Mind of a Millionaire

This week, advisors Zachary Bouck and Austyn Garcia discuss seven financial checkpoints for newlyweds and couples approaching the big day. For those who don’t fall into this category, consider sharing this post with someone gearing up for their wedding. We can’t think of a more valuable gift than some good ole’ personal financial advice—truly, the gift that keeps on giving.

Zachary Bouck and Austyn Garcia discuss the in's and out's of life insurance, including the different types, who needs insurance, how to assess your needs, and how to prepare for an insurance medical exam. For insurance quotes and questions, schedule a free consultation at www.denverwealthmanagement.com.

This week, Zachary Bouck, CIMA®, and Austyn Garcia recap: Zachary's Recent Accomplishments and Future of the Financial Industry [1:17-6:13], Emerging Markets and the Problem with Modern Portfolio Theory [6:13-13:04], Rising Rates and the Impact on U.S. Corporations (Specifically Tech/Dapps) [13:04-21:17], Is E.T. a good movie? [21:17-22:59], Social Security's 2022 Cost-of-Living-Adjustment (COLA) [22:59-24:56], and Investing in Inflationary Environments [24:56-27:04].

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.

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.

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?

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.

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.

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.

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.