Ask Us Anything: Wrapping Up 2025 and Looking Ahead episode artwork

EPISODE · Jan 5, 2026 · 16 MIN

Ask Us Anything: Wrapping Up 2025 and Looking Ahead

from 3C Money Matters

In the final 2025 episode of 3C Money Matters,  Alyce Zollman and Dan Matthews are joined by The 3C Group's advisory team for a special "Ask Us Anything" conversation that reflects on 2025 and looks ahead to 2026. The team shares insights on the economic and market outlook, including expectations around interest rates, housing, AI, and potential volatility, while reinforcing the importance of disciplined, flexible financial planning. You'll also get a more personal look at the advisors as they discuss career paths they once considered, meaningful lessons learned in 2025, and what they are most looking forward to in the year ahead. More information on Baird - The 3C Group Like and Follow us on Facebook Subscribe to our YouTube Channel

Episode metadata supplied by the publisher feed · Published Jan 5, 2026

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Ask Us Anything: Wrapping Up 2025 and Looking Ahead

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