Baird's Your Wealth and You

Co Hosts: Amy and Brian provide a Labor Day market update and reveal the "Do's" and "Don'ts" of market volatility.  Plus, Amy answers your questions.

On today's show Co-Hosts: Ray and Jayme update the markets for the week and a few big FED announcement then Jayme and Ray discuss all things Medicare with special guest, Sean Horn, Director and Medicare Expert from Mediconnect.

This week Co-Hosts: Shannon and Tyler discuss whether the growth fears are warranted, if the Fed waited too long to cut rates, and the significant economic data for the week. Lastly, they answer questions from listeners like you. 

Co-Hosts: Jim & Jayme Meredith discusses the reasons behind the recent market volatility and recovery.  They also review some important headlines for the week and details a strategy that may help reduce the impact of the SECURE Act on inherited IRAs. Then lastly, answer your listener questions. 

On this week's show, Co-Hosts: Brian Koble and Kurt Carlson discuss the latest from the Federal Reserve.  Plus, "Five Ways It's Different This Time" in the economy and markets. As always, we answer listener questions.

Co-Hosts: Tyler and Shannon discuss this week's news stories including the market volatility, GDP, and the presidential race. Lastly, they answer questions from listeners like you. 

On this week's show, Co-Hosts: Jim & Jayme Meredith discusses some important regulatory changes for Pennsylvania residents along with updates from Social Security, the IRS, and more. They also recap the week in the markets as well as some key economic and FED data, and lastly, answer questions from our listeners.

Co-Hosts: Amy Riley and Tyler Vallano share ideas on different ways investors can reduce taxes from their portfolio. They will also discuss a few takeaways from the market this week and answer questions from our listeners.

Co-Hosts: Brian Koble and Kurt Carlson review the first half of the year in the markets, tough money decisions you have to make as you become more successful, and lastly answer questions from listerners like you. 

On this week's show Co-Hosts: Ray Ballantine and Jayme Meredith give a quick recap of the end of the second quarter, discuss some some areas where Donor Advised Funds have come under scrutiny from the IRS and Congress, then lastly answer questions from listeners like you.   

Co-Hosts: Tyler Vallano and Shannon Barry discuss this weeks market news, answer questions from our listeners, and talk about some of the best advice they've given to clients over their careers.

Co-Hosts: Ray Ballantine & Jayme Meredith discuss when you may want to claim social security, IRA distributions and this weeks market news. Lastly, they will answer questions from listeners like you. 

Co-Hosts: Kurt Carlson and Brian Koble discuss Donor Advised Funds, a way to potentially make the most out of your charitable giving.  Plus, they review the markets and answer questions from listeners like you. 

Co-Hosts: Jayme Meredith and Amy Riley tackle a difficult, but necessary, discussion topic: what do you do when a loved one dies? Jayme also recaps the markets, discusses some important banking changes that could impact some listeners, and answers your listener questions.

Co-Hosts: Tyler and Shannon discuss this week's market news including the consumer, current mortgage rates, and Medicare.  They dive deeper into the financial planning needs and considerations of business owners.  Finally, they answer questions from our listeners.

Co-hosts Jayme and Jim Meredith discuss how investors should interpret the markets hitting new highs this week. Additionally, they'll discuss little known tax forms, inflation and as always answer listener questions.

Co-Hosts: Amy Riley and Jayme Meredith share some relevant market news from the week, financial considerations for Moms for Mothers Day, and of course answer some questions from our loyal listeners.

Co Hosts: Kurt and Brian are back with 5 more surprising financial facts to know and use. Plus, they will answer questions from listerners like you.

In addition to a recap of the markets and answering some great listener questions, this weeks Co-Hosts Ray Ballantine and Jayme Meredith review the recently released IRS Notice 2024-35 and the impact this has on SECURE Act IRA's, or IRA's inherited after 2019 as well as some updates on other big announcement from the Federal Trade Commission and Social Security. 

Co-Hosts Tyler and Amy will discuss this week's market news including the recent pullback. They will then dive deeper into past recessions and the effects on the market. Finally, they will answer questions from our listeners. 

Hosts Brian and Kurt, review recent market developments as well as financial planning tips that cause investors to say, "Wow, I had no idea!"  Plus, we answer your questions.

This weeks hosts Ray Ballantine & Jim Meredith discuss argulaby one of the most busy weeks in the market and some important statistics you should know. And of course they will answer questions from listeners like you. 

This week, Amy and Jayme talk the markets, some surprising insights about retirement, and answer some questions from listeners. 

Co-Hosts Tyler Vallano & Shannon Barry discuss this weeks market news including the Fed meeting, the broadening of the market rally and a big potential tax sunset that could affect your estate planning.

This week's host Brian Koble shares an update on the week's market news, he is then joined by Kurt Carlson to talk about taxes and what to do to preserve your pot of gold. They then end by answering questions from listeners like you.