Mind of a Millionaire

Denver Wealth Management
  • 4.8 (26)
  • 投资
  • 两周一更
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. 10月21日

    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.

    47 分钟

  2. 10月11日

    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.

    41 分钟

  3. 9月25日

    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.

    47 分钟

  4. 9月16日

    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.

    33 分钟

  5. 8月26日

    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/

    46 分钟

  6. 7月26日

    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.

    32 分钟

  7. 7月17日

    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.

    35 分钟

  8. 6月26日

    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.

    46 分钟
查看全部 100 集

4.8
共 5 分
26 个评分

关于

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.

信息

  • 创作者
    Denver Wealth Management
  • 活跃年份
    2018年 - 2024年
  • 单集
    100
  • 分级
    儿童适宜
  • 节目网站
    Mind of a Millionaire

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