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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 70 episodes available.
September 22, 2024Investor "Hang ups"On this weeks show Co-Hosts: Brian Koble and Kurt Carlson explore the emotional barriers that prevent investors from making sound financial decisions. They also delve into how the Fed rate cuts impact portfolios and address listener questions. ...more30minPlay
September 15, 2024Markets, Presidential Debate, & Special Needs PlanningThis week Co-Hosts: Tyler and Shannon discuss current market conditions, how the presidential debate may affect the markets, and answer questions about special needs planning....more22minPlay
September 08, 2024Potential Tax Changes from Washington & Annuities On this week’s show, we have a roundtable of experts from the Meredith Group discussing the week in the markets, some big proposed changes to estate planning as part of a proposed housing bill, the impact of corporate taxation on GDP, and a discussion on annuities from a listener question....more49minPlay
September 01, 2024Labor Day Market UpdatesCo Hosts: Amy and Brian provide a Labor Day market update and reveal the “Do’s” and “Don’ts” of market volatility. Plus, Amy answers your questions....more20minPlay
August 25, 2024The Fed & Market UpdatesOn today’s show Co-Hosts: Ray and Jayme update the markets for the week and a few big FED announcement then Jayme and Ray discuss all things Medicare with special guest, Sean Horn, Director and Medicare Expert from Mediconnect....more1hPlay
August 18, 2024Growth Fears, Economic Data, and More Market Volatility This week Co-Hosts: Shannon and Tyler discuss whether the growth fears are warranted, if the Fed waited too long to cut rates, and the significant economic data for the week. Lastly, they answer questions from listeners like you. ...more24minPlay
August 11, 2024Market Volatility and the SECURE Act Co-Hosts: Jim & Jayme Meredith discusses the reasons behind the recent market volatility and recovery. They also review some important headlines for the week and details a strategy that may help reduce the impact of the SECURE Act on inherited IRAs. Then lastly, answer your listener questions. ...more52minPlay
August 04, 2024A Fed Cut?On this week’s show, Co-Hosts: Brian Koble and Kurt Carlson discuss the latest from the Federal Reserve. Plus, “Five Ways It’s Different This Time” in the economy and markets. As always, we answer listener questions....more26minPlay
July 28, 2024Market Volatility and the Presidential RaceCo-Hosts: Tyler and Shannon discuss this week’s news stories including the market volatility, GDP, and the presidential race. Lastly, they answer questions from listeners like you. ...more21minPlay
July 21, 2024Important IRS, Social Security & Market Updates On this week’s show, Co-Hosts: Jim & Jayme Meredith discusses some important regulatory changes for Pennsylvania residents along with updates from Social Security, the IRS, and more. They also recap the week in the markets as well as some key economic and FED data, and lastly, answer questions from our listeners....more42minPlay
FAQs about Baird's Your Wealth and You:How many episodes does Baird's Your Wealth and You have?The podcast currently has 70 episodes available.