The Wealth Mindset Show

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 parent, grandparent, or just curious about financial planning for the next generation, this guide will help you feel more confident about getting started!

For the video version, show notes, and resources, visit thewealthmindsetshow.com/s2e36

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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 the world!

Watch the video version, read show notes, and transcript at thewealthmindsetshow.com/s2e35

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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 the video version, show notes, and resources, visit thewealthmindsetshow.com/s2e34

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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 steady when headlines feel anything but!

To watch in video format, read show notes, or view the transcript, visit thewealthmindsetshow.com/s2e33

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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 meeting a financial planner, and explain why you can leave them at the door! By the end, you’ll feel confident, prepared, and ready to take the first step toward your financial future. 

Watch the video version, read the show notes, or check out resources at thewealthmindsetshow.com/s2e32

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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 conversations matter more than ever in an age of information overload and AI. Tune in!

Watch the video version, read the transcript, and find show notes at thewealthmindsetshow.com/s2e31

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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, watch the video, and check out resources at thewealthmindsetshow.com/s2e29

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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, balancing discipline with evolving markets, and what it looks like to consistently “do the next right thing” for clients. Plus, Austin shares an exciting announcement at the end of the episode with the launch of something new!

Watch the video version, read show notes, and find resources here.

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➡️Download Free Resource: 8 Timeless Principles to Investing!

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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 tax efficient.

For the video version, show notes, and transcript, visit thewealthmindsetshow.com/s2e27

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➡️Download Free Resource: 8 Timeless Principles to Investing!

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