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Beyond the Money
Beyond the Money episodes
- Market Trends and Tax Tips: Navigating 2025
Shawn, Jake and Brooke provide perspective to current market environment as well as some tax filing updates for Kentucky filers.
16 min - 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.
23 min - 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.
29 min
About Beyond the Money
From the publisher's feed
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.