3C Money Matters

In this  episode of  3C Money Matters , hosts  Alyce Zollman  and  Dan Matthews  from  The 3C Group  are joined by  Mark Nickel , President and CIO of  Baird Trust , and  Andy Means , Managing Director and Director of Equity Investments, to discuss the essential role of corporate trustees and the "business owner" philosophy of investing. The conversation covers the practical benefits of profession...

In this episode of  3C Money Matters , hosts  Alyce Zollman ,  Dan Matthews , and  Loren Snyder  from  The 3C Group  are joined by  Dr. Allison Barber , CEO of To The Hoop Strategies, chair of the  Marvella Foundation  and former President of the  Indiana Fever , to discuss leadership, resilience and building a championship culture. Allison shares her journey from classroom teacher to White House...

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 importanc...

In this episode of  3C Money Matters ,  Alyce Zollman ,  Dan Matthews  and  Kara Endres  from  The 3C Group  welcome back  Tim Steffen , Director of Advanced Planning at  Baird , for a timely discussion on year-end financial and tax planning. They cover key updates from the recently passed One Big Beautiful Bill Act (OBBBA), including new deductions like the expanded state and local tax (SALT) lim...

In this episode of  3C Money Matters , hosts  Alyce Zollman  and  Dan Matthews  from  The 3C Group  talk with  Tim Steffen , Director of Advanced Planning at  Baird , about the new One Big Beautiful Bill Act (OBBBA) and what it means for your money. They break down key updates like changes to the SALT deduction, a new senior tax break, updates to the estate tax exemption, and the creation of "Trum...

In this episode of 3C Money Matters , hosts Alyce Zollman , Dan Matthews , and Colleen Curry from The 3C Group are joined by Kim Kasting of the Johnson County Community Foundation and Meagan Niese of the Community Foundation of Bloomington and Monroe County . Together, they discuss the role of community foundations in connecting donors with local needs, managing charitable assets, and helping fami...

In this episode of  3C Money Matters , hosts Alyce Zollman , Loren Snyder , and Dan Matthews from The 3C Group sit down with Baird market strategist Michael Antonelli for an entertaining and insightful conversation about what's really moving the markets today. Michael shares why historical context is essential for smart investing, how consumer spending continues to drive U.S. economic growth, and...

Welcome to the very first episode of the 3C Money Matters Podcast, your new go-to source for making sense of today's financial world. In this premiere episode, hosts  Alyce Zollman  and  Dan Matthews  from  The 3C Group  sit down with  Baird  investment strategist  Ross Mayfield to explore key market trends shaping the economy. They dive into timely topics including the impact of tariffs, the rapi...