All Episodes
Baird's Your Wealth and You — 87 episodes
"I Have More Money Than I'll Ever Spend"
Inflation, A.I., and Conferences
The 10 Worst Investing Cliches
The Fed, AI, and Inflation
Legal Documents: Back to Basics
The Fed Holds Steady
Checking the Market's Vitals, SALT Deductions, Pre-Paid Funeral Expenses
One Big Beautiful Bill & You
War & Peace of Mind
Iran Israel Conflict, The Fed, and Financial Wellness
Opportunities in Treasuries? How about some TIPS?
Navigating Financial Uncertainty: How Americans Are Adapting Their Spending Habits
Tax Bill Update & Ancient Wisdom for Modern Investors
Market Recovery & Realistic Expectations
Key Themes For Your Investment Portfolio In 2025
Actions to take when the market is down (4-27-2025)
What to Know & What to Do
Chasing Double Digit Returns: How Often Does It Really Happen?
How Investors Should Think About Tariffs
The Week of "L's" Long Term Care, Liberation, Losses
Annuities and When They Could Make Sense
What to Focus on During Times of Market Volatility
Washington and Wall Street
Rocky Week in the Markets
Avoiding a "Family Feud"
Diversification Cycles & Market Updates
For Valentines Week, Inflation, tariffs … not a lot to love
Trade War 2.0 and Timeless Investing Lessons
Long Term Care Risks & Interest Rate Woes
How to Handle Market Volatility
Inflation, and 2025 Financial Planning Goals
Market Outlook for 2025
New Year, New Rules
Market Updates To End 2024
Fed Decision & Past Holiday Gifts
Currency & Tax Saving Strategies
Market Themes Over the Last 25 Years & Inflation
Tariff Talks
Savings Vehicles & Market Updates
More Election Aftermath & More Volatility
Election Results, Charitable Giving, and the Markets Under Trump
Market News & Year-End Tax Updates
Market News & The Psychology of Money
Michael Antonelli Recap & Market News
Shifting Gears in Retirement
Financial Considerations When a Spouse Receives Bad Health News
Market News & Mutual Funds
Investor "Hang ups"
Markets, Presidential Debate, & Special Needs Planning
Potential Tax Changes from Washington & Annuities
Labor Day Market Updates
The Fed & Market Updates
Growth Fears, Economic Data, and More Market Volatility
Market Volatility and the SECURE Act
A Fed Cut?
Market Volatility and the Presidential Race
Important IRS, Social Security & Market Updates
Finding Ways to Reduce Taxes from Your Portfolio
Money Paradoxes
Market News & Donor Advised Funds
Earnings, Market Sentiment, and Global Rates
When to Claim Social Security & IRA Distributions
Digging in on Donor Advised Funds
Estate Planning Tips & Banking Changes
Business Owners and the Consumer
All-time highs: Should I be worried?
Market News & Financial Considerations for Mom
5 More Surprising Financial Facts with Kurt Carlson and Brian Koble
Important IRS update on Inherited SECURE Act IRAs
Recessions and Market Corrections
Surprise Financial Tips with Brian Koble and Kurt Carlson
Stats & Facts with Ray and Jim
Retirement Secrets and the Math of Roth Conversions
The Fed, Market Breadth & A Potential Estate Tax Sunset
Tax Tips and Target Date Funds
March 10 with Jim and Jayme Meredith
Tricks of the Financial Media
February 25 with Tyler Vallano
2024: The Year of Elections Across the Globe
Benefits of Recommitting to Your New Years Resolutions
Important Lessons Learned in 2023
Let's Review Upcoming Tax Changes
Recession-phobia – Do You Have It?
How and Why to Plan for Unexpected Life Events
2023: A Year in Review
Why You Should Consider Allocation in Small Caps
How Inflation is Impacting Your Thanksgiving Dinner