Baird Private Wealth Management

Baird's Your Wealth and You

Business EN ↓ 87 episodes

Connecting Baird's expert Financial Advisors with your questions about investments, taxes, current market news and financial planning opportunities. This show provides listeners with comprehensive, unbiased advice relating to all aspects of their personal financial situations.

Author

Baird Private Wealth Management

Category

Business

Podcast website

yourwealthandyou.libsyn.com

Latest episode

Sep 20, 2025

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Episodes

March 10 with Jim and Jayme Meredith 10.03.2024

This week's hosts Jim and Jayme Meredith review the markets and headlines for the week then highlight some legislation that could cause headaches for business owners and limited partnerships. As always they'll answer your listener questions.

Tricks of the Financial Media 03.03.2024

This week's host Ray Ballantine shares an update on the week's market news, he is then joined by Brian Koble to talk about the unexpected ways that financial media deliveries its message to the public, and they end by answering questions from listeners like you.

February 25 with Tyler Vallano 25.02.2024

This week's host Tyler Vallano shares an update on the week's market news, he is then joined by Amy Riley to talk about the biggest mistake investors will make this year, and they end by answering questions from listeners like you.  

2024: The Year of Elections Across the Globe 18.02.2024

This week's host Ray Ballantine will share details of the week in review and look at items coming up next week. He'll be joined by Jayme Meredith and Jim Meredith to bring you up to speed on economic data. They'll end by taking questions from listeners like you.    

Benefits of Recommitting to Your New Years Resolutions 11.02.2024

This week's host Brian Koble talks about what to consider if the stock market's all time highs are making you nervous. He'll talk about the week in review and then will welcome Kurt Carlson to talk about recommitting to your New Year's resolutions. He'll end the show by answering questions from listeners like you!  

Important Lessons Learned in 2023 04.02.2024

This week's host Jayme Meredith talks about the Fed, a 20 year old company announcing a surprise dividend for the first time, when you should file your taxes, and then he dives into some important lessons learned in 2023. As always, he'll end by answering questions from listeners like you.  

Let's Review Upcoming Tax Changes 28.01.2024

This week's host Amy Riley is joined by Brian Koble, who shares insights into what really drives the stock market. Amy and Brian talk about some of the tax changes we'll see in 2024 and they close by answering questions from listeners like you.  

Recession-phobia – Do You Have It? 21.01.2024

This week's host Brian Koble will talk about recession phobia: What is it? Do you have it? And what's the cure? Kurt Carlson will join Brian to talk about investment opportunities for the new year. As always, the hosts will answer listener questions.  

How and Why to Plan for Unexpected Life Events 14.01.2024

This week's host Tyler Vallano recaps another bouncy week in the market and looks forward to what investors should be paying attention to for next week. Tyler also has a very heartfelt and candid conversation with one of the Baird leaders and talks about how a serious health event highlights the importance of planning, goal setting, and taking care of risks before they happen. Lastly, Tyler is joi...

2023: A Year in Review 07.01.2024

This week's host Jayme Meredith will interview Jim Meredith about 2024's biggest headlines, discuss why volatility has returned to the market, get some surprising news on energy, and answer your listener questions. 

Why You Should Consider Allocation in Small Caps 03.01.2024

This week's host Tyler Vallano will be interviewing co-host Amy Riley about small caps, we'll be answering some of your questions, and I will be reviewing what happened during this short holiday week. 

How Inflation is Impacting Your Thanksgiving Dinner 15.12.2023

This week's host Brian Koble will walk you through the week in review, Corey Utz will join us to talk about opportunities in the muni market, we'll also look at what rising inflation has done to the cost of Thanksgiving dinner, plus we'll answer your questions. 

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