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:073 - February Portfolio Review; Election, International Investing, Rebalancing 2020-02-10
EP:072 - The SECURE Act; 6 Big Changes and How They May Affect Your Retirement 2020-01-28
EP:071 - January Portfolio Review; 2020 Outlook 2020-01-15
EP:070 - 2020 S.M.A.R.T. Goals 2019-12-30
EP:069 - Facing the Financial Challenge of College; Interview with Bill Fowler, Senior V.P. of the Daniels Scholarship Program 2019-12-16
EP:068 - December Portfolio Review with Guest, Dave Frum 2019-12-10
EP:67 - What Does a Financial Advisor Actually Do? 2019-12-02
EP:066 - The College Mindset: Wants vs. Needs & Humility 2019-11-25
EP:064 - November Portfolio Review Meeting; Powell Lowering Interest Rates 2019-11-04
EP:063 - 11 Ways You Can Start Spending Less 2019-10-28
EP:062 - Brandon & Jamie’s Story: Selling Everything and Moving into a Camper 2019-10-21
EP:061 - Awkward Money Conversations Pt. 2 2019-10-14
EP:060 - October, 2019 Market Update; Income Investing, Tactical Investing, and the Election 2019-10-07
EP:059 - New Parents: Offsetting the Cost Childcare 2019-09-30
EP:058 - Awkward Money Conversations Pt. 1 2019-09-23
EP:057 - Budgeting For the Holidays 2019-09-16
EP:056 - September Portfolio Meeting; Trade War, Market & Economic Update 2019-09-09
EP:055 - Zachary Bouck, CIMA® 2019-09-02
EP:054 - Zak’s Grocery Challenge; Week 2 2019-08-26
EP:053 - Cutting Down on Grocery Spending; Zak's Financial Experiment 2019-08-19
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