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!

For resources, show notes, and transcript, visit thewealthmindsetshow.com/s2e14

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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 strategies, and how to avoid common mistakes.

Read the full transcript, show notes, and resources at thewealthmindsetshow.com/s2e13

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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 find your actual retirement number (spoiler: it’s not one-size-fits-all) and how to align your money with your values. Tune in!

For the full transcript, show notes, and resources, visit thewealthmindsetshow.com/s2e12

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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 other’s a spender, this episode's for you!

Here’s what we cover:

• How your background shapes your views on money
• Saver vs. spender (and what to do if you're opposites)
• Should couples combine finances or keep things separate?
• Budgeting and goal setting that works for both of you
• How to talk about money without it turning into a fight
• Planning for the future together: retirement, investing, and more...

For the full video, resources, and show notes, visit thewealthmindsetshow.com/s2e11

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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 year’s tax return to plan better for next year
• Tips to organize your documents and protect your financial life

For the full video, links, and show notes, visit thewealthmindsetshow.com/s2e10

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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. 

For the full transcript, show notes, and resources, visit thewealthmindsetshow.com/s2e9

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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 invested and manage risk in uncertain times
 ✅ Why a long-term perspective is key to weathering market ups and downs

For the full transcript, show notes, and resources, visit thewealthmindsetshow.com/s2e8

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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 own financial future. 

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Retiring before 65 comes with a major challenge: finding the right healthcare coverage. Many early retirees underestimate healthcare costs and make common mistakes that lead to financial stress. In this episode, Josh and Austin sit down with Cole Craven of Move Health to explore the best healthcare options before Medicare, including ACA plans, COBRA, and HSAs. They break down how to avoid costly healthcare planning mistakes and why staying proactive is key. Plus, in an AI-driven world, they discuss why working with a financial advisor can help you make smarter healthcare decisions. Don't let healthcare mistakes derail your retirement!

For the full show notes, links, and transcript, visit thewealthmindsetshow.com/s2e6

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