Show cover of The Invested Dads Podcast

The Invested Dads Podcast

A podcast where Josh Robb and Austin Wilson take you on a journey to better your financial future. Listeners can expect to hear explanations on a variety of investment and financial planning topics, news and analysis, and discussion around many of the stories and choices facing investors today. The guys aim to bring you relevant and clear thoughts to enable you to be more comfortable with your situation (with the occasional dad joke).Learn more at TheInvestedDads.com

Tracks

Evaluating Key-Man Risk When Investing
In this week's episode, Josh Robb and Austin Wilson dive into a crucial topic: key man risk (or key person risk). They break down what this means and why it's so important for anyone looking to invest wisely. Using examples like Charlie Munger's recent passing and Warren Buffett's influence at Berkshire Hathaway, they show how the fate of companies can be tied to the individuals leading them... Full transcript, show notes, links, and resources can be found here.Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts
22:43 2/15/24
Our Bold 2024 Predictions
How good are Josh & Austin at predicting the future of the market?In this new episode, the guys revisit their 2023 predictions to find out if they were correct. In addition, they give some new predictions for 2024 including the economy, financial markets, elections, and more. Check it out!For the full transcript, links, and show notes, visit theinvesteddads.com/205Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts
17:23 2/1/24
Investment Recap: 2023 2nd Half Stock Draft Winner Announced
Remember back in the summer when Josh and Austin did their annual fantasy stock draft? This episode is all about the results! (Listen to part 1 here!) We won’t spoil who ended up winning before you listen, but Josh and Austin go over it ALL, including their personal best picks and what they wish they did better. They also talk investing short periods of time and of course, share a dad joke of the week.For the full transcript, links, and resources, visit theinvesteddads.com/204Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts
15:20 1/18/24
How Do Interest Rates Affect the Stock Market?
Have you ever wondered how interest rates affect the stock market? In this week's episode, Josh and Austin break down this complex relationship in plain language, discussing how changes in interest rates can impact different sectors of the stock market. From company valuations to investor reactions, they cover it all! Don't miss out!For the full transcript, links, and resources, visit theinvesteddads.com/203Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts
31:39 1/4/24
How to Prevent Lifestyle Creep & Manage Your Finances Wisely
Ready to take charge of your finances? Join Josh and Austin as they share all of their secrets on preventing lifestyle creep and mastering your money management. Get tips to control spending and pave the way for a secure financial future. Don't miss this chance to unlock financial freedom—tune in today!For the full transcript, links, and resources, visit theinvesteddads.com/202Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts
29:13 12/21/23
You Get What You Pay For
You get what you pay for! In this week's episode, Josh & Austin highlight 10 key areas where investing in higher quality products or services can lead to better outcomes and overall well-being.  From furniture to footwear, these items might be worth the splurge. Don't miss it!For the full transcript, links, and resources, visit theinvesteddads.com/201Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts
26:12 12/7/23
How to Improve Your Credit Score
Join Josh and Austin as they dive into the world of improving your credit score. In this episode, the guys break down the basics: what exactly is a credit score, why it matters, and most importantly, practical steps to making it better. This episode is your go-to guide for boosting your credit score and securing a healthier financial future. For the full transcript, links, and resources, visit theinvesteddads.com/200Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts
23:43 11/23/23
How to Financially Prepare for Christmas
Before you jump in with your thoughts... We're well aware that "Thanksgiving isn't even here yet!" But even though Christmas is still a ways off, the best financial strategy is to plan ahead. So, dust off that Christmas budget and get ready to take some notes! Josh and Austin are about to reveal 10 tips on how to financially prepare for the holiday season. Stay tuned – you won't want to miss it!For the full transcript, links, and resources, visit theinvesteddads.com/199Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts
28:05 11/9/23
Should You Buy a House Now or Wait?
Should you buy a house now or wait it out? With mortgage rates skyrocketing to levels not seen in over two decades as of mid-October, the guys are here to break down the current real estate scene. They'll talk through what high mortgage rates mean for your monthly budget, the long-term commitment that comes with home buying, and, most importantly, how you can navigate this wild market. By the end of this episode, you'll have to make the decision whether to buy a house now...For the full show notes, transcript, and resources, visit theinvesteddads.com/198Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts
19:01 10/26/23
How Does Your Financial Situation Compare to Others?
How do you compare to your peers in terms of your financial situation, particularly your income, savings, and net worth? In this episode, we explore the essential steps to assess where you stand in these key areas in relation to others. Discover the indicators, tools, and best practices that can help you gain valuable insights for informed financial decision-making and goal achievement. It ultimately comes down to one thing... Tune in to find out!For the full transcript, links, and resources, visit theinvesteddads.com/197Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts
22:26 10/12/23
Should You Invest in ESG?
 It's time to explore the world of ESG Investing. In this week's episode, Josh and Austin discuss the pros and cons of investing with a focus on ESG criteria, providing valuable insights to help listeners make informed decisions about their investments. From aligning your values with your portfolio to navigating potential risks, this episode offers a comprehensive overview of ESG investing and its impact on your financial future. For the full transcript, links, and show notes, visit theinvesteddads.com/196Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts
22:57 9/28/23
How Successful Traders Use Technical Analysis
Interested in learning the thoughts of a Financial Advisor and Co-Portfolio Manager on technical analysis? In this week's episode, Josh and Austin discuss how successful traders use technical analysis techniques in their portfolio strategy. The guys walk you through the advantages and disadvantages, as well as share their opinions on whether you should or shouldn't add it to your trading toolkit. For the full transcript, show notes, and resources, visit theinvesteddads.com/195Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts
26:34 9/14/23
How to Plan a Financially Smart Vacation
When you're on vacation, the last thing you want is money problems distracting you. And missing out on a great trip or experience because of poor financial planning? No way. That's why on this week's episode, Josh and Austin share smart vacation tips that will lead to a better time.  Whether you're off to Hawaii, the Himalayas, or Paris, make sure to tune in and get ready to unlock some serious travel wisdom – your future self will thank you for it!For the full show notes, links, and resources, visit theinvesteddads.com/194Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts
36:10 8/31/23
How to Build a Bond Ladder
Understanding how to build a bond ladder can be a game changer for your financial portfolio. That's why on this week's episode, Josh and Austin break down the concept into simple steps, discussing the benefits of creating a diversified bond portfolio with staggered maturities. They'll share their tips on selecting the right bonds, managing risk, and optimizing returns over time. Tune in to gain practical insights that will empower you to make strategic decisions about your investments and achieve greater financial stability.For the full transcript, links, and resources, visit theinvesteddads.com/193Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts
27:10 8/24/23
Tips for Buying a Car the Smart Way
Are you looking to buy a new car but feeling overwhelmed by the options and steps you need to take? In this episode, Josh & Austin dive into everything you need to know before buying a vehicle. Join the guys as they discuss how to research and compare different models, consider financing options, and avoid common mistakes that can drain your wallet. Whether you're a first-time buyer or a seasoned car owner, these expert insights will empower you to make a savvy and informed decision on your next vehicle purchase.For the full transcript, show notes, and resources, visit theinvesteddads.com/192Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts
47:06 8/17/23
Should You Have Multiple Financial Advisors?
Is it beneficial to have more than one financial advisor? In this week's episode, Josh & Austin break down the pros and cons of seeking money advice from multiple sources, exploring how it can potentially lead to diverse perspectives and strategies. They also discuss the potential drawbacks, such as conflicting advice and increased complexity. Join The Invested Dads as they navigate the world of financial guidance and help you make an informed decision about whether multiple financial advisors are right for you.For the full transcript, links, and show notes, visit theinvesteddads.com/191Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts
21:16 8/10/23
Should Artificial Intelligence Be Regulated?
Have you been curious as to the world of artificial intelligence and its potential for regulation? In this week's episode, the guys' simplify the complexities surrounding AI's ethical use, safety and security measures, accountability and transparency mechanisms, fair competition considerations, and the vital aspect of public trust. Listen now to explore the pros and cons of AI regulation and where the future will take us.For the transcript, show notes, and resources, visit theinvesteddads.com/190Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts
20:38 8/3/23
The Success Story of a Wealth Management Firm's CEO (Ft. Adam Zuercher)
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 wealth management firm and the smooth leadership transition that came from succession planning.For the full transcript, show notes, and resources, visit theinvesteddads.com/189Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts
45:11 7/27/23
How to Retire Early: FIRE Movement 101
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, links, and show notes, visit theinvesteddads.com/188Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts
27:50 7/20/23
10 Excel Tips You Need to Know to Maximize Efficiency
 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 will give you a competitive edge and open doors to new opportunities. For the full transcript, show notes, and resources, visit theinvesteddads.com/187Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts
24:00 7/13/23
5 Ways to Improve Your Budget
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/186Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts
19:51 7/6/23
Compete, Invest, Win: Join the 2nd Half Stock Draft Challenge
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 or just starting out, this is your chance to turn $100,000 (hypothetical dollars) into $1M.Ready to join the race for financial success? Simply go HERE and search for "TID 2nd Half Stock Draft" in Investopedia Simulation Games and enter the password "TiDonut23" to gain access. **Make sure to create your free account to have access.For the full transcript, resources, and show notes, visit theinvesteddads.com/185Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts
29:58 6/29/23
Does Money Buy Happiness?
 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 happiness. Through personal anecdotes, expert insights, and captivating storytelling, this episode promises to shed light on the eternal quandary of finding true happiness in our materialistic world. Tune in to explore the pursuit of happiness. For the full transcript, links, and show notes, visit theinvesteddads.com/184Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts
16:33 6/22/23
Debunking Popular Financial Advice
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/183Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts
34:20 6/15/23
Navigating the Fed's Last Hike & Its Market Impact
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 also touch upon the Fed's track record and the significance of recession calls.For the full transcript, show notes, and resources, visit theinvesteddads.com/182Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts
22:21 6/8/23
How AI is Revolutionizing Financial & Healthcare Services
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 theinvesteddads.com/181Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts
36:53 6/1/23
10 Ways to Automate Your Finances
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 finances!For the full transcript, show notes and resources, visit theinvesteddads.com/180Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts
21:04 5/25/23
The True Financial Dynamic of Married Couples (Ft. The Invested Wives)
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. Don't miss it!For the full transcript, links, and show notes, visit theinvesteddads.com/179Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts
43:42 5/18/23
Turning Passion into Profit: College Athletes & NIL Deals
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 all.For the full show notes, links, and transcript, visit theinvesteddads.com/178Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts
31:45 5/11/23
How to Build the Perfect Portfolio in 2023
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 theinvesteddads.com/177Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts
27:22 5/4/23