Last episode of 2022.

1. Items to think about when your dependent turns 18.

2. What is an inverted yield curve

3. What Warren Buffet learned at the race tracks

Tj and Charles dig into tax loss harvesting at year end, inflation vs expectations and the curse of stadium naming. 

TJ Kavanagh and Charles Fry dive into...

1) HSA Accounts

2) Interest Rate Environment 

3) What happened the last 2 times the Phillies won the World Series.

Today, my guest is Jason Spitz, from Baird’s Business Owner Solutions team.

Our conversation focuses on how clients work with Jason and the team.

(00:20 – 02:20) What is the Business Owner Solutions team?

(02:30-03:47) Exit options that exist for business owners?

(03:50-05:35) What working with the Business Owner Solutions Team looks like.

Today, my guest in Kara Endres, a Financial Planner at Baird who focuses on Social Security. 

Our conversation centers are Social Security and common questions.

Show Notes.

[00:00:30] - Working during retirement

[00:02:40] - Why people shouldn't rush to claim

[00:04:00] - Spousal benefits

[00:6:00] - How married couples should look at Social Security

[00:07:30] - Ways that a dependent under 18 can receive Social Security benefits. 

Today, my guest is Jeannette Haen, Education Planning Consultant at Baird.

Our conversation centers around 529 plans and common questions. 

Show Notes

[00:00:30] - [First question] - Gifting ideas for 529 plans.

[00:02:40] - What happens if someone doesn't use a 529 plan?

[00:05:52] - Out of state 529 plans.

Chris Dolan, Senior Financial Planner from Baird, on to discuss some Charitable Giving ideas.

During our conversation, we dive into

1. Gifting Appreciated Stock
2. Donor Advised Funds
3. Favorite lunch spot in Seattle, Washington

My guest today is Ross Mayfield Investment Strategy Analyst at RW Baird. 

During our conversation, we dive into...

1. Secular Bull Markets
2. Reasons to focus on savings rate
3. Ideas for what to focus on for the ending of 2021
4. Safier Mediterranean Deli in Louisville, KY