Zachary and Austyn discuss what it means to invest in your human capital, or your ability to earn an income. For most investors, that's your greatest asset. 

Mind of a Millionaire

EP:108 - Investing in Your Human Capital

We've all heard it - timeshares are not a good investment. In this episode, Zachary Bouck shares what timeshares are, why they are, in fact, a poor investment, and a little bit on the exit options. 

EP:107 - What's the Deal with Timeshares?

This month, international investments were the hot topic in our PRM, specifically China. What is going on with China right now, and what should you do with Chinese portfolio holdings?

EP:106 - September 2021 Portfolio Meeting Recap; What's Happening in China?

Several folks have recently asked us the same question: what should I do if I’ve received a large sum of money? Should I invest it all at once? Invest periodically? Spend it on vacation? Pay off debt? Zak examines a Vanguard study to answer just that. 

EP:105 - How to Invest a Large Windfall

I am thrilled to announce that I am a 2021 InvestmentNews 40 Under 40 Financial Advisor. This episode is all about the award and my passion for personal financial security. 

EP:104 - Zachary Bouck; 40 Under 40

In this episode of the Mind of a Millionaire (MOAM), Zak discusses an asset allocation strategy referred to as bucketing, which will help you address longevity risk and manage emotion in retirement.

EP:103 - Making Your Retirement Savings Last

Our May 2021 PRM came at an odd time—interest rates are low, stock valuations are high, and the stock market is regularly closing at new record highs. Amid the uncertainty, we want to discuss the importance of having a process when seeking new investment opportunities.

EP:102 - May 2021 Portfolio Review Meeting Recap

As an investor, it's often easier to make long-term investment decisions by focusing on the indisputable information at hand.

EP:101 - What's Obvious Right Now?

Zak shares the three most impactful takeaways that he has learned from clients throughout his career as a financial advisor.

EP:100 - Three Impactful Takeaways From 13 Years as a Financial Advisor

In this podcast, Zachary Bouck, CIMA, will give an overview of what a bond is, they’re relationship with interest rates and inflation, they’re near-term investment horizon, and alternative options for intelligent fixed-income investors.  

EP:099 - Finding Fixed-Income in a Weak Bond Market

Every year, come tax season, we receive the same question from investors: “What should I do with my tax refund?” And, every year, we revert to the usual answers.  However, this year, we felt there was a more critical factor concerning your tax return: your money’s purpose. 

EP:098 - What to do With Your Tax Refund

A little change-up from our routine financial tips and tricks, this exploratory podcast touches on clean energy as a growing investment trend: the terms, the numbers, and the potential profitability. 

EP:097 - The Economics of Clean Energy

Benjamin Franklin said it best: “…in this world, nothing is certain except death and taxes.” In this podcast, Zak discusses the potential benefits of working with a professional CPA and several tax season investment considerations that all filers should make.

EP:096 - 2020-21 Tax & Investment Considerations

Our February PRM mainly debated the current uncertain market environment. While many indicators point to a promising 2021 for equity investors, the possibility of impending doom lingers. (Not quite impending doom, but many investors are wary of the over-valued companies that significantly outperformed the benchmark in 2020.) The purpose of this podcast episode is to breakdown seven optimistic market indicators, including government aid, vaccine development, corporate earnings, household savings, inflation, and interest rates. However, as noted above, we highly recommend that investors voyage through 2021 with a diversified portfolio.

EP:095 - February 2021, Portfolio Meeting Recap: Positive Indicators vs. an Expensive Market

Many New Year's resolutions are lost by now, which is why we propose a Reboot Day - an opportunity for a clean start. Here are 3 habits that may positively impact your financial lifestyle. 

EP:094 - Resolution Reboot Day: 3 Clever Habits for 2021

Zachary Bouck and Blair Braden, co-founders of Denver Wealth Management, aim to help understand the habits, routines, and choices of millionaires, so you may better address your financial goals. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Providence Capital Partners, Inc., a registered investment advisor. Providence Capital Partners, Inc. and Denver Wealth Management are separate entities from LPL Financial.

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Mind of a Millionaire

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