Mind of a Millionaire
Business & Finance
About
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.
Episodes
- EP:175 - February Investment Insights (YTD Update, Diversification, Energy Outlook, Software Selloff)
Hosts Zachary Bouck and Austyn Garcia review the January 2026 portfolio meeting for Mind of a Millionaire. They discuss market performance, asset allocation including cash, fixed-income, equities, and alternatives, and provide a market out…
- EP:174 - 2026 Tax Myths & Updates (Guest: Blaise Surhigh, CPA)
In EP:174 of Mind of a Millionaire, hosts Austyn Garcia and Zachary Bouck interview CPA Blaise Surhigh. The discussion covers common tax myths for 2026, the benefits of S-Corps, the trend of DIY tax preparation, and recent changes in tax l…
- EP:173 - January Investment Insights (2025 Recap, Investment Themes Ahead, Private Market FOMO)
In this episode, hosts Zachary Bouck and Austyn Garcia review the market performance of January 2026, detail their approach to asset allocation across cash, fixed-income, equities, and alternatives, and provide their outlook for the market…
- EP:172 - December Investment Insights (Opportunities in AI, Comparing Bubbles, and New Year's Resolutions)
Advisors Zachary Bouck and Austyn Garcia recap the December 2025 portfolio meeting, discussing market trends, investment opportunities in AI and tech, historical bubbles, and New Year's resolutions for investors.
- EP:171 - November Investment Insights (Government Shutdown, Tech Bets, and Year-End Tips)
Advisors Zachary Bouck and Austyn Garcia recap the November 2025 portfolio meeting, covering market events, asset allocation, and the 6-12 month market outlook. The discussion includes the impact of government shutdowns, tech stock valuati…
- EP:170 - October Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our October 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, e…
- EP:169 - September Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our September 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income,…
- EP:168 - August Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our August 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, eq…
- EP:167 - July Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our June 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equi…
- EP:166 - June Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our June 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equi…
- EP:165 - Interviewing a Lifestyle Manager (Guest: Jen Boyle)
In this episode, we interview Jen Boyle, a lifestyle manager. Jen founded and runs More Lifestyle Management , a successful firm that helps high-earning professionals (i.e., CEOs, athletes, etc.) manage their busy work-life schedules. 0:00…
- EP:164 - May Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our May 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equit…
- EP:163 - Charitable Estate Planning Strategies w/ Guest Chris Hornbaker
Listen to the final episode in a three-part series with special guest, Christopher Hornbaker. Christopher is an attorney at Colorado-based Davis Schilken, PC Law Offices, helping famlies navigate the often-complex estate planning process.…
- EP:162 - Creative Estate Planning Strategies w/ Guest Chris Hornbaker
Listen to the second episode in a three-part series with special guest, Christopher Hornbaker. Christopher is an attorney at Colorado-based Davis Schilken, PC Law Offices, helping famlies navigate the often-complex estate planning process.…
- EP:161 - October Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our October 2024 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, e…
- EP:160 - Estate Planning Basics and Who Needs One w/ Guest Chris Hornbaker
Listen to the first episode in a three-part series with special guest, Christopher Hornbaker. Christopher is an attorney at Colorado-based Davis Schilken, PC Law Offices, helping famlies navigate the often-complex estate planning process.…
- EP:159 - September Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our September 2024 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income,…
- EP:158 - Is the 4-Hour Workweek Realistic?
Co-hosts Zachary Bouck and Austyn Garcia discuss Tim Ferriss' popular book, the 4-Hour Workweek and whether it's principles are still realistic in today's world. Visit www.denverwealth.com for more information. Tim Ferriss' Books: https://…
- EP:157 - July Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our July 2024 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equi…
- EP:156 - 2 Phrases for Long-Term Wealth Building
Co-hosts, Zachary Bouck and Austyn Garcia discuss two phrases to help build long-term wealth. Zachary and Austyn share their stories about how these two phrases have helped and continue to help them grow. Visit www.denverwealthmanagement.c…
- EP:155 - June Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our June 2024 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equi…
- EP:154 - May Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our May 2024 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equit…
- EP:153 - The Ladders of Wealth Creation (Finale)
Zak and Austyn discuss the final part of of Nathan Barry's Ladders of Wealth Creation (https://nathanbarry.com/wealth-creation/): The 8 Principles of Wealth Creation. This episode explores recounts the lessons throughout the 7-part podcast…
- EP:152 - The Ladders of Wealth Creation (Part 6/7)
Zak and Austyn discuss the fourth ladder on Nathan Barry's Ladders of Wealth Creation (https://nathanbarry.com/wealth-creation/): selling products. This episode explores the various products types and how to incorporate each into your busi…
- EP:151 - Colorado Real Estate Investment Insights
Zachary Bouck and Austyn Garcia are joined by local real estate investment professional, Chris Lopez, to discuss his outlook on the Colorado market. We discuss the last 12 months and how Chris is navigating a higher-interest-rate environme…
- EP:150 - February Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our February 2024 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income,…
- EP:149 - January Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our January 2024 portfolio meeting, discussing what happened in the markets over the last year, our approach to traditional asset allocation (cash, fixed-income, eq…
- EP: 148 - Ladders Of Wealth Creation (Part 5/7)
Zak and Austyn discuss the third ladder on Nathan Barry's Ladders of Wealth Creation (https://nathanbarry.com/wealth-creation/): produtized services. This episode explores the process of refining your business practices to repeatable quali…
- EP:147 - December Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our December portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equit…
- EP:146 - November Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our Novembner portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equi…
- EP:145 - 2024 Retirement Updates & Considerations
Austyn is joined by fellow Denver Wealth advisor, David Frum, to discuss 2024 retirement contribution updates and considerations. They discuss retirement account contribution limits, phase-outs, and the Social Security cost of living adjus…
- EP:144 - Ladders of Wealth Creation: A Special Twitter Case Study
Co-hosts Zachary Bouck and Austyn Garcia examine a Twitter post that epidomizes one of the principal challenges on the Ladders of Wealth creation: remain at the top of your earnings power or take a step back on another ladder to increase y…
- EP: 143 - Ladders of Wealth Creation (Part 4/7)
Zak and Austyn discuss the fourth rung on Nathan Barry's Ladders of Wealth Creation (https://nathanbarry.com/wealth-creation/): running your own service business. This episode explores the transition from working for others to employing ot…
- EP: 142 - October Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our October portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equiti…
- EP: 141 - Ladders of Wealth Creation (Part 3/7)
Zak and Austyn discuss the third rung on Nathan Barry's Ladders of Wealth Creation (https://nathanbarry.com/wealth-creation/): productized services. This episode explores the transition from salaried employment to 1099 and commissioned inc…
- EP: 140 - September Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our September portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equi…
- EP: 139 - Ladders of Wealth Creation (Part 2/7)
Zak and Austyn discuss the second rung on Nathan Barry's Ladders of Wealth Creation (https://nathanbarry.com/wealth-creation/): time for money. More specifically, Zak and Austyn talk about what it takes to find success in a salaried positi…
- EP: 138 - Ladders of Wealth Creation (Part 1/7)
Zak and Austyn discuss the first rung on Nathan Barry's Ladders of Wealth Creation (https://nathanbarry.com/wealth-creation/): time for money. More specifically, Zak and Austyn relive their days as hourly employees and talk about the keys…
- EP:137 - May Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our May portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities,…
- EP:136 - April Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our April portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities…
- EP:135 - March Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our March portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities…
- EP: 134 - February Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our February portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equit…
- EP: 133 - SECURE Act 2.0: Rothification & Retirement Planning (Guest: David Frum)
Advisors Austyn Garcia and David Frum share a high-level overview of some changes investors can expect in SECURE Act 2.0, including the emphasis on Roth contributions and changes to the retirement landscape.
- EP:132 - January Investment Insights (Guest: Real Estate Expert, Chris Lopez)
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our January portfolio meeting, discussing what happened in the markets over the last year, our approach to traditional asset allocation (cash, fixed-income, equitie…
- EP:131 - December Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our December portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equit…
- EP:130 - November Investment Insights
Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our November portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equit…
- EP: 129 - September 2022 Portfolio Review: International Markets
We are back with another portfolio review recap! On the first Tuesday of every month, our investment committee meets to discuss all Denver Wealth Management portfolios. To kick fall off, Zachary Bouck, CFP®, and Austyn Garcia, associate ad…
- EP: 128 - 401K Mistakes to Avoid
In this week's podcast Zachary Bouck, CFP®, and Austyn Garcia, associate advisor, discuss the most common mistakes made when investing in a 401K and how they interact with the inevitable swings of the market. They explain dollar cost avera…
- EP: 127 - August 2022 Portfolio Review: The Importance of Time In the Market Over Timing the Market
On the first Tuesday of every month, our investment committee meets to discuss all Denver Wealth Management portfolios. We discuss YTD updates, foreseeable market challenges and make decisions on how best to adjust portfolios. This week, Z…
- EP: 126 - Investor Behavior & How to Achieve Better Returns
On this week's podcast, Zachary Bouck, CIMA®, and Austyn Garcia, associate advisor, discuss investor behavior and how you can potentially achieve better returns by having "better" behavior. They consider the modern portfolio theory, the im…