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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Title Date published
EP: 133 - SECURE Act 2.0: Rothification & Retirement Planning (Guest: David Frum) 2023-02-10
EP:132 - January Investment Insights (Guest: Real Estate Expert, Chris Lopez) 2023-01-12
EP:131 - December Investment Insights 2022-12-12
EP:130 - November Investment Insights 2022-11-21
EP: 129 - September 2022 Portfolio Review: International Markets 2022-09-23
EP: 128 - 401K Mistakes to Avoid 2022-09-14
EP: 127 - August 2022 Portfolio Review: The Importance of Time In the Market Over Timing the Market 2022-09-06
EP: 126 - Investor Behavior & How to Achieve Better Returns 2022-07-21
EP:125 - July 2022 Portfolio Review: YTD Updates, Growth Investments and Investor Sentiment Effect 2022-07-13
EP:124 - An American Dream: From Latvia at 18 to Financial Advisor (Guest: Edija Saripova) 2022-06-17
EP:123 - Credit Cards 101 (Guest: Jennifer Underwood) 2022-06-06
EP:122 - Can You Afford to Move States? 2022-05-24
EP:121 - When to Fund a 401(k) vs. Non-Retirement Accounts 2022-04-22
EP:120 - Real Estate Assets and Separation 2022-04-11
EP:119 - All Things Blockchain 2022-03-29
EP:118 - How Not To Sell Your Investments 2022-03-07
EP:117 - February Portfolio Review (Inflation, Rates, and Action Items) 2022-03-02
EP:116 - December Portfolio Recap (Part Two) 2022-02-07
EP:115 - House Hacking (Part 2) 2022-01-31
EP:114 - December Portfolio Recap (Part 1); Big Tech, U.S. Investing 2022-01-05
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