Finding Ways to Reduce Taxes from Your Portfolio
Release Date: 07/14/2024
Long Term Care Risks & Interest Rate Woes
Baird's Your Wealth and You
In today’s show Co-Hosts: Ray Ballantine and Jayme Meredith update listeners on a crazy market week and on the big FED decision on interest rates. Ray and Jayme talk about long term care and why everyone should be having the conversation about the risks and some steps people can take to mitigate some of those risk. We end with your listener questions.
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How to Handle Market Volatility
Baird's Your Wealth and You
On this week's show, Co-Hosts: Amy Riley & Jayme Meredith discuss how to handle market volatility, how often it happens, last weeks market updates, and answer questions from listeners like you.
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Inflation, and 2025 Financial Planning Goals
Baird's Your Wealth and You
Co-Hosts: Tyler and Shannon discuss the most recent inflation report, they discuss goals for 2025, and answer questions from our listeners.
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Market Outlook for 2025
Baird's Your Wealth and You
Co-Hosts: Kurt Carlson and Brian Koble discuss the market outlook for 2025. Plus: money-savvy moves for new parents and grandparents. As always, they answer your questions.
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New Year, New Rules
Baird's Your Wealth and You
Join Co-Hosts: Jim and Jayme Meredith for a recap of the last week of 2024, a review of important tax and rule changes for investors and retirees need to be aware of in 2025, and Jim’s key investor theme’s for 2025.
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Market Updates To End 2024
Baird's Your Wealth and You
For the last Sunday in 2024, Co-Hosts: Jayme & Jim Meredith provides a market update, the most important headline stories for the week, and answer listener questions on Retirement Accounts – how to avoid taxes and penalties and what to do with your employer plan when you retire.
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Fed Decision & Past Holiday Gifts
Baird's Your Wealth and You
Co-Hosts: Tyler and Shannon discuss the Feds rate cut and dot plot projection, they review holiday gifts of the past and what could be worth money today, and answer the common question of what to look for in 2025.
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Currency & Tax Saving Strategies
Baird's Your Wealth and You
In today's show Co-Host: Jayme Meredith gives an update the markets for the week, discuss some concerning data about colleges and universities, and a quiz about currency. Then Co-Host: Ray Ballantine and Jayme talk about a key tax saving strategy that is often underutilized by those who give generously to charity and lastly, we end the show with a number of listener questions
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Market Themes Over the Last 25 Years & Inflation
Baird's Your Wealth and You
Co-Hosts: Kurt Carlson & Brian Koble discuss some of the major themes of the last 25 years thats driven financial markets, inflation, and of course, answer listener questions from you.
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Tariff Talks
Baird's Your Wealth and You
Co-Hosts: Amy Riley and Tyler Vallano talk about increased tariffs proposed by President-elect Trump. They’re also joined by a special guest, Mike Antonelli.
info_outlineCo-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.