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Adventures in Wealth Management
Adventures in Wealth Management episodes
- The finances of America's unpredictable millionaires, strategies to think about in 50's and 60's, rate hikes and earnings.
Tj and Charles dig into the gap between retirement and drawing on retirement accounts, the finances of Americans that have done well and the mkts.
19 min - The questions we get on gifting, investing in mkts near highs, a story on being nice.
Tj and Charles dig into gifting questions that they see, investing in markets and a story from Gavin Baker on being nice and how it changed his life.
15 min - Alien & AI news cycle, gifting rules, mkt update with S&P down 2%, financial guests on podcasts.
TJ and Charles discuss
How wild the news cycle is.
Mkt update.
Getting on track.
12 min - How to maximize kids Trump Accounts, mkt sell off, takeways from Llyod Blankfeinn's book
Tj and Charles dig into the new trump accounts, market thoughts and some good takes from Llyod's new book.
https://www.wsj.com/personal-finance/the-hack-that-turns-trump-accounts-into-multimillion-dollar-tax-free-nest-eggs-53d303c3?gaa_at=eafs&gaa_n=AWEtsqcLA48JrGSSdbKf67ZeuyENVutqtvim9ni_Dsmze3crpdhn_KOrH3wM6gp2tR8%3D&gaa_ts=69cd6c38&gaa_sig=rljkKsstxxwEyGXBoG3AxRSYTpZrwHPN7CHi_qYiWr5QDd_U-KETibYCZ6Shjjve3pHocQ6XJXGj1R3CIPqWEQ%3D%3D
https://www.amazon.com/Streetwise-Getting-Through-Goldman-Sachs/dp/B0FBW93LGS
15 min - Ross Mayfield joins to talk 2026 and how what the first 5 trading days can mean for the rest of the year.
Ross Mayfield joins to talk 2026.
10 min - 1-2-3 Podcast - A 'moderate' Millionaire is still a millionaire... what happens when you need to take $ out of IRA, Rotation in the mkt?!
123 Pod with TJ Kavanagh and Charles Fry.
1. Personal Finance Topic - What happens when you have to start taking money out of a 401k.
2. Markets - are we seeing a rotation?
3. 2026 Outlooks
RMD Article
https://www.bairdwealth.com/insights/wealth-management-perspectives/2021/09/make-the-most-of-your-rmds/
WSJ - Article
https://www.wsj.com/lifestyle/careers/401-k-s-mint-moderate-millionaires-f662d75a?gaa_at=eafs&gaa_n=AWEtsqcTZ-mxS454icIAJS87UhKwPSxxiCm81foXwVPpiia_M59RA4jgei87Y6CwzQE%3D&gaa_ts=69444cc4&gaa_sig=Amle1EL-2l-fas-9nnhddBGNyIvoPofqzn1E-uXpzOHyQDwb0qf7aQVT_g1lkzqiNXdYDjj4kHW9DD-qyyjOZQ%3D%3D
https://www.bairdwealth.com/insights/wealth-management-perspectives/2021
15 min - 1-2-3 Roths are coming up in convos, Investing at all time highs, cycle of bull markets
Tj and Charles dig into Roths, the current market and investing at all time highs.
14 min - What is up with the Big Beautiful Bill?
Over the last few weeks we have been getting questions on the new bill. Go through 6 areas we are focusing on.
Donor Advised Funds.pdf
https://www.youtube.com/watch?v=7HwDaM-wsHk
7 min - Stats around having a financial plan (vs not), how to be bullish, Investing at all time highs
Charles and TJ dig into
The % benefits of having a financial plan.
What keeps us motivated in the market.
Investing at all time highs.
4 min - How I invest my money, Social Security fears increasing and market vol.
1-2-3 Podcast
- Social Security Fears
- Market Volatility
- Individual Investors and shorter investment time frames.
13 min
About Adventures in Wealth Management
From the publisher's feed
Examining the ideas, techniques, and tools of wealth management to help you on your personal finance journey. Interviews with experts and exploring finance topics from different angles.