Adventures in Wealth Management

Tj and Charles dig into the gap between retirement and drawing on retirement accounts, the finances of Americans that have done well and the mkts. 

Tj and Charles dig into gifting questions that they see, investing in markets and a story from Gavin Baker on being nice and how it changed his life. 

TJ and Charles discuss How wild the news cycle is. Mkt update. Getting on track.

Tj and Charles dig into the new trump accounts, market thoughts and some good takes from Llyod's new book.    https://www.wsj.com/personal-finance/the-hack-that-turns-trump-accounts-into-multimillion-dollar-tax-free-nest-eggs-53d303c3?gaa_at=eafs&gaa_n=AWEtsqcLA48JrGSSdbKf67ZeuyENVutqtvim9ni_Dsmze3crpdhn_KOrH3wM6gp2tR8%3D&gaa_ts=69cd6c38&gaa_sig=rljkKsstxxwEyGXBoG3AxRSYTpZrwHPN7CHi_qYiWr5QDd_U-KET...

Ross Mayfield joins to talk 2026. 

123 Pod with TJ Kavanagh and Charles Fry. 1. Personal Finance Topic - What happens when you have to start taking money out of a 401k. 2. Markets - are we seeing a rotation? 3. 2026 Outlooks  RMD Article  https://www.bairdwealth.com/insights/wealth-management-perspectives/2021/09/make-the-most-of-your-rmds/   WSJ - Article  https://www.wsj.com/lifestyle/careers/401-k-s-mint-moderate-millionaires-f6...

Tj and Charles dig into Roths, the current market and investing at all time highs. 

  Over the last few weeks we have been getting questions on the new bill. Go through 6 areas we are focusing on.      Donor Advised Funds.pdf   https://www.youtube.com/watch?v=7HwDaM-wsHk

Charles and TJ dig into The % benefits of having a financial plan. What keeps us motivated in the market. Investing at all time highs. 

1-2-3 Podcast Social Security Fears Market Volatility  Individual Investors and shorter investment time frames. 

Tj and Charles have Ross Mayfield in the room chatting about.   Donor Advised Funds. Market Seasonality The attention span of investors and the social media onslaught 

On this episode, TJ and Charles tackle the age-old question for wealth management: when's the right time to deploy that sidelined cash?  On the market side they also break down the January barometer—because, sure, let's predict the market based on one month of vibes—and what it could mean for the rest of the year. To wrap it up on the lighter side, they dig into Jerry Jones's unexpected cameo on ...

Tj and Charles dig into 3 topics. Morgan Housel on the Huberman pod talking about personal finance.  https://open.spotify.com/episode/5in0bWIi05XzEwhdyLbrTe?si=5f07340d77f74fa4 Trends in the market going into and post election. https://nypost.com/2024/11/27/lifestyle/gen-z-has-an-inflated-sense-of-what-salary-they-should-make-for-success-study-reveals/  

TJ and Charles dig into    Baird 2025 Planning Guide https://www.bairdwealth.com/insights/wealth-management-perspectives/2024/11/your-planning-guide-to-2025-taxes/ Stocks ups 30% https://awealthofcommonsense.com/2024/11/30-up-years-in-the-stock-market/

Personal Finance: What happens with Decedent IRAs  Mkts: ASU study that looked at 29,000 stocks over 100 years. Interesting: Why getting that first $100,000 is important and ways to structure. 

Charles digs into staying the course during market volatility.  TJ talks about market drawdowns and how millennials are actually ok. 

Charles and TJ dig into Personal Finance: Direct Indexing. What is it? Market Updates. Interesting - the seasonality of markets. 

TJ and Charles dig into Why you should set up a budget. Investing at all time highs. Rodger Federer commencement speech.    https://awealthofcommonsense.com/2024/06/roger-federer-vs-the-stock-market/    

Dig into Why you don't need to be 50+ years old to have a financial plan. Not overthinking a bull mkt. Joys of compouding. 

The guys dig into What happens when you inherit an IRA. Why the economy isn't always the same as the stock market. Where people get their money advice from. 

Digging into  What American's think they need to retire https://www.wsj.com/personal-finance/retirement/retirement-savings-needed-increased-2024-9f7c01e0 Seasonality of the market What Charles  looks for in Trends and Charts

Tj and Charles have been on the road and dive into 3 main areas. Thinking about your tax return. What has happened when the mkt was up 27% in 5 months. How High-Yield CDs Turn Into 0.05% CDs While You're Not Looking   https://www.wsj.com/personal-finance/high-yield-certificate-deposit-lower-rates-f926545d

Tj and Charles dig into Roth accounts, views on the market and historical returns, and the media backlash vs 401ks. https://rwbaird.sharepoint.com/sites/BairdWeb-PWM-RetirementPlanning/Documents/Forms/AllItems.aspx?id=%2Fsites%2FBairdWeb%2DPWM%2DRetirementPlanning%2FDocuments%2FRoth%20IRAs%2FRoth%20IRA%20Overview%20%2D%202024%2Epdf&parent=%2Fsites%2FBairdWeb%2DPWM%2DRetirementPlanning%2FDocuments%...

Make the Most of Your Required Minimum Distributions - https://www.bairdwealth.com/insights/wealth-management-perspectives/2021/09/make-the-most-of-your-rmds/  Thoughts on the market It's not too late to start. The story of a Texas Oil Driller who started in his 40's https://www.linkedin.com/feed/update/urn:li:activity:7163586908390944769/