The Wealth Mindset Show

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 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing! 🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

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 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing! 🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

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 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing! 🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

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 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing! 🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

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 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing! 🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

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 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing! 🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

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 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing! 🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

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. Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing! 🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

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 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing! 🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

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 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing! 🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

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 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing! 🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing! 🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

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 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing! 🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

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 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing! 🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

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 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing! 🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

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 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing! 🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

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 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing! 🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

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 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing! 🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

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 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing! 🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

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 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing! 🎧Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts