Checking the Market's Vitals, SALT Deductions, Pre-Paid Funeral Expenses
Release Date: 07/25/2025
"I Have More Money Than I'll Ever Spend"
Baird's Your Wealth and You
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 gives five ideas on what to do. Plus, we review a big week for the Federal Reserve - and - your questions.
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Inflation, A.I., and Conferences
Baird's Your Wealth and You
Tyler and Shannon discuss this week's news along with A.I. and the conferences they went to this week.
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The 10 Worst Investing Cliches
Baird's Your Wealth and You
Co-hosts Amy Riley and Brian Koble discuss recent market developments, the "10 Worst Investing Cliches," and answer questions from listeners ike you.
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The Fed, AI, and Inflation
Baird's Your Wealth and You
Tyler and Shannon discuss the Fed's most recent decision, new inflation data, and artificial intelligence.
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Legal Documents: Back to Basics
Baird's Your Wealth and You
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 overlooked important wording for today's increasing digital life.
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The Fed Holds Steady
Baird's Your Wealth and You
Tyler and Shannon discuss the Fed, the market, and answer questions for our listeners.
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Checking the Market's Vitals, SALT Deductions, Pre-Paid Funeral Expenses
Baird's Your Wealth and You
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.
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One Big Beautiful Bill & You
Baird's Your Wealth and 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 to Qualified Charitable Distribution (QCD) reporting.
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War & Peace of Mind
Baird's Your Wealth and You
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.
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Iran Israel Conflict, The Fed, and Financial Wellness
Baird's Your Wealth and You
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.
info_outlineCo-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.