Baird's Your Wealth and You
Baird Private Wealth Management
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Recent Episodes
"I Have More Money Than I'll Ever Spend"
It's the definition of a good problem to have: Having more money than you'll ever spend. It's becoming more common, particularly with investors in their golden years. This week's host Brian Koble…
Inflation, A.I., and Conferences
Tyler and Shannon discuss this week's news along with A.I. and the conferences they went to this week.
The 10 Worst Investing Cliches
Co-hosts Amy Riley and Brian Koble discuss recent market developments, the "10 Worst Investing Cliches," and answer questions from listeners ike you.
The Fed, AI, and Inflation
Tyler and Shannon discuss the Fed's most recent decision, new inflation data, and artificial intelligence.
Legal Documents: Back to Basics
Ray and Jayme review the basic legal documents everyone should consider for protecting themselves, their wealth, and to ease the transfer of wealth onto heirs. The discussion inculdes some commonly…
The Fed Holds Steady
Tyler and Shannon discuss the Fed, the market, and answer questions for our listeners.
Checking the Market's Vitals, SALT Deductions, Pre-Paid Funeral Expenses
Co-hosts Kurt Carlson and Brian Koble do a market "check-up" and look at a key provision of the new tax law: State and Local Tax (SALT) deductions. Plus, they answer listener questions.
One Big Beautiful Bill & You
Co-hosts Amy Riley and Tyler Vallano recap the second quarter, introduce the new One Big Beauitful Bill Act and its impact on your financial planning, and answer a listener's question about changes…
War & Peace of Mind
Kurt Carlson and Brian Koble discuss how to navigate your portfolio through times of geopolitical crisis. Plus, recent market developments and questions from listeners like you.
Iran Israel Conflict, The Fed, and Financial Wellness
Tyler Vallano & Shannon Barry discuss the Iran Israel conflict, The Fed meeting, and focusing on what you can control vs. the noise in the markets that you can't.
Opportunities in Treasuries? How about some TIPS?
In this week's show, Jayme Meredith updates the markets for the week of June 9th then discusses some interesting deveopments in the US Treasury market that investors may be interested in exploring.…
Navigating Financial Uncertainty: How Americans Are Adapting Their Spending Habits
Co-hosts Amy Riley and Tyler Vallano discuss recent data, backed by recent surveys, on how Americans are adjusting their financial habits in response to rising costs, economic uncertainty and…
Tax Bill Update & Ancient Wisdom for Modern Investors
Co-Hosts Kurt Carlson & Brian Koble highlight the recent tax bill, review market developments, and discuss wisdom from Ancient Greece than can help investors today.
Market Recovery & Realistic Expectations
Shannon and Tyler discuss the recovery in the market over the last few weeks, setting realistic expectations for your financial plan, and answer questions from our listeners.
Key Themes For Your Investment Portfolio In 2025
Co-hosts Amy Riley and Ray Ballantine recap this week's market movers, explore key investment themes for navigating 2025, and answer listener questions to help you stay on track with your financial…
Actions to take when the market is down (4-27-2025)
Jim and Jayme talk about some actions that you can take when the markets are down.
What to Know & What to Do
Kurt Carlson and Brian Koble discuss "What to Know and What to Do" when it comes to recent market volatility. Plus, how developments in Washington have impacted the municipal bond market (spoiler…
Chasing Double Digit Returns: How Often Does It Really Happen?
Co-hosts Amy Riley and Tyler Vallano kick off this week's episode with a market update, covering the latest headlinds and what's moving the markets. Then, we dive into the data behind double-digit…
How Investors Should Think About Tariffs
Co-hosts Kurt Carlson and Brian Koble discuss how investors should think about tarriffs. Plus, how to build a portfolio that helps you sleep at night. Finally, why "buying low" is psychologically…
The Week of "L's" Long Term Care, Liberation, Losses
Jayme Meredith and Ray Balantine discuss the volatile week in the markets, an update on Long Term Care payment options, and a deep dive into President Trump's Liberation Day tariff announcement that…
Frequently Asked Questions
Baird's Your Wealth and You has published 87 episodes since December 2023, covering topics in Business, Business News.
Baird's Your Wealth and You is currently dormant with new episodes weekly. Average episode length is 34m.
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