EP: 172 - December Investment Insights (Opportunities in AI, Comparing Bubbles, & New Year's Resolutions)

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our December 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.

0:00 – Introduction & Action Items 5:19 – Investment Market Overview & Trends 10:22 – Opportunities in Tech & AI 15:27 – The Future of Data Centers & Space Exploration 20:15 – Comparing Tech Bubbles: Lessons from History 25:21 – Investing Strategies: Balancing Risk & Opportunity 25:50 – The Evolution of Investment Strategies 30:41 – Navigating Cash in Today's Market 35:58 – Setting Goals & New Year's Resolutions

Visit www.denverwealthmanagement.com to schedule a free consultation.

EP: 171 - November Investment Insights (Government Shutdown, Tech Bets, & Year-End Tips)

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our November 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.

0:00 – Introduction 0:54 – Action Items 1:55 – Mortgage Rates & Refinancing Tips 3:01 – October Market Recap & Federal Reserve Updates 4:36 – Government Shutdown: Impacts on Markets & Travel 6:38 – Data Reliability During Shutdowns 8:58 – Tech Stocks, Valuations & Michael Burry's Bet 14:07 – The Role of AI & The Future of Work 19:09 – End-of-Year Investment Startegies 25:23 – Direct Indexing & Diversification 27:41 – Opportunities Beyond Tech: Materials & Other Sectors 35:40 – Closing Thoughts

Visit www.denverwealthmanagement.com to schedule a free consultation.

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, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.

0:00 - Introduction 2:20 - Action Items 3:03 - Charitable Giving & Tax Strategies 4:33 - Market Overview & Recent Trends 7:05 - Investor Behavior & Market Pullbacks 12:57 - Risk Tolerance & Investment Strategies 16:15 - Potential Causes for Market Pullbacks 22:35 - Opportunities in Tech & Robotics 25:51 - The Future of Jobs & AI Impact 37:07 - Closing Thoughts

Visit www.denverwealthmanagement.com to schedule a free consultation.