Thomas Kavanagh

Adventures in Wealth Management

Business EN ↓ 53 episodes

Examining the ideas, techniques, and tools of wealth management to help you on your personal finance journey. Interviews with experts and exploring finance topics from different angles.

Author

Thomas Kavanagh

Episodes

Alien & AI news cycle, gifting rules, mkt update with S&P down 2%, financial guests on podcasts. 16.06.2026 11:49

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

How to maximize kids Trump Accounts, mkt sell off, takeways from Llyod Blankfeinn's book 01.04.2026 14:36

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 and how what the first 5 trading days can mean for the rest of the year. 08.01.2026 9:58

Ross Mayfield joins to talk 2026.

1-2-3 Podcast - A 'moderate' Millionaire is still a millionaire... what happens when you need to take $ out of IRA, Rotation in the mkt?! 18.12.2025 14:58

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...

1-2-3 Roths are coming up in convos, Investing at all time highs, cycle of bull markets 14.10.2025 13:19

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

What is up with the Big Beautiful Bill? 28.08.2025 6:39

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

Stats around having a financial plan (vs not), how to be bullish, Investing at all time highs 14.07.2025 3:45

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

How I invest my money, Social Security fears increasing and market vol. 03.04.2025 12:34

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

Mkt volatility from the beach and don't let the media ruin your 401k 26.03.2025 19:54

We talk with Ross Mayfield about Donor Advised Funds, Mkt trends and seasonality, attention and investing 26.02.2025 13:28

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

What Jerry Jones taught us about financial planning, January Barometer, why it's hard to figure out when to invest cash. 15.01.2025 15:27

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 ...

$500k = happiness? , if you're on the financial extremes you might need a financial plan (yolo vs fire) and trends going into and post election. 12.12.2024 17:28

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/

Mkts up ~30% ... what's next?, Planning thoughts for 2025 Taxes, Trends into elections 21.11.2024 20:19

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/

Inherited an IRA…now what? What looking at 29,000+stocks over 100 years teaches you. Getting that first $100,000. 16.10.2024 15:47

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.

Millennials are pulling ahead, staying the course and drawdowns. 10.09.2024 18:59

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

Direct Indexing and Frech Drains, Mkt Update, Seasonality of markets 15.08.2024 18:14

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

What Rodger Federer taught us about investing, some quick budget thoughts post grad, market update 27.06.2024 17:22

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/

What to expect from Financial Plan, Don't overthink a bull mkt, Joys of compoudning 10.06.2024 21:35

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.

What happens when you inherit an IRA? The Economy isn't the Stock Market. Where people get their financial advice from matters! 23.05.2024 15:50

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.

What Americans think they need to retire, seasonality of the markets, why Charles likes to look at charts 26.04.2024 20:18

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

Tax refunds and bills, what has happened when the mkt is up 27% in 5 months, don't forget about your yielding CDs! 04.04.2024 8:51

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

Roth account basics, is the market narrow?, why is there so much hate for 401ks? 11.03.2024 17:56

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%...

Some Required Minimum Distribution thoughts, bull/bear for the mkt, still time to be the Big Dog 21.02.2024 20:43

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/

Basics of estate planning, investing in the market at all time highs, Roaring Kitty. 31.01.2024 15:12

TJ and Charles dive into 1. Basics of Estate Planning - https://www.bairdwealth.com/insights/wealth-management-perspectives/2022/08/the-basic-elements-of-estate-planning/ 2. Investing in the market at all time highs 3. What the movie "dumb money" taught us about Roaring Kitty and getting people excited about investing.

Watch out for scams, mkt set up into 2024, how often do you have back to back up years? 17.01.2024 14:58

https://awealthofcommonsense.com/2024/01/what-comes-after-a-good-year-in-the-stock-market/