Thomas Kavanagh
Adventures in Wealth Management
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
Category
Podcast website
Latest episode
Jun 16, 2026
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Android 5M+ downloads · 4.8 rating
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Episodes
Jeannette Haen - 529s 21.01.2022 8:54
Today, my guest is Jeannette Haen, Education Planning Consultant at Baird. Our conversation centers around 529 plans and common questions. Show Notes [00:00:30] - [First question] - Gifting ideas for 529 plans. [00:02:40] - What happens if someone doesn't use a 529 plan? [00:05:52] - Out of state 529 plans.
Charitable Giving Ideas - Talk with Chris Dolan, Senior Financial Planner from Baird 22.11.2021 8:11
Chris Dolan, Senior Financial Planner from Baird, on to discuss some Charitable Giving ideas. During our conversation, we dive into Gifting Appreciated Stock Donor Advised Funds Favorite lunch spot in Seattle, Washington
Talk with Ross Mayfield, CFA, Investment Strategy Analyst 18.10.2021 5:00
My guest today is Ross Mayfield Investment Strategy Analyst at RW Baird. During our conversation, we dive into... Secular Bull Markets Reasons to focus on savings rate Ideas for what to focus on for the ending of 2021 Safier Mediterranean Deli in Louisville, KY
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