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:111 - 7 Financial Checkpoints for Newlyweds
This week, advisors Zachary Bouck and Austyn Garcia discuss seven financial checkpoints for newlyweds and couples approaching the big day. For those who don’t fall into this category, consider sharing this post with someone gearing up for their wedding. We can’t think of a more valuable gift than some good ole’ personal financial advice—truly, the gift that keeps on giving.
EP:110 - Life Insurance 101
Zachary Bouck and Austyn Garcia discuss the in's and out's of life insurance, including the different types, who needs insurance, how to assess your needs, and how to prepare for an insurance medical exam. For insurance quotes and questions, schedule a free consultation at www.denverwealthmanagement.com.
EP:109 - October 2021 Portfolio Review: Emerging Markets, Inflation, Tech, and Social Security
This week, Zachary Bouck, CIMA®, and Austyn Garcia recap: Zachary's Recent Accomplishments and Future of the Financial Industry [1:17-6:13], Emerging Markets and the Problem with Modern Portfolio Theory [6:13-13:04], Rising Rates and the Impact on U.S. Corporations (Specifically Tech/Dapps) [13:04-21:17], Is E.T. a good movie? [21:17-22:59], Social Security's 2022 Cost-of-Living-Adjustment (COLA) [22:59-24:56], and Investing in Inflationary Environments [24:56-27:04].
EP:108 - Investing in Your Human Capital
Zachary and Austyn discuss what it means to invest in your human capital, or your ability to earn an income. For most investors, that's your greatest asset.
EP:107 - What's the Deal with Timeshares?
We've all heard it - timeshares are not a good investment. In this episode, Zachary Bouck shares what timeshares are, why they are, in fact, a poor investment, and a little bit on the exit options.
EP:106 - September 2021 Portfolio Meeting Recap; What's Happening in China?
This month, international investments were the hot topic in our PRM, specifically China. What is going on with China right now, and what should you do with Chinese portfolio holdings?
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.