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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.
October 27, 2024Market News & The Psychology of MoneyThis week, Co-Hosts: Amy Riley and Brian Koble review recent market developments and delve into one of the most influential personal finance books this decade: “The Psychology of Money.” As always, they answer your questions. ...more26minPlay
October 20, 2024Michael Antonelli Recap & Market NewsCo-Hosts: Tyler Vallano & Shannon Barry recaps a visit from Baird Market Strategist, Michael Antonelli, this week's market news, and answers questions from listerners. ...more22minPlay
October 13, 2024Shifting Gears in Retirement Co-hosts: Brian Koble and Kurt Carlson share how retirees can shift gears from saving during their working years to living off of their portfolio in retirement. And as always, they answer your questions....more28minPlay
October 06, 2024Financial Considerations When a Spouse Receives Bad Health News Co-Hosts: Jayme Meredith and Amy Riley talk through the 3rd quarter 2024 and give an economic update. Plus, they share ideas on different financial strategies to consider when a spouse receives bad health news. They also discuss a listener’s question regarding employer stock in an employer sponsored retirement plan....more45minPlay
September 29, 2024Market News & Mutual FundsCo-Hosts: Jim & Jayme Meredith discuss mutual funds, tech adoption, this week's market news and lastly answer listener questions. ...more56minPlay
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
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.