Baird's Your Wealth and 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 24 th 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 3 rd 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.