Mind of a Millionaire

Hosted by Denver Wealth Management

Business Investing Education

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Episodes

100

Latest episode

Apr 2026

Language

EN-US

About the show

Denver-based wealth advisors Zachary Bouck, CIMA®, Blair Braden, CFP®, and Austyn Garcia, explore the habits and routines of millionaires. This show delves into the fundamentals of financial independence, touching on investing, long-term planning, tax strategies, insurance considerations, and wealth generation. Suitable for any level of investor, tune in to learn about addressing financial independence and creating a financial legacy. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Denver Wealth Management, Inc., a registered investment advisor. Denver Wealth Management, Inc. is a separate entity from LPL Financial.

Listen to episodes

60 recent

April 17, 2026Episode 17541 min

EP:175 - February Investment Insights (YTD Update, Diversification, Energy Outlook, Software Selloff)

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our January 2026 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. 0:00 – Introduction 2:44 – The 164 Method / Action Items 6:33 – Market Overview: Themes of 2026 12:05 – Rolling Recessions vs. Traditional Economic Cycles 19:14 – Energy Outlook: Nuclear, Solar, and More 24:18 – Investing in Energy & Diversification Strategies 26:48 – Software Stocks : Current Landscape & Future Potential 30:48 – S&P 500 33:01 – Super Bowl Commercials, Insights, and Reflections 39:05 – Closing Thoughts Visit www.denverwealthmanagement.com to schedule a free consultation.

February 19, 2026Episode 17428 min

EP:174 - 2026 Tax Myths & Updates (Guest: Blaise Surhigh, CPA)

A tax-season special episode: Co-hosts, Austyn Garcia and Zachary Bouck, interview tax professional, Blaise Surhigh, to address 2026 tax myths, questions, and updates. 0:00 – Introduction to Tax Myths & CPA Insights 5:29 – Debunking Popular Tax Myths 9:57 – S-Corps & Their Benefits 13:07 – The Rise of DIY Tax Prep 15:32 – Recent Changes in Tax Law 21:06 – The Importance of Long-Term Tax Planning 22:58 – Maximizing Wealth in Roth Accounts Visit www.denverwealthmanagement.com to schedule a free consultation.

January 20, 2026Episode 17330 min

EP:173 - January Investment Insights (2025 Recap, Investment Themes Ahead, Private Market FOMO)

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our January 2026 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. 0:00 – Introduction & Action Items 3:11 – Recapping 2025: Market Performance Overview 6:06 – Looking Ahead: 2026 Market Outlook 10:11 – International Markets: Opportunities & Risks 16:32 – Emerging Technologies & Investment Themes 17:59 – FOMO in Private Markets: Are Investors Missing Out? Visit www.denverwealthmanagement.com to schedule a free consultation.

December 24, 2025Episode 17248 min

EP:172 - December Investment Insights (Opportunities in AI, Comparing Bubbles, and New Year's Resolutions)

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our December 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. 0:00 – Introduction & Action Items 5:19 – Investment Market Overview & Trends 10:22 – Opportunities in Tech & AI 15:27 – The Future of Data Centers & Space Exploration 20:15 – Comparing Tech Bubbles: Lessons from History 25:21 – Investing Strategies: Balancing Risk & Opportunity 25:50 – The Evolution of Investment Strategies 30:41 – Navigating Cash in Today's Market 35:58 – Setting Goals & New Year's Resolitions Visit www.denverwealthmanagement.com to schedule a free consultation.

December 1, 2025Episode 17139 min

EP:171 - November Investment Insights (Government Shutdown, Tech Bets, and Year-End Tips)

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our November 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. 0:00 – Introduction 0:54 – Action Items 1:55 – Mortgage Rates & Refinancing Tips 3:01 – October Market Recap & Federal Reserve Updates 4:36 – Government Shutdown: Impacts on Markets & Travel 6:38 – Data Reliability During Shutdowns 8:58 – Tech Stocks, Valuations & Michael Burry's Bet 14:07 – The Role of AI & The Future of Work 19:09 – End-of-Year Investment Startegies 25:23 – Direct Indexing & Diversification 27:41 – Opportunities Beyond Tech: Materials & Other Sectors 35:40 – Closing Thoughts Visit www.denverwealthmanagement.com to schedule a free consultation.

October 24, 2025Episode 17042 min

EP:170 - October Investment Insights

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our October 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. 0:00 – Introduction 2:20 – Action Items 3:03 – Charitable Giving & Tax Strategies 4:33 – Market Overview & Recent Trends 7:05 – Investor Behavior & Market Pullbacks 12:57 – Risk Tolerance & Investment Strategies 16:15 – Potential Causes for Market Pullbacks 22:35 – Opportunities in Tech & Robotics 25:51 – The Future of Jobs & AI Impact 37:07 – Closing Thoughts Visit www.denverwealthmanagement.com to schedule a free consultation.

September 26, 2025Episode 16941 min

EP:169 - September Investment Insights

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our September 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. 0:00 – Introduction to Investment Insights & Action Items 6:34 – Investment Market Overview & Economic Insights 12:44 – Stock Selection & Investment Strategies 19:51 – Valuations & Market Trends 28:36 – Interest Rates & Bond Strategies 37:41 – Final Thoughts Visit www.denverwealthmanagement.com to schedule a free consultation.

August 21, 2025Episode 16827 min

EP:168 - August Investment Insights

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our August 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. 0:00 – Introduction to Investment Insights 1:58 – Understanding Risk Tolerance 2:55 – Embracing Artifical Intelligence in Business 4:01 – Market Overview & Recent Trends 7:02 – Analyzing Job Reports & Economic Indicators 10:08 – Investment Strategies Amid Market Fluctuations 13:13 – Expectations for Fed Rate Cuts 19:15 – Corporate Earnings & Market Strength 23:19 – Final Thoughts on Financial Planning Visit www.denverwealthmanagement.com to schedule a free consultation.

August 7, 2025Episode 16727 min

EP:167 - July Investment Insights

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our June 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. 0:00 – Introduction to Weath Management & Action Items 3:07 – Lazy Money & Financial Spring Cleaning 6:29 – Market Overview & Economic Outlook 9:;22 – Investment Strategies & Market Predictions 12:10 – Emerging vs. Developed Markets 15:06 – The Future of Tech & Investment Opportunities 18:07 – Interest Rates & Economic Speculation 21:15 – Closing Thoughts & Future Trends Visit www.denverwealthmanagement.com to schedule a free consultation.

June 5, 2025Episode 16643 min

EP:166 - June Investment Insights

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our June 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets. 0:00 – Introduction to Podcast & This Week's Action Items 2:32 – The Rise of AI in Investing 4:37 – Market Overview & Investment Strategies 8:31 – Retail Investor Resilience in Market Pullbacks 13:12 – The Impact of the New Retail Investor 16:39 – Investor Temperament & Staying Informed 20:41 – Long-Term Investment Outlook 24:39 – Technological Innovation & Market Trends 29:11 – Exploring International Markets & Nuclear Energy 31:57 – Public Perception of Nuclear Power 35:25 – The Future of Self-Driving Cars 40:32 – Final Thoughts on Change & Innovation Visit www.denverwealthmanagement.com to schedule a free consultation.