During our monthly Portfolio Review Meeting (PRM), all Denver Wealth Management advisors meet (virtually) to discuss our holdings. We look at mutual funds
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A few weeks ago, a client shared an idea—or phrase, if you will—that stuck with me. Her dad had always told her, “only pay taxes once.” [0:24]
A great father
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When you think of financial planning, chances are you think of retirement savings, investing in the stock market, preparing taxes, and so on—all relatively dull
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On the first Tuesday of every month, the Denver Wealth Management Investment Committee takes to the war room (now Amazon Chime) for our Portfolio Review Meeting
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iTunes: Mind of a Millionaire
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October has arrived, and amid a year of tremendous uncertainty, it’s never wrong to plan
iTunes: Mind of a Millionaire
Stitcher: Mind of a Millionaire
On the first Tuesday of the month, our Investment Committee meets—virtually right now—to
iTunes: Mind of a Millionaire
Stitcher: Mind of a Millionaire
Welcome to the Mind of a Millionaire podcast show notes. This week, our co-founder and chief
iTunes: Mind of a Millionaire
Stitcher: Mind of a Millionaire
Given the circumstances, several employers have halted their 401(k) matching programs. The
iTunes: Mind of a Millionaire
Stitcher: Mind of a Millionaire
As you may know, the second Tuesday of every month marks our advisors’ portfolio review
iTunes: Mind of a Millionaire
Stitcher: Mind of a Millionaire
This week, Zak is discussing four different types of “luck” and how they impact your ability to
iTunes: Mind of a Millionaire
Stitcher: Mind of a Millionaire
Whether you’re one of the lucky few who picks the winning numbers or you benefit from a
iTunes: Mind of a Millionaire
Stitcher: Mind of a Millionaire
As a result of coronavirus, a majority of Americans – those who remained employed – were
