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 Denver Wealth Management, Inc., a registered investment advisor. Denver Wealth Management, Inc. is a separate entity from LPL Financial.
EP:105 - How to Invest a Large Windfall
Several folks have recently asked us the same question: what should I do if I’ve received a large sum of money? Should I invest it all at once? Invest periodically? Spend it on vacation? Pay off debt?
Zak examines a Vanguard study to answer just that.
EP:104 - Zachary Bouck; 40 Under 40
I am thrilled to announce that I am a 2021 InvestmentNews 40 Under 40 Financial Advisor. This episode is all about the award and my passion for personal financial security.
EP:103 - Making Your Retirement Savings Last
In this episode of the Mind of a Millionaire (MOAM), Zak discusses an asset allocation strategy referred to as bucketing, which will help you address longevity risk and manage emotion in retirement.
EP:102 - May 2021 Portfolio Review Meeting Recap
Our May 2021 PRM came at an odd time—interest rates are low, stock valuations are high, and the stock market is regularly closing at new record highs. Amid the uncertainty, we want to discuss the importance of having a process when seeking new investment opportunities.
EP:101 - What's Obvious Right Now?
As an investor, it's often easier to make long-term investment decisions by focusing on the indisputable information at hand.
EP:100 - Three Impactful Takeaways From 13 Years as a Financial Advisor
Zak shares the three most impactful takeaways that he has learned from clients throughout his career as a financial advisor.
Six Star Review: Want some financial wisdom you can take to the bank? Listen to this highly practical and readily usable financial gem and track how each Podcast gives you invaluable insights into how to improve your financial life. Listening twice will help you reinforce learning points.
The moderator seems to have obvious political bias.
I am looking for an investment advisor but this would not work for me. A true professional rises above political bias and pays attention instead to leading economic indicators.