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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 87 episodes available.
September 20, 2025"I Have More Money Than I'll Ever Spend"It's the definition of a good problem to have: Having more money than you'll ever spend. It's becoming more common, particularly with investors in their golden years. This week's host Brian Koble gives five ideas on what to do. Plus, we review a big week for the Federal Reserve - and - your questions. ...more24minPlay
September 18, 2025Inflation, A.I., and ConferencesTyler and Shannon discuss this week's news along with A.I. and the conferences they went to this week....more22minPlay
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
FAQs about Baird's Your Wealth and You:How many episodes does Baird's Your Wealth and You have?The podcast currently has 87 episodes available.