The Wealth Mindset Show

273 Episodes

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The 5 Hardest Spending Decisions in Retirement

2026-09-2427:25

After decades of learning how to save money, why is it so difficult to spend it? Many of our clients and retirees all over often find that the hardest part of retirement isn't building wealth but giving themselves permission to use it. Today, Austin Wilson, Josh Robb, and Jessica Hinks will discuss the five spending decisions retirees struggle with most and why these decisions are often far more emotional than financial. Watch the video version, read the transcript, and find show notes at the...

Lump Sum vs. Annuity: Which Should You Take?

2026-09-1023:37

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 the dollars and understand how each choice impacts your retirement income, flexibility, taxes, legacy goals, and overall lifestyle. They talk through why so many retirees are drawn to the lump sum, when guaranteed lifetime income may actually be ...

The Real Reason Wealthy Retirees Still Wake Up Anxious

2026-08-2726:59

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 money doesn't automatically eliminate anxiety. In this episode, Austin, Josh, and Chase explore the complex psychological relationship between wealth and security, discussing why achieving financial milestones doesn't always translate to peace of mi...

We're Almost Millionaires... Can We Reduce Savings?

2026-08-1322:13

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 to come up: Do I really need to keep saving this much? In this episode, we explore what it actually means to be “on track” for retirement and whether reaching a money milestone means you can finally ease up. For the video version, transcript,...

The Ultimate Guide to Retiring from Marathon Petroleum Corporation

2026-07-3018:28

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. From the Thrift Plan (401(k)) and pension options to Net Unrealized Appreciation (NUA), retiree healthcare, and the often-overlooked non-financial side of retirement, they share insights gained from working with hundreds of Marathon employee...

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