Mind of a Millionaire Denver Wealth Management

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our Novembner 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. 

Austyn is joined by fellow Denver Wealth advisor, David Frum, to discuss 2024 retirement contribution updates and considerations. They discuss retirement account contribution limits, phase-outs, and the Social Security cost of living adjustment. 

Co-hosts Zachary Bouck and Austyn Garcia examine a Twitter post that epidomizes one of the principal challenges on the Ladders of Wealth creation: remain at the top of your earnings power or take a step back on another ladder to increase your lifetime earnings potential. 

Zak and Austyn discuss the fourth rung on Nathan Barry's Ladders of Wealth Creation (https://nathanbarry.com/wealth-creation/): running your own service business. This episode explores the transition from working for others to employing others. Leverage is also introduced in this episode. 

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our October 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. 

Zak and Austyn discuss the third rung on Nathan Barry's Ladders of Wealth Creation (https://nathanbarry.com/wealth-creation/): productized services. This episode explores the transition from salaried employment to 1099 and commissioned income.