Adventures in Wealth Management

By Thomas Kavanagh

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.... more

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FAQs about Adventures in Wealth Management:

How many episodes does Adventures in Wealth Management have?

The podcast currently has 53 episodes available.

Adventures in Wealth Management episodes:

June 16, 2026 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.
...more
12min
April 01, 2026 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
...more
15min
January 08, 2026 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.
...more
10min
December 18, 2025 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
...more
15min
October 14, 2025 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.
...more
14min
August 28, 2025 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
...more
7min
July 14, 2025 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.
...more
4min
April 03, 2025How 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.
...more
13min
March 26, 2025 Mkt volatility from the beach and don't let the media ruin your 401k
...more
20min
February 26, 2025We talk with Ross Mayfield about Donor Advised Funds, Mkt trends and seasonality, attention and investing
Tj and Charles have Ross Mayfield in the room chatting about.

Donor Advised Funds.

Market Seasonality

The attention span of investors and the social media onslaught
...more
14min

FAQs about Adventures in Wealth Management:

How many episodes does Adventures in Wealth Management have?

The podcast currently has 53 episodes available.