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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, unbiased advice relating to all aspects of their personal financial situations.
87 Episodes
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It's the definition of a good problem to have: Having more money than you'll ever spend. It's becoming more common, particularly with investors in their golden years. This week's host Brian Koble gives five ideas on what to do. Plus, we review a big week for the Federal Reserve - and - your questions.
Tyler and Shannon discuss this week's news along with A.I. and the conferences they went to this week.
Co-hosts Amy Riley and Brian Koble discuss recent market developments, the "10 Worst Investing Cliches," and answer questions from listeners ike you.
Tyler and Shannon discuss the Fed's most recent decision, new inflation data, and artificial intelligence.
Ray and Jayme review the basic legal documents everyone should consider for protecting themselves, their wealth, and to ease the transfer of wealth onto heirs. The discussion inculdes some commonly overlooked important wording for today's increasing digital life.
Tyler and Shannon discuss the Fed, the market, and answer questions for our listeners.
Co-hosts Kurt Carlson and Brian Koble do a market "check-up" and look at a key provision of the new tax law: State and Local Tax (SALT) deductions. Plus, they answer listener questions.
Co-hosts Amy Riley and Tyler Vallano recap the second quarter, introduce the new One Big Beauitful Bill Act and its impact on your financial planning, and answer a listener's question about changes to Qualified Charitable Distribution (QCD) reporting.
Kurt Carlson and Brian Koble discuss how to navigate your portfolio through times of geopolitical crisis. Plus, recent market developments and questions from listeners like you.
Tyler Vallano & Shannon Barry discuss the Iran Israel conflict, The Fed meeting, and focusing on what you can control vs. the noise in the markets that you can't.
In this week's show, Jayme Meredith updates the markets for the week of June 9th then discusses some interesting deveopments in the US Treasury market that investors may be interested in exploring. Jayme closes the show with some advice and discussion on non-US investing.
Co-hosts Amy Riley and Tyler Vallano discuss recent data, backed by recent surveys, on how Americans are adjusting their financial habits in response to rising costs, economic uncertainty and shifting priorities.
Co-Hosts Kurt Carlson & Brian Koble highlight the recent tax bill, review market developments, and discuss wisdom from Ancient Greece than can help investors today.
Shannon and Tyler discuss the recovery in the market over the last few weeks, setting realistic expectations for your financial plan, and answer questions from our listeners.
Co-hosts Amy Riley and Ray Ballantine recap this week's market movers, explore key investment themes for navigating 2025, and answer listener questions to help you stay on track with your financial goals.
Jim and Jayme talk about some actions that you can take when the markets are down.
Kurt Carlson and Brian Koble discuss "What to Know and What to Do" when it comes to recent market volatility. Plus, how developments in Washington have impacted the municipal bond market (spoiler alert: we see opportunity).
Co-hosts Amy Riley and Tyler Vallano kick off this week's episode with a market update, covering the latest headlinds and what's moving the markets. Then, we dive into the data behind double-digit returns in the market - how often they actually happen and what that means for long-term investors. We wrap things up by answering listener questions on investing, strategy, and market trends.
Co-hosts Kurt Carlson and Brian Koble discuss how investors should think about tarriffs. Plus, how to build a portfolio that helps you sleep at night. Finally, why "buying low" is psychologically difficult...and how to address it.
Jayme Meredith and Ray Balantine discuss the volatile week in the markets, an update on Long Term Care payment options, and a deep dive into President Trump's Liberation Day tariff announcement that rocked the markets.
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This is the third program I have listened to in the new format. It is an obvious attempt to placate us old timers who were fans of the original. You have failed miserably.