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Artwork for The Wealth Mindset Show

The Wealth Mindset Show

Hixon Zuercher Capital Management
Hixon Zuercher Capital Management
Financial Planning
Social Security
Financial Goals
NVIDIA
Financial Spring Cleaning
Retirement Planning
Tax Planning
Wealth Management
Artificial Intelligence
Bonds
Subscriptions
Real Estate Investing
Investment Strategies
Rebalancing Investments
Inheritance
Retirement
Graphics Processing Units
Interest Rates
Financial Education

Welcome to The Wealth Mindset Show, where co-hosts Josh Robb and Austin Wilson, joined by Hixon Zuercher Capital Management’s team of finance professionals, portfolio managers, a life coach, and more, come together to tackle complex topics - so you don’t have to! From investment strategies and tax planning, to navigating retirement income and aligning your wealth with your goals, they’ll provide i... more

PublishesTwice monthlyEpisodes272Founded7 years ago
Number of ListenersCategories
InvestingBusinessEducationSelf-Improvement

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Artwork for The Wealth Mindset Show

Latest Episodes

One of the biggest retirement decisions you'll ever make may come down to a single question: should you take the pension or the lump sum? In this episode, Austin, Josh, and Jessica break down the pros and cons of both options, helping you look beyond... more

YouTube

You can have $2 million, $3 million, or even $5 million saved for retirement and still wake up at 3 a.m. wondering if you’re going to be okay. To the outside observer, it seems impossible to worry when you have significant savings, but having more mo... more

YouTube

You've spent 25 or 30 years doing the right things... consistently saving for retirement, staying invested through market ups and downs, and building a nest egg that’s now approaching $1 million. But as retirement gets closer, a new question starts t... more

YouTube

In this special episode, Josh Robb, Austin Wilson, and Chase Rose introduce The Ultimate Guide to Retiring from Marathon Petroleum Corporation and discuss the retirement decisions every Marathon employee should understand before leaving the company. ... more

YouTube

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Recent Guests

Chase Rose
Wealth Advisor
Hixon Zuercher Capital Management
Episode: Our Hot Takes On Financial Planning & Money
Jordan Shaw
Wealth Advisor
Hixon Zuercher Capital Management
Episode: Our Hot Takes On Financial Planning & Money
Scott Miller
Life coach for Refocus Coaching at Hixon Zuercher Capital Management
Hixon Zuercher Capital Management
Episode: Why Mentoring The Next Generation Is So Important
Austin Wilson
Partner, Chief Investment Officer at Hixon Zuercher Capital Management
Hixon Zuercher Capital Management
Episode: Austin Becomes PARTNER of Hixon Zuercher! (& Big Announcement)
Tony Hixon
Founder and partner at Hixon Zuercher Capital Management
Hixon Zuercher Capital Management
Episode: What the Heck Is Stewarding Generational Wealth?
Jessica Hinks
Senior Wealth Advisor at Hixon Zuercher Capital Management
Hixon Zuercher Capital Management
Episode: How to Manage Finances as a Married Couple
Matt Bell
Author and finance expert
Soundmind Investing
Episode: Preparing Kids for Biblical Money Management (Ft. Matt Bell)

Hosts

Austin Wilson
Host and Chief Investment Officer at Hixon Zuercher Capital Management; co-host with a practical, approachable style.
Josh Robb
Co-host and wealth advisor; brings practical insights from client experiences and firm leadership.

Reviews

5.0 out of 5 stars from 67 ratings
  • Great podcast, even better guys

    Really enjoy the podcast partly because I am a client and really enjoy all of the staff and recommend them highly. Keep up the good work guys!

    Apple Podcasts
    5
    JJaffee547
    United States3 years ago
  • Such tangible advice from people who really live it out!

    Such an informative yet understandable podcast! Especially enjoyed the episode with Steph and Jenna. 😍 Shout out to the wives for being willing to do share and to Josh and Austin for being vulnerable. What a great example you both are as couples being willing to share the hard stuff but also the blessings of financial living in marriage. Keep up the great work!

    Apple Podcasts
    5
    373949/
    United States3 years ago
  • Love it!

    This is my favorite finance podcast!!

    Apple Podcasts
    5
    JWmiller4848
    United States4 years ago
  • Awesome Podcast!!!

    Josh & Austin, hosts of The Invested Dads Podcast, highlights all investing and more in this can’t miss podcast! The host and expert guests offer insightful advice and information that is helpful to anyone that listens!

    Apple Podcasts
    5
    roweereyes
    Philippines5 years ago
  • Love it!!

    Great podcast for anyone walking through their financial journey. Beneficial for people of all ages.

    Apple Podcasts
    5
    alisha.k23
    United States5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Show is valued for real-world finance demonstrations and actionable tips
Guests and hosts are seen as credible and relatable
Listeners praise practical, jargon-free guidance and dad-jokes
Helpful and approachable for non-experts

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Talking Points

Recent interactions between the hosts and their guests.

Accomplishing Your Dreams & Taking The First Step
Q: So what you're saying is turning a dream into a plan, with steps and timelines?
Yes. If you have a large dream, break it into smaller steps, assign a cost, prioritize against other goals, and set a realistic timeline. This makes the dream actionable rather than a vague someday goal.
Accomplishing Your Dreams & Taking The First Step
Q: Jess, just talk a little bit about why that is something that happens today when you're talking about dreams.
There are many reasons; people often don't spend time defining what they want their life to be and let life happen to them instead. The key is that the dream won't become reality unless you vocalize it and commit to turning it into specific steps and a plan.
Are You Saving TOO MUCH For Retirement?
Q: How do you determine when to adjust your savings plan?
If you're on track to meet your goals and noticing regrets about not enjoying life enough, it's a good time to reevaluate your priorities and possibly reduce aggressive saving.
Are You Saving TOO MUCH For Retirement?
Q: What are some signs that you may be saving too much?
Some signs include being overly focused on frugality and missing opportunities for enjoyment in the present without clear goals justifying that saving.
6 Tips to Grow Your Wealth
Q: How can debt management impact wealth building?
Managing and reducing debt, especially high-interest debt, is crucial because it improves your net worth and financial freedom.

Audience Metrics

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Frequently Asked Questions About The Wealth Mindset Show

What is The Wealth Mindset Show about and what kind of topics does it cover?

A practical finance-focused show hosted by two wealth professionals, often featuring guest advisors from a single firm. Episodes center on retirement income, long-term planning, and real-world money decisions—balancing enjoyment now with future security, tax considerations, and disciplined investing. Regular discussions cover topics like Social Security optimization, budgeting for vacations vs. retirement, charitable giving, child wealth and education accounts, scams protection, and mentoring the next generation. Guests frequently come from the same advisory firm or related wealth-management networks, offering actionable frameworks (SMART goals, donor-advised funds, on-boarding with advisors) and concrete examples. The vibe blends accessibl... more

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Which podcasts are similar to The Wealth Mindset Show?

These podcasts share a similar audience with The Wealth Mindset Show:

1. Investing Insights
2. EntreLeadership
3. Bucknuts Morning 5: An Ohio State athletics podcast
4. Prof G Markets

How many episodes of The Wealth Mindset Show are there?

The Wealth Mindset Show launched 7 years ago and published 272 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Wealth Mindset Show?

Recent guests on The Wealth Mindset Show include:

1. Chase Rose
2. Jordan Shaw
3. Scott Miller
4. Austin Wilson
5. Tony Hixon
6. Jessica Hinks
7. Matt Bell

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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