuercher Capital Management
  • Years Active
    2019 - 2025
  • Episodes
    228
  • Rating
    Clean
  • Copyright
    © 2025 Hixon Zuercher Capital Management
  • Show Website
    The Wealth Mindset Show

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes, and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada