The Wealth Mindset Show

Hosted by Hixon Zuercher Capital Management

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Episodes

271

Latest episode

Aug 2026

Language

EN-US

About the show

Welcome to The Wealth Mindset Show, where co-hosts Josh Robb and Austin Wilson, joined by Hixon Zuercher Capital Management’s team of finance professionals, portfolio managers, a life coach, and more, come together to tackle complex topics - so you don’t have to! From investment strategies and tax planning, to navigating retirement income and aligning your wealth with your goals, they’ll provide insights to help you make the best decisions for your future. Whether you're gearing up for life’s next big chapter or looking to make sense of managing substantial wealth, The Wealth Mindset Show has got you covered! Tune in for everything you need to stay on course toward a secure, fulfilling future - one filled with meaning and purpose. Visit our website at TheWealthMindsetShow.com

Listen to episodes

60 recent

September 10, 2026Episode 4523 min

Lump Sum vs. Annuity: Which Should You Take?

One of the biggest retirement decisions you'll ever make may come down to a single question: should you take the pension or the lump sum? In this episode, Austin, Josh, and Jessica break down the pros and cons of both options, helping you look beyond the dollars and understand how each choice impacts your retirement income, flexibility, taxes, legacy goals, and overall lifestyle. They talk through why so many retirees are drawn to the lump sum, when guaranteed lifetime income may actually be the better fit, and the challenges that can make or break a retirement plan. Whether you're approaching retirement or simply planning ahead, this conversation will help you evaluate the factors that matter most so you can make a confident, informed decision for your future! Watch on YouTube, read show notes, and find resources at thewealthmindsetshow.com/s2e45 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

August 27, 2026Episode 4426 min

The Real Reason Wealthy Retirees Still Wake Up Anxious

You can have $2 million, $3 million, or even $5 million saved for retirement and still wake up at 3 a.m. wondering if you’re going to be okay. To the outside observer, it seems impossible to worry when you have significant savings, but having more money doesn't automatically eliminate anxiety. In this episode, Austin, Josh, and Chase explore the complex psychological relationship between wealth and security, discussing why achieving financial milestones doesn't always translate to peace of mind. To watch on YouTube, check out the show notes, or find more resources, visit thewealthmindsetshow.com/s2e44 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

August 13, 2026Episode 4322 min

We're Almost Millionaires... Can We Reduce Savings?

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 milestone means you can finally ease up. For the video version, transcript, and show notes, visit thewealthmindsetshow.com/s2e43 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

July 30, 2026Episode 4218 min

The Ultimate Guide to Retiring from Marathon Petroleum Corporation

In this special episode, Josh Robb, Austin Wilson, and Chase Rose introduce The Ultimate Guide to Retiring from Marathon Petroleum Corporation and 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 insights gained from working with hundreds of Marathon employees over the years. Together, the HZCM team developed a book that covers everything! Learn more, download the free first chapter, get the complimentary workbook companion, or order the book at hzcapital.com/mpc . For the full video version, transcript, and show notes, visit thewealthmindsetshow.com/s2e42 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

July 16, 2026Episode 4127 min

Q2 2026 Wrapped! Markets, Money & Good News

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, show notes, and resources, visit thewealthmindsetshow.com/s2e41 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

July 2, 2026Episode 4028 min

Does SpaceX Belong in Your Portfolio?

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 evaluating a private company. Thinking about buying some shares? Listen to this episode first! Check out the show notes, links, and more resources at thewealthmindsetshow.com/s2e40 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

June 18, 2026Episode 3923 min

6 Types of People Who Should NOT Take Social Security Early

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, the team explores the factors that can impact your claiming strategy and how the right decision can affect your retirement income, taxes, and long-term financial security. For the full video, show notes, and transcript, visit thewealthmindsetshow.com/s2e39 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

June 4, 2026Episode 3820 min

Should I Take a Vacation or Save for Retirement?

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 delaying gratification could be wiser! For the video version, show notes, or transcript, visit thewealthmindsetshow.com/s2e38 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

May 21, 2026Episode 3729 min

Our Hot Takes On Financial Planning & Money

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, retirement, and the habits that truly create long-term wealth! For the video version, show notes, and transcript, visit thewealthmindsetshow.com/s2e37 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts

May 7, 2026Episode 3620 min

The Beginner’s Guide to Trump Accounts for Kids

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 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing ! 🎧 Connect & Listen Here: Website | Instagram | Facebook | Spotify | Apple Podcasts