The Invested Dads Podcast

Nov 07 2024 227 ep. 28 mins 9

The Invested Dads Podcast artwork

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, stock market news and analysis, and discussion around many of the stories and decisions facing investors today. The guys aim to bring you relevant and clear thoughts to enable you to be more comfortable with your financial situation (with the occasional dad joke).

Learn more at TheInvestedDads.com

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ANNOUNCEMENT | Rebrand Coming 2025

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The Ultimate Year-End Financial Planning Checklist + Big Announcement!

Nov 07 2024 25 mins

Discover 10 year-end financial planning tips that can help you maximize savings, minimize taxes, and set yourself up for a successful new year! In this episode, the guys are back with an end-of-year financial planning checklist to make sure you’re set for a strong financial start to the new year! They’ll walk through ten key actions, like reviewing your budget, checking up on h

10 Common Year-End Tax Planning Mistakes

Oct 24 2024 21 mins

Are you making the most of your year-end tax planning strategy? In this episode, the guys share the top 10 tax mistakes that could be costing you more than you realize. From the importance of filing away crucial documents to understanding the nuances between Traditional IRAs, Roth IRAs, and 401(k)s, each mistake presents a unique opportunity for improvement. Tune in as they dive in

What The Recent Fed Cut Means For You

Oct 10 2024 20 mins

So the Fed Cut... Now what? The Fed just made a bold move, cutting interest rates by 50 basis points, and if you're wondering how this impacts your investments or even your day-to-day finances, you’re not alone. Many are asking the same question: What does this mean for me? In this episode, Josh & Austin break down why the Fed made this decision, what it signals for the econo

Can I Roll Over an IRA to an HSA? (ft. Chase Rose)

Sep 26 2024 19 mins

Did you know an HSA could be the ultimate secret weapon for your health and wealth? In this episode, Josh is joined by Associate Wealth Advisor, Chase Rose; The guys dive into what makes a health plan HSA-eligible, how much you should contribute, and the powerful tax advantages that come with it. Tune in as the guys break down the limitations and benefits of HSAs to help you maximi

How Do Leadership Traits Drive Investment Success?

Sep 12 2024 26 mins

Josh and Austin dive into leadership lessons from Admiral William H. McRaven’s book The Wisdom of the Bullfrog and why the best leaders spend time in the trenches with their team. The guys share some stories about leadership that will make you rethink what it means to be in charge, and connect the dots to investing, explaining why founder-led companies with hands-on leaders might

5 Ways We Disagree With Dave Ramsey

Aug 29 2024 27 mins

It's time to tackle some of Dave Ramsey's most popular advice and ways Josh and Austin disagree! The guys point out where they think he might be missing the mark. Whether you're a die-hard Ramsey fan or just curious about different approaches to financial planning, the guys break down five key areas where they believe there's a better way. Tune in to challenge the status quo and re

Are Bonds A Good Investment?

Aug 15 2024 30 mins

Let's take a look into the world of bonds! Josh and Austin break down what bonds are, how they function, and their role in a diversified portfolio. You'll learn about different types of bonds—government, corporate, and municipal—and the factors that impact bond yields and prices, including interest rates and central bank policies. The episode also covers the risks associated wi

6 Tips to Grow Your Wealth

Aug 01 2024 20 mins

How do you set yourself up for financial success? In this episode, Josh and Austin share 6 tips to grow your wealth, including the importance of setting SMART goals and budgeting effectively. They tackle the often-overlooked aspects of debt management, provide insights on wise investing, and the importance of seeking guidance from financial advisors and protecting your wealth. Tune

The Power of the Success Sequence & Avoiding Poverty

Jul 18 2024 16 mins

The power of The Success Sequence and its role in avoiding poverty is undeniable. In this episode, the guys explore why this approach works, sharing stories and practical advice, including the valuable wisdom Austin received while growing up. With engaging discussions and final thoughts on how to implement the Success Sequence in everyday life, this episode is packed with insights