Baird's Your Wealth and You

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.

Jayme Meredith and Amy Riley start off this episode with comments from the markets this week.  Jayme and Amy then discuss annuties.  They review what annuities are, common questions, and considerations to keep in mind.  They then share ideas of when annuities could make sense to own as a piece of your overall portfolio.

Hosts Shannon and Tyler discuss the current market environment, the disconnect between media headlines and market performance, and answer your questions.

Co-Hosts Ray Ballantine and Brian Koble discuss how Washington headlines are affecting Wall Street, and how investors can respond.  

On this weeks show, Host: Jayme Meredith reviews a rocky week in the markets, discusses strategies to help your children or grandchildren for retirement, and answers your listener questions.

Co-hosts: Brian Koble and Kurt Carlson discuss how to avoid a "family feud" through proper estate planning.  Plus, they discuss the news of the day and answer questions from listeners like you. 

Co-Hosts: Amy Riley & Tyler Vallano discuss how they have seen diversification cycles change over the years and what they are seeing today, the latest market updates, and lastly answer listener questions. 

Jayme Meredith covered the week in review while Ray Ballantine and Jim Meredith extend the conversation on Long Term Care, talking about senior living facilities. Then Ray and Jim answer your listener questions.

Co-Hosts: Kurt Carlson and Brian Koble discuss the news of the week and answer your questions.  Plus, they discuss 10 investing lessons for grown-ups taken from classic children's literature.

In today's show Co-Hosts: Ray Ballantine and Jayme Meredith update listeners on a crazy market week and on the big FED decision on interest rates.  Ray and Jayme talk about long term care and why everyone should be having the conversation about the risks and some steps people can take to mitigate some of those risk.  We end with your listener questions.

On this week's show, Co-Hosts: Amy Riley & Jayme Meredith discuss how to handle market volatility, how often it happens, last weeks market updates, and answer questions from listeners like you. 

Co-Hosts: Tyler and Shannon discuss the most recent inflation report, they discuss goals for 2025, and answer questions from our listeners.   

Co-Hosts: Kurt Carlson and Brian Koble discuss the market outlook for 2025.  Plus: money-savvy moves for new parents and grandparents.  As always, they answer your questions.

Join Co-Hosts: Jim and Jayme Meredith for a recap of the last week of 2024, a review of important tax and rule changes for investors and retirees need to be aware of in 2025, and Jim's key investor theme's for 2025.

For the last Sunday in 2024, Co-Hosts: Jayme & Jim Meredith provides a market update, the most important headline stories for the week, and answer listener questions on Retirement Accounts – how to avoid taxes and penalties and what to do with your employer plan when you retire.

Co-Hosts: Tyler and Shannon discuss the Feds rate cut and dot plot projection, they review holiday gifts of the past and what could be worth money today, and answer the common question of what to look for in 2025.

In today's show Co-Host: Jayme Meredith gives an update the markets for the week, discuss some concerning data about colleges and universities, and a quiz about currency. Then Co-Host: Ray Ballantine and Jayme talk about a key tax saving strategy that is often underutilized by those who give generously to charity and lastly, we end the show with a number of listener questions

Co-Hosts: Kurt Carlson & Brian Koble discuss some of the major themes of the last 25 years thats driven financial markets, inflation, and of course, answer listener questions from you. 

Co-Hosts: Amy Riley and Tyler Vallano talk about increased tariffs proposed by President-elect Trump. They're also joined by a special guest, Mike Antonelli.

Co-Hosts: Ray Ballantine and Jayme Meredith review the markets for the week of November 24th as well as talking about a great savings vehicle that many folks aren't using or aren't taking advantage of. Ray and Jayme end the show with a great question on money markets that made them do some research to get the right answer.

On this week's show, Co-Hosts: Kurt Carlson & Brian Koble talk market news, volatility and more election aftermath. And of course, answer questions from listeners like you. 

Co-Hosts: Tyler and Shannon discuss the election results and how they might affect the market. They also talk about the top questions investors have about charitable giving. 

On this week's show, Co-Hosts: Jim & Jayme Meredith discusses some concerns about household debts, year-end tax updates and some tax credits some folks may be forgetting about.  Jayme updates the markets as we get closer to the election. Jim and Jayme answer listener question on BOI and year end distributions.  

This week, Co-Hosts: Amy Riley and Brian Koble review recent market developments and delve into one of the most influential personal finance books this decade: "The Psychology of Money." As always, they answer your questions. 

Co-Hosts: Tyler Vallano & Shannon Barry recaps a visit from Baird Market Strategist, Michael Antonelli, this week's market news, and answers questions from listerners. 

Co-hosts: Brian Koble and Kurt Carlson share how retirees can shift gears from saving during their working years to living off of their portfolio in retirement.  And as always, they answer your questions.

Co-Hosts: Jayme Meredith and Amy Riley talk through the 3rd quarter 2024 and give an economic update.  Plus, they share ideas on different financial strategies to consider when a spouse receives bad health news.  They also discuss a listener's question regarding employer stock in an employer sponsored retirement plan.

Co-Hosts: Jim & Jayme Meredith discuss mutual funds, tech adoption, this week's market news and lastly answer listener questions. 

On this weeks show Co-Hosts: Brian Koble and Kurt Carlson explore the emotional barriers that prevent investors from making sound financial decisions. They also delve into how the Fed rate cuts impact portfolios and address listener questions.   

This week Co-Hosts: Tyler and Shannon discuss current market conditions, how the presidential debate may affect the markets, and answer questions about special needs planning.

On this week's show, we have a roundtable of experts from the Meredith Group discussing the week in the markets, some big proposed changes to estate planning as part of a proposed housing bill, the impact of corporate taxation on GDP, and a discussion on annuities from a listener question.