100 episodes

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

    • Business
    • 4.8 • 24 Ratings

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: 130 - November Investment Insights

    EP: 130 - November Investment Insights

    Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our November 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. This week's action items include Roth conversions and what to do with sidelined cash. 

    • 43 min
    EP: 129 - September 2022 Portfolio Review: International Markets

    EP: 129 - September 2022 Portfolio Review: International Markets

    We are back with another portfolio review recap! On the first Tuesday of every month, our investment committee meets to discuss all Denver Wealth Management portfolios. To kick fall off, Zachary Bouck, CFP®, and Austyn Garcia, associate advisor, discuss the international market's historical return, the inevitable global slowdown we will see over the next ten years, and the importance of keeping a diversified portfolio if you choose to invest internationally.
    If you have questions regarding your long-term financial plan or investment portfolio, call our office at (303) 261-8015 or request a free consultation. Our team will reach out within 48 business hours to schedule a meeting with a DWM financial advisor.  

    • 26 min
    EP: 128 - 401K Mistakes to Avoid

    EP: 128 - 401K Mistakes to Avoid

    In this week's podcast Zachary Bouck, CFP®, and Austyn Garcia, associate advisor, discuss the most common mistakes made when investing in a 401K and how they interact with the inevitable swings of the market.
    They explain dollar cost averaging and how it works most favorably when the market is down, the importance of a qualified default investor alternative, how to make the most of target date funds, and much more. 
    If you have questions regarding your own 401K investment, call our office at (303) 261-8015 or request a free consultation. Our team will reach out within 48 business hours to schedule a meeting with a DWM financial advisor.  

    • 23 min
    EP: 127 - August 2022 Portfolio Review: The Importance of Time In the Market Over Timing the Market

    EP: 127 - August 2022 Portfolio Review: The Importance of Time In the Market Over Timing the Market

    On the first Tuesday of every month, our investment committee meets to discuss all Denver Wealth Management portfolios. We discuss YTD updates, foreseeable market challenges and make decisions on how best to adjust portfolios. This week, Zachary Bouck, CFP®, and Austyn Garcia, associate advisor, recap recent market updates, the importance of time in the market over timing the market, the predictability of the bond market, and much more.
    If you have questions regarding your long-term financial plan or investment portfolio, call our office at (303) 261-8015 or request a free consultation. Our team will reach out within 48 business hours to schedule a meeting with a DWM financial advisor.  

    • 22 min
    EP: 126 - Investor Behavior & How to Achieve Better Returns

    EP: 126 - Investor Behavior & How to Achieve Better Returns

    On this week's podcast, Zachary Bouck, CIMA®, and Austyn Garcia, associate advisor, discuss investor behavior and how you can potentially achieve better returns by having "better" behavior. They consider the modern portfolio theory, the importance of diversification and staying invested during a bear market, dollar cost averaging, and much more. 

    • 15 min
    EP:125 - July 2022 Portfolio Review: YTD Updates, Growth Investments and Investor Sentiment Effect

    EP:125 - July 2022 Portfolio Review: YTD Updates, Growth Investments and Investor Sentiment Effect

    On the first Tuesday of every month, our investment committee meets to discuss all Denver Wealth Management portfolios. We discuss YTD updates, foreseeable market challenges and make decisions on how best to adjust portfolios. This week, Zachary Bouck, CIMA®, and Austyn Garcia, associate advisor, recap solutions for varying types of investors, the benefit of long-term investments, and the effect of investor fear & sentiment. 
    If you have questions regarding your long-term financial plan or investment portfolio, call our office at (303) 261-8015 or request a free consultation. Our team will reach out within 48 business hours to schedule a meeting with a DWM financial advisor.  

    • 37 min

Customer Reviews

4.8 out of 5
24 Ratings

24 Ratings

David 1466 ,

Perfect

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.

Balance and Zen ,

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.

Top Podcasts In Business

Ramsey Network
NPR
Jocko DEFCOR Network
Guy Raz | Wondery
Marketplace
Andy Frisella #100to0

You Might Also Like

Matt Aitchison
Andrew Giancola
By Andrew Sather and Dave Ahern | Stock Market Guide to Buying Stocks like
BiggerPockets
The Rich Dad Radio Network
Grant Cardone