The Wealth Mindset Show

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 mi...

In this special episode, Josh Robb, Austin Wilson, and Chase Rose introduce The Ultimate Guide to Retiring from Marathon Petroleum Corporationand 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 ins...

The second quarter of 2026 is officially in the books! In this episode, Austin Wilson, Jessica Hinks, and Chase Rose are breaking down what actually happened in the markets, what drove the movement, and what it all means for your financial plan going forward. They also share what clients are asking right now, what you should be watching for, and even highlight a few pieces of good news from around the world!

For the video version, s...

SpaceX's public debut may have dominated headlines, but the bigger question for investors remains: Does SpaceX belong in your portfolio? In this episode, Austin Wilson, Josh Robb, and Tony Hixon take a closer look at the company behind reusable rockets, Starlink, and ambitious plans for the future of space exploration. We discuss SpaceX's business model, growth potential, valuation, risks, and the challenges investors face when eva...

Claiming Social Security may be one of the most important financial decisions you'll make in retirement, but should you take it as soon as you're eligible? 

In this episode, Austin Wilson, Jessica Hinks, and Jordan Shaw discuss six types of retirees who may want to think twice before claiming Social Security early. From higher-earning spouses and healthy retirees to tax-conscious investors and those planning major life changes,...

Summer is here, and with it comes a familiar financial question: should you spend money making memories today or save more for the future? Austin Wilson, Josh Robb, and Jordan Shaw explore the trade-off between taking vacations and adding to retirement savings. They also share a practical framework of questions to help you make the decision confidently. They discuss when spending on experiences may be the right choice, when delayin...

What if some of the most popular financial advice is actually wrong? In this episode, we share our biggest financial hot takes! Austin, Josh, Jordan, and Chase talk through controversial opinions on budgeting, debt, investing, career choices, and wealth-building strategies that challenge conventional wisdom and spark real conversation. Whether you agree or completely disagree, it might make you think differently about money, retire...

Trump Accounts are set to launch in July, and it's time to start thinking about what your role is in jumpstarting your children's futures! In this episode, we break down what the account is and what it could mean for families with younger kids. We'll talk potential benefits, risks, long-term growth opportunities, and simplify the conversation around investing for kids in a way that’s easy to understand. Whether you’re a...

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 ...

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 ...

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 st...

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...

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 co...

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

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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, w...

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, bal...

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 ta...

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,...

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 ...