The Invested Dads Podcast: Recent Episodes
Josh Robb & Austin Wilson
A weekly show where Josh Robb and Austin Wilson take you on a journey to better your financial future. Listeners can expect to hear explanations on a variety of investment and financial planning topics, news and analysis, and discussion around many of the stories and choices facing investors today. These guys aim to bring you relevant and clear thoughts to enable you to be more comfortable with your situation.
In this special episode, Josh Robb, Austin Wilson, and Chase Rose introduce The Ultimate Guide to Retiring from Marathon Petroleum Corporationand discuss the retirement decisions every Marathon employee should understand before leaving the company.
From the Thrift Plan (401(k)) and pension options to Net Unrealized Appreciation (NUA), retiree healthcare, and the often-overlooked non-financial side of retirement, they share insights gained from working with hundreds of Marathon employees over the years. Together, the HZCM team developed a book that covers everything! Learn more, download the free first chapter, get the complimentary workbook companion, or order the book at hzcapital.com/mpc.
For the full video version, transcript, and show notes, visit thewealthmindsetshow.com/s2e42
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The second quarter of 2026 is officially in the books! In this episode, Austin Wilson, Jessica Hinks, and Chase Rose are breaking down what actually happened in the markets, what drove the movement, and what it all means for your financial plan going forward. They also share what clients are asking right now, what you should be watching for, and even highlight a few pieces of good news from around the world!
For the video version, show notes, and resources, visit thewealthmindsetshow.com/s2e41
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SpaceX's public debut may have dominated headlines, but the bigger question for investors remains: Does SpaceX belong in your portfolio? In this episode, Austin Wilson, Josh Robb, and Tony Hixon take a closer look at the company behind reusable rockets, Starlink, and ambitious plans for the future of space exploration. We discuss SpaceX's business model, growth potential, valuation, risks, and the challenges investors face when evaluating a private company. Thinking about buying some shares? Listen to this episode first!
Check out the show notes, links, and more resources at thewealthmindsetshow.com/s2e40
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Claiming Social Security may be one of the most important financial decisions you'll make in retirement, but should you take it as soon as you're eligible?
In this episode, Austin Wilson, Jessica Hinks, and Jordan Shaw discuss six types of retirees who may want to think twice before claiming Social Security early. From higher-earning spouses and healthy retirees to tax-conscious investors and those planning major life changes, the team explores the factors that can impact your claiming strategy and how the right decision can affect your retirement income, taxes, and long-term financial security.
For the full video, show notes, and transcript, visit thewealthmindsetshow.com/s2e39
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Summer is here, and with it comes a familiar financial question: should you spend money making memories today or save more for the future? Austin Wilson, Josh Robb, and Jordan Shaw explore the trade-off between taking vacations and adding to retirement savings. They also share a practical framework of questions to help you make the decision confidently. They discuss when spending on experiences may be the right choice, when delaying gratification could be wiser!
For the video version, show notes, or transcript, visit thewealthmindsetshow.com/s2e38
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What if some of the most popular financial advice is actually wrong? In this episode, we share our biggest financial hot takes! Austin, Josh, Jordan, and Chase talk through controversial opinions on budgeting, debt, investing, career choices, and wealth-building strategies that challenge conventional wisdom and spark real conversation. Whether you agree or completely disagree, it might make you think differently about money, retirement, and the habits that truly create long-term wealth!
For the video version, show notes, and transcript, visit thewealthmindsetshow.com/s2e37
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Trump Accounts are set to launch in July, and it's time to start thinking about what your role is in jumpstarting your children's futures! In this episode, we break down what the account is and what it could mean for families with younger kids. We'll talk potential benefits, risks, long-term growth opportunities, and simplify the conversation around investing for kids in a way that’s easy to understand. Whether you’re a parent, grandparent, or just curious about financial planning for the next generation, this guide will help you feel more confident about getting started!
For the video version, show notes, and resources, visit thewealthmindsetshow.com/s2e36
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The first quarter of 2026 is officially in the books! In this episode, Austin and Josh kick off a new quarterly series breaking down what actually happened in the markets, what drove the volatility, and what it all means for your financial plan going forward. They also share what clients are asking right now, why short-term uncertainty shouldn’t derail long-term goals, and even highlight a few pieces of good news from around the world!
Watch the video version, read show notes, and transcript at thewealthmindsetshow.com/s2e35
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Most dreams don’t fall apart because they’re too big, they just never get started. In this episode, Austin, Josh, and Jess talk about why so many goals stay stuck in the “someday I'll do it” category and what it actually looks like to take that first step. Jess shares a story about a weeping willow tree and how it quickly turned into a bigger conversation about taking action and making progress. Tune in!
For the video version, show notes, and resources, visit thewealthmindsetshow.com/s2e34
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Oil prices are surging, global tensions are rising, and suddenly something happening halfway across the world in Iran is hitting close to home! In this episode, we break down what’s going on with Iran, why disruptions in a key oil shipping route matter so much, and how it all connects to inflation, markets, and your everyday expenses. More importantly, we talk through what this means for your financial plan and how to stay steady when headlines feel anything but!
To watch in video format, read show notes, or view the transcript, visit thewealthmindsetshow.com/s2e33
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Thinking about meeting with a financial advisor for the first time? It can feel intimidating... but it doesn’t have to! In this episode, Austin, Josh, and Chase break down everything you need to know before your first meeting: what to look for in a financial advisor, which documents (if any) you should bring, and exactly what the process looks like. They'll also tackle some common fears people have going into their first time meeting a financial planner, and explain why you can leave them at the door! By the end, you’ll feel confident, prepared, and ready to take the first step toward your financial future.
Watch the video version, read the show notes, or check out resources at thewealthmindsetshow.com/s2e32
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What kind of legacy are you really leaving behind to the next generation? Is it just financial, or something deeper? In this episode, Austin Wilson and Josh Robb are joined by Scott Miller of Refocus Coaching to talk through the true power of mentoring and why legacy is more than the simple wealth transfer. They discuss what mentoring is (and what it isn’t), how wisdom is passed down across generations, and why intentional conversations matter more than ever in an age of information overload and AI. Tune in!
Watch the video version, read the transcript, and find show notes at thewealthmindsetshow.com/s2e31
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Does your portfolio actually know how to protect you? In this episode, we unpack the tension between passive and active investing, which might be better, why diversification may not be as diversified as it appears right now, and what it really means to build a portfolio designed for long-term success!
For the full show notes, video version, and transcript, visit thewealthmindsetshow.com/s2e30
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What will 2026 mean for the economy, the markets, and your investments? In this episode, Austin and Josh break down their 2026 market predictions, including interest rates, inflation, volatility, AI and growth trends, and what may lie ahead for stocks, bonds, and other asset classes. They also explain how you should move going forward and how a solid financial plan matters more than any forecast. Tune in!
Read the full transcript, watch the video, and check out resources at thewealthmindsetshow.com/s2e29
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This episode marks a major milestone at Hixon Zuercher Capital Management! Tony Hixon sits down with our Co-Host Austin Wilson to celebrate his new role as Partner and Chief Investment Officer and to share the journey that led him here. Austin reflects on his early career, the lessons that shaped his investment philosophy, and what partnership truly means to him. They discuss the responsibilities of leading investment strategy, balancing discipline with evolving markets, and what it looks like to consistently “do the next right thing” for clients. Plus, Austin shares an exciting announcement at the end of the episode with the launch of something new!
Watch the video version, read show notes, and find resources here.
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Happy New Year! 🥳 Thinking about giving to charity in the year ahead? In this episode, we dive into charitable giving alongside donor-advised funds (DAFs) and how they can help you give intentionally, maximize your impact, and plan for future charitable goals. Whether you’re looking to support causes you care about today or set up a strategy for the year ahead, we break down the key steps to make your giving effective and tax efficient.
For the video version, show notes, and transcript, visit thewealthmindsetshow.com/s2e27
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Think you could spot a financial scam before it’s too late? In this episode, Austin, Josh, and Jordan break down the most common scams targeting retirees and families today, from fake IRS calls to AI-powered imposter scams. You’ll hear real examples, why older adults are being targeted more than ever, and simple steps you can take to protect yourself and the people you care about most. Tune in!
For the video version, transcript, and show notes, visit thewealthmindsetshow.com/s2e26
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There's a common question parents face every holiday season and that is what to do with your kids’ gift money so it actually supports their long term financial habits. When generous family and friends give cash at Christmas or birthdays, it can feel unclear whether to let kids spend it, save it or invest it. We break down simple, age appropriate strategies that help your children enjoy their money now while also learning the basics of stewardship, goal setting and future focused thinking!
For the video version, show notes, and resources, visit thewealthmindsetshow.com/s2e25
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What does it really mean to steward generational wealth, and why should we care? In this episode, Austin, Josh, and Tony talk about what that actually means in real life. It’s not just about growing money; it’s about using it wisely, passing down values, and making an impact that lasts. From the firm’s early days at Red Lobster to the lessons they’ve learned along the way, they share what true stewardship looks like and how it can shape your family’s future for generations to come!
Watch the video version, get show notes, and more resources at thewealthmindsetshow.com/s2e24
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Not sure where to keep your money... whether it's in savings, stocks, or somewhere in between? In this episode, we break down the Bucket Investing Strategy to help you organize your short-term, mid-term, and long-term goals so you can invest with clarity and confidence. Tune in!
Watch the video version, read show notes, or find more resources at thewealthmindsetshow.com/s2e23
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Is debt killing your financial future and success? In this episode, we’re having an honest conversation about all forms of debt and how some of it may quietly destroys your future dreams and keeps you stuck in a cycle of stress and limitation. We’ll talk through which types of debt can be reasonable, which ones to avoid completely, and how to tell if you’re living beyond your means.
Watch the video version, read our show notes, or view additional resources at thewealthmindsetshow.com/s2e22
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Passing down wealth may sound simple, but the reality is much more complicated! In this episode, we cover why leaving money to the next generation is tricky, including surprising statistics on how quickly wealth can disappear, and compare the experiences of first-generation wealth builders with their heirs. You'll also hear different ways to prepare kids for an inheritance and discover useful estate planning tools and trusts that can help protect your legacy.
Read the episode transcript, show notes, or watch the video version at thewealthmindsetshow.com/s2e21
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Have you ever heard of Coast FIRE? It’s a fresh approach to Financial Independence, Retire Early that doesn’t mean walking away from work altogether. Instead, Coast FIRE is about saving aggressively in your early years so your investments can grow to cover retirement, giving you the freedom later to focus on passion projects, flexible work, or simply enjoying life without the financial pressure.
Find the show notes, resources, and watch the video version at www.thewealthmindsetshow.com/s2e20
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What happens when retirement comes sooner than you planned? Whether it’s due to job loss, burnout, company changes, or caring for a loved one, an unexpected retirement can feel overwhelming. But it can also open the door to new opportunities and a more meaningful second half of life. In this bonus Halftime Huddle episode of The Wealth Mindset Show, Tony Hixon and Scott Miller break down the common challenges people face when retirement arrives earlier than expected!
For the show notes, transcript, and video version, visit thewealthmindsetshow.com/s2e19
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What kind of legacy are you building for your family? In this episode, Austin, Josh, and Jordan unpack the financial and personal steps that shape your family’s future. From life insurance and estate planning to teaching values and creating healthy money habits, they share how small decisions today can make a big impact tomorrow. Listen now!
For the video version, show notes, and transcript, visit thewealthmindsetshow.com/s2e18
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There's a new tax law and we're here to break it down in plain English. The team dives into the “One Big Beautiful Bill Act” and what it actually means for your wallet, your retirement plan, and even your kids’ future! From Trump Accounts to car loan deductions to expanded standard deductions, this episode unpacks what’s changing and why it matters. Tune in for real talk, a few laughs, and actionable takeaways to help you plan smarter.
Watch the video version, or read the transcript and show notes at thewealthmindsetshow.com/s2e17
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Thinking about investing in real estate but not sure if it’s the right move? In this episode, we unpack why so many people are drawn to real estate and how it can fit into your bigger financial picture. We also explore if real estate still makes sense in retirement, what to know about the tax side, and how property plays into estate planning. We'll take a practical, honest look at a controversial topic that often gets hyped up but rarely broken down!
Read the full transcript, show notes, and watch the video version at thewealthmindsetshow.com/s2e16
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What happens when someone retires with a solid financial plan but no purpose? In this bonus Halftime Huddle episode, Tony and Scott share the personal story that inspired Refocus Coaching and explore why the non-financial side of retirement matters more than most people realize.
Read the full transcript, show notes, or watch the video at thewealthmindsetshow.com/s2e15
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Can you really use money to create a better life? In this episode, we talk about using your financial resources with purpose to create time, space, and freedom for what matters most! Whether that means cutting back hours at work, taking the trip you’ve been putting off, or building in more margin, we’ll talk through ways to align your spending with your values and make your money work for the life you actually want!
For resources, show notes, and transcript, visit thewealthmindsetshow.com/s2e14
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Are you inheriting some wealth? Receiving an inheritance is an amazing transfer of legacy, but also adds a ton of mental stress to your life. In addition to grieving the loss of a loved one, you're left with a myriad of decisions (and decisions that can’t be rushed). So what should you do? In this podcast episode, Austin, Josh, and Tony will share first steps, understanding the inheritance, setting goals, purposeful investing strategies, and how to avoid common mistakes.
Read the full transcript, show notes, and resources at thewealthmindsetshow.com/s2e13
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Can you actually save too much for retirement? It sounds like a strange problem to have, but it’s more common than you think! In this episode, we discuss signs you're over-saving and how an excessive focus on your future can rob you of joy today. We’ll talk about the importance of knowing what you're saving for, frugality vs. stinginess, and when you might need to adjust your savings plan. Plus, we’ll walk through how to find your actual retirement number (spoiler: it’s not one-size-fits-all) and how to align your money with your values. Tune in!
For the full transcript, show notes, and resources, visit thewealthmindsetshow.com/s2e12
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Why do married couples see money so differently and how do you avoid letting it become a source of stress?
In this episode of The Wealth Mindset Show, we’re talking about what really drives your financial mindset (hint: it often starts in childhood) and how spouses can work together to build a strong, shared approach to money. Whether you're merging bank accounts or just trying to understand why one of you is a saver and the other’s a spender, this episode's for you!
Here’s what we cover:
- How your background shapes your views on money
- Saver vs. spender (and what to do if you're opposites)
- Should couples combine finances or keep things separate?
- Budgeting and goal setting that works for both of you
- How to talk about money without it turning into a fight
- Planning for the future together: retirement, investing, and more...
For the full video, resources, and show notes, visit thewealthmindsetshow.com/s2e11
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As the weather warms up and everything starts to bloom, it’s the perfect time to clear out the clutter. Not just in your closet, but in your finances too. In this episode, Austin, Josh, and Jordan walk you through a five-step financial spring-cleaning checklist.
You’ll learn:
- What to ditch from your monthly budget
- How to refocus your short, mid, and long-term financial goals
- Smart ways to rebalance your investments
- How to use this year’s tax return to plan better for next year
- Tips to organize your documents and protect your financial life
For the full video, links, and show notes, visit thewealthmindsetshow.com/s2e10
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Planning for retirement? Learn how to build a smart retirement investment portfolio! In this episode of The Wealth Mindset Show, Austin, Josh, Chase, and Jess explore how to adjust your investment strategy as you approach retirement, generate reliable income, and avoid common missteps of retirees. Discover withdrawal strategies, portfolio allocation tips, and how to protect your nest egg in any market.
For the full transcript, show notes, and resources, visit thewealthmindsetshow.com/s2e9
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Market turbulence is back, and with new tariffs shaking up global trade, investors are wondering... what’s next? In this episode, Josh, Austin, Tony, and Chase will break down the latest market volatility, the impact of tariffs in 2025, and what it all means for your portfolio.
We’ll cover:
✅ What’s driving current market swings
✅ How new tariffs could affect different sectors and global markets
✅ Strategies to stay invested and manage risk in uncertain times
✅ Why a long-term perspective is key to weathering market ups and downs
For the full transcript, show notes, and resources, visit thewealthmindsetshow.com/s2e8
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Caring for aging parents comes with financial and emotional challenges. In this episode, Austin, Josh, and Scott will talk through practical ways to support those closest to you as they get older, from financial planning to lifestyle decisions. They’ll cover the sandwich generation concept, how to navigate tough conversations, set healthy boundaries, and make smart choices that protect both your parents' well-being and your own financial future.
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Retiring before 65 comes with a major challenge: finding the right healthcare coverage. Many early retirees underestimate healthcare costs and make common mistakes that lead to financial stress. In this episode, Josh and Austin sit down with Cole Craven of Move Health to explore the best healthcare options before Medicare, including ACA plans, COBRA, and HSAs. They break down how to avoid costly healthcare planning mistakes and why staying proactive is key. Plus, in an AI-driven world, they discuss why working with a financial advisor can help you make smarter healthcare decisions. Don't let healthcare mistakes derail your retirement!
For the full show notes, links, and transcript, visit thewealthmindsetshow.com/s2e6
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Retirement is a whole new ballgame when it comes to managing your finances... So how do you protect your retirement money from market volatility without making costly mistakes? In this podcast episode, Josh, Austin, Tony, and Jordan break down what volatility really means, why retirees tend to view their money differently, and the four most dangerous words in investing: “This time is different.”
For the full transcript, links, and show notes, visit thewealthmindsetshow.com/s2e5
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Have you ever felt guilty about spending your hard-earned money, even on things that bring you joy? You’re not alone! In this episode of The Wealth Mindset Show, Austin Wilson, Josh Robb, and the Hixon Zuercher team dive into the all-too-common struggle of wealth guilt—why it happens, how to overcome it, and how to enjoy your money with confidence.
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What do retirees regret most about their retirement? In this episode, Certified Financial Planner™ Jordan Shaw and Life Coach Scott Miller join our hosts to uncover the biggest financial and non-financial challenges they've seen real retirees face, and how to avoid them. From tax surprises to finding new purpose, you’ll gain tips and advice to create a more fulfilling retirement.
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Does money buy happiness, or is there something deeper at play? Let's talk about it. Join Hixon Zuercher Capital Management's Josh Robb and Austin Wilson, along with table guests Tony Hixon and Chase Rose, as they dive into this age-old question. They'll talk through the difference between contentment and complacency, why humans are bound to chasing the next big thing, and how happiness and joy aren’t really the same. Whether you’re navigating your financial future, wealth, retirement, or just trying to find purpose, this episode offers real conversation on what actually leads to a fulfilling life.
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Meet the Podcast Team of The Wealth Mindset Show!👀🎉We’re bringing you table-style conversations on finance, investing, retirement, wealth, and lifestyle. New episodes drop every other Thursday (with the first episode under the rebrand releasing sooner than you think😉). Stay tuned!
⬇️ CO-HOSTS:
🎙 Co-Host Josh Robb - CFP®, Partner of HZCM
🎙 Co-Host Austin Wilson - CIMA®
🔄 Rotating Team Guests:
✨ Tony Hixon, RFC®, CIMA® – CEO, Co-Founder of HZCM
✨ Scott Miller, CPRC – Retirement Life Coach
✨ Jessica Hinks, CFP® – Senior Wealth Advisor
✨ Chase Rose – Associate Wealth Advisor
✨ Jordan Shaw, CFP® – Wealth Advisor
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Discover 10 year-end financial planning tips that can help you maximize savings, minimize taxes, and set yourself up for a successful new year!
In this episode, the guys are back with an end-of-year financial planning checklist to make sure you’re set for a strong financial start to the new year! They’ll walk through ten key actions, like reviewing your budget, checking up on healthcare benefits, and maximizing your contributions to keep your finances on track. From tax-loss harvesting to charitable giving and making adjustments for the year ahead, Josh and Austin cover each step to help listeners optimize their financial wellness.
And stay tuned—there’s a special announcement about the podcast that you won’t want to miss!
For the show notes, transcript, and resources, visit theinvesteddads.com/225
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Are you making the most of your year-end tax planning strategy? In this episode, the guys share the top 10 tax mistakes that could be costing you more than you realize. From the importance of filing away crucial documents to understanding the nuances between Traditional IRAs, Roth IRAs, and 401(k)s, each mistake presents a unique opportunity for improvement. Tune in as they dive into often-overlooked tax deductions, credits, and strategies to optimize your financial plan. Don’t miss out on essential insights that could help you save money and navigate the complexities of the tax system!
For show notes, links, and the full transcript, visit theinvesteddads.com/224
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So the Fed Cut... Now what? The Fed just made a bold move, cutting interest rates by 50 basis points, and if you're wondering how this impacts your investments or even your day-to-day finances, you’re not alone. Many are asking the same question: What does this mean for me? In this episode, Josh & Austin break down why the Fed made this decision, what it signals for the economy, and most importantly, how it will affect your wallet and the market!
For the full transcript, links, and resources, visit theinvesteddads.com/223
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Did you know an HSA could be the ultimate secret weapon for your health and wealth? In this episode, Josh is joined by Associate Wealth Advisor, Chase Rose; The guys dive into what makes a health plan HSA-eligible, how much you should contribute, and the powerful tax advantages that come with it. Tune in as the guys break down the limitations and benefits of HSAs to help you maximize your savings!
For the full transcript, links, and resources, visit theinvesteddads.com/222
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Josh and Austin dive into leadership lessons from Admiral William H. McRaven’s book The Wisdom of the Bullfrog and why the best leaders spend time in the trenches with their team. The guys share some stories about leadership that will make you rethink what it means to be in charge, and connect the dots to investing, explaining why founder-led companies with hands-on leaders might be your next great investment.
For the full transcript, links, and show notes, visit theinvesteddads.com/221
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It's time to tackle some of Dave Ramsey's most popular advice and ways Josh and Austin disagree! The guys point out where they think he might be missing the mark. Whether you're a die-hard Ramsey fan or just curious about different approaches to financial planning, the guys break down five key areas where they believe there's a better way. Tune in to challenge the status quo and rethink your financial game plan!
For the full transcript, show notes, and resources, visit theinvesteddads.com/220
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Let's take a look into the world of bonds! Josh and Austin break down what bonds are, how they function, and their role in a diversified portfolio. You'll learn about different types of bonds—government, corporate, and municipal—and the factors that impact bond yields and prices, including interest rates and central bank policies. The episode also covers the risks associated with bonds, such as interest rate and credit risk, and explores strategies for bond investing like laddering and using bond funds. Whether you're new to bonds or looking to refine your investment strategy, this episode will help you make informed decisions.
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How do you set yourself up for financial success? In this episode, Josh and Austin share 6 tips to grow your wealth, including the importance of setting SMART goals and budgeting effectively. They tackle the often-overlooked aspects of debt management, provide insights on wise investing, and the importance of seeking guidance from financial advisors and protecting your wealth. Tune in!
For the full transcript, show notes, and resources, visit theinvesteddads.com/218
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For the full transcript, show notes, and resources, visit theinvesteddads.com/216
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If you’re thinking about investing in real estate, you've come to the right place! In this episode, you'll learn whether this type of investment fits your financial plan and how to take action. Josh and Austin talk through ways to invest in real estate that could potentially help you diversify your portfolio and maximize your finances.
For the full transcript, show notes, and resources, visit theinvesteddads.com/215
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In this episode, Josh and Austin sit down with Matt Bell, author of Trusted: Preparing Your Kids for a Lifetime of God-Honoring Money Management. They discuss how developing a healthy relationship with money from an early age can impact every aspect of a child's life, from their relationship with Jesus to their ability to make a difference in the world. Matt shares his thoughts and practical tips on teaching kids the importance of earning, saving, investing, and spending wisely, all while cultivating a heart for generosity. Tune in to learn how to use three key parenting roles within daily life to instill powerful biblical money management habits in your kids.
For show notes, resources, and the transcript, visit theinvesteddads.com/214
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Ever feel like your money just seems to vanish no matter how hard you try to save? We’ve all been there! Sometimes, it’s those sneaky little habits we don't even realize we're doing that are keeping our wallets empty. In this week's episode, Josh and Austin will share the 10 financial habits keeping you poor!
For the full transcript, links, and resources, visit theinvesteddads.com/213
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With retirement on the horizon for many listeners, they tackle the pressing question: When should I claim Social Security benefits? Josh and Austin break down the factors that influence this decision, including age, life expectancy, financial needs, and spousal benefits. They explore the advantages and disadvantages of claiming early, at full retirement age, or delaying until later.
For the full transcript, show notes, links, and resources, visit theinvesteddads.com/212
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Join Josh and Austin as they uncover 8 ways to achieve financial peace. The guys share practical tips and actionable advice designed to help you navigate your financial journey with confidence and ease. From the basics to smart tactics to manage your money, this episode is packed with insights that will change your approach to financial planning!
For the full show notes, links, and resources, visit theinvesteddads.com/211
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Have you ever wondered how millionaires built their wealth? Many people assume that a lot of wealthy individuals easily just inherited large sums of cash. While this can sometimes be the case, but most millionaires are actually self-made! So, what common strategies are they using in their day-to-day lives that make them so successful? Learn it in this week's episode.
For the full transcript, show notes, and resources, visit theinvesteddads.com/210
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Are your investments impacted by a presidential election? Join us as we explore the various implications that may or may not arise during an election year. Whether you're a seasoned investor or just starting out, understanding these dynamics is crucial for making informed decisions about your financial future.
For the full transcript, show notes, and resources, visit theinvesteddads.com/209
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What'd we learn from the most recent bear market? In this episode, Josh and Austin unpack the complexities of bear markets, offering 6 lessons to better your investments and financial plan. From analyzing the dynamics of stock market declines to exploring the value creation of U.S. publicly traded businesses, they provide actionable insights for investors. The duo emphasizes the importance of understanding real risk tolerance and avoiding emotional responses and much more. Tune in for practical lessons on maintaining a long-term investment plan in the face of market volatility.
For the full transcript, resources, and show notes, visit theinvesteddads.com/208
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In this episode, Josh and Austin dive into the financial pitfalls many of us encountered in the past year without even realizing it. Join the guys as they explore the most prevalent mistakes from 2023 that could be draining your bank account and hindering your financial goals in the future.
For the full transcript, links, and resources, visit theinvesteddads.com/207
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In this week's episode, Josh Robb and Austin Wilson dive into a crucial topic: key man risk (or key person risk). They break down what this means and why it's so important for anyone looking to invest wisely. Using examples like Charlie Munger's recent passing and Warren Buffett's influence at Berkshire Hathaway, they show how the fate of companies can be tied to the individuals leading them...
Full transcript, show notes, links, and resources can be found here.
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How good are Josh & Austin at predicting the future of the market?
In this new episode, the guys revisit their 2023 predictions to find out if they were correct. In addition, they give some new predictions for 2024 including the economy, financial markets, elections, and more. Check it out!
For the full transcript, links, and show notes, visit theinvesteddads.com/205
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Remember back in the summer when Josh and Austin did their annual fantasy stock draft? This episode is all about the results! (Listen to part 1 here!) We won’t spoil who ended up winning before you listen, but Josh and Austin go over it ALL, including their personal best picks and what they wish they did better. They also talk investing short periods of time and of course, share a dad joke of the week.
For the full transcript, links, and resources, visit theinvesteddads.com/204
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Have you ever wondered how interest rates affect the stock market? In this week's episode, Josh and Austin break down this complex relationship in plain language, discussing how changes in interest rates can impact different sectors of the stock market. From company valuations to investor reactions, they cover it all! Don't miss out!
For the full transcript, links, and resources, visit theinvesteddads.com/203
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Ready to take charge of your finances? Join Josh and Austin as they share all of their secrets on preventing lifestyle creep and mastering your money management. Get tips to control spending and pave the way for a secure financial future. Don't miss this chance to unlock financial freedom—tune in today!
For the full transcript, links, and resources, visit theinvesteddads.com/202
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You get what you pay for! In this week's episode, Josh & Austin highlight 10 key areas where investing in higher quality products or services can lead to better outcomes and overall well-being. From furniture to footwear, these items might be worth the splurge. Don't miss it!
For the full transcript, links, and resources, visit theinvesteddads.com/201
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Join Josh and Austin as they dive into the world of improving your credit score. In this episode, the guys break down the basics: what exactly is a credit score, why it matters, and most importantly, practical steps to making it better. This episode is your go-to guide for boosting your credit score and securing a healthier financial future.
For the full transcript, links, and resources, visit theinvesteddads.com/200
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Before you jump in with your thoughts... We're well aware that "Thanksgiving isn't even here yet!" But even though Christmas is still a ways off, the best financial strategy is to plan ahead. So, dust off that Christmas budget and get ready to take some notes! Josh and Austin are about to reveal 10 tips on how to financially prepare for the holiday season. Stay tuned – you won't want to miss it!
For the full transcript, links, and resources, visit theinvesteddads.com/199
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Should you buy a house now or wait it out? With mortgage rates skyrocketing to levels not seen in over two decades as of mid-October, the guys are here to break down the current real estate scene. They'll talk through what high mortgage rates mean for your monthly budget, the long-term commitment that comes with home buying, and, most importantly, how you can navigate this wild market. By the end of this episode, you'll have to make the decision whether to buy a house now...
For the full show notes, transcript, and resources, visit theinvesteddads.com/198
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How do you compare to your peers in terms of your financial situation, particularly your income, savings, and net worth? In this episode, we explore the essential steps to assess where you stand in these key areas in relation to others. Discover the indicators, tools, and best practices that can help you gain valuable insights for informed financial decision-making and goal achievement. It ultimately comes down to one thing... Tune in to find out!
For the full transcript, links, and resources, visit theinvesteddads.com/197
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It's time to explore the world of ESG Investing. In this week's episode, Josh and Austin discuss the pros and cons of investing with a focus on ESG criteria, providing valuable insights to help listeners make informed decisions about their investments. From aligning your values with your portfolio to navigating potential risks, this episode offers a comprehensive overview of ESG investing and its impact on your financial future.
For the full transcript, links, and show notes, visit theinvesteddads.com/196
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Interested in learning the thoughts of a Financial Advisor and Co-Portfolio Manager on technical analysis? In this week's episode, Josh and Austin discuss how successful traders use technical analysis techniques in their portfolio strategy. The guys walk you through the advantages and disadvantages, as well as share their opinions on whether you should or shouldn't add it to your trading toolkit.
For the full transcript, show notes, and resources, visit theinvesteddads.com/195
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When you're on vacation, the last thing you want is money problems distracting you. And missing out on a great trip or experience because of poor financial planning? No way. That's why on this week's episode, Josh and Austin share smart vacation tips that will lead to a better time. Whether you're off to Hawaii, the Himalayas, or Paris, make sure to tune in and get ready to unlock some serious travel wisdom – your future self will thank you for it!
For the full show notes, links, and resources, visit theinvesteddads.com/194
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Understanding how to build a bond ladder can be a game changer for your financial portfolio. That's why on this week's episode, Josh and Austin break down the concept into simple steps, discussing the benefits of creating a diversified bond portfolio with staggered maturities. They'll share their tips on selecting the right bonds, managing risk, and optimizing returns over time. Tune in to gain practical insights that will empower you to make strategic decisions about your investments and achieve greater financial stability.
For the full transcript, links, and resources, visit theinvesteddads.com/193
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Are you looking to buy a new car but feeling overwhelmed by the options and steps you need to take? In this episode, Josh & Austin dive into everything you need to know before buying a vehicle. Join the guys as they discuss how to research and compare different models, consider financing options, and avoid common mistakes that can drain your wallet. Whether you're a first-time buyer or a seasoned car owner, these expert insights will empower you to make a savvy and informed decision on your next vehicle purchase.
For the full transcript, show notes, and resources, visit theinvesteddads.com/192
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Is it beneficial to have more than one financial advisor? In this week's episode, Josh & Austin break down the pros and cons of seeking money advice from multiple sources, exploring how it can potentially lead to diverse perspectives and strategies. They also discuss the potential drawbacks, such as conflicting advice and increased complexity. Join The Invested Dads as they navigate the world of financial guidance and help you make an informed decision about whether multiple financial advisors are right for you.
For the full transcript, links, and show notes, visit theinvesteddads.com/191
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Have you been curious as to the world of artificial intelligence and its potential for regulation? In this week's episode, the guys' simplify the complexities surrounding AI's ethical use, safety and security measures, accountability and transparency mechanisms, fair competition considerations, and the vital aspect of public trust. Listen now to explore the pros and cons of AI regulation and where the future will take us.
For the transcript, show notes, and resources, visit theinvesteddads.com/190
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Join the guys' as they sit down with Adam Zuercher to discuss his journey - from humble beginnings to becoming a prominent CEO in the wealth management and financial planning industry.
Adam will share his early days as a finance enthusiast, his unwavering determination to excel, and the key events that led to the beginnings of Hixon Zuercher Capital Management. Discover how Adam and his Team's steadfast commitment to serving clients' best interests set the foundation for a client-centric wealth management firm and the smooth leadership transition that came from succession planning.
For the full transcript, show notes, and resources, visit theinvesteddads.com/189
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More and more people are dreaming of retiring early in their 30s or 40s. But is this actually realistic? Join Josh and Austin as they explore the F.I.R.E. movement, which is the concept of "financial independence, retire early". The guys walk you through the principles of frugality, aggressive savings, smart investments, and all the things that can help you achieve early retirement. They also share their opinions as to whether this lifestyle is worth it. Tune in!
For the full transcript, links, and show notes, visit theinvesteddads.com/188
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Are you ready to take your Excel skills to the next level?
In this week's episode, Josh and Austin dive into their top 10 Excel tips that can help you become an intermediate-level Excel user. From mastering keyboard shortcuts to leveraging the power of pivot tables, they share practical advice and real-world examples to enhance your proficiency in this essential financial tool. Whether you're a finance professional or simply want to improve your financial planning abilities, these tips will give you a competitive edge and open doors to new opportunities.
For the full transcript, show notes, and resources, visit theinvesteddads.com/187
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In this week's episode, Josh and Austin are sharing the secrets to improving your budget. Join them as they unveil 5 strategies that will transform your financial landscape. Get ready to set your sights on consistent spending for your goals. Tune in now and revolutionize your budget with actionable insights and expert advice.
For the full transcript, show notes, and resources, visit theinvesteddads.com/186
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It's that time of year again! The Invested Dads are back with the fourth edition of our highly anticipated annual 2nd Half Stock Draft competition. And this time, we want YOU, our incredible listeners, to be part of the excitement.
In this episode, we unveil the rules, strategies, and insider tips for this year's Stock Draft. Discover how you can participate, make your mark, and compete alongside Josh and Austin as they reveal their carefully chosen picks. Whether you're a seasoned investor or just starting out, this is your chance to turn $100,000 (hypothetical dollars) into $1M.
Ready to join the race for financial success?
Simply go HEREand search for "TID 2nd Half Stock Draft" in Investopedia Simulation Games and enter the password "TiDonut23" to gain access.
**Make sure to create your free account to have access.For the full transcript, resources, and show notes, visit theinvesteddads.com/185
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Join the guys as they answer the age-old question that sparks much debate: "Does money buy happiness?" In this week's episode, Josh & Austin dive into the relationship between wealth and happiness. Drawing from compelling research and their own perspectives, they explore how financial stability impacts mental well-being and uncover the true factors that make a fulfilling life. Prepare to challenge your preconceptions and embark on a profound introspection as they navigate money and happiness. Through personal anecdotes, expert insights, and captivating storytelling, this episode promises to shed light on the eternal quandary of finding true happiness in our materialistic world. Tune in to explore the pursuit of happiness.
For the full transcript, links, and show notes, visit theinvesteddads.com/184
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Join Josh and Austin as they embark on an eye-opening journey to debunk popular financial advice you may have heard in the past. In this week's episode, they dismantle widely accepted notions and shed light on the hidden pitfalls that can jeopardize your financial plan. You don't want to miss this one!
For the full transcript, links, and resources, visit theinvesteddads.com/183
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How does The Fed's decision to end rate hikes impact your financial plan? In this week's episode, Josh and Austin dive into the implications of the Federal Reserve likely completing its last hike of the current monetary cycle. They discuss the tightening measures taken by the Fed, the potential market impact, and the historical patterns observed after previous rate hike cycles. The guys also analyze the likelihood of a recession and explore how the markets may perform in the aftermath. They also touch upon the Fed's track record and the significance of recession calls.
For the full transcript, show notes, and resources, visit theinvesteddads.com/182
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In this week's episode, the guys dive into the transformative power of artificial intelligence. Join Josh and Austin as they explore the meaning of AI, its implications for the future, the potential impact on jobs, and the exciting enhancements it brings to the financial and healthcare sectors. Tune in to gain insights into how AI and ChatGPT is reshaping these industries, as they navigate the fascinating world of AI-driven innovation.
For the full transcript, links, and resources, visit theinvesteddads.com/181
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Get ready to take your financial management skills to new heights as Josh and Austin present 10 ways to automate your finances. In this week's episode, the guys are diving deep into the world of personal finance and discovering the game-changing power of automation. From effortlessly saving to simplifying your budgeting process, automation may be the key to financial freedom. Get ready to learn how to leverage cutting-edge tools and technologies that can transform the way you handle your finances!
For the full transcript, show notes and resources, visit theinvesteddads.com/180
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Join Josh and Austin as they bring in their wives, Steph Robb & Jenna Wilson, to record for the very first time. They dive into the fascinating world of household finances and get Jenna & Steph's views and opinions! From budgeting and tracking expenses to sharing their biggest financial lessons and future goals, the couples offer valuable insights and practical tips. Additionally, they talk about navigating debt, the importance of investing, and how they manage all the ins and outs. Don't miss it!
For the full transcript, links, and show notes, visit theinvesteddads.com/179
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College athletes in the NCAA can now earn and accept money for their Name, Image, and Likeness! In this episode, Josh & Austin explore how the new NIL rule benefits college athletes and how they can use it for financial growth. The guys' discuss what the NIL rule is and what it means for the future of college sports, as well as what athletes can do to take advantage of it. From understanding the potential financial gains to maximizing opportunities with NIL deals, they'll cover it all.
For the full show notes, links, and transcript, visit theinvesteddads.com/178
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In this week's episode, Josh and Austin are sharing their insights on constructing a portfolio that is tailored to the current economy. They dive into the latest market trends, share their top investment strategies, and discuss the importance of diversification. Whether you're a seasoned investor or just starting out, this episode is packed with practical advice to help you build the perfect portfolio this year and beyond.
For the full transcript, show notes, and resources, visit theinvesteddads.com/177
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In this week's episode, Josh and Austin are giving you all of the tips and tricks for your 40s. They discuss milestones, the busyness of life, having flexibility, caring for aging parents, how much you should have in retirement savings, managing lifestyle creep, and educating your kids on personal finance. The guys are sure to provide you with valuable insights for navigating life and finances in your 40s.
For show notes, links, and the full transcript, visit theinvesteddads.com/176
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In this week's episode, Josh & Austin are sharing life and financial lessons you wish you knew in your 30s! They cover a wide range of topics, including changes in your career, relationships, health, and finances, while drawing from their own personal experiences. The guys hope to provide practical advice and actionable tips for their listeners. Stay tuned for next week, as they'll be covering 40s Wisdom!
For the full transcript, links, and resources, visit theinvesteddads.com/175
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Join Josh & Austin as they sit down with The Maddy Miller Show for a two-part series on their career paths! In this week's episode, Maddy interviews Austin about his university days and first job out of college, as well as his passion for analyzing investments at a wealth management firm. This podcast collaboration provides listeners with insights into Austin's experiences and expertise in the world of finance, as well as a glimpse into the behind-the-scenes life of The Invested Dad's co-hosts. Don't miss this engaging conversation, and check out Josh's episode here!
For the full transcript, links, and show notes, visit theinvesteddads.com/174
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Join Josh & Austin as they sit down with The Maddy Miller Show for a two-part series on their career paths! In this week's episode, Maddy interviews Josh about his university days and his first job out of college, as well as his passion for helping people with their finances. This podcast collaboration provides listeners with insights into Josh's experiences and expertise in the world of finance, as well as a glimpse into the behind-the-scenes life of The Invested Dad's co-hosts. Don't miss this engaging conversation, and stay tuned for next week's episode where Maddy interviews Austin!
For the full transcript, links, and show notes, visit theinvesteddads.com/173
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What's going on with Meta? Josh and Austin are moving forward in their series "America's Companies", where they analyze the investment potential of some of the most well-known companies in America. In this week's episode, they discuss Meta and its implications for investors. Through their insights and analysis, the guys evaluate the potential risks and benefits of investing in Meta, considering their background and current market. If you're looking to make an informed investment decision or interested in the current state of the market, be sure to tune in to this episode!
For the full transcript, links, and show notes, visit theinvesteddads.com/172
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Whether you're a history buff or a business enthusiast, this episode is a must-listen! This week, Josh & Austin dive into the fascinating history and economics of China. The guys provide a comprehensive overview of China's past and present. From the early dynasties to modern-day economic reforms, they'll guide you through the key movements that have shaped this powerhouse nation. They also explore China's global impact and offer insights into its future trajectory. Don't miss it!
For the full transcript, links, and show notes, visit theinvesteddads.com/171
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BREAKING NEWS: The Silicon Valley Bank Collapses!
Josh and Austin sat down in the podcast studio this past Monday, March 13th, to discuss the shocking Silicon Valley Bank collapse. In this episode, they dive into what led to the bank's downfall, the impact it will have on the economic and financial industry, and what this means for consumers and investors. Join them for a thought-provoking conversation on the potential domino effect that this failure could have on the global economy. You DO NOT want to miss this episode!
For the entire transcript, links, and show notes, visit theinvesteddads.com/170
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What's going on in the U.S. market and current economy? In this episode, Josh & Austin will be diving into a timely and relevant topic: the state of the economy. The guys discuss whether or not we're in a recession, share their opinions on the current state of affairs, and explore the good, the bad, and the ugly aspects of our current economic situation. Listen now!
For the full transcript, links, and resources, visit theinvesteddads.com/169
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Are you an entrepreneur, investor, or just a regular person trying to determine your risk tolerance? If so, this one's for you! Join Josh & Austin for an in-depth exploration of whether you are taking too much risk. They discuss what risk tolerance means to investors, why some risks pay off and others lead to heartache, and how to assess the potential costs and benefits of taking risk. Listen now!
For the entire show notes, links, and resources, visit theinvesteddads.com/168
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Is cash the best investment right now?! With interest rates increasing for savings accounts, you may want to consider investing in it! In this weeks episode, Josh & Austin discuss how much banks are paying you for saving with them, why interest rates went up, and if now is the time to earn interest on your cash!
For the full transcript links, and resources, visit theinvesteddads.com/167
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Curious of the background of one of the largest companies in America? Josh & Austin are starting a new series titled America's Companies! In this week's episode , they explore the current state of Apple and examine whether investing in the company is in your favor. They'll walk you through the background, the company's current position, and their overall opinion. Tune in to get the information you need before deciding if Apple stock is right for you!
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Josh & Austin are debating active investing vs. passive investing. On this week's episode, they share the benefits and pitfalls of each kind of investment strategy. There are going to be areas where Josh & Austin disagree and areas where they agree. The goal is to give you, the listener, information so that you can make the decision on what is best for your unique situation.
For the full transcript, links, and resources, visit theinvesteddads.com/165
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What is the Inflation Reduction Act and how does it affect the United States economy? On this week's episode, Josh & Austin talk through its background, whether it will actually reduce inflation, and share their personal opinions. Don't miss it!
For the entire transcript, links, and resources, visit theinvesteddads.com/164
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It's safe to say that the fitness and workout industry has made some adjustments in the past few years, especially post-pandemic! In this week's episode, Josh & Austin are breaking down all you need to know about the fitness industry. This includes key statistics, current growth trends, how COVID-19 impacted these trends, and the difference in gym membership by generation. They even share their best tips on keeping an excellent physique, even when you have an obsession with donuts!
For the full transcript, links, and resources, visit theinvesteddads.com/163
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How well are Josh & Austin at predicting the future of the market? In this week's episode, they revisit their 2022 predictions to find out if they were correct. In addition, they give some new predictions for 2023. Check it out!
For the entire transcript, links, and resources, visit theinvesteddads.com/162
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Remember back in the summer when Josh and Austin did their first annual fantasy stock draft? This episode is all about the results! (Listen to part 1 first!) We won’t spoil who ended up winning before you listen, but Josh and Austin go over the stocks they originally chose, see which ones performed well and which ones did not. They also talk investing for such a short period of time and of course, share a dad joke of the week.
For the full transcript, links, and resources, visit theinvesteddads.com/161
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With technology rapidly changing, the future of electric vehicles is up in the air! So… Is the future REALLY electric? On this week's episode, Josh & Austin are excited to address the history of electric vehicles, the current technology behind this investment theme, and share what they want to see in autonomous cars. They also offer their opinions as to why demand for fossil fuels isn’t going anywhere!
For full transcript, links, and resources, visit theinvesteddads.com/160
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Embrace a fresh start to the new year by improving your financial lifestyle! Creating a budget is essential for success, which is why Josh & Austin are sharing all their tips, tricks, and some common mistakes that can be made. In this week's episode, you'll learn how to start a budget, some helpful techniques, using a budget correctly, and much more!
For the full transcript, links, and resources, visit theinvesteddads.com/159
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How important is timing the market? Josh & Austin are testing this theory by running a hypothetical simulation. In this simulation, an Average Joe named Bob has been saving money throughout his entire working career, but invests right before market downturns. In this episode, you'll hear the shocking outcome and gain invaluable knowledge on market timing vs. time in the market!
For the full transcript, links, and resources, visit theinvesteddads.com/158
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Don’t miss out on the opportunity to gain invaluable tips on year-end tax planning! On this week's episode, Josh & Austin share some actionable strategies to save yourself REAL tax dollars. These simple actions benefit more than just the ultra-wealthy and can often be done on your own! The guys discuss tax-loss harvesting, gains harvesting, qualified charitable distributions, and more. Listen now!
For full transcript, links, and resources, visit here!
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With Christmas less than a month away, Josh & Austin are sharing all you need to know about gift spending in the United States. In this week's episode, the guys share nine fascinating statistics, their thoughts, some tips for you to take, and a couple gift ideas! They might even discuss their choice between wrapping paper and gift bags... Listen now!
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On this week's episode, Josh and Austin are continuing their series, "Ask An Advisor," where they bring in a variety of guests who ask the questions everyone is thinking! The guys' are joined with Shaun Meloy, Worship Leader and Branding Manager at Gateway Church of Findlay, Ohio! Shaun asks several questions, including if cryptocurrency is a legit investment, how much risk you should be taking, if a financial advisor is needed, and much more!
For the full transcript, links, and resources, visit theinvesteddads.com/155
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On this week's episode, Josh and Austin are continuing their series, "Ask An Advisor," where they bring in a variety of guests who ask the questions everyone is thinking! The guys' are joined with Shaun Meloy, Worship Leader and Branding Manager at Gateway Church of Findlay, Ohio! Shaun asks several questions, including the importance of 401(k)'s, enjoying now vs. saving for the future, how to choose a mutual fund manager, what "financial freedom" means, and much more. Listen now for the second part of Shaun's series!
For full transcript, links, and resources, visit theinvesteddads.com/154
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On this week's episode, Josh and Austin are continuing their series, "Ask An Advisor," where they bring in a variety of guests who ask the questions everyone is thinking! The guys' are joined with Shaun Meloy, Worship Leader and Branding Manager at Gateway Church of Findlay, Ohio! Shaun asks several questions, including topics on rate of inflation, if Jamie Dimon is someone to keep up with, purchasing/selling homes, and much more!
For the full transcript, links, and resources, visit theinvesteddads.com/153
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Many parents can find it difficult to teach their kids about money. That's why Austin and Josh are bringing you the second episode in their series "How to Teach Your Kids About Saving". They're sharing different scenarios you can run through with your child, how to motivate smart financial decisions, how to help them set up a budget, and much more! You DO NOT want to miss this episode!
For full transcript, links, and resources, visit theinvesteddads.com/152
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This week, The Invested Dads are introducing the first episode of a brand-new series, Listener Questions! The guys have selected several questions that were sent in by listeners and through their social media channels. In this episode they discuss what you should invest in, when to sell stocks, whether it's worth investing in the stock market with a small account, and much more!
For show notes, links, and the full transcript, visit theinvesteddads.com/151
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In the seventh episode of the series “What We’re Reading”, Josh and Austin are covering a variety of different newsworthy topics. They discuss the biggest drop in home-prices since 2009, current investor sentiment, Medicare Part B premium cuts, and even some recent drama between Kim Kardashian and the SEC. Listen now!
For full transcript, resources, and transcript, visit theinvesteddads.com/150
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In the fourth episode of series 'Ask an Advisor: College Edition', the guys are joined with Hixon Zuercher Capital Management's Finance Intern & Senior at Ohio Northern University, Kate Newland. The three discuss all of Kate's financial questions, including topics around Robo-Advisors, cryptocurrency, Roth IRAs, planning for retirement, their favorite stocks, and much more! Listen now!
For show notes, links, and a full transcript, visit theinvesteddads.com/149
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Josh and Austin have money on their minds, cash in particular! That's right, in this week's episode, the guys discuss all of your burning questions about cash. This includes how much to hold during market volatility, when to hold stock instead, how much cash is too much, where to keep your cash, and much more! The two even share their thoughts on cash!
For the full transcript, show notes, links and resources, visit theinvesteddads.com/148
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Unless you've been living under a rock, you may have noticed the markets have been pretty rough this year. But do you know the exact cause of this current economic downturn? In this week's episode, Josh & Austin are discussing a few reasons why. This includes what The Fed is doing to aid inflation, current data, what investors should do, and much more!
For the full transcript, links, and show notes, visit theinvesteddads.com/147
What are dividend-growing stocks and why do Josh & Austin love them so much? The guys are here to share all of their thoughts on the topic in this week's episode. They discuss what dividend-growers are, what makes these stocks so rewarding, how to invest in the trend, and much more!
For the full transcript, links, and show notes, visit theinvesteddads.com/146
Are we in a recession? Some may say yes and others will say no, but what do the economists think? On this weeks episode, the guys are discussing the popular topic of whether or not we are in a recession. This includes covering all of the facts, what The Bureau of Economic Research has to say, Josh & Austin's opinions, and much more! They even give a few tips for those who may hold portfolios during an economic downturn.
For the full transcript, links, and show notes, visit theinvesteddads.com/145
The White House recently forgave up to $10,000 to student loan borrowers as part of a larger debt forgiveness program. There are still quite a few questions to be answered, but the guys are highlighting some key points to know . They also share their somewhat controversial thoughts on this relief plan... Listen now!
For show notes, links, and a full transcript, visit theinvesteddads.com/144
In the third episode of series 'Ask an Advisor: College Edition', the guys are joined with Hixon Zuercher Capital Management's Marketing Intern & Junior at Bowling Green State University, Ashley Miller. The three discuss all of Ashley's financial questions, including topics around student loans, eliminating debt, budgeting, financial planning as a student, and much more! Josh & Austin even share their biggest tips for college students, financial and non-financial. Listen now!
For show notes, links, and a full transcript, visit theinvesteddads.com/143
In the sixth episode of the series “What We’re Reading”, Josh and Austin cover a variety of different newsworthy topics. This week on the podcast, the guys discuss how to earn in a low-risk way, the current car markets, strong dollar earnings, and home builder sentiment. The two even have conversations about potato chips and Toys ‘R’ Us!
For show notes, links, and a full transcript, visit theinvesteddads.com/142
How do you teach your kids about saving? This is a question that many parents ask, but never find the entire solution. In this week’s episode, Josh & Austin are explaining the two mindsets that children have about money, a few teaching opportunities, and whether it’s better to be a saver or spender. Listen now!
For links, resources and show notes, visit: theinvesteddads.com/141
Did you just win the lottery? Chances are no, but that’s not stopping Josh & Austin from answering all your questions about taking a lump sum after winning The Mega Millions! In this week’s episode, the guys discuss lump sum taxes, changes in your estate planning, why you should hire a financial planner, and much more! They even share what they would do it they won the lottery themselves. Listen now!
For show notes, links, and a full transcript, visit theinvesteddads.com/140
Josh and Austin are back with the fifth episode in their “What We’re Reading” series, highlighting current news along with some articles they have been reading. This week the guys dive into the Vatican trial, interest rate hikes, average car ages, the worst years in stock market history, and so much more! Listen now!
For links, resources, and show notes, visit: theinvesteddads.com/139
On this week’s episode, Josh is joined by Chase Rose, Associate Wealth Advisor at Hixon Zuercher Capital Management. The two discuss all you need to know about social security, including a brief history lesson, the exact design and eligibility rules, when you should claim your benefits, and how to make these decisions. Listen now!
For show notes, links, and a full transcript, visit theinvesteddads.com/138
The markets may look a little choppy right now, but that doesn’t mean that they’re always going to be that way. On this week’s episode, Austin brings you a solo episode discussing annual returns, rolling returns, and some words of encouragement to get you through the stock market’s current rough patch. Listen now!
For show notes, links, and the full transcript visit theinvesteddads.com/137
Put on your thinking caps, because in this week’s episode Josh & Austin are giving listeners a Buffet of knowledge! That’s right, they are discussing everything Warren Buffett. This includes career highlights, 25 insightful quotes, a history lesson, and whether he truly is the best investor of all time. Listen Now!
For show notes, links, and the full transcript, visit theinvesteddads.com/136
This week, The Invested Dads are introducing the first episode of a brand-new series, Listener Questions!The guys have selected several questions that were sent in by listeners and through their social media channels. In this episode they discuss whether married couples should have joint or separate bank accounts, investing in cryptocurrency, if you can start saving later in life while still retiring, and much more!
For show notes, links, and the full transcript, visit theinvesteddads.com/135
The world is reopening and it’s time to travel! Pack up your suitcases because on this week’s episode, the guys discuss the economics of tourism. This includes a few fun facts, the economic life cycle, downsides of tourism, and whether you should invest in this trend. Josh and Austin also share some travel stories of their own. Listen now!
For show notes, links, and a full transcript, visit theinvesteddads.com/134
It’s that time of year for our annual Invested Dads Stock Draft! In this six month competition, they invite YOU, as listeners, to join in on the action. Listen to this week’s episode to hear the rules, how to join, strategies of this year’s draft, along with Josh & Austin’s picks.
Interested in joining? Search "TID 2nd Half Stock Draft 22" in Investopedia Simulation Games. The password is: "donuts4life". For full show notes, links, and a full transcript, visit theinvesteddads.com/133
Readers are leaders, and leaders are readers! Josh and Austin are back with the 4th episode in their “What We’re Reading” series, which highlights current news, along with some interesting articles they have been reading since last time. In this week’s episode, the guys discuss the model of relationship between Russia and China, President Biden’s thoughts on forgiving student loans, and how McDonald’s is McLovin’ this current inflation! Listen now!
For show notes, links, and a full transcript, visit theinvesteddads.com/132
Making the decision to retire can be difficult. Fortunately, in this week’s episode, Josh and Austin answer the big question: ‘How do I know when I can retire?’ This includes conversations about what you’ll do in retirement, whether you have the finances to do so, and much more! In addition, they even provide an exclusive retirement coaching resource for your benefit. Listen now!
For show notes, links, and a full transcript, visit theinvesteddads.com/131
Put on your thinking caps because in this week’s episode, Josh and Austin detail everything you need to know about the clean energy movement. The two discuss many areas of the topic, including a quick history lesson, the types of clean energy, current government action, and whether you should invest in this trend. Listen now!
For show notes, links, and a full transcript, visit theinvesteddads.com/130
Owning a pet can be "ruff", which is why Josh and Austin are breaking down the pet industry, true costs of owning a dog, whether or not you should get a pet, and so much more! From scheduling vet appointments to giving unconditional love, pets will truly become a vital part of your day-to-day life – especially in terms of finances. This is why it’s important to know all that pet ownership entails. Listen now to hear more!
For show notes, links, and a full transcript, visit theinvesteddads.com/129
Have you ever heard of the envelope method? Don’t worry – we got you covered! Join Josh and Austin as they detail everything you need to know about cash-based budgeting. Listen now to determine if this is right for you!
For show notes, links, and a full transcript visit theinvesteddads.com/128
When it comes to investing, it is a very important to understand the current markets and historical data. Times are uncertain, inflation is high, and stocks are down, but there is MUCH to be optimistic about. In this week’s episode, Josh and Austin talk about why consumer sentiment is down, what investors should do, and so much more. They also confirm that history doesn't always repeat itself, but it may rhyme, and why this time may be different. Listen now to find out why!
For show notes, links, and a full transcript, visit theinvesteddads.com/127
Lightning McQueen is that you? In this week’s episode – Josh and Austin are diving into the economics behind Formula 1! Join the guys as they discuss everything you need to know about the highest level of motor racing... listen now!
For show notes, links, and a full transcript, visit theinvesteddads.com/126
In this week’s episode Josh and Austin are answering a common question in the finance world: how do you go about finding a good advisor? This is not a clear cut answer for everyone – so tune in as the guys walk through a couple questions you should be asking your current OR potential advisor!
For show notes, links, and a full transcript, visit theinvesteddads.com/125
Join Josh and Austin as they answer the question on everyone’s minds: How Fast is 5G?! They dive into discussion about the history of the cellular technology, Qualcomm, and even debunk some 5G conspiracy theories. If you’re interested in learning about how 5G compares to the OG technology... listen now!
For show notes, links, and a full transcript, visit theinvesteddads.com/124
In this week’s episode, Josh and Austin discuss the Federal Reserve’s latest action, and what it means for the markets going forward! They answer: What is happening? Why did the Fed do this? And Will the Fed Go Too Far? Tune in now to learn more!
For show notes, links, and a full transcript, visit theinvesteddads.com/123
Readers are leaders! Josh and Austin are back with the third episode in their “What We’re Reading” series, highlighting current events through recent articles! This week the guys discuss everything from Roth Conversions to the booming Pet Care Industry. Listen in now!
For show notes, links, and a full transcript, visit theinvesteddads.com/122
Join Josh and Austin as they discuss lump sums: what they are, what to do with them, and everything you need to know about them! In today’s episode they share advice from some of the smartest investors of all time – this is one you don’t want to miss, tune in now!
For show notes, links, and a full transcript, visit theinvesteddads.com/121
In this week’s episode Josh and Austin are discussing egagtrom! That’s right, egagtrom. No but really, they’ll be tackling the tough topic of reverse mortgages! Join them as they discuss what a reverse mortgage is, the rules surrounding them, and 6 ways to get money from them. They even throw in a few mustache moments featuring fun facts about Tom Selleck! Listen now!
For show notes, links, and a full transcript, visit theinvesteddads.com/120
High gas prices got you down? Today Josh and Austin are talking all things gas and oil! Starting with a quick recap of the Russia and Ukraine conflict, they describe how it has impacted gas and oil prices globally. The guys then talk about what’s next for gas and oil, and how that could impact your investments. Tune in now!
For show notes, links, and a full transcript, visit theinvesteddads.com/119
Do you know what a micro-cap stock is? In this week’s episode, Josh and Austin are giving you the run down! Joined by an expert in this very niche corner of the stock market, Mariusz Skonieczny, they cover what exactly micro-cap stocks are, how to analyze them, and detail how this strategy fits into a well-diversified investment portfolio. Listen in now to learn everything you need to know about micro-cap stocks!
For show notes, links, and a full transcript, visit theinvesteddads.com/118
Happy Thursday friends - Josh is back! So you know what that means... time to bring on the dad jokes! In today’s episode, the guys discuss geopolitics and the impact on investors, specifically as it relates to the current situation between Russia and Ukraine. Tune in now!
For show notes, links, and a full transcript, visit theinvesteddads.com/117
Do you know how to pick ‘em? In today’s episode, the guys are covering the flaming hot trend of sports betting! Joining Austin is Will Hinks, Operation Specialist at Hixon Zuercher Capital Management. They detail everything from the history of sports betting in the US to common gambling terms you need to know! Listen now!
For show notes, links, and a full transcript, visit theinvesteddads.com/116
In this week’s episode, the guys are reviewing the 2021 Official Second-Half Second Annual Stock Draft! Joined by a special guest, the WINNER of the draft - drumroll please... Hixon Zuercher Capital Management’s very own Client Service Administrator, Amy Young. Tune in now to find out where you placed in the final results, as well as what was in the winning portfolio, and strategies for next year!
For show notes, links, and a full transcript, visit theinvesteddads.com/115
Join Josh and Austin this week as they answer the big question: Should Retirees Have a Mortgage in Retirement? In this episode the guys make having a mortgage not so scary - as they dive into tax considerations, retirement budgets, estates, as well as highlight some statistics regarding mortgages in retirement. Some of these numbers may shock you – listen in now!
For show notes, links, and a full transcript, visit theinvesteddads.com/114
If you’ve been asking yourself lately, what the heck is going on with the market? You’re not alone! But don’t worry, Josh and Austin are here to help ease your mind. Discussing everything from corrections, headline inflation, discounting, and the stock market - the guys have got you covered! Tune in now to find out why you should turn OFF your TV!
For show notes, links, and a full transcript, visit theinvesteddads.com/113
In this week’s episode Josh and Austin are joined by a special guest, Hixon Zuercher Capital Management’s very own Life Coach, Scott Miller (a former dentist!). Not only will he talk about his days practicing dentistry, but he will also walk you through what exactly Life Coaching is, how he prepared for this role, and the newly implemented Refocus on Retirement Workshops. Listen in to find out how to make your “2nd half” years successful!
For show notes, links, and a full transcript, visit theinvesteddads.com/112
In this week’s episode, Josh and Austin are giving you all the tips on how to build a bulletproof 2022 portfolio! They talk through hypothetical scenarios surrounding inflation, the US Dollar, emerging markets, the midterm elections, corporate tax rates, and COVID-19 – one of the most informative episodes to date. Tune in now to find the key to a perfect portfolio!
Please forgive any audio irregularities. There were some technical difficulties while recording.
For show notes, links, and a full transcript, visit theinvesteddads.com/111
In today’s episode, the guys will be providing some quality entertainment while discussing the latest and greatest happenings in their life! Josh and Austin welcome 2022 by sharing what they have in store for this year, their pizza preferences, and wrap it up with a few financial nuggets. Listen now!
For show notes, links, and a full transcript, visit theinvesteddads.com/110
Today we’re taking it back, as Josh and Austin discuss a huge trend of 2021 – billionaires selling their company stock. Why did this happen? Who was involved? What are the impacts? All of these burning questions, and more, are answered in this week’s episode! Tune in now!
For show notes, links, and a full transcript, visit theinvesteddads.com/109
Do you remember the predictions Josh and Austin made in the beginning of 2021? Today, they are revisiting them to see how they did – as well as making new predictions for 2022! Did the Fed hold steady? Did the Cleveland Guardians win the World Series? Tune in now to find out!
For show notes, links, and a full transcript, visit theinvesteddads.com/108
Welcome to the “Unofficial-Official” iPhone versus Android match up that everyone has been waiting for! In this weeks episode, the guys go head-to-head in debating five pros and five cons of owning an iPhone and an Android. This is one you don’t want to miss - listen now to see whether Team Austin (iPhone) or Team Josh (Android) wins!
For show notes, links, and a full transcript, visit theinvesteddads.com/107
Merry Christmas Eve, Eve! If you’re a last-minute holiday shopper, do not fret - Josh and Austin have you covered with this episode! The guys are going over their 2021 Holiday Gift Guide, each sharing three presents you could give to your loved ones this holiday season. Tune in now!
For show notes, links, and a full transcript, visit theinvesteddads.com/106
In today’s episode the guys are discussing the big question... how much house can you afford? They’re crunching the numbers to calculate how much mortgage one can sustain. Join Josh and Austin as they dive into the 28/36 rule, investing the difference, and some tips for modest living. Listen now!
For show notes, links, and a full transcript, visit theinvesteddads.com/105
In this week’s episode, Josh and Austin are unraveling the mystery behind crypto ETFs. They start off by diving into the background of the world’s largest cryptocurrency, then cover what exactly an ETF is and the importance of Bitcoin in the United States. Join them as they discuss one of the hottest topics in the financial world these days!
For show notes, links, and a full transcript, visit theinvesteddads.com/104
In this week’s episode the guys are talking about one of their favorite account types... HSAs! Join Josh and Austin as they cover what exactly a Health Savings Account is, why they are appealing, and much more. They even throw a few pro tips your way! Listen in now!
For show notes, links, and a full transcript, visit theinvesteddads.com/103
Happy Turkey Day from The Invested Dads! You’re probably listening to this on your way to Thanksgiving lunch, and we would like to take this opportunity to give thanks to our amazing listeners – we would not be here without you! In this week’s episode, we cover inflation and it’s driving factors, the actual cost of your Thanksgiving feast, and what we are thankful for. Tune in now!
For show notes, links, and a full transcript, visit theinvesteddads.com/102
Josh and Austin are back with the second episode in their “What We’re Reading” series, highlighting current news along with some articles they have been reading. This week the guys dive into long term care, Hertz’ new venture with Tesla, changes to inheriting an IRA, and much more! Listen to their monumental 101st episode now!
For show notes, links, and a full transcript, visit theinvesteddads.com/101
This is a monumental week for The Invested Dads, as today’s podcast marks their 100th episode published! Oh how time flies! Join Josh and Austin as they dive into the reasons for the increased life expectancy, what that means for your finances, and the importance of living with purpose in retirement. Tune in now – as this is one you don’t want to miss, happy 100th!
For show notes, links, and a full transcript, visit theinvesteddads.com/100
Josh and Austin are back this week answering one of the most frequently asked questions in the finance world... should you pay off your mortgage early? In this episode the guys revisit the debt snowball and avalanche methods, pros and cons to paying your mortgage off early, and if it is possible to do both. If you’re wondering whether or not this would be the right financial move for you, listen in now!
For show notes, links, and a full transcript, visit theinvesteddads.com/099
In this week’s episode the guys are talking about something that you may own, but you may not know that much about... target date funds! Join Josh and Austin as they cover what a target date fund is, who target date funds are for, and the advantages and disadvantages that come along with target date funds. Tune in now!
For show notes, links, and a full transcript, visit theinvesteddads.com/098
Have you ever wondered... what exactly is a bond? You’re not alone! In this week’s episode, Josh and Austin discuss the important topic of bonds. Join the guys as they dive into the complexity of convexities, the many different types of bonds, and answer the question: why would anyone want to invest in bonds? Listen in now!
For show notes, links, and a full transcript, visit theinvesteddads.com/097
This week’s episode covers the most exciting topic since our Utilities Sector episode... Annuities! Join Josh and Austin as they discuss different types of annuities, how they are used, and the pros and cons that come along with them. Tune in now!
For show notes, links, and a full transcript, visit theinvesteddads.com/096
Are you an avid reader? Today with The Invested Dads, we’re taking a step back from the podcast world and hitting the books! Josh and Austin have created a new series called “What We’re Reading” where they will be diving into current news along with some articles they have been reading. A few highlights include discussion about ESG Companies, TikTok, and China’s battle with Cryptocurrency! This is one you don’t want to miss – listen now!
For show notes, links, and a full transcript, visit theinvesteddads.com/095
This week on The Invested Dads Podcast, Josh and Austin are talking about Pot Stocks - this may be the highest episode ever! They discuss arguments both for and against the legalization of recreational marijuana, support levels, legislation, and how to invest in this industry. Tune in now!
For show notes, links, and a full transcript, visit theinvesteddads.com/094
In this week’s episode, Josh and Austin aim to better your financial future by talking about stock buybacks! The guys discuss what exactly a stock buyback is, why companies buy back their stock, how they go about doing so, and much more. There’s even a quick history lesson taking us all the way back to the year 1929. Listen in now to learn everything you need to know about stock buybacks!
For show notes, links, and a full transcript, visit theinvesteddads.com/093
This week we have a very special guest joining The Invested Dads Podcast! Tony Hixon, co-founder and Chief Operating Officer at Hixon Zuercher Capital Management will be discussing his latest book, Retirement Stepping Stones. He’ll talk through his motivation to write this book, as well as highlighting a few “stepping stones” of the retirement process. Tune in now to learn how to find meaning, live with purpose, and leave a legacy through retirement!
For show notes, links, and a full transcript, visit theinvesteddads.com/092
Ask an Advisor – College Edition, is back by popular demand! In the second episode of this series, Josh and Austin are joined by Mackenzie Murphy, a fourth-year student at The Ohio State University. The three of them discuss how to make a budget, the breakdown of Roth IRAs, Robo-Advisors, credit scores, and much more. This is one you don’t want to miss – listen in now!
For show notes, links, and a full transcript, visit theinvesteddads.com/091
In this week’s episode Josh and Austin are talking about the most sexy sector of the stock market – drum roll please... Utilities! Throughout this episode the guys run through what exactly a utility stock is, describe the different ways to invest in utilities, and detail the risks and benefits that come along with them. Listen in now!
For show notes, links, and a full transcript, visit theinvesteddads.com/090
Is another bear market on its way? Join Josh and Austin as they answer this question in this week’s episode! They’ll discuss what a bear market is, what causes a bear market, and what you – as an investor – should do during a bear market. This is one you don’t want to miss, listen now!
For show notes, links, and a full transcript, visit theinvesteddads.com/089
What exactly is the Delta Variant of COVID-19? What does this mean for our future? Josh and Austin answer the questions that are on everyone’s minds in today’s episode! This episode is dedicated to help you learn more about the COVID-19 Delta Variant, the health concerns that come along with it, and how it will impact your financial future. Tune in now!
For show notes, links, and a full transcript, visit theinvesteddads.com/088
Earlier this week, the Olympics officially ended after two exciting weeks of competition in Tokyo! In this episode, Josh and Austin talk all things Olympics: from the beginning stages, to the financial aspect of the games, and competing during COVID-19. Listen in now!
For show notes, links, and a full transcript, visit theinvesteddads.com/087
With their fourth and final episode in the “Monetary Moments” series, Josh and Austin are discussing your 70s! In this episode the guys will cover insurance, investments, social security, and reverse mortgages for this age group. All of this, and more, in this week’s podcast – listen in now!
For show notes, links, and a full transcript, visit theinvesteddads.com/086
Are you in your 60s and thinking about retirement? This is a huge transition to embrace! This week, Austin and Josh cover the ins and outs of what you should be doing in your 60s to prepare yourself (and your finances!) for this next phase of your life. The third episode of their four-part series, “Monetary Moments” - is out now! Tune in!
For show notes, links, and a full transcript, visit theinvesteddads.com/085
Josh and Austin are back with the second episode in their four-part “Monetary Moments” series, highlighting the special time of your 40s and 50s. This week the guys go through what debt, insurance, investing, and more looks like for this age group. Listen now to hear about what Austin describes as the “double-edged sword of goodness”!
For show notes, links, and a full transcript, visit theinvesteddads.com/084
Are you a young adult in your 20s or 30s? This episode is for you! Josh and Austin created a new series called “Monetary Moments” and this is the first part in the four-part series. The guys go through what debt, an emergency fund, investing, and more looks like for this age group. All of this, and much more on the first part episode in our Monetary Moments series!
For show notes, links, and a full transcript, visit theinvesteddads.com/083
Aren’t sure what to do with the company stock your workplace offered you? In this week’s episode, Josh and Austin talk about owning company stock, the benefits, and historical examples of why it’s nice and sometimes... not so nice. When asked how much company stock to own, Josh responds with his typical answer, “it depends”. All of this and more on this week’s podcast!
For show notes, links, and a full transcript, visit theinvesteddads.com/082
They say sharing is caring, which is why it’s important to give your money to things that matter. This week, Josh and Austin discuss charitable giving. They share the financial and personal benefits to giving, along with how you can give, both now and through your legacy. Listen now to hear the full scoop of why giving is important!
For show notes, links, and a full transcript, visit theinvesteddads.com/081
It’s that time of year for the annual Invested Dads Stock Draft! This year is special in that YOU, as listeners, can join in on the action. Listen to this week’s episode to hear the rules and strategies of this year’s draft, along with Josh & Austin’s picks. Then, at the end, they let you in on how you can join the draft this year. Listen now to hear all about it!
We'd like to invite you to join us. Our game is named TID 2nd Half Stock Draft 21. To sign up and to join the game right now, click here. The password is donut.
For show notes, links, and a full transcript, visit theinvesteddads.com/080
Inflation can freak people out, so Josh and Austin are here to give you all the information you need to help give you peace when you start to see prices go up. They go through the metrics and the history of inflation, including what we can learn from looking at inflation in the past. They end by discussing if inflation is good or bad and the status of inflation in our current economy. Listen in now!
For show notes, links, and a full transcript, visit theinvesteddads.com/079
The fitness industry has changed dramatically in the last year. Fitness equipment more than doubled in revenue, fitness apps are more popular than ever, and people have changed the way they thought about health and working out. What does that mean for your portfolio? Josh and Austin bring you along as they discuss the changes in the fitness world, their own fitness routines and how to invest in this trend. Listen in now!
For show notes, links, and a full transcript, visit theinvesteddads.com/078
It’s important to teach your kids sound financial habits, such as when to save, when to spend, when to donate, and when to invest. Listen in to this week’s episode to hear Josh and Austin discuss how you can approach positive financial habits as a parent in hopes of preparing your kids to have financial success.
For show notes, links, and a full transcript, visit theinvesteddads.com/077
If you own a car, you probably have auto insurance (or you should). On this week’s episode, Josh and Austin discuss the various kinds of auto insurance, deductibles and how to shop for insurance. They also give tips on how to reduce your insurance cost, like not getting fancy cars and avoiding long work commutes. The episode is ended with Josh and Austin giving you a look into how they personally deal with auto insurance. You won’t want to miss this one!
For show notes, links, and a full transcript, visit theinvesteddads.com/076
When it comes to your investments, diversification is a very important consideration you must make. It is all about spreading out the risk among different asset types. On this week’s episode, Josh and Austin talk about four major categories and some subcategories of a well-diversified portfolio. This includes large-cap U.S., developed international, emerging markets, small-cap U.S. stocks, and more. They also discuss how to actively achieve diversification and the importance of rebalancing. Listen now!
For show notes, links, and a full transcript, visit theinvesteddads.com/075
Have you heard of NFTs? Otherwise known as non-fungible tokens, Josh and Austin dive into the subject of these unique digital files that are on the market today. They can be thought of as original photos, videos, audio, and other digital files. On this week’s episode, you’ll hear the guys discuss how NFTs get their value, how they utilize blockchain technology, and whether or not you should invest in them. Listen now!
For show notes, links, and a full transcript, visit theinvesteddads.com/074
Many people will go through some sort of job transition or a career change throughout their life. Josh and Austin are here to make sure you are prepared. On this week’s episode, the guys give you several tips on how to best be prepared for a transition in your job. They give advice on networking, budgeting, looking at unemployment, reviewing documents and login info, asking for letters of recommendation, and so much more. Listen in now!
Please note that this episode features a couple of audio breaks due to technical difficulties. We apologize for any inconvenience.
For show notes, links, and a full transcript, visit theinvesteddads.com/073
This week’s episode is no joke… in fact, it’s ALL jokes. Josh and Austin take a break from finances and do an episode entirely of dad jokes. You’ll hear 24 total jokes, ranging from jokes about pie, to polar bears, to thesauruses, to hipsters. All of this and one financial fact of the week on this episode of The Invested Dads. Listen now!
For show notes, links, and a full transcript, visit theinvesteddads.com/072
SPACs have been in the news recently, but do you know what they are? Josh and Austin dive into the world of SPACs, including how long they’ve been around, the benefits and the stats. They end the podcast with a discussion on whether or not you should you invest in them. Listen in now to learn more!
For show notes, links, and a full transcript, visit theinvesteddads.com/071
No one wants to think about what would happen if you or a loved one unexpectedly dies, however, it is important to be financially prepared just in case. On this week’s episode, Josh and Austin talk about life insurance…what it is, who can get it, and who needs it. They also share about different types of life insurance and whether it should be considered an investment. Listen in now!
For show notes, links, and a full transcript, visit theinvesteddads.com/070
Josh and Austin go back in time and share 10 things they wish they would have known after graduating high school, including admitting that at that age, they didn’t know everything. This episode is filled with advice for young adults, including tips on compounding, cost of education, credit cards and even changing a tire. Listen now or share with a young adult in your life!
For show notes, links, and a full transcript, visit theinvesteddads.com/069
Have you ever wondered how long you should hold stocks? The average holding period in the U.S. might shock you! On this week’s episode, Josh and Austin discuss compounding, rebalancing, why account types matter and some exceptions. They end the episode with wise advice from other financial professionals. Listen today!
For show notes, links, and a full transcript, visit theinvesteddads.com/068
Looking to build wealth? Listen to this week’s episode to hear some tips from Josh and Austin that will get you on track! They discuss the value of a financial advisor, the difference between owning and loaning, risk, the importance of diversification, and fear. All of this and much more, on this week’s episode of The Invested Dads Podcast.
For show notes, links, and a full transcript, visit theinvesteddads.com/067
The real estate market is a popular one and this week Josh & Austin discuss the pros and cons of investing in it. They share what real estate is and how to get exposure to it, plus other good information like headwinds and tailwinds, timing, and how to invest in it if it’s right for you. Listen in now to learn more!
For show notes, links, and a full transcript, visit theinvesteddads.com/066
There’s a new stimulus bill waiting to be passed and Josh and Austin are here to walk you through it. They discuss who gets a stimulus check and all of the other factors that come with it, like unemployment, health insurance, child benefits, and much more. They end with giving advice on what to do with your stimulus check and the implications on the economy for this $1.9 Trillion package. Listen in now!
*After further reviewing the final bill, the $10,200 tax free unemployment is only for 2020...not 2021!***
For show notes, links, and a full transcript, visit theinvesteddads.com/065
Looking for some ways to build up your savings? This week’s episode provides all the tips and tricks. Josh and Austin discuss different account types that help you save, along with the limits that come with those accounts. They also share some statistics on average savings in America and some remedies for falling short in savings. Listen in now!
For show notes, links, and a full transcript, visit theinvesteddads.com/064
Did you see the recent news? Cooper Tire is being sold to Goodyear and the Invested Dads discuss the details. They discuss Cooper’s history, the deal between the two tire companies, and what that means for Cooper Tire and the Findlay community. All of this and more on this week’s episode!
Bitcoin is a hot topic in the news these days, so Josh & Austin decided to revisit it. In this episode, you’ll hear the most recent Bitcoin numbers, factors into why it is so popular, and a look into why and how people buy Bitcoin. The conversation is concluded with answering the question, “should you invest in Bitcoin?” Listen in now!
For show notes, links, and a full transcript, visit theinvesteddads.com/062
Happy Valentine’s week! Josh & Austin are here with a special episode talking about things they love on this Valentine’s day. They share some statistics on what Americans spend on Valentine’s day as well as some things they love about the financial world. Listen now to this lovely episode.
For show notes, links, and a full transcript, visit theinvesteddads.com/061
If you’ve read the news at all, you’ve probably seen that something is going on with GameStop. The Invested Dads are here to fill you in on what’s going on with GameStop stock and selling short. They answer all your questions about this trending news and then talk about the effects selling short could have on the future of the stock market. Listen now!
For show notes, links, and a full transcript, visit theinvesteddads.com/060
Do YOU have an account that’s ready in case of an emergency? On this week’s episode, Josh and Austin discuss emergency funds. They answer questions pertaining to how much to put in one, what it looks like at different life stages, and when to draw from your saved up money. They also talk through different options for saving into an emergency fund. All of this and a dad joke on another episode of the Invested Dads Podcast. Listen now!
For show notes, links, and a full transcript, visit theinvesteddads.com/059
Are you in need of a budget, but don’t know where to start? Listen to this week’s episode! Josh and Austin dive into all things budgeting including who needs one, getting started, different systems, and much more. They also share their own personal experience with budgeting. Listen now to learn more!
For show notes, links, and a full transcript, visit theinvesteddads.com/058
Are you looking for more ways to save money? Josh and Austin have ten tips that might be able to help! They discuss groceries, insurance, subscriptions, cooking at home, and much more! If you’re looking for ways to save, this episode is for you. Listen now!
For show notes, links, and a full transcript, visit theinvesteddads.com/057
Remember those bold predictions Josh & Austin made in the beginning of 2020? (You can listen to them here!) It’s time to revisit them! Who won the Superbowl? What was the medal count at the Olympics? Did the Fed hold steady? 2020 was not a year we could have ever predicted, which makes revisiting these 20 bold predictions pretty entertaining. Listen now to hear if Josh or Austin got any of their predictions right and to hear their new predictions for 2021.
For show notes, links, and a full transcript, visit theinvesteddads.com/056
Remember back in the summer when Josh and Austin did their first annual fantasy stock draft? This episode is all about the results! (Listen to part 1 here!) We won’t spoil who ended up winning, but Josh and Austin go over the stocks they originally drafted, see which ones performed well and which ones did not. They also talk investing for such a short period of time and of course, a dad joke of the week. Listen in now to see who owes who donuts and when to expect the next Invested Dads Fantasy Stock Draft!
For show notes, links, and a full transcript, visit theinvesteddads.com/055
What do you call a bankrupt Santa? Saint Nickel-less! For this Christmas Eve special, Josh and Austin talk about the phenomenon called a Santa Claus Rally. Not only do they describe why one might happen, they also talk about their predictions on whether 2020 will end with one. Merry Christmas from the Invested Dads!
For show notes, links, and a full transcript, visit theinvesteddads.com/054
It’s the end of the year, so tax-loss harvesting might be worth considering! Tax-loss harvesting is the selling of securities at a loss to offset a capital gains tax liability. In this week’s episode, Josh and Austin discuss why someone might consider doing this and how it could change your tax outcome. In the end, they suggest talking to a financial advisor or CPA to get their input, since they are the experts. Listen in today!
For show notes, links, and a full transcript, visit theinvesteddads.com/053
Who needs a good credit score? Pretty much everyone…unless you’re royalty! On this week’s episode, Josh and Austin talk about credit scores. They dive into how they’re calculated, the range, how it affects borrowing, and what makes it go up and down. Listen in to hear some good advice if you’re looking to improve your score or freeze you credit. Tune in now!
For show notes, links, and a full transcript, visit theinvesteddads.com/052
Video games are a big deal in today’s world, but that is nothing new. In this week’s episode Josh and Austin chat about the history of video games, how they perform in our economy, and what investing in them may look like. They will talk through their personal opinions and what video games interest them they most. All of this and more on The Invested Dads podcast!
For show notes, links, and a full transcript, visit theinvesteddads.com/051
Fifty episodes already?! We are so thankful for the continued support on this podcast! On this week’s episode, Josh and Austin talk about age fifty and what that means in the financial world. They discuss limit increases on retirement accounts and answer the big question: how much should you have saved for retirement? All of this plus a dad joke on The Invested Dad’s fiftieth episode!
For show notes, links, and a full transcript, visit theinvesteddads.com/050
With the highest voter turnout and an extremely tight race, the 2020 presidential election was unlike any other! On this week’s episode, Josh and Austin do a quick recap of the election and discuss how this election affects the stock market. They also dive into some quick pandemic updates, including reasoning for why COVID-19 has more of an impact on the market than the actual election does. Listen in now!
For show notes, links, and a full transcript, visit theinvesteddads.com/049
Do you have a fiduciary on your side? A fiduciary is legally obligated to always recommend what is in the client's best interest, regardless of how it impacts them. Josh and Austin dig deep into this topic on this week’s episode. They discuss how a fiduciary is different from other options in the financial planning world, why it is important to have one and how to find one. All of this, plus a dad joke of the week, in this week's episode. Listen in, now!
For show notes, links, and a full transcript, visit theinvesteddads.com/048
Credit cards can be controversial, which makes it a good topic of this week’s episode of The Invested Dads. Josh and Austin dive into the subject of credit cards, talking about what they are, why or why not to have one, and everyone’s favorite: credit card rewards. The discussion is wrapped up with the pros and cons of opening one up and Josh and Austin discussing their personal approach to credit cards. Listen in, this won’t be one you’ll want to miss!
For show notes, links, and a full transcript, visit theinvesteddads.com/047
Is now a good time to refinance your home? Have you ever even considered it? On this week’s episode of The Invested Dad’s podcast, Josh and Austin dive into all the details of what is might look like to refinance a home. They discuss private mortgage insurance, interest savings, adjustable rate mortgage, home equity cash outs, and much more. Listen in to hear more about costs of refinancing, what it looks like at different stages of life, and why you might need to consider it. All of this and more on this week’s episode. Listen now!
For show notes, links, and a full transcript, visit theinvesteddads.com/046
Do you have disability insurance? It may be something to consider! On this week’s episode, Josh and Austin dive into the topic of disability insurance. From discussing what it is to how it works, you’ll leave this episode with a pool of knowledge on the topic. Find out details on cost of living adjustments and on finding and buying disability insurance in this week's episode of The Invested Dads Podcast!
For show notes, links, and a full transcript, visit theinvesteddads.com/045
What types of subscriptions do you have? Probably more than you think! On this week’s episode, Josh & Austin break down the idea of a company having a subscriptions service versus putting their products on a store’s shelves. You’ll hear them talk about why a business might decide to have a subscription and what that means for us as consumers. Listen now!
For show notes, links, and a full transcript, visit theinvesteddads.com/044
Wanting to get to know your podcast hosts a little better? This episode does just that! Josh & Austin take a tiny step back from looking at financial topics and instead catch up on each other’s personal lives. You’ll hear them talk about their families, fun vacations, and their personal goals going forward. Of course, they couldn’t totally get away from looking at financial topics, so they discuss the market and the ups and downs of being in finance during a pandemic. Tune in now to catch up with Josh and Austin!
For show notes, links, and a full transcript, visit theinvesteddads.com/043
Do you know what your risk tolerance for investing is? In this week’s episode, Josh and Austin discuss risk tolerance and why it matters. There are many factors in to consider including timeframe, goals, and comfort level. The Invested Dads walk through these factors, why diversification matters, and how to keep on track. Listen now!
For show notes, links, and a full transcript, visit theinvesteddads.com/042
What’s the eighth wonder of the world? Listen in to find out! This week, Josh & Austin discuss the importance of investing when you are young. They discuss having an emergency fund, paying off debt, and how to practically invest your money after you start getting a steady income. The Invested Dads are passionate about young people learning this lesson, especially because it can have a huge impact on a successful retirement.
For show notes, links, and a full transcript, visit theinvesteddads.com/041
How do you check the performance of your investments? In this week's episode of The Invested Dads Podcast, Josh and Austin sit down and have a conversation about benchmarks. They discuss the different types and answer key questions in this area and how to choose one that is right for you. This is an episode you won't want to miss!
For show notes, links, and a full transcript, visit theinvesteddads.com/040
Having an investment strategy is a critical component to your long-term investment plan. This week, The Invested Dads walk through the three important factors to an investment strategy, which are time, tolerance, and goals. They then talk about what is going into these accounts, how much work is involved, and even give some tips if you are uncomfortable managing this on your own. And do not worry, they didn’t forget the dad joke of the week. Listen to this episode now!
For show notes, links, and a full transcript, visit theinvesteddads.com/039
Today Josh & Austin are providing 6 tips for the self-employed! Owning your own business can be a challenge, so today is dedicated to helping you understand some of the basic ways to help your finances if you are self-employed. You’ll hear topics like tracking expenses, dealing with taxes, retirement accounts, healthcare plans, and much more! Tune in now to hear your 6 Tips for the Self-Employed!
For show notes, links, and a full transcript, visit theinvesteddads.com/038
What bear market?! Join Josh and Austin this week as they discuss the shortest bear market in U.S. history. They’ll walk through a timeline of the bear market and the recovery process. They also discuss how this bear market compares to others historically, where we go from here, and some key takeaways from this unprecedented series of events. Listen now!
For show notes, links, and a full transcript, visit theinvesteddads.com/037
On this week’s episode, Josh & Austin discuss Emerging Markets! They talk about the history of the emerging markets, associated volatility, China, how to track Emerging Markets, and ETFs and mutual funds that relate to the topic. In the end, Josh puts on his CFP® hat and gives advice for anyone looking to diversify their portfolio.
For links, show notes, and a full transcript, visit theinvesteddads.com/036
Are you a college student that has a bunch of questions about what adulting looks like? Then this episode is for you! Josh & Austin are joined by Maddy Miller, a college student herself, who came on the show with a list of finance and investing related questions to ask. The three of them walk through questions about credit cards, paying of debt and loans, car insurance, filing taxes, investing money, and so much more. Listen now!
For show notes, links, and a full transcript, visit theinvesteddads.com/035
What is your favorite kind of chips? For Austin & Josh, it’s either Doritos, Lays, or the small pieces of semiconducting material that’s in all of our technology today! On this week’s episode, the guys will talk you through three broad categories of chips used in technology, some applications, The Dow Theory (& the Dad Theory), and how you could possibly invest in chips to diversify your portfolio. Listen to this week’s episode today & don’t forget to subscribe to The Invested Dads Podcast!
For show notes, links, and a full transcript, visit theinvesteddads.com/034
What does RMD stand for? Raisin Mutation Disease or Required Minimum Distribution? Find out on this week’s episode of The Invested Dads Podcast. Josh and Austin discuss all things RMD, including tax strategies, exceptions, beneficiaries, and when to take one. They also share a dad joke and Austin tells a story about his motorcycle trip. Listen now!
For show notes, links, and a full transcript, visit theinvesteddads.com/033
Have you ever wondered what the differences are between financial account types? Well this episode is for you! Josh and Austin discuss the three main types of accounts: taxable accounts, after-tax accounts, and tax-deferred accounts. Plus, you get a look into what investing looks like with these accounts, putting money into these accounts, how to take money out of them, and of course, the dad joke of the week. Listen now!
For show notes, links, and a full transcript, visit theinvesteddads.com/032
What is the difference between ETFs and Mutual Funds? Sometimes these terms are thrown around interchangeably, but it is important to know the key differences between the two. On this week’s episode of The Invested Dads Podcast, Josh and Austin discuss Mutual Funds and ETFs, including closed-end and open-end funds, load fees, expense ratios, and the pros and cons of each. You will not want to miss it, listen now!
For show notes, links, and a full transcript, visit theinvesteddads.com/031
The Invested Dads are back with a follow-up episode to last week’s Fantasy Stock Draft. In this episode, Josh and Austin discuss owning individual stocks and what that looks like from an investment standpoint. They discuss stocks at a high-level, different types of shares, risk, over-concentration, and diversification. They also look at cost and time as factors in investing in individual stocks compared to ETFs and mutual funds. Of course, there was a dad joke of the week. Listen now!
For show notes, links, and a full transcript, visit theinvesteddads.com/030
The Invested Dads take on their first-ever fantasy stock draft! Josh and Austin each draft 10 different stocks in 10 different sectors with $100,000 (hypothetical) dollars. For the next 6 months, they will compete, and the winner will receive not only bragging rights, but delicious donuts. Listen now to see which stocks each guy picked and some other insights into investing in stocks.
For links, show notes, and a full transcript, head to theinvesteddads.com/029
Today's episode is about the debate on buying vs. renting a home! Josh & Austin will be exploring the different factors you should be considering to help you make the decision that's best for your life situation. You'll hear discussions about the statistics of renting vs. buying, the tax and insurance impacts, the costs of renting vs. buying, and some sound advice for what you should do! Listen now to get the full picture of the renting vs. buying debate!
For show notes, links & resources, a full transcript, and more, head to theinvesteddads.com/028
Today, Josh and Austin are talking about mobile payments! Contactless and digital payment methods have become increasingly popular in recent years because they offer many benefits for consumers and businesses alike. On the other hand, there are some concerns about the effects this technology will have on spending habits. Be sure to tune in to this week's episode of The Invested Dads Podcast for discussion around mobile payments and how they are changing the game of purchasing!
For links, show notes, and a full transcript, head to theinvesteddads.com/027
Is debt good or bad? What drives interest rates on various types of debt? What is collateral? Should I sell my investments to pay off my mortgage? How do I pay down my debt? Which is better, the avalanche or snowball method? These are all great questions that many of us have. Tune in this week to learn what The Invested Dads have to say about all things DEBT!
For links, show notes, and a full transcript, visit theinvesteddads.com/026
How has it been 25 episodes already?! The guys are back at it this week, on their silver anniversary, with a special episode on PRECIOUS METALS! Ever thought about investing in a precious metal? Josh and Austin discuss the idea of investing in gold or silver, while also mentioning the gold standard, the United States Reserve, and how to invest in gold if you are wanting to. Austin will also do his impression of Gollum and of course, the show would not be complete without the dad joke of the week. Listen now!
For links, show notes, and a full transcript, visit theinvesteddads.com/025
There’s no better time than tax time! Because they can’t hold back their excitement, today Josh & Austin are discussing the relationship between taxes and your investments. They’ll be talking about the different ways your investments are taxed, what tax-loss harvesting is and how it may be useful to you, tax-free investment options, and more. Tune in now to hear how taxes impact your investments!
For links, show notes, and a full transcript, visit theinvesteddads.com/024
Today The Invested Dads have another very special guest joining the podcast! Jessica Hinks, financial advisor, CFP, and beloved coworker is coming on to talk about women in finance. She’s going to discuss some statistics, trends, and changes she’s seeing in the world in women in the finance industry as well as some great tips for women out there who are looking for the best financial advisor for their situation. Listen in now to hear Episode 023: Females in Finance!
For links, show notes, and a full transcript, visit theinvesteddads.com/023
More and more every day, you see a new “smart” product, whether it’s a smart watch, smart thermostat, smart… dog collar? Maybe some things don’t need to be “smart." Regardless, the connectivity things by the internet is what we call the Internet of Things! Although these innovations are largely viewed as beneficial to us, there are some glaring risks. Want to learn more about the Internet of Things? Tune in now to The Invested Dads Podcast, where Josh & Austin will tell you everything you need to know to understand this trend!
For links, show notes, and a full transcript, head to theinvesteddads.com/022
This week Josh and Austin are talking about asset bubbles! If there’s one thing we know about bubbles, it’s that they eventually POP! So The Invested Dads are going to explore several cases of bubbles throughout history like Bitcoin, the Dot-Com bubble, the housing market in 2008, and…tulips? Yes, you heard right…tulips. Even flowers are not immune to radical price swings. Learn about tulips and many others in today’s episode of The Invested Dads! Oh, and Happy Mother's Day to moms everywhere!
For links, show notes, and a full transcript, visit theinvesteddads.com/021
This week, Josh & Austin are talking about Cryptomania—that is, the hype around cryptocurrency around the world! You’ve heard of the big ones, specifically Bitcoin, and how they have grown in popularity in recent years, but you may not fully understand what they’re all about. That’s okay, most really don’t! But that’s what the Invested Dads are here for! They’re going to help you understand what exactly what cryptocurrency is, how it’s created, what blockchain technology is, laws surrounding it, and how you can invest in this craze! Listen now to become a crypto expert (well… compared to your friends at least)!
For links, show notes, and a full transcript visit theinvesteddads.com/020
What the heck is going on with oil? Did oil futures really turn NEGATIVE? What does this mean? And what impacts might this have on our economy? Join Josh and Austin this week as they continue to record from home and bring you some clarity to this oil madness!
For links, show notes, and a full transcript, visit theinvesteddads.com/019
Today, a special guest is joining The Invested Dads! Author, teacher, and personal finance expert Joe Sangl is hopping on today’s episode to introduce his newest book 2020 Money: Gaining Clarity for your Financial Future! He’ll be discussing methods for discovering and achieving your dreams as well as some financial advice you can use to accomplish your long-term goals. Tune in now for our exclusive interview with Joe Sangl to help make your financial situation better!
For links, show notes, and a full transcript, visit theinvesteddads.com/018
This week, Josh & Austin discuss volatility...which seems appropriate considering the tumultuous start to the year for equity markets. Topics include: what it is, some statistics (which Austin will nerd out about), and what you can do to continue to keep on track to meet your financial goals during this COVID-19 bear market. Thanks for tuning in to this week's episode of The Invested Dads Podcast!
For show notes, links & resources, a full transcript, and more, head to theinvesteddads.com/017
This week, Josh & Austin are continuing to record from home (so please forgive any audio flaws). In this episode, they will explain many of the provisions in the recently passed CARES Act (Coronavirus Aid, Relief, and Economic Security Act) and what that means for you and your financial situation. Listen in to learn how much your stimulus check could be and when you can expect to see it! At least for the next couple episodes, the Coronavirus will continue to be the topic of discussion for The Invested Dads!
For show notes, links & resources, a full transcript, and more, head to theinvesteddads.com/016
Today, Josh & Austin are continuing to record from home (so please forgive any audio flaws). In this week's episode, they will provide valuable insights into the spread of the virus, the pending fiscal stimulus package, the Olympic games, as well as some discussion around how the guys and their families are dealing with being home so much. At least for the next couple episodes, the Coronavirus will continue to be the topic of discussion for The Invested Dads!
For show notes, links & resources, a full transcript, and more, head to theinvesteddads.com/015
Today, Josh & Austin are heeding federal and state recommendations and working from home (so please forgive any audio flaws). In this episode, they will provide an update on the ongoing COVID-19 outbreak both in the US and abroad as well as discuss the government's upcoming fiscal stimulus package, markets, and some practical guidelines. At least for the next couple episodes, the Coronavirus will be the topic of discussion for The Invested Dads!
For show notes, links & resources, a full transcript, and more, head to theinvesteddads.com/014
Today, Josh & Austin have a special guest! As a follow up to our recent Coronavirus episode, Adam Zuercher, CEO and Chief Investment Officer at Hixon Zuercher Capital Management (and an invested dad himself), joins the guys to discuss updates to the status of the virus and the impact to both the economy and your financial plan. This is an episode you won't want to miss!
For show notes, links & resources, a full transcript, and more, head to theinvesteddads.com/013
Today, Josh & Austin are talking about the streaming wars! Streaming services are more powerful and prevalent than ever before, so today is dedicated to discussing who the major players are, the business side, the consumer side, how you can invest in this industry, and more! So buckle up and glue your ears to this episode so you can find out what to glue your eyes on later!
For show notes, links & resources, a full transcript, and more, head to theinvesteddads.com/012
This week Josh & Austin are talking about paying for college! What options are out there for paying for college? What kind of scholarships are available? How the heck does FAFSA work? Don’t fret! Josh & Austin have the answers in this week’s episode of The Invested Dads Podcast!
For show notes, links/resources, and a full transcript, visit www.theinvesteddads.com/011
In today’s episode of The Invested Dads, Josh & Austin are talking about the coronavirus. Due to the recent news of this virus spreading and its impact on the stock market, this episode is dedicated to helping you understand what exactly the coronavirus is, the health concerns, the possible solutions, and its impact on your investments. We know the news of this virus has many people concerned, so we want to bring you some peace of mind in this week’s episode. Listen now to get the full picture of the coronavirus and what kinds of effects it’s having across the globe.
For show notes, links & resources, and a full transcript, head to www.theinvesteddads.com/010
This week we have a special guest joining The Invested Dads Podcast! Ben Carlson, the Director of Institutional Asset Management at Ritholtz Wealth Management (as well as an invested dad), will be discussing his newest book, Don’t Fall For It: A Short History of Financial Scams. He’ll be talking about stories from the book, some key takeaways, and ways you can help yourself avoid scams (Hint: Don’t send money to that Nigerian Prince claiming you are entitled to millions). We are super excited to have Ben Carlson with us this week and we really hope you enjoy listening to our first guest on The Invested Dads Podcast!
If you'd like to see show notes, links, and the transcript from the podcast, visit theinvesteddads.com/009
This week, Josh and Austin are talking about the SECURE Act! Recently signed into law this past December, this act is making some major changes to retirement plans. Today Josh and Austin will be discussing the changes it’ll have on your IRA, 401k, 529 plans, and more. If you have any of these accounts, you need to know what changes are headed your way! Listen now to feel more “secure” (ha!) about your retirement plans!
If you'd like to see show notes, links, and the transcript from the podcast, visit www.theinvesteddads.com/008
This week Josh and Austin are talking about autonomous vehicles! In light of this being episode 007, the James Bond theme will be taking over so be sure to have your shaken, not stirred, martini handy (unless you’re driving, of course)! Some of the topics they will discuss include the levels of autonomy, the major players in the industry, concerns and legal issues surrounding the technology, and predictions for the future of autonomous vehicles. They'll also provide their take on Tesla, Google, and other investment opportunities related to this industry. So sit back, relax, and let Josh and Austin take the wheel (get it?) on this week’s episode of The Invested Dads!
If you'd like to see show notes, links, and the transcript from the podcast, visit https://theinvesteddads.com/007
Hello, hello! Welcome back to The Invested Dads Podcast. This week Josh and Austin are discussing the economics of the big game. They'll be asking some interesting questions like: How much does a commercial cost to air? What impact does the game have on the host city? How many people call off work the next morning? (Some answers will really surprise you!) You can find the answers to these and more in this week's episode of The Invested Dads!
If you'd like to see show notes, links, and a transcript from the podcast, visit https://theinvesteddads.com/006
Welcome, welcome! In this week’s episode of The Invested Dads, Josh Robb and Austin Wilson will be nerding it out by discussing dividend investing. Not sure what dividend investing is? No worries, they keep it pretty light and there’s plenty to learn! Know what it is but need some more insight? You came to the right place! Let Josh and Austin take you on this week’s journey of The Invested Dads so you can take control of your financial future.
If you'd like to see show notes, links, and a transcript from the podcast, visit https://theinvesteddads.com/005
Today, Josh and Austin provide us with 20 predictions for the year in the news, the economy, and other trends! Some of the topics they will discuss include Brexit, trade deals with China, the 2020 election, the Super Bowl (They're already wrong about this one), fashion trends, and more! Some predictions are so bold, they should have their own coffee brand. At the end of the year, they will revisit their predictions and see how well they did!
If you'd like to see show notes, links and a transcript from the podcast, visit https://theinvesteddads.com/004
Start your New Year off right! Listen in today as Josh and Austin discuss some New Year’s financial resolutions that you should consider making for yourself. Your resolutions, or goals, for the new year should follow “S.M.A.R.T.” guidelines, which Josh and Austin will discuss. They should also be split into short-term and long-term—things you can do today that will be beneficial today, and things you can do today that will be beneficial in the long-run. Like any New Year’s resolution, they can be tough to keep up with, but with some great insight and advice from The Invested Dads, we think you can make your resolutions stick (No gym membership required)!
If you'd like to see show notes, links and a transcript from the podcast, visit https://theinvesteddads.com/003
Josh and Austin discuss 19 of the most interesting news headlines from 2019, including the trade war with China, Brexit, Hong Kong protests, Trump's impeachment inquiry, Tesla's Cyber Truck, and more. Of course, they also add in some personal highlights from 2019 as well—hint, New Year's diet resolutions are tough to keep up with, especially if you're a donut-lover. Dad jokes included at no cost.
If you'd like to see show notes, links and a transcript from this episode visit https://theinvesteddads.com/002
Welcome all! The time is finally here! The first official episode of The Invested Dads! Listen in as Josh Robb and Austin Wilson begin to take you on your journey to financial freedom one episode at a time. Today they start with how they met, their backgrounds, and some basics of financial literacy looking into the new year. So grab your coffee, donut, and slippers, and get ready for the first of many informative and fun episodes with Josh and Austin!
If you'd like to see show notes, links and a transcript from this episode visit https://theinvesteddads.com/001
Coming soon to a podcast player near you...The Invested Dads Podcast! Meet Josh Robb and Austin Wilson as they share their excitement for this show launching January 9, 2020!