Interest Rates & the US Debt
Six Minutes of Wisdom
In the second episode of our two-part special edition, Ross and Cynthia sit down with Baird investment strategist Ross Mayfield for a discussion on the interest rate environment and US debt.
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Talking Midterms with Mike
Six Minutes of Wisdom
This month is a special edition of Six Minutes of Wisdom, as we are releasing TWO episodes! The first is with special guest, Michael Antonelli, PWM Market Strategist at Baird. Midterms are on everyone’s mind, so Mike, Ross and Cynthia take some time to talk about what that means for our finances.
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Are Interest Rates Really That High?
Six Minutes of Wisdom
On this month’s episode of Six Minutes of Wisdom, Ross and Cynthia address the current interest rate environment and state of the economy.
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The Great Wealth Transfer
Six Minutes of Wisdom
Trillions of dollars are expected to change hands over the coming decades, creating the largest wealth transfer the world has ever seen. Listen in to hear Ross and Cynthia discuss this “Great Wealth Transfer” and how financial planning can help to facilitate this transfer.
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The Bank of Mom and Dad - Lifeline or Liability?
Six Minutes of Wisdom
On this month’s episode of Six Minutes of Wisdom, we explore the phenomenon of the “Bank of Mom and Dad”. Ross and Cynthia take some time to discuss a recent study that shows how many adults rely on their parents for financial support.
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Behavioral Biases and Current Affairs
Six Minutes of Wisdom
Exciting headlines surrounding topics like AI or certain IPOs can influence our decision-making. On this month’s episode of Six Minutes of Wisdom, Ross and Cynthia explore behavioral biases in the context of recent events you’ve likely seen in the news.
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Die with Zero
Six Minutes of Wisdom
On this month’s episode of Six Minutes of Wisdom, Ross and Cynthia take some time to discuss the book “Die with Zero” by Bill Perkins. The book presents a philosophy of spending your money to optimize your life while you’re living rather than leaving it behind when you pass away.
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Post-Tax Planning
Six Minutes of Wisdom
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All's Fair in Love and Epic Fury
Six Minutes of Wisdom
With the war in Iran dominating the headlines, Ross and Cynthia take this opportunity to discuss how those headlines may be affecting our thinking.
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Sequence of Withdrawals: The Silent Retirement Risk
Six Minutes of Wisdom
Have you considered how the timing of withdrawals in retirement might affect your financial plan? On this month’s episode of Six Minutes of Wisdom, Ross and Cynthia explore the potential effects of sequence risk and how we can manage it.
info_outlineTune in to this month’s episode of Six Minutes of Wisdom where Ross and Cynthia are joined by special guest, Tim Steffen, our Director of Advanced Planning, to break down some of the changes related to the One Big Beautiful Bill Act.