The Invested Dads Podcast

Follow The Invested Dads Podcast
Share on
Copy link to clipboard

A weekly podcast 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

Josh Robb & Austin Wilson


    • May 29, 2025 LATEST EPISODE
    • every other week NEW EPISODES
    • 28m AVG DURATION
    • 239 EPISODES

    Ivy Insights

    The Invested Dads Podcast is a highly informative and accessible podcast that covers a wide range of financial topics. Hosted by Josh and Austin, this podcast is perfect for anyone looking to learn more about their finances and make smarter investment decisions. The hosts have a great way of breaking down complex concepts into easy-to-understand language, making it suitable for people of all ages and levels of financial knowledge.

    One of the best aspects of The Invested Dads Podcast is the practical advice and tips they provide. They offer valuable insights on investing at a young age, setting realistic financial goals, and starting adulthood on the right foot financially. Whether you're in your early 20s or have been working for years, their advice is applicable and beneficial.

    Another great aspect is the relatable examples they use to explain financial concepts. They take seemingly dull topics and make them interesting with their conversational style. The hosts also add humor to the mix with well-placed dad jokes, making the podcast both informative and entertaining.

    On the downside, one could argue that there are not enough episodes released yet. Many listeners express disappointment that there aren't more episodes available. However, this review can be seen as a testament to how engaging and helpful The Invested Dads Podcast is since listeners are eager for more content.

    In conclusion, The Invested Dads Podcast is an excellent resource for anyone looking to gain knowledge about personal finance and investment strategies. It breaks down financial topics in an easy-to-understand manner while providing practical advice for people at different stages of their financial journey. With their relatable examples, humor, and clear communication style, Josh and Austin have created a podcast that stands out in the crowded field of financial podcasts.



    Search for episodes from The Invested Dads Podcast with a specific topic:

    Latest episodes from The Invested Dads Podcast

    Are You Saving TOO MUCH For Retirement?

    Play Episode Listen Later May 29, 2025 22:58 Transcription Available


    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/s2e12Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!

    How to Manage Finances as a Married Couple

    Play Episode Listen Later May 15, 2025 22:45 Transcription Available


    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 moneySaver 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 youHow to talk about money without it turning into a fightPlanning for the future together: retirement, investing, and more...For the full video, resources, and show notes, visit thewealthmindsetshow.com/s2e11Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!

    Spring Cleaning Your Finances in 5 Simple Steps

    Play Episode Listen Later May 1, 2025 28:10 Transcription Available


    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 budgetHow to refocus your short, mid, and long-term financial goalsSmart ways to rebalance your investmentsHow to use this year's tax return to plan better for next yearTips to organize your documents and protect your financial lifeFor the full video, links, and show notes, visit thewealthmindsetshow.com/s2e10Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!

    How To Build An Investment Portfolio For Retirement

    Play Episode Listen Later Apr 17, 2025 31:35 Transcription Available


    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/s2e9Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!

    Navigating Current Market Volatility & Tariffs in 2025

    Play Episode Listen Later Apr 3, 2025 28:50 Transcription Available


    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 downsFor the full transcript, show notes, and resources, visit thewealthmindsetshow.com/s2e8Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!

    How to Support Aging Parents & Relatives

    Play Episode Listen Later Mar 20, 2025 30:44 Transcription Available


    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. Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!

    Avoiding Common Healthcare Planning Mistakes (Ft. Cole Craven)

    Play Episode Listen Later Mar 6, 2025 49:53 Transcription Available


    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/s2e6Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!

    How To Protect Retirement Money From Market Volatility

    Play Episode Listen Later Feb 20, 2025 27:45 Transcription Available


    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/s2e5Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!

    How To Enjoy Wealth Without Feeling Guilty

    Play Episode Listen Later Feb 6, 2025 22:29


    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.Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!

    What Do Retirees Regret Most About Their Retirement?

    Play Episode Listen Later Jan 23, 2025 28:24


    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.Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!

    Does Money Buy Happiness? Let's Talk About It

    Play Episode Listen Later Jan 9, 2025 23:08


    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. Send in LISTENTER QUESTIONS via textSign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    Meet The Wealth Mindset Show Podcast Team!

    Play Episode Listen Later Jan 2, 2025 19:43


    Meet the Podcast Team of The Wealth Mindset Show!

    ANNOUNCEMENT | Rebrand Coming 2025

    Play Episode Listen Later Nov 8, 2024 0:56


    Have episode ideas? Have a question? Send us a text!Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    The Ultimate Year-End Financial Planning Checklist + Big Announcement!

    Play Episode Listen Later Nov 7, 2024 25:31 Transcription Available


    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/225Have episode ideas? Have a question? Send us a text!Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    10 Common Year-End Tax Planning Mistakes

    Play Episode Listen Later Oct 24, 2024 21:52 Transcription Available


     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/224Have episode ideas? Have a question? Send us a text!Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    What The Recent Fed Cut Means For You

    Play Episode Listen Later Oct 10, 2024 20:38 Transcription Available


    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/223Have episode ideas? Have a question? Send us a text!Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    Can I Roll Over an IRA to an HSA? (ft. Chase Rose)

    Play Episode Listen Later Sep 26, 2024 19:51 Transcription Available


    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/222Have episode ideas? Have a question? Send us a text!Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    How Do Leadership Traits Drive Investment Success?

    Play Episode Listen Later Sep 12, 2024 26:11


    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/221Have episode ideas? Have a question? Send us a text!Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    5 Ways We Disagree With Dave Ramsey

    Play Episode Listen Later Aug 29, 2024 27:56 Transcription Available


    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/220Have episode ideas? Have a question? Send us a text!Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    Are Bonds A Good Investment?

    Play Episode Listen Later Aug 15, 2024 30:01


    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.Have episode ideas? Have a question? Send us a text!Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    6 Tips to Grow Your Wealth

    Play Episode Listen Later Aug 1, 2024 20:58 Transcription Available


    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/218Have episode ideas? Have a question? Send us a text!Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    The Power of the Success Sequence & Avoiding Poverty

    Play Episode Listen Later Jul 18, 2024 16:14


    For the full transcript, show notes, and resources, visit theinvesteddads.com/216Have episode ideas? Have a question? Send us a text!Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    How Long Will Nvidia's Rally Last?

    Play Episode Listen Later Jul 4, 2024 23:25 Transcription Available


    Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    How to Successfully Invest in Real Estate

    Play Episode Listen Later Jun 20, 2024 32:14 Transcription Available


     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/215Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    Preparing Kids for Biblical Money Management (Ft. Matt Bell)

    Play Episode Listen Later Jun 6, 2024 38:27 Transcription Available


     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/214Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    10 Financial Habits Keeping You Poor

    Play Episode Listen Later May 23, 2024 31:28 Transcription Available


    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/213Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    When Should I Claim Social Security?

    Play Episode Play 39 sec Highlight Listen Later May 9, 2024 29:24 Transcription Available


     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/212Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    8 Ways to Achieve Financial Peace

    Play Episode Play 53 sec Highlight Listen Later Apr 25, 2024 27:11


    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/211Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    How Do Millionaires Become Millionaires?

    Play Episode Listen Later Apr 11, 2024 22:49 Transcription Available


    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/210Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    Investing During a Presidential Election Year

    Play Episode Listen Later Mar 28, 2024 22:18 Transcription Available


    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/209Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    6 Lessons From a Bear Market

    Play Episode Listen Later Mar 14, 2024 25:04 Transcription Available


    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/208Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    6 Common Financial Mistakes in the Past Year

    Play Episode Listen Later Feb 29, 2024 23:13 Transcription Available


    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/207Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    Evaluating Key-Man Risk When Investing

    Play Episode Play 58 sec Highlight Listen Later Feb 15, 2024 22:43 Transcription Available


    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.Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    Our Bold 2024 Predictions

    Play Episode Play 28 sec Highlight Listen Later Feb 1, 2024 17:23


    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/205Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    Investment Recap: 2023 2nd Half Stock Draft Winner Announced

    Play Episode Listen Later Jan 18, 2024 15:20 Transcription Available


    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/204Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    How Do Interest Rates Affect the Stock Market?

    Play Episode Listen Later Jan 4, 2024 31:39 Transcription Available


    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/203Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    How to Prevent Lifestyle Creep & Manage Your Finances Wisely

    Play Episode Play 60 sec Highlight Listen Later Dec 21, 2023 29:13 Transcription Available


    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/202Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    You Get What You Pay For

    Play Episode Listen Later Dec 7, 2023 26:12 Transcription Available


    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/201Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    How to Improve Your Credit Score

    Play Episode Play 30 sec Highlight Listen Later Nov 23, 2023 23:43 Transcription Available


    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/200Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    How to Financially Prepare for Christmas

    Play Episode Listen Later Nov 9, 2023 28:05 Transcription Available


    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/199Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    Should You Buy a House Now or Wait?

    Play Episode Listen Later Oct 26, 2023 19:01 Transcription Available


    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/198Sign up for our exclusive weekly newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    How Does Your Financial Situation Compare to Others?

    Play Episode Play 26 sec Highlight Listen Later Oct 12, 2023 22:26 Transcription Available


    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/197Sign up for our exclusive weekly newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    Should You Invest in ESG?

    Play Episode Listen Later Sep 28, 2023 22:57 Transcription Available


     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/196Sign up for our exclusive weekly newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    How Successful Traders Use Technical Analysis

    Play Episode Listen Later Sep 14, 2023 26:34 Transcription Available


    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/195Sign up for our exclusive weekly newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    How to Plan a Financially Smart Vacation

    Play Episode Play 25 sec Highlight Listen Later Aug 31, 2023 36:10 Transcription Available


    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/194Sign up for our exclusive weekly newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    How to Build a Bond Ladder

    Play Episode Listen Later Aug 24, 2023 27:10 Transcription Available


    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/193Sign up for our exclusive weekly newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    Tips for Buying a Car the Smart Way

    Play Episode Play 56 sec Highlight Listen Later Aug 17, 2023 47:06 Transcription Available


    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/192Sign up for our exclusive weekly newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    Should You Have Multiple Financial Advisors?

    Play Episode Play 59 sec Highlight Listen Later Aug 10, 2023 21:16 Transcription Available


    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/191Sign up for our exclusive weekly newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    Should Artificial Intelligence Be Regulated?

    Play Episode Listen Later Aug 3, 2023 20:38 Transcription Available


    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/190Sign up for our exclusive weekly newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    The Success Story of a Wealth Management Firm's CEO (Ft. Adam Zuercher)

    Play Episode Play 44 sec Highlight Listen Later Jul 27, 2023 45:11 Transcription Available


    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/189Sign up for our exclusive weekly newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    How to Retire Early: FIRE Movement 101

    Play Episode Listen Later Jul 20, 2023 27:50 Transcription Available


    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/188Sign up for our exclusive weekly newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

    Claim The Invested Dads Podcast

    In order to claim this podcast we'll send an email to with a verification link. Simply click the link and you will be able to edit tags, request a refresh, and other features to take control of your podcast page!

    Claim Cancel