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/SI ...
…
continue reading
1
EP:162 - Creative Estate Planning Strategies w/ Guest Chris Hornbaker
46:47
46:47
Mais Tarde
Mais Tarde
Listas
Like
Curtido
46:47
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…
…
continue reading
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 lon…
…
continue reading
1
EP:160 - Estate Planning Basics and Who Needs One w/ Guest Chris Hornbaker
46:47
46:47
Mais Tarde
Mais Tarde
Listas
Like
Curtido
46:47
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…
…
continue reading
1
EP:159 - September Investment Insights
33:26
33:26
Mais Tarde
Mais Tarde
Listas
Like
Curtido
33:26
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.denver…
…
continue reading
1
EP:158 - Is the 4-Hour Workweek Realistic?
46:17
46:17
Mais Tarde
Mais Tarde
Listas
Like
Curtido
46:17
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/Por Denver Wealth Management
…
continue reading
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.denverwealt…
…
continue reading
1
EP:156 - 2 Phrases for Long-Term Wealth Building
35:21
35:21
Mais Tarde
Mais Tarde
Listas
Like
Curtido
35:21
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.Por Denver Wealth Management
…
continue reading
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.denverwealt…
…
continue reading
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our May 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.denverwealth…
…
continue reading
1
EP:153 - The Ladders of Wealth Creation (Finale)
36:52
36:52
Mais Tarde
Mais Tarde
Listas
Like
Curtido
36:52
Zak and Austyn discuss the final part of of Nathan Barry's Ladders of Wealth Creation (https://nathanbarry.com/wealth-creation/): The 8 Principles of Wealth Creation. This episode explores recounts the lessons throughout the 7-part podcast series that help on the pursuit of wealth creation.Por Denver Wealth Management
…
continue reading
1
EP:152 - The Ladders of Wealth Creation (Part 6/7)
31:44
31:44
Mais Tarde
Mais Tarde
Listas
Like
Curtido
31:44
Zak and Austyn discuss the fourth ladder on Nathan Barry's Ladders of Wealth Creation (https://nathanbarry.com/wealth-creation/): selling products. This episode explores the various products types and how to incorporate each into your business model.Por Denver Wealth Management
…
continue reading
1
EP:151 - Colorado Real Estate Investment Insights
42:42
42:42
Mais Tarde
Mais Tarde
Listas
Like
Curtido
42:42
Zachary Bouck and Austyn Garcia are joined by local real estate investment professional, Chris Lopez, to discuss his outlook on the Colorado market. We discuss the last 12 months and how Chris is navigating a higher-interest-rate environment and the opportunities he's looking for in 2024.Por Denver Wealth Management
…
continue reading
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our February 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. Austyn and Zak al…
…
continue reading
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our January 2024 portfolio meeting, discussing what happened in the markets over the last year, 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 and Zak also…
…
continue reading
1
EP: 148 - Ladders Of Wealth Creation (Part 5/7)
30:52
30:52
Mais Tarde
Mais Tarde
Listas
Like
Curtido
30:52
Zak and Austyn discuss the third ladder on Nathan Barry's Ladders of Wealth Creation (https://nathanbarry.com/wealth-creation/): produtized services. This episode explores the process of refining your business practices to repeatable quality solutions.Por Denver Wealth Management
…
continue reading
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our December 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.…
…
continue reading
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.…
…
continue reading
1
EP:145 - 2024 Retirement Updates & Considerations
32:35
32:35
Mais Tarde
Mais Tarde
Listas
Like
Curtido
32:35
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.Por Denver Wealth Management
…
continue reading
1
EP:144 - Ladders of Wealth Creation: A Special Twitter Case Study
22:03
22:03
Mais Tarde
Mais Tarde
Listas
Like
Curtido
22:03
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.Por Denver Wealth Management
…
continue reading
1
EP: 143 - Ladders of Wealth Creation (Part 4/7)
51:53
51:53
Mais Tarde
Mais Tarde
Listas
Like
Curtido
51:53
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.Por Denver Wealth Management
…
continue reading
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.…
…
continue reading
1
EP: 141 - Ladders of Wealth Creation (Part 3/7)
35:52
35:52
Mais Tarde
Mais Tarde
Listas
Like
Curtido
35:52
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.Por Denver Wealth Management
…
continue reading
1
EP: 140 - September Investment Insights
43:37
43:37
Mais Tarde
Mais Tarde
Listas
Like
Curtido
43:37
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our September 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 and Zak also d…
…
continue reading
1
EP: 139 - Ladders of Wealth Creation (Part 2/7)
36:44
36:44
Mais Tarde
Mais Tarde
Listas
Like
Curtido
36:44
Zak and Austyn discuss the second rung on Nathan Barry's Ladders of Wealth Creation (https://nathanbarry.com/wealth-creation/): time for money. More specifically, Zak and Austyn talk about what it takes to find success in a salaried position and the pros and cons.Por Denver Wealth Management
…
continue reading
1
EP: 138 - Ladders of Wealth Creation (Part 1/7)
35:36
35:36
Mais Tarde
Mais Tarde
Listas
Like
Curtido
35:36
Zak and Austyn discuss the first rung on Nathan Barry's Ladders of Wealth Creation (https://nathanbarry.com/wealth-creation/): time for money. More specifically, Zak and Austyn relive their days as hourly employees and talk about the keys to success in that role and how to move onto the next rung.Por Denver Wealth Management
…
continue reading
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our May 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.…
…
continue reading
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our April 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.…
…
continue reading
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our March 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.…
…
continue reading
1
EP: 134 - February Investment Insights
45:19
45:19
Mais Tarde
Mais Tarde
Listas
Like
Curtido
45:19
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our February 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 ite…
…
continue reading
1
EP: 133 - SECURE Act 2.0: Rothification & Retirement Planning (Guest: David Frum)
51:13
51:13
Mais Tarde
Mais Tarde
Listas
Like
Curtido
51:13
Advisors Austyn Garcia and David Frum share a high-level overview of some changes investors can expect in SECURE Act 2.0, including the emphasis on Roth contributions and changes to the retirement landscape.Por Denver Wealth Management
…
continue reading
1
EP:132 - January Investment Insights (Guest: Real Estate Expert, Chris Lopez)
1:08:13
1:08:13
Mais Tarde
Mais Tarde
Listas
Like
Curtido
1:08:13
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our January portfolio meeting, discussing what happened in the markets over the last year, 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 month, real estate …
…
continue reading
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our December 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 ite…
…
continue reading
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 ite…
…
continue reading
1
EP: 129 - September 2022 Portfolio Review: International Markets
26:27
26:27
Mais Tarde
Mais Tarde
Listas
Like
Curtido
26:27
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 th…
…
continue reading
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 al…
…
continue reading
1
EP: 127 - August 2022 Portfolio Review: The Importance of Time In the Market Over Timing the Market
22:27
22:27
Mais Tarde
Mais Tarde
Listas
Like
Curtido
22:27
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 i…
…
continue reading
1
EP: 126 - Investor Behavior & How to Achieve Better Returns
15:04
15:04
Mais Tarde
Mais Tarde
Listas
Like
Curtido
15:04
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.…
…
continue reading
1
EP:125 - July 2022 Portfolio Review: YTD Updates, Growth Investments and Investor Sentiment Effect
37:59
37:59
Mais Tarde
Mais Tarde
Listas
Like
Curtido
37:59
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 …
…
continue reading
1
EP:124 - An American Dream: From Latvia at 18 to Financial Advisor (Guest: Edija Saripova)
31:45
31:45
Mais Tarde
Mais Tarde
Listas
Like
Curtido
31:45
In this week's episode, Zachary Bouck has a Q&A session with Denver Wealth Management's associate advisor, Edija Saripova. She tells stories from her Latvian background and journey to America, delves into why she became a financial advisor, gives her take on the current market and much more. Tune in to get to know Edija a little better!…
…
continue reading
1
EP:123 - Credit Cards 101 (Guest: Jennifer Underwood)
36:34
36:34
Mais Tarde
Mais Tarde
Listas
Like
Curtido
36:34
Advisors Zachary Bouck, CIMA, and Austyn Garcia interview Forbes personal finance contributor, Jennifer Underwood about all things credit cards: how to use them, understanding the benefits, and the financial foundation needed before opening a credit card.Por Denver Wealth Management
…
continue reading
1
EP:122 - Can You Afford to Move States?
25:57
25:57
Mais Tarde
Mais Tarde
Listas
Like
Curtido
25:57
In this week's episode, associate advisor, Austyn Garcia, and DWM Chief Investment Officer, Zachary Bouck answer a listener question from Twitter - can I afford to move from Little Rock, Arkansas to Denver, Colorado? They take into account the listener's assumed income, assets, and overall life goals and give general advice to those curious about h…
…
continue reading
1
EP:121 - When to Fund a 401(k) vs. Non-Retirement Accounts
30:03
30:03
Mais Tarde
Mais Tarde
Listas
Like
Curtido
30:03
In this Mind of a Millionaire episode, Zak and Austyn discuss when to fund a retirement account versus when to fund a non-retirement account. They give insight into how these types of accounts have changed over the past fifty years, what each type of account is best for, the tax repercussions involved, and how they have seen clients benefit from ea…
…
continue reading
1
EP:120 - Real Estate Assets and Separation
35:31
35:31
Mais Tarde
Mais Tarde
Listas
Like
Curtido
35:31
Remax Real Estate Agent, Kevin Ribbens joins Austyn and Blair on this week's Mind of Millionaire episode to discuss how to protect your real estate asset equity when going through a divorce. Kevin reviews topics such as HELOCs, the importance of inspections, insurability, clue reports and much more.Por Denver Wealth Management
…
continue reading
Matt Hougan, CIO for Bitwise Asset Management, joins DWM advisors Zachary Bouck and Austyn Garcia this week to let us pick his brain on cryptocurrency, ETFs, and blockchain. As one of the world's leading experts on financial technology, Matt gives us high-quality information in a world that is otherwise filled with countless red herrings.…
…
continue reading
1
EP:118 - How Not To Sell Your Investments
31:54
31:54
Mais Tarde
Mais Tarde
Listas
Like
Curtido
31:54
On this week's podcast, DWM Chief Investment Officer, Zachary Bouck, CIMA, and advisor, Austyn Garcia discuss different types of investments and help listeners develop a strategy to tackle the tricky task of when to sell and when not to sell investments.Por Denver Wealth Management
…
continue reading
1
EP:117 - February Portfolio Review (Inflation, Rates, and Action Items)
23:16
23:16
Mais Tarde
Mais Tarde
Listas
Like
Curtido
23:16
DWM Chief Investment Officer, Zachary Bouck, CIMA, and advisor, Austyn Garcia discuss the continuing rise in inflation, the Federal Reserve's plan to raise interest rates in March, and what investors can do in response.Por Denver Wealth Management
…
continue reading
1
EP:116 - December Portfolio Recap (Part Two)
25:10
25:10
Mais Tarde
Mais Tarde
Listas
Like
Curtido
25:10
DWM Chief Investment Officer, Zachary Bouck, CIMA, and advisor Austyn Garcia discuss the third and fourth 2022 investment themes: the inevitable rise of inflation and likely increase in worth of value stocks.Por Denver Wealth Management
…
continue reading
Joined by investment real estate professional, Dan Mackin, and mortgage pros, Norah and TJ Lile, we continue the dicussion on short-term real estate investing.Por Denver Wealth Management
…
continue reading
1
EP:114 - December Portfolio Recap (Part 1); Big Tech, U.S. Investing
26:50
26:50
Mais Tarde
Mais Tarde
Listas
Like
Curtido
26:50
DWM Chief Investment Officer, Zachary Bouck, CIMA, and advisor Austyn Garcia discuss two of our four 2022 investment themes: big tech keeps getting bigger, and investing in the U.S.A.Por Denver Wealth Management
…
continue reading
We’re joined by real estate pros Dan Mackin, Norah Lile, and TJ Lile to discuss an increasingly popular term: house hacking. We explore the ins and outs of short-term real estate investing and the various financing options.Por Denver Wealth Management
…
continue reading