The Wealth Mindset Show

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 b...

What does it really mean to steward generational wealth, and why should we care? In this episode, Austin, Josh, and Tony talk about what that actually means in real life. It’s not just about growing money; it’s about using it wisely, passing down values, and making an impact that lasts. From the firm’s early days at Red Lobster to the lessons they’ve learned along the way, they share what true stewardship looks like and how it can ...

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

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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. 

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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 t...

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. 

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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 retire...

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

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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...

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...

What happens when someone retires with a solid financial plan but no purpose? In this bonus Halftime Huddle episode, Tony and Scott share the personal story that inspired Refocus Coaching and explore why the non-financial side of retirement matters more than most people realize.

Read the full transcript, show notes, or watch the video at thewealthmindsetshow.com/s2e15

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Can you really use money to create a better life? In this episode, we talk about using your financial resources with purpose to create time, space, and freedom for what matters most! Whether that means cutting back hours at work, taking the trip you’ve been putting off, or building in more margin, we’ll talk through ways to align your spending with your values and make your money work for the life you actually want!

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Are you inheriting some wealth? Receiving an inheritance is an amazing transfer of legacy, but also adds a ton of mental stress to your life. In addition to grieving the loss of a loved one, you're left with a myriad of decisions (and decisions that can’t be rushed). So what should you do? In this podcast episode, Austin, Josh, and Tony will share first steps, understanding the inheritance, setting goals, purposeful investing ...

Can you actually save too much for retirement? It sounds like a strange problem to have, but it’s more common than you think! In this episode, we discuss signs you're over-saving and how an excessive focus on your future can rob you of joy today. We’ll talk about the importance of knowing what you're saving for, frugality vs. stinginess, and when you might need to adjust your savings plan. Plus, we’ll walk through how to ...

Why do married couples see money so differently and how do you avoid letting it become a source of stress?

In this episode of The Wealth Mindset Show, we’re talking about what really drives your financial mindset (hint: it often starts in childhood) and how spouses can work together to build a strong, shared approach to money. Whether you're merging bank accounts or just trying to understand why one of you is a saver and the ot...

As the weather warms up and everything starts to bloom, it’s the perfect time to clear out the clutter. Not just in your closet, but in your finances too. In this episode, Austin, Josh, and Jordan walk you through a five-step financial spring-cleaning checklist.

You’ll learn:

• What to ditch from your monthly budget
• How to refocus your short, mid, and long-term financial goals
• Smart ways to rebalance your investments
• How to use this y...

Planning for retirement? Learn how to build a smart retirement investment portfolio! In this episode of The Wealth Mindset Show, Austin, Josh, Chase, and Jess explore how to adjust your investment strategy as you approach retirement, generate reliable income, and avoid common missteps of retirees. Discover withdrawal strategies, portfolio allocation tips, and how to protect your nest egg in any market. 

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Market turbulence is back, and with new tariffs shaking up global trade, investors are wondering... what’s next? In this episode, Josh, Austin, Tony, and Chase will break down the latest market volatility, the impact of tariffs in 2025, and what it all means for your portfolio.

We’ll cover:
 ✅ What’s driving current market swings
 ✅ How new tariffs could affect different sectors and global markets
 ✅ Strategies to stay i...

Caring for aging parents comes with financial and emotional challenges. In this episode, Austin, Josh, and Scott will talk through practical ways to support those closest to you as they get older, from financial planning to lifestyle decisions. They’ll cover the sandwich generation concept, how to navigate tough conversations, set healthy boundaries, and make smart choices that protect both your parents' well-being and your ow...