Beyond the Money

By The Perry Group of Baird

Join the Perry Group of Baird Private Wealth Management as we explore a wide range of topics related to wealth management, offering insights and strategies to help you navigate your financial journey.... more

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FAQs about Beyond the Money:

How many episodes does Beyond the Money have?

The podcast currently has 12 episodes available.

Beyond the Money episodes:

March 03, 2025 Wealth Management Topics We Are Discussing Now
Shawn, Jake and Brooke discuss financial planning updates and current conversations they are having with their wealth management clients. The topics include Social Security Fairness Act, 529-to-Roth Conversions, and Donor Advised Funds.
...more
23min
January 29, 2025 10 Financial To-Do's for 2025
Shawn, Jake and Brooke discuss 10 items to complete in 2025 for your finances including organization, goal setting, legacy planning, tax planning, and reviewing your investments.
...more
29min

FAQs about Beyond the Money:

How many episodes does Beyond the Money have?

The podcast currently has 12 episodes available.