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The Invested Dads Podcast

Business & Economics Podcasts

A 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 the stories and choices facing investors today. The guys aim to bring you relevant and clear thoughts to enable you to be more comfortable with your situation (with the occasional dad joke). Learn more at TheInvestedDads.com

Location:

United States

Description:

A 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 the stories and choices facing investors today. The guys aim to bring you relevant and clear thoughts to enable you to be more comfortable with your situation (with the occasional dad joke). Learn more at TheInvestedDads.com

Language:

English

Contact:

4194252400


Episodes

Evaluating Key-Man Risk When Investing

2/15/2024
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

Duration:00:22:43

Our Bold 2024 Predictions

2/1/2024
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 Sign up for our exclusive newsletter here! The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

Duration:00:17:23

Investment Recap: 2023 2nd Half Stock Draft Winner Announced

1/18/2024
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 Sign up for our exclusive newsletter here! The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

Duration:00:15:20

How Do Interest Rates Affect the Stock Market?

1/4/2024
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 Sign up for our exclusive newsletter here! The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

Duration:00:31:39

How to Prevent Lifestyle Creep & Manage Your Finances Wisely

12/21/2023
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 Sign up for our exclusive newsletter here! The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

Duration:00:29:13

You Get What You Pay For

12/7/2023
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 Sign up for our exclusive newsletter here! The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

Duration:00:26:12

How to Improve Your Credit Score

11/23/2023
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 Sign up for our exclusive newsletter here! The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

Duration:00:23:43

How to Financially Prepare for Christmas

11/9/2023
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 Sign up for our exclusive newsletter here! The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

Duration:00:28:05

Should You Buy a House Now or Wait?

10/26/2023
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 Sign up for our exclusive newsletter here! The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

Duration:00:19:01

How Does Your Financial Situation Compare to Others?

10/12/2023
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 Sign up for our exclusive newsletter here! The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

Duration:00:22:26

Should You Invest in ESG?

9/28/2023
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 Sign up for our exclusive newsletter here! The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

Duration:00:22:57

How Successful Traders Use Technical Analysis

9/14/2023
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 Sign up for our exclusive newsletter here! The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

Duration:00:26:34

How to Plan a Financially Smart Vacation

8/31/2023
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 Sign up for our exclusive newsletter here! The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

Duration:00:36:10

How to Build a Bond Ladder

8/24/2023
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 Sign up for our exclusive newsletter here! The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

Duration:00:27:10

Tips for Buying a Car the Smart Way

8/17/2023
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 Sign up for our exclusive newsletter here! The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

Duration:00:47:06

Should You Have Multiple Financial Advisors?

8/10/2023
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 Sign up for our exclusive newsletter here! The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

Duration:00:21:16

Should Artificial Intelligence Be Regulated?

8/3/2023
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 Sign up for our exclusive newsletter here! The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

Duration:00:20:38

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

7/27/2023
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 Sign up for our exclusive newsletter here! The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

Duration:00:45:11

How to Retire Early: FIRE Movement 101

7/20/2023
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 Sign up for our exclusive newsletter here! The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

Duration:00:27:50

10 Excel Tips You Need to Know to Maximize Efficiency

7/13/2023
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 Sign up for our exclusive newsletter here! The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

Duration:00:24:00