Join the guys' as they sit down with Adam Zuercher to discuss his journey - from humble beginnings to becoming a prominent CEO in the wealth management and financial planning industry. Adam will share his early days as a finance enthusiast, his unwavering determination to excel, and the key events that led to the beginnings of Hixon Zuercher Capital Management. Discover how Adam and his Team's steadfast commitment to serving clients' best interests set the foundation for a client-centric...

More and more people are dreaming of retiring early in their 30s or 40s. But is this actually realistic? Join Josh and Austin as they explore the F.I.R.E. movement, which is the concept of "financial independence, retire early". The guys walk you through the principles of frugality, aggressive savings, smart investments, and all the things that can help you achieve early retirement.  They also share their opinions as to whether this lifestyle is worth it. Tune in! For the full transcript,...

 Are you ready to take your Excel skills to the next level? In this week's episode, Josh and Austin dive into their top 10 Excel tips that can help you become an intermediate-level Excel user. From mastering keyboard shortcuts to leveraging the power of pivot tables, they share practical advice and real-world examples to enhance your proficiency in this essential financial tool. Whether you're a finance professional or simply want to improve your financial planning abilities, these tips...

In this week's episode, Josh and Austin are sharing the secrets to improving your budget. Join them as they unveil 5 strategies that will transform your financial landscape. Get ready to set your sights on consistent spending for your goals. Tune in now and revolutionize your budget with actionable insights and expert advice. For the full transcript, show notes, and resources, visit theinvesteddads.com/186 Sign up for our exclusive weekly newsletter here! The Invested Dads: Website |...

It's that time of year again! The Invested Dads are back with the fourth edition of our highly anticipated annual 2nd Half Stock Draft competition. And this time, we want YOU, our incredible listeners, to be part of the excitement. In this episode, we unveil the rules, strategies, and insider tips for this year's Stock Draft. Discover how you can participate, make your mark, and compete alongside Josh and Austin as they reveal their carefully chosen picks. Whether you're a seasoned investor...

 Join the guys as they answer the age-old question that sparks much debate: "Does money buy happiness?" In this week's episode, Josh & Austin dive into the relationship between wealth and happiness. Drawing from compelling research and their own perspectives, they explore how financial stability impacts mental well-being and uncover the true factors that make a fulfilling life. Prepare to challenge your preconceptions and embark on a profound introspection as they navigate money and...

Join Josh and Austin as they embark on an eye-opening journey to debunk popular financial advice you may have heard in the past. In this week's episode, they dismantle widely accepted notions and shed light on the hidden pitfalls that can jeopardize your financial plan. You don't want to miss this one! For the full transcript, links, and resources, visit theinvesteddads.com/183 Sign up for our exclusive weekly newsletter here! The Invested Dads: Website | Instagram | Facebook | Spotify |...

How does The Fed's decision to end rate hikes impact your financial plan? In this week's episode, Josh and Austin dive into the implications of the Federal Reserve likely completing its last hike of the current monetary cycle. They discuss the tightening measures taken by the Fed, the potential market impact, and the historical patterns observed after previous rate hike cycles. The guys also analyze the likelihood of a recession and explore how the markets may perform in the aftermath. They...

In this week's episode, the guys dive into the transformative power of artificial intelligence. Join Josh and Austin as they explore the meaning of AI, its implications for the future, the potential impact on jobs, and the exciting enhancements it brings to the financial and healthcare sectors. Tune in to gain insights into how AI and ChatGPT is reshaping these industries, as they navigate the fascinating world of AI-driven innovation. For the full transcript, links, and resources, visit...

Get ready to take your financial management skills to new heights as Josh and Austin present 10 ways to automate your finances. In this week's episode, the guys are diving deep into the world of personal finance and discovering the game-changing power of automation. From effortlessly saving to simplifying your budgeting process, automation may be the key to financial freedom. Get ready to learn how to leverage cutting-edge tools and technologies that can transform the way you handle your...

Join Josh and Austin as they bring in their wives, Steph Robb & Jenna Wilson, to record for the very first time. They dive into the fascinating world of household finances and get Jenna & Steph's views and opinions! From budgeting and tracking expenses to sharing their biggest financial lessons and future goals, the couples offer valuable insights and practical tips. Additionally, they talk about navigating debt, the importance of investing, and how they manage all the ins and outs....

College athletes in the NCAA can now earn and accept money for their Name, Image, and Likeness! In this episode, Josh & Austin explore how the new NIL rule benefits college athletes and how they can use it for financial growth. The guys' discuss what the NIL rule is and what it means for the future of college sports, as well as what athletes can do to take advantage of it. From understanding the potential financial gains to maximizing opportunities with NIL deals, they'll cover it...

In this week's episode, Josh and Austin are sharing their insights on constructing a portfolio that is tailored to the current economy. They dive into the latest market trends, share their top investment strategies, and discuss the importance of diversification. Whether you're a seasoned investor or just starting out, this episode is packed with practical advice to help you build the perfect portfolio this year and beyond. For the full transcript, show notes, and resources, visit...

In this week's episode, Josh and Austin are giving you all of the tips and tricks for your 40s. They discuss milestones, the busyness of life, having flexibility, caring for aging parents, how much you should have in retirement savings, managing lifestyle creep, and educating your kids on personal finance. The guys are sure to provide you with valuable insights for navigating life and finances in your 40s. For show notes, links,  and the full transcript, visit theinvesteddads.com/176 Sign up...

In this week's episode, Josh & Austin are sharing life and financial lessons you wish you knew in your 30s! They cover a wide range of topics, including changes in your career, relationships, health, and finances, while drawing from their own personal experiences. The guys hope to provide practical advice and actionable tips for their listeners. Stay tuned for next week, as they'll be covering 40s Wisdom! For the full transcript, links, and resources, visit theinvesteddads.com/175 Sign...

Join Josh & Austin as they sit down with The Maddy Miller Show for a two-part series on their career paths! In this week's episode, Maddy interviews Austin about his university days and first job out of college, as well as his passion for analyzing investments at a wealth management firm. This podcast collaboration provides listeners with insights into Austin's experiences and expertise in the world of finance, as well as a glimpse into the behind-the-scenes life of The Invested Dad's...

Join Josh & Austin as they sit down with The Maddy Miller Show for a two-part series on their career paths! In this week's episode, Maddy interviews Josh about his university days and his first job out of college, as well as his passion for helping people with their finances. This podcast collaboration provides listeners with insights into Josh's experiences and expertise in the world of finance, as well as a glimpse into the behind-the-scenes life of The Invested Dad's co-hosts. Don't...

What's going on with Meta? Josh and Austin are moving forward in their series "America's Companies", where they analyze the investment potential of some of the most well-known companies in America. In this week's episode, they discuss Meta and its implications for investors. Through their insights and analysis, the guys evaluate the potential risks and benefits of investing in Meta, considering their background and current market. If you're looking to make an informed investment decision or...

Whether you're a history buff or a business enthusiast, this episode is a must-listen! This week, Josh & Austin dive into the fascinating history and economics of China. The guys provide a comprehensive overview of China's past and present. From the early dynasties to modern-day economic reforms, they'll guide you through the key movements that have shaped this powerhouse nation. They also explore China's global impact and offer insights into its future trajectory. Don't miss it! For the...

BREAKING NEWS: The Silicon Valley Bank Collapses! Josh and Austin sat down in the podcast studio this past Monday, March 13th, to discuss the shocking Silicon Valley Bank collapse. In this episode, they dive into what led to the bank's downfall, the impact it will have on the economic and financial industry, and what this means for consumers and investors. Join them for a thought-provoking conversation on the potential domino effect that this failure could have on the global economy. You DO...

What's going on in the U.S. market and current economy? In this episode, Josh & Austin will be diving into a timely and relevant topic: the state of the economy. The guys discuss whether or not we're in a recession, share their opinions on the current state of affairs, and explore the good, the bad, and the ugly aspects of our current economic situation. Listen now! For the full transcript, links, and resources, visit theinvesteddads.com/169 Sign up for our exclusive weekly newsletter...

Are you an entrepreneur, investor, or just a regular person trying to determine your risk tolerance? If so, this one's for you! Join Josh & Austin for an in-depth exploration of whether you are taking too much risk. They discuss what risk tolerance means to investors, why some risks pay off and others lead to heartache, and how to assess the potential costs and benefits of taking risk. Listen now! For the entire show notes, links, and resources, visit theinvesteddads.com/168 Sign up for...

Is cash the best investment right now?! With interest rates increasing for savings accounts, you may want to consider investing in it! In this weeks episode, Josh & Austin discuss  how much banks are paying you for saving with them, why interest rates went up, and if now is the time to earn interest on your cash! For the full transcript links, and resources, visit theinvesteddads.com/167 Sign up for our exclusive weekly newsletter here!

Curious of the background of one of the largest companies in America? Josh & Austin are starting a new series titled America's Companies! In this week's episode , they explore the current state of Apple and examine whether investing in the company is in your favor. They'll walk you through the background, the company's current position, and their overall opinion. Tune in to get the information you need before deciding if Apple stock is right for you! Sign up for our exclusive weekly...

 Josh & Austin are debating active investing vs. passive investing. On this week's episode, they share the benefits and pitfalls of each kind of investment strategy. There are going to be areas where Josh & Austin disagree and areas where they agree. The goal is to give you, the listener, information so that you can make the decision on what is best for your unique situation. For the full transcript, links, and resources, visit theinvesteddads.com/165 Sign up for our exclusive...