Mind of a Millionaire

Denver Wealth Management
  • 4,8 (26)
  • INVESTIMENTOS
  • QUINZENAL
Mind of a Millionaire

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.

  1. 21 DE OUT.

    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 sunset in 2026. Learn more about Christopher Hornbaker and Davis Schilken, PC at www.dslawcolorado.com.  Schedule a free consultation with Denver Wealth Management, Inc. at www.denverwealth.com.

    47min

  2. 11 DE OUT.

    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 rates, and the upcoming election.    Visit www.denverwealthmanagement.com to schedule a free consultation.

    41min

  3. 25 DE SET.

    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 Christopher Hornbaker and Davis Schilken, PC at www.dslawcolorado.com.  Schedule a free consultation with Denver Wealth Management, Inc. at www.denverwealth.com.

    47min

  4. 16 DE SET.

    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 consultation.

    33min

  5. 26 DE AGO.

    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/

    46min

  6. 26 DE JUL.

    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.

    32min

  7. 17 DE JUL.

    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.

    35min

  8. 26 DE JUN.

    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.

    46min
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Sobre

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.

Informações

  • Criado por
    Denver Wealth Management
  • Anos de atividade
    2018 - 2024
  • Episódios
    100
  • Classificação
    Livre
  • Site do podcast
    Mind of a Millionaire

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