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Mind of a Millionaire
10 minutes | Jun 1, 2021
EP:103 - Making Your Retirement Savings Last
In this episode of the Mind of a Millionaire (MOAM), Zak discusses an asset allocation strategy referred to as bucketing, which will help you address longevity risk and manage emotion in retirement.
14 minutes | May 17, 2021
EP:102 - May 2021 Portfolio Review Meeting Recap
Our May 2021 PRM came at an odd time—interest rates are low, stock valuations are high, and the stock market is regularly closing at new record highs. Amid the uncertainty, we want to discuss the importance of having a process when seeking new investment opportunities.
12 minutes | May 3, 2021
EP:101 - What's Obvious Right Now?
As an investor, it's often easier to make long-term investment decisions by focusing on the indisputable information at hand.
14 minutes | Apr 16, 2021
EP:100 - Three Impactful Takeaways From 13 Years as a Financial Advisor
Zak shares the three most impactful takeaways that he has learned from clients throughout his career as a financial advisor.
15 minutes | Mar 23, 2021
EP:099 - Finding Fixed-Income in a Weak Bond Market
In this podcast, Zachary Bouck, CIMA, will give an overview of what a bond is, they’re relationship with interest rates and inflation, they’re near-term investment horizon, and alternative options for intelligent fixed-income investors.
8 minutes | Mar 15, 2021
EP:098 - What to do With Your Tax Refund
Every year, come tax season, we receive the same question from investors: “What should I do with my tax refund?” And, every year, we revert to the usual answers. However, this year, we felt there was a more critical factor concerning your tax return: your money’s purpose.
18 minutes | Mar 8, 2021
EP:097 - The Economics of Clean Energy
A little change-up from our routine financial tips and tricks, this exploratory podcast touches on clean energy as a growing investment trend: the terms, the numbers, and the potential profitability.
10 minutes | Mar 2, 2021
EP:096 - 2020-21 Tax & Investment Considerations
Benjamin Franklin said it best: “…in this world, nothing is certain except death and taxes.” In this podcast, Zak discusses the potential benefits of working with a professional CPA and several tax season investment considerations that all filers should make.
17 minutes | Mar 1, 2021
EP:095 - February 2021, Portfolio Meeting Recap: Positive Indicators vs. an Expensive Market
Our February PRM mainly debated the current uncertain market environment. While many indicators point to a promising 2021 for equity investors, the possibility of impending doom lingers. (Not quite impending doom, but many investors are wary of the over-valued companies that significantly outperformed the benchmark in 2020.) The purpose of this podcast episode is to breakdown seven optimistic market indicators, including government aid, vaccine development, corporate earnings, household savings, inflation, and interest rates. However, as noted above, we highly recommend that investors voyage through 2021 with a diversified portfolio.
11 minutes | Feb 9, 2021
EP:094 - Resolution Reboot Day: 3 Clever Habits for 2021
Many New Year's resolutions are lost by now, which is why we propose a Reboot Day - an opportunity for a clean start. Here are 3 habits that may positively impact your financial lifestyle.
20 minutes | Nov 10, 2020
EP:093 - November 2020, Portfolio Meeting Recap: The Disruptors vs. The Disrupted
During our monthly Portfolio Review Meeting (PRM), all Denver Wealth Management advisors meet (virtually) to discuss our holdings. We look at mutual funds, equities, bonds, real estate investments, etc., and assess their performance. Additionally, we examine items such as changes in fund managers and the cost of ownership. From there, our team combines the historical track record of each fund (year-to-date, one-, five-, and ten-year earnings) with its current standing and determine an investment forecast.
13 minutes | Nov 9, 2020
EP:092 - Only Pay Taxes Once
A few weeks ago, a client shared an idea—or phrase, if you will—that stuck with me. Her dad had always told her, “only pay taxes once.” Time is money when it comes to tax planning. Depending on your specific situation, tax-planning strategies can range from relatively simple to complex.
15 minutes | Nov 3, 2020
EP:091 - 10X Your Life
If you’re on the right track toward your long-term retirement needs—you have no debt, you’ve built up at least six months worth of expenses in an emergency fund, you’re saving at least 15% for retirement (preferably more), and your estate plan is in order—it may be time to live your rich life.
19 minutes | Oct 9, 2020
EP:090 - October, 2020: Portfolio Review Meeting Recap
It’s that time again—time for our monthly Portfolio Review Meeting recap. This month, the Denver Wealth Management, Inc. Investment Committee addressed it all: coronavirus shutdowns, bonds, equities, the election, and our long-term outlook.
14 minutes | Oct 5, 2020
EP:089 - Savvy Holiday Shopping Tips
October has arrived, and amid a year of tremendous uncertainty, it’s never wrong to plan. Whether you’re planning for Halloween, which is right around the corner, or 2021 family vacations, our co-founder, Zachary Bouck, CIMA®, is here to help.
17 minutes | Sep 10, 2020
EP:088 - September Portfolio Review Meeting; Growth vs. Value Investing
On the first Tuesday of the month, our Investment Committee meets—virtually right now—to discuss each of our portfolios and holdings. Our advisors discuss what working, what isn’t, and what may be working down the road. This week, our focus revolved around growth vs. value funds, fixed-income investments, and the potential long-term impact of the Fed’s fiscal policy.
18 minutes | Sep 2, 2020
EP:087 - Ladders of Wealth Creation
This week, our co-founder and chief investment office, Zachary Bouck, CIMA®, expounds upon Nathan Barry’s “Ladders of Wealth Creation.” In Nathan Barry’s words: “Every career starts in the bottom left [ladder] and works through each ladder over time. The higher you climb, the more you earn, but the more skills and experience you need to acquire.” The Ladders of Wealth Creation are a series of steps, or rungs, that describe wealth-building journey through growing and operating your own business.
22 minutes | Jul 16, 2020
EP:086 - July Portfolio Review Meeting; Coronavirus, the Election, Preparing for Volatility
As you may know, the second Tuesday of every month marks our advisors’ portfolio review meeting. This meeting entails all of our Denver Wealth Management advisors discussing our investments—what’s working, what isn’t, and what opportunities are on the horizon? Last week, our advisors discussed coronavirus and the upcoming presidential election, both of which will contribute to continued volatility.
9 minutes | Jul 9, 2020
EP:085 - You’re Employer Stopped the 401(k) Match, Now What?
Given the circumstances, several employers have halted their 401(k) matching programs. The question that we’ve received is, “shouldn’t I stop contributing if there is no match?” The answer is no. If you’re simply stopping because of the discontinued match, then no, it is not a good idea to stop making contributions to your employer-sponsored retirement program, and here’s why.
18 minutes | Jun 30, 2020
EP:084 - The Skill of Wealth-Building
This week, Zak is discussing four different types of “luck” and how they impact your ability to build wealth. These principals are derived from Twitter philosopher, Naval Ravikant, and translated into a financial nomenclature.
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