The Wealth Mindset Show
Welcome to The Wealth Mindset Show, where co-hosts Josh Robb and Austin Wilson, joined by Hixon Zuercher Capital Management’s team of finance professionals, portfolio managers, a life coach, and more, come together to tackle complex topics - so you don’t have to!
From investment strategies and tax planning, to navigating retirement income and aligning your wealth with your goals, they’ll provide insights to help you make the best decisions for your future.
Whether you're gearing up for life’s next big chapter or looking to make sense of managing substantial wealth, The Wealth Mindset Show has got you covered!
Tune in for everything you need to stay on course toward a secure, fulfilling future - one filled with meaning and purpose.
Visit our website at thewealthmindsetshow.com
The Wealth Mindset Show
So You're Inheriting Money... Now What?
Are you inheriting some wealth? Receiving an inheritance is an amazing transfer of legacy, but also adds a ton of mental stress to your life. In addition to grieving the loss of a loved one, you're left with a myriad of decisions (and decisions that can’t be rushed). So what should you do? In this podcast episode, Austin, Josh, and Tony will share first steps, understanding the inheritance, setting goals, purposeful investing strategies, and how to avoid common mistakes.
Read the full transcript, show notes, and resources at thewealthmindsetshow.com/s2e13
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