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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 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
July 14, 2024Finding Ways to Reduce Taxes from Your Portfolio Co-Hosts: Amy Riley and Tyler Vallano share ideas on different ways investors can reduce taxes from their portfolio.They will also discuss a few takeaways from the market this week and answer questions from our listeners....more20minPlay
July 07, 2024Money ParadoxesCo-Hosts: Brian Koble and Kurt Carlson review the first half of the year in the markets, tough money decisions you have to make as you become more successful, and lastly answer questions from listerners like you. ...more27minPlay
June 30, 2024Market News & Donor Advised FundsOn this week's show Co-Hosts: Ray Ballantine and Jayme Meredith give a quick recap of the end of the second quarter, discuss some some areas where Donor Advised Funds have come under scrutiny from the IRS and Congress, then lastly answer questions from listeners like you. ...more31minPlay
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.