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.
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Date published
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EP:090 - October, 2020: Portfolio Review Meeting Recap
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2020-10-09
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EP:089 - Savvy Holiday Shopping Tips
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2020-10-05
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EP:088 - September Portfolio Review Meeting; Growth vs. Value Investing
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2020-09-10
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EP:087 - Ladders of Wealth Creation
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2020-09-02
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EP:086 - July Portfolio Review Meeting; Coronavirus, the Election, Preparing for Volatility
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2020-07-16
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EP:085 - You’re Employer Stopped the 401(k) Match, Now What?
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2020-07-09
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EP:084 - The Skill of Wealth-Building
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2020-06-30
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EP:083 - You Won the Lottery, Now What?
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2020-06-08
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EP:082 - 3 Ways to Increase Happiness
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2020-06-01
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EP:081 - May Portfolio Review; Market Rebound, Tech Companies, Bonds
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2020-05-25
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EP:080 - The Great Accelerator
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2020-05-18
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EP:079 - 3 Ways to Prosper During a Recession
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2020-05-04
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EP:078 - The Hammer and the Dance
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2020-04-14
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EP:077 - Don’t Say "Coronavirus"
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2020-03-25
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EP:076 - Bear Down; the Dow’s Worst Day Since 1987
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2020-03-13
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EP:075 - March Portfolio Review; ESG, Democratic Primary; Coronavirus
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2020-03-09
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EP:074 - The Cost of Saving; Where Should You Spend Your Frugal Bucks?
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2020-02-24
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EP:073 - February Portfolio Review; Election, International Investing, Rebalancing
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2020-02-10
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EP:072 - The SECURE Act; 6 Big Changes and How They May Affect Your Retirement
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2020-01-28
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EP:071 - January Portfolio Review; 2020 Outlook
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2020-01-15
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