Beyond the Money
The Perry Group of Baird
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Recent Episodes
Stay the Course: Making Sense of Markets & Headlines
In this episode, we reflect on where the year has taken us so far and share a brief market update along with key economic ideas shaping our client conversations. We discuss what clients are focusing…
What Investors Need to Know for 2026
Ross Mayfield, an investment strategist specializing in stock market research and financial education, joins Shawn and Brooke as they discuss what investors need to know this year.
2026 Outlook: Team Growth, Tax Timing, and What's Ahead
On the podcast, we introduced our newest team member and advisor, Mitchell Harralson, and discussed the timing of tax documents for 2026. We also covered the new changes to contribution limits coming…
Social Security and Strategic Planning
Shawn, Jake and Brooke discuss how their team works together to serve their clients and community. They dive into the recent Social Security Trustee report and proposed solutions to fix the funding…
What Guides Our Team
In this episode, Brooke, Jake, and Michelle reflect on the team's core values, mission statement, and vision statement, discussing how these guiding principles influence every aspect of client care.…
OBBBA and Market Trends
Maddy joins Shawn and Brooke to introduce herself and speak on her journey from WKU to Baird. We discuss OBBBA tax legislation topics and recent market trends.Follow us: LinkedIn | Facebook |…
2025 Financial Forecast: Rates, Regulations, and Resilience
In this episode, Shawn, Brooke, and Jake dive into the financial headlines and planning strategies shaping 2025. They break down the role of Money Market Funds in today’s interest rate environment,…
Comprehensive Financial Planning Topics
Shawn, Jake and Brooke discuss recent market movement and other topical conversations they're having with clients like our comprehensive financial planning offering and how it can help answer the…
Tariffs and Market Movement in April
Shawn, Jake and Brooke discuss the recent market movement, tariffs, client response and more on this month's podcast episode.
Market Trends and Tax Tips: Navigating 2025
Shawn, Jake and Brooke provide perspective to current market environment as well as some tax filing updates for Kentucky filers.
Wealth Management Topics We Are Discussing Now
Shawn, Jake and Brooke discuss financial planning updates and current conversations they are having with their wealth management clients. The topics include Social Security Fairness Act, 529-to-Roth…
10 Financial To-Do's for 2025
Shawn, Jake and Brooke discuss 10 items to complete in 2025 for your finances including organization, goal setting, legacy planning, tax planning, and reviewing your investments.
Frequently Asked Questions
Beyond the Money has published 12 episodes since January 2025, covering topics in Business, Investing.
Beyond the Money is currently highly active with new episodes monthly. Average episode length is 22m.
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