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Connecting Baird's expert Financial Advisors with your questions about investments, taxes, current market news and financial planning opportunities. This show provides listeners with comprehensive, un... more
FAQs about Baird's Your Wealth and You:How many episodes does Baird's Your Wealth and You have?The podcast currently has 85 episodes available.
August 31, 2025The 10 Worst Investing ClichesCo-hosts Amy Riley and Brian Koble discuss recent market developments, the "10 Worst Investing Cliches," and answer questions from listeners ike you. ...more27minPlay
August 17, 2025The Fed, AI, and InflationTyler and Shannon discuss the Fed's most recent decision, new inflation data, and artificial intelligence....more23minPlay
August 10, 2025Legal Documents: Back to BasicsRay and Jayme review the basic legal documents everyone should consider for protecting themselves, their wealth, and to ease the transfer of wealth onto heirs. The discussion inculdes some commonly overlooked important wording for today's increasing digital life....more57minPlay
August 03, 2025The Fed Holds SteadyTyler and Shannon discuss the Fed, the market, and answer questions for our listeners....more22minPlay
July 25, 2025Checking the Market's Vitals, SALT Deductions, Pre-Paid Funeral ExpensesCo-hosts Kurt Carlson and Brian Koble do a market "check-up" and look at a key provision of the new tax law: State and Local Tax (SALT) deductions. Plus, they answer listener questions. ...more22minPlay
July 13, 2025One Big Beautiful Bill & YouCo-hosts Amy Riley and Tyler Vallano recap the second quarter, introduce the new One Big Beauitful Bill Act and its impact on your financial planning, and answer a listener's question about changes to Qualified Charitable Distribution (QCD) reporting. ...more21minPlay
July 05, 2025War & Peace of MindKurt Carlson and Brian Koble discuss how to navigate your portfolio through times of geopolitical crisis. Plus, recent market developments and questions from listeners like you. ...more25minPlay
June 22, 2025Iran Israel Conflict, The Fed, and Financial WellnessTyler Vallano & Shannon Barry discuss the Iran Israel conflict, The Fed meeting, and focusing on what you can control vs. the noise in the markets that you can't....more24minPlay
June 15, 2025Opportunities in Treasuries? How about some TIPS?In this week's show, Jayme Meredith updates the markets for the week of June 9th then discusses some interesting deveopments in the US Treasury market that investors may be interested in exploring. Jayme closes the show with some advice and discussion on non-US investing....more1h 3minPlay
June 08, 2025Navigating Financial Uncertainty: How Americans Are Adapting Their Spending HabitsCo-hosts Amy Riley and Tyler Vallano discuss recent data, backed by recent surveys, on how Americans are adjusting their financial habits in response to rising costs, economic uncertainty and shifting priorities. ...more24minPlay
FAQs about Baird's Your Wealth and You:How many episodes does Baird's Your Wealth and You have?The podcast currently has 85 episodes available.