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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.
March 30, 2025Annuities and When They Could Make SenseJayme Meredith and Amy Riley start off this episode with comments from the markets this week. Jayme and Amy then discuss annuties. They review what annuities are, common questions, and considerations to keep in mind. They then share ideas of when annuities could make sense to own as a piece of your overall portfolio....more1h 8minPlay
March 23, 2025What to Focus on During Times of Market VolatilityHosts Shannon and Tyler discuss the current market environment, the disconnect between media headlines and market performance, and answer your questions....more23minPlay
March 16, 2025Washington and Wall StreetCo-Hosts Ray Ballantine and Brian Koble discuss how Washington headlines are affecting Wall Street, and how investors can respond. ...more42minPlay
March 11, 2025Rocky Week in the MarketsOn this weeks show, Host: Jayme Meredith reviews a rocky week in the markets, discusses strategies to help your children or grandchildren for retirement, and answers your listener questions....more58minPlay
March 02, 2025Avoiding a "Family Feud"Co-hosts: Brian Koble and Kurt Carlson discuss how to avoid a "family feud" through proper estate planning. Plus, they discuss the news of the day and answer questions from listeners like you. ...more27minPlay
February 24, 2025Diversification Cycles & Market UpdatesCo-Hosts: Amy Riley & Tyler Vallano discuss how they have seen diversification cycles change over the years and what they are seeing today, the latest market updates, and lastly answer listener questions. ...more21minPlay
February 16, 2025For Valentines Week, Inflation, tariffs … not a lot to loveJayme Meredith covered the week in review while Ray Ballantine and Jim Meredith extend the conversation on Long Term Care, talking about senior living facilities. Then Ray and Jim answer your listener questions....more45minPlay
February 09, 2025Trade War 2.0 and Timeless Investing LessonsCo-Hosts: Kurt Carlson and Brian Koble discuss the news of the week and answer your questions. Plus, they discuss 10 investing lessons for grown-ups taken from classic children's literature....more24minPlay
February 02, 2025Long Term Care Risks & Interest Rate Woes In today's show Co-Hosts: Ray Ballantine and Jayme Meredith update listeners on a crazy market week and on the big FED decision on interest rates. Ray and Jayme talk about long term care and why everyone should be having the conversation about the risks and some steps people can take to mitigate some of those risk. We end with your listener questions....more1h 3minPlay
January 26, 2025How to Handle Market VolatilityOn this week's show, Co-Hosts: Amy Riley & Jayme Meredith discuss how to handle market volatility, how often it happens, last weeks market updates, and answer questions from listeners like you. ...more54minPlay
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.