Six Minutes of Wisdom

May 29 th is 529 day! Tune in to this month's episode of Six Minutes of Wisdom where Ross and Cynthia discuss 529s, financial aid, and some of the recent regulation changes.

How much money do you need to retire? How long will it take to get there? Tune in to this month's episode of Six Minutes of Wisdom where Ross and Cynthia discuss the topic of the "Magic Number". Click the picture below to listen!

With tax season in full swing, this month's episode of Six Minutes of Wisdom features Ross and Cynthia who discuss a few topics to consider when it comes to taxes.

On this month's episode of Six Minutes of Wisdom, special guest Randy Stary joins Ross and Cynthia to discuss his transition into retirement.

Tune in to this month's episode of Six Minutes of Wisdom. This time, Ross and Cynthia discuss some of the highlights and lowlights of last year and some things to look forward to in the year ahead.

As Randy's time at Baird nears its end, he thinks back to some of the harder times and the lessons learned over the years.

It's that time of year again! Tune in to this month's episode of Six Minutes of Wisdom where the team discusses some of the things on their minds that they are grateful for this year.

You know what they say.. Hindsight is 20/20. Tune in to this month's episode of Six Minutes of Wisdom where Cynthia, Ross and Randy discuss some of the things they know now that they wish they knew then.

 Join Ross, Cynthia and Randy for a special episode of Six Minutes of Wisdom! This time, the group joins guest speaker Michael Antonelli as they discuss pickleball, investing and more! 

It's almost time to send our kids back to school! With that in mind, Cynthia, Ross and Randy discuss a few different tax-advantaged strategies that can be used to save for college expenses.

On this month's episode of Six Minutes of Wisdom, someone on the team is hitting an important milestone! Cynthia, Ross and Randy also touch on saving over time and the power of compounding.

This month on Six Minutes of Wisdom, Ross, Cynthia and Randy are joined by Preston to discuss the process of buying a home! The team discusses mortgage rates, house pricing and much more.   *Disclosure: Baird does not provide tax, legal or real estate advice and does not provide or service mortgages.*

This time on Six Minutes of Wisdom, Cynthia, Ross and Randy discuss the strategy of laddering bonds and CDs and how effective this can be in an environment with high interest rates.

Tune-in to this month's episode of Six Minutes of Wisdom. This time, Ross and Cynthia are on to discuss the topic of Spring Cleaning as it pertains to our finances and a particular tool that Baird provides to help with this.

Are you getting a tax refund this year? What will you do with it? Tune-in to this month's episode of Six Minutes of Wisdom where Ross, Cynthia and Randy discuss taxes and what to do with your refund. 

Dentist appointments, physicals and the periodic oil change – there are many things in our lives that need our attention on a regular basis. One of those things that we should be checking in on is our 401k! In this episode, Ross, Cynthia and Randy discuss the importance of monitoring our 401k and what we can be doing to keep it running smoothly.

Randy's retirement is now less than a year away! With that in mind, the team discusses the market outlook for the coming year and how a potential recession could impact retirement preparation. 

With the recent news of the FTX debacle, Ross, Cynthia and Randy discuss cryptocurrencies and other speculative investments and stress the importance of sticking to the meat and potatoes.

Thanksgiving is nearly upon us! In the spirit of the season, the team discusses everything they have to be grateful for, the benefits of being grateful, and how they practice this virtue in the workplace. 

With the recent market volatility, it's easy to develop a negative attitude, but there are still things we can be doing to remain productive. Click the picture below to listen to Ross, Cynthia, and Randy discuss what we can be doing to make the most out of a bear market.

In this episode Ross, Cynthia and Randy discuss the common phenomena of a fidgety market in the month of September.  What might becausing this and how should we react?

Randy, Ross and Cynthia discuss how to name legacy contacts on various internet platforms.  What happens if you die?  Do your family members know how to access all of your passwords?  As our lives become more intertwined with the internet, we need to make preparations for our eventual passing.

Inflation seems to be tops on everyone's mind these days.  Ross, Cynthia and Randy discuss their inflation issues.  Whether it's buying groceries, clothes for the kids or rennovating a home, we are all feeling the impact on the family budget.

Ross, Cynthia and Randy converse with Mike Antonelli.  He is our resident blogger, futurist and psych coach.  Markets are tough.  What do we do?

The JS Group discusses Power of Attorney documents and their importance for young and old alike.