Claim OwnershipMind of a Millionaire
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Denver-based wealth advisors Zachary Bouck, CIMA®, Blair Braden, CFP®, and Austyn Garcia, explore the habits and routines of millionaires. This show delves into the fundamentals of financial independence, touching on investing, long-term planning, tax strategies, insurance considerations, and wealth generation.
Suitable for any level of investor, tune in to learn about addressing financial independence and creating a financial legacy.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Denver Wealth Management, Inc., a registered investment advisor. Denver Wealth Management, Inc. is a separate entity from LPL Financial.
Suitable for any level of investor, tune in to learn about addressing financial independence and creating a financial legacy.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Denver Wealth Management, Inc., a registered investment advisor. Denver Wealth Management, Inc. is a separate entity from LPL Financial.
173 Episodes
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Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our January 2026 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. 0:00 – Introduction & Action Items 3:11 – Recapping 2025: Market Performance Overview 6:06 – Looking Ahead: 2026 Market Outlook 10:11 – International Markets: Opportunities & Risks 16:32 – Emerging Technologies & Investment Themes 17:59 – FOMO in Private Markets: Are Investors Missing Out? Visit www.denverwealthmanagement.com to schedule a free consultation.
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our December 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. 0:00 – Introduction & Action Items 5:19 – Investment Market Overview & Trends 10:22 – Opportunities in Tech & AI 15:27 – The Future of Data Centers & Space Exploration 20:15 – Comparing Tech Bubbles: Lessons from History 25:21 – Investing Strategies: Balancing Risk & Opportunity 25:50 – The Evolution of Investment Strategies 30:41 – Navigating Cash in Today's Market 35:58 – Setting Goals & New Year's Resolitions Visit www.denverwealthmanagement.com to schedule a free consultation.
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our November 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. 0:00 – Introduction 0:54 – Action Items 1:55 – Mortgage Rates & Refinancing Tips 3:01 – October Market Recap & Federal Reserve Updates 4:36 – Government Shutdown: Impacts on Markets & Travel 6:38 – Data Reliability During Shutdowns 8:58 – Tech Stocks, Valuations & Michael Burry's Bet 14:07 – The Role of AI & The Future of Work 19:09 – End-of-Year Investment Startegies 25:23 – Direct Indexing & Diversification 27:41 – Opportunities Beyond Tech: Materials & Other Sectors 35:40 – Closing Thoughts Visit www.denverwealthmanagement.com to schedule a free consultation.
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our October 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. 0:00 – Introduction 2:20 – Action Items 3:03 – Charitable Giving & Tax Strategies 4:33 – Market Overview & Recent Trends 7:05 – Investor Behavior & Market Pullbacks 12:57 – Risk Tolerance & Investment Strategies 16:15 – Potential Causes for Market Pullbacks 22:35 – Opportunities in Tech & Robotics 25:51 – The Future of Jobs & AI Impact 37:07 – Closing Thoughts Visit www.denverwealthmanagement.com to schedule a free consultation.
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our September 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. 0:00 – Introduction to Investment Insights & Action Items 6:34 – Investment Market Overview & Economic Insights 12:44 – Stock Selection & Investment Strategies 19:51 – Valuations & Market Trends 28:36 – Interest Rates & Bond Strategies 37:41 – Final Thoughts Visit www.denverwealthmanagement.com to schedule a free consultation.
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our August 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. 0:00 – Introduction to Investment Insights 1:58 – Understanding Risk Tolerance 2:55 – Embracing Artifical Intelligence in Business 4:01 – Market Overview & Recent Trends 7:02 – Analyzing Job Reports & Economic Indicators 10:08 – Investment Strategies Amid Market Fluctuations 13:13 – Expectations for Fed Rate Cuts 19:15 – Corporate Earnings & Market Strength 23:19 – Final Thoughts on Financial Planning Visit www.denverwealthmanagement.com to schedule a free consultation.
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our June 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. 0:00 – Introduction to Weath Management & Action Items 3:07 – Lazy Money & Financial Spring Cleaning 6:29 – Market Overview & Economic Outlook 9:;22 – Investment Strategies & Market Predictions 12:10 – Emerging vs. Developed Markets 15:06 – The Future of Tech & Investment Opportunities 18:07 – Interest Rates & Economic Speculation 21:15 – Closing Thoughts & Future Trends Visit www.denverwealthmanagement.com to schedule a free consultation.
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our June 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. 0:00 – Introduction to Podcast & This Week's Action Items 2:32 – The Rise of AI in Investing 4:37 – Market Overview & Investment Strategies 8:31 – Retail Investor Resilience in Market Pullbacks 13:12 – The Impact of the New Retail Investor 16:39 – Investor Temperament & Staying Informed 20:41 – Long-Term Investment Outlook 24:39 – Technological Innovation & Market Trends 29:11 – Exploring International Markets & Nuclear Energy 31:57 – Public Perception of Nuclear Power 35:25 – The Future of Self-Driving Cars 40:32 – Final Thoughts on Change & Innovation Visit www.denverwealthmanagement.com to schedule a free consultation.
In this episode, we interview Jen Boyle, a lifestyle manager. Jen founded and runs More Lifestyle Management, a successful firm that helps high-earning professionals (i.e., CEOs, athletes, etc.) manage their busy work-life schedules. 0:00 – Introduction to Lifestyle Management 3:21 – Identifying Life's Stressors 6:16 – The Role of a Lifestyle Manager 9:30 – Establishing Systems for Efficiency 12:08 – Cost and Value of Lifestyle Management 15:09 – Creative Solutions for Busy Households 18:06 – Building Trust and Relationships 24:14 – Advice for Household Efficiency 27:32 – Unique Experiences in Lifestyle Management 30:27 – Navigating Wealth Management Connections 33:08 – The Emotional Aspect of Lifestyle Management 36:19 – How to Reach Jen Visit www.denverwealthmanagement.com to schedule a free consultation with a Denver Wealth financial advisor.
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our May 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. 0:00 – Market Overview 2:56 – Investor Conversations During Market Fluctuations 6:04 – Long-Term Growth vs. Short-Term Volatility 9:04 – Income Investors & Conservative Strategies 11:46 – Interest Rates & Economic Outlook 15:04 – The Future of Technology & Job Market 18:08 – AI's Impact on Employment & Productivity 20:59 – Action Items for Investors 24:10 – Summer Plans & Life Balance Visit www.denverwealthmanagement.com to schedule a free consultation.
Listen to the final episode in a three-part series with special guest, Christopher Hornbaker. Christopher is an attorney at Colorado-based Davis Schilken, PC Law Offices, helping famlies navigate the often-complex estate planning process. In this episode, host Austyn Garcia interviews Christopher about charitable estate planning opportunities. Learn more about Christopher Hornbaker and Davis Schilken, PC at www.dslawcolorado.com. Schedule a free consultation with Denver Wealth Management, Inc. at www.denverwealth.com.
Listen to the second episode in a three-part series with special guest, Christopher Hornbaker. Christopher is an attorney at Colorado-based Davis Schilken, PC Law Offices, helping famlies navigate the often-complex estate planning process. In this episode, host Austyn Garcia interviews Christopher about creative estate planning solutions, including the highly anticipated estate tax exemption sunset in 2026. Learn more about Christopher Hornbaker and Davis Schilken, PC at www.dslawcolorado.com. Schedule a free consultation with Denver Wealth Management, Inc. at www.denverwealth.com.
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our October 2024 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. We discuss the longshoreman strike, investing in China, interest rates, and the upcoming election. Visit www.denverwealthmanagement.com to schedule a free consultation.
Listen to the first episode in a three-part series with special guest, Christopher Hornbaker. Christopher is an attorney at Colorado-based Davis Schilken, PC Law Offices, helping famlies navigate the often-complex estate planning process. In this episode, host Austyn Garcia interviews Christopher about the basics of estate planning and who needs an estate plan (Will, POAs, etc.) Learn more about Christopher Hornbaker and Davis Schilken, PC at www.dslawcolorado.com. Schedule a free consultation with Denver Wealth Management, Inc. at www.denverwealth.com.
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our September 2024 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. Visit www.denverwealthmanagement.com to schedule a free consultation.
Co-hosts Zachary Bouck and Austyn Garcia discuss Tim Ferriss' popular book, the 4-Hour Workweek and whether it's principles are still realistic in today's world. Visit www.denverwealth.com for more information. Tim Ferriss' Books: https://tim.blog/tim-ferriss-books/
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our July 2024 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. Visit www.denverwealthmanagement.com to schedule a free consultation.
Co-hosts, Zachary Bouck and Austyn Garcia discuss two phrases to help build long-term wealth. Zachary and Austyn share their stories about how these two phrases have helped and continue to help them grow. Visit www.denverwealthmanagement.com to schedule a free consultation.
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our June 2024 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. Visit www.denverwealthmanagement.com to schedule a free consultation.
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our May 2024 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. Visit www.denverwealthmanagement.com to schedule a free consultation.
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